For the system to work properly, it is necessary to import data of employees together with their place of residence, and clients with addresses and business attributes. Data should be prepared in Excel file and then loaded into the system.
Geocoding allows you to assign geographical coordinates to address data. Correct definition of the geographic location of clients and the places of residence of sales representatives is necessary to determine reliable routes or effectiveness of territories.
The organization module will reflect the organization's existing organizational structure, as well as separate distribution channels. You can also assign territories to individual sales representatives.
The „Route modification” module allows you to precisely analyze the generated routes on the map and adjusting them to your needs. It offers a wide selection of tools related to servicing your Sales Representatives day-to-day work.
Completion rates are a key indicator that demonstrates the feasibility of carrying out the tasks that are to be performed. Rates less than 100% shows free time that isn’t being used, while over 100% represent an overloaded territory.