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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, not 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 planning software:
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 find 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.
Pipelines includes every opportunity that a sales rep is handling, which is hard to manage. Being able to filter pipelines from map data eases that burden, while ensuring sales teams maintain strong and organized pipelines.
Spotio’s routing app bolts-on to your CRM, eliminating sales reps having 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 for complete visibility.
With a native Google Places 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 calculates and maps 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 at the end of route.
If a meeting duration is scheduled, Spotio will calculate arrival time based off one meetings end and then next meetings start.
If a route includes appointments labeled as “all day”, these meetings will be arranged by distance from one another.
Yes! With SPOTIO route planning software, both field sales reps 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, allowing managers to turn from mere manager, to educational coach with visibility into exactly what’s going on in the field.
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 SPOTIO. 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 routing software seamlessly integrates that function 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, SPOTIO will be able to provide an accurate total of miles driven to submit for internal reporting or tax purposes.
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