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Eliminate the need for your outside sales reps to plan sales routes, and gain confidence that reps are making the most of their time
Route optimization will get your rep’s focus back on closing deals instead of figuring out how to drive from point A to point B.
How much time do your field sales reps spend consolidating and reporting their mileage?
Eliminate the need for time-consuming paperwork and mileage tracking apps with SPOTIO’s mobile field sales route planner.
With automated mileage tracking of sales routes, you’ll take yet another admin task off your field sales reps’ plate so they can get back to selling.
SPOTIO’s sales route planner gives reps a visual plan of their day, increasing efficiency in the field.
SPOTIO sales route planner enables field sales reps to see exactly where to go and the most efficient way to get to meetings. Whether you want to know the distance between each of your customer appointments, need to know the fastest path, or want to create the most streamlined route, SPOTIO’s sales route mapping software has you covered.
The SPOTIO pipeline view includes every opportunity a sales rep is handling. You can filter pipelines from map data, by users, or by territory, and view opportunities by value.
SPOTIO’s route planning app bolts onto your CRM, so your sales team doesn’t have to manually enter data from the field into the system of record. As a rep creates routes, sets meetings, adds notes, updates customer information, etc., your CRM will update in real- time.
Sales reps and managers can review and export past routes and view by day, week, month or a custom range. See route history of any rep and export that data from your sales route planner for complete visibility.
With a native Google My Business integration, reps can quickly search for businesses in the vicinity and identify potential leads and new prospects between meetings.
SPOTIO’s sales route planner app offers a variety of features that automatically calculate and map the best sales routes in real time. When it’s easy to map and route appointments, sales reps will fit more appointments into each day; spending less time getting there and more time selling.
Create routes based on distance or scheduled activity and find the best way to get there.
Routes can be calculated from current user location to the nearest planned appointment.
When a route includes appointments without a time, routing will be arranged by distance.
If a meeting duration is scheduled, SPOTIO’s sales route planner will calculate arrival time based on one meeting’s end time and the next meeting’s start time.
If a route includes appointments labeled as “all day,” these meetings will be arranged by distance from each other.
Yes! With SPOTIO route planning software, field sales teams and managers can save routes. This ensures that routes to existing customers are repeatable, making sure the right customer gets the right frequency of touches.
Yes! Field sales managers can quickly and easily assign a repeatable workflow without field sales reps having to spend too much time thinking about what they’re going to do on any given day. Managers are then able to deep-dive and gain insights into why a rep may be having difficulty completing their assigned routes.
Yes! SPOTIO route planning allows for adding stops if an appointment cancels, or if a field sales rep finds themselves with extra time to ensure they are getting the most out of every route.
After a route is completed, it is saved as a completed “trip” inside of the sales route planner. Trips include data such as miles traveled, number of leads visited, and the outcomes of your interactions at each lead, providing key insights for future route planning.
Rather than trying to reinvent the wheel with our own GPS system, SPOTIO’s sales route planner seamlessly integrates with your users’ favorite GPS app. When a user runs a route inside of SPOTIO and is ready to navigate to their stop, SPOTIO allows that user to directly push that stop to their GPS system of choice, giving you the best of both worlds when it comes to route planning and route navigation.
Yes! As long as a route has been “completed” when you have finished your trip, the sales route planner provides an accurate total of miles driven to submit for internal reporting or tax purposes.
No! SPOTIO includes all the features field sales teams need to manage their day, as well as the tools managers need to gain insights into performance. With SPOTIO, you can set up sales sequences, automate follow-up reminders, define and reassign territories, and more.
SPOTIO integrates with Salesforce, HubSpot, and other top CRMs, and connects to 2,000+ apps, through Zapier.
We’re glad you asked! Take a look at our competitor comparison report.
Download our ROI calculator to see proven results from SPOTIO customers that illustrate ROI.
Discover how SPOTIO can help automate, track and optimize every aspect your team needs to improve sales performance.
During your demo, you will:
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