Tourenplanung

12 reasons to plan sales routes with portatour®

Do you work in field sales and try your best to visit your customers regularly? Do you often spend hours planning your routes? When there is a impromptu change of plans, it is sometimes difficult for you to react quickly? Do you sometimes wish you could adapt your schedule to your current situation at the push of a button?

If you answered yes to any of the questions above, then portatour® is the right tool for you. Thanks to portatour® – your personal route planner for field service – you can use your time effectively, plan dynamically and flexibly, maintain an overview and thus increase customer satisfaction. Read on to find out the 12 reasons why portatour® is indispensable for field sales.

With portatour® you save time and avoid frustration

Hours of tedious route planning with pen and paper or Excel at the end of the day or on weekends are now in the past. portatour® is your faithful travel companion. In seconds you can react to changes and benefit from the following advantages:

  1. Create your route at the push of a button. In just a few seconds, you have an optimized proposed schedule that takes into account all important factors, like call intervals, existing appointments, holidays, and so forth).
  2. And if an appointment is cancelled or postponed at short notice? No problem, a quick scheduling update with new, suitable call suggestions can be generated at any time.
  3. Was your day thrown out of kilter due to an unexpected traffic jam or road construction? With portatour® you can react immediately to these unforeseen events. If, as a result, a customer in the schedule cannot be visited, they will automatically be suggested again in the coming days.

With portatour® you are more efficient and have an excellent overview

Thanks to portatour® you no longer have to worry about forgetting an important customer or getting bogged down due to too much planning stress. portatour® helps you to successfully manage your daily business while maintaining flexibility:

  1. With portatour® you can filter your customers according to desired criteria (such as ZIP code or category) and display them on the map. This provides you with a good overview of your territory and also with the possibility to preferentially schedule certain customer groups.
  2. You don’t have to remember everything about your territory and customers by heart; just include detailed information for each customer and it can all be accessed on the fly.
  3. Since you save time on planning and are always on mileage-optimized routes, you will be able to visit more customers every day.
  4. portatour® automatically suggests your customers at the right time and this gives you firm control over the required call intervals (e.g. A-customers every 14 days). portatour® ensures that no customer ever falls through the cracks.
  5. Do you need to send reports to your supervisor on a regular basis? Once set, portatour® automatically sends out a weekly or daily summary by email.

With portatour® you increase your customers’ satisfaction

Given that your customer relationships are of primary importance, do you often find it difficult to respond to all requests and remember all details? Here are some reasons why portatour® is also an asset in terms of customer satisfaction:

  1. A customer wants you to come by only on Tuesdays? No problem! Set their business hours accordingly and portatour® will make sure that this customer is only suggested at the times you indicate.
  2. What about a sudden call from a customer, whereby you are unsure if you can accept? With portatour® you have the guarantee of notifications in the event of appointment clashes or insufficient travel time between appointments.
  3. Nobody knows better than you how important your customers are and how much of a detour for an impromptu visit is worth to you. With portatour® you can find a suitable day by checking the expected detour for the day in question.
  4. The end of one customer visit is the beginning of the next one: with portatour® you create call reports directly on your preferred device and have all your notes in preparation of the next visit on hand in seconds.

Surely one more of the above scenarios sound familiar to you 😊. If you are ready to leave those problems behind, then you are in the right place. portatour® has already positively changed the lives of thousands of sales representatives. Just read some of their testimonials in our success stories.

Do you also want to benefit from these advantages? Sign up for a free trial version of portatour® right now and see for yourself. Our support team will be happy to help you get started (sales@portatour.com). And after that, it’s just a matter of fastening your seatbelt, hitting the road and enjoying the advantages of dynamic route planning with portatour®! 😉