{"id":728,"date":"2015-07-07T15:39:18","date_gmt":"2015-07-07T15:39:18","guid":{"rendered":"http:\/\/www.portatour.com\/blog\/?p=728"},"modified":"2023-02-15T14:11:52","modified_gmt":"2023-02-15T14:11:52","slug":"visit-more-customers-with-automatic-sales-route-planning-how-to-get-started","status":"publish","type":"post","link":"https:\/\/www.portatour.com\/blog\/en\/visit-more-customers-with-automatic-sales-route-planning-how-to-get-started\/","title":{"rendered":"Visit more customers with automatic route planning &#8211; how to get started!"},"content":{"rendered":"<p>Field staff have different possibilities of getting\u00a0more customers and achieving a higher turnover. An important aspect is good route planning: Which customers shall be visited on which days and in which order? Currently many sales reps and field staff still either drive &#8220;chaotically&#8221; to any customer who raised their attention\u00a0or make the effort of always planning their daily, weekly or monthly tours manually. The first is ineffective, the latter is time-consuming and makes it difficult to achieve all your targets. Unnecessary kilometres are often the consequence.\u00a0Nowadays there exists <a href=\"https:\/\/www.portatour.com\/sales-route-planner\"><span style=\"color: #0066cc\">advanced software for route planning<\/span><\/a> that automates\u00a0the entire process. A computer can both calculate your routes quicker and achieve better results. Learn from this article how to get started with automatic route planning.<\/p>\n<p><!--more--><\/p>\n<h3>Basis: The addresses to be visited<\/h3>\n<p>The addresses of the customers to be visited build the\u00a0basis for route planning \u2013\u00a0as it was the case with manual planning. For automatic route planning you need the addresses of the customers in an Excel or text file. Use the preparation of the customer data in a file as an opportunity to also\u00a0check the quality:<\/p>\n<ul>\n<li>Are all customers included or are some missing?<\/li>\n<li>Does the file include inactive customers who no longer need to be visited?<\/li>\n<li>Are there erroneous duplicates\u00a0\u2013\u00a0e.g. customers&#8217; invoice addresses vs. delivery addresses?<\/li>\n<li>Apart from the address, does the file contain all customer information that is of importance for the scheduling of visits, e.g. contact persons, telephone numbers or opening hours?<\/li>\n<li>Have you entered a customer classification (e.g. A\/B\/C) as a basis for the frequency of visits &#8211; e.g. A for weekly visits, B for monthly visits, C for annual visits? Only in very rare cases it is advisable to visit all customers using\u00a0the same interval.<\/li>\n<li>Does the file even contain the information when you last visited the customer?<\/li>\n<\/ul>\n<h3>Import addresses, Map and Overview<\/h3>\n<p>The next step is to import the prepared customer file into the route planning software. During the import process all customer addresses are automatically localized on the map (technical term: &#8220;geocoded&#8221;). As a result you get\u00a0an overview of all customers on a map.<\/p>\n<p><a href=\"https:\/\/www.portatour.com\/blog\/wp-content\/uploads\/02-en-auto-routenplaner.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-5012\" src=\"https:\/\/www.portatour.com\/blog\/wp-content\/uploads\/02-en-auto-routenplaner.png\" alt=\"Overview of customers on map.\" width=\"624\" height=\"351\" srcset=\"https:\/\/www.portatour.com\/blog\/wp-content\/uploads\/02-en-auto-routenplaner.png 624w, https:\/\/www.portatour.com\/blog\/wp-content\/uploads\/02-en-auto-routenplaner-300x169.png 300w\" sizes=\"auto, (max-width: 624px) 100vw, 624px\" \/><\/a><br \/>\nCheck if there are any customers who are &#8220;out of the way&#8221; \u2013\u00a0i.e. customers who are far away from your main area of activity. Is it really worth the effort to visit them and spend a lot of time in the car? Depending on the software&#8217;s features\u00a0you can also use the map for &#8220;geomarketing&#8221; purposes in order to show additional information. Here is an example of the <span style=\"color: #0066cc\"><a href=\"https:\/\/www.portatour.com\/blog\/en\/blog\/2014\/09\/30\/show-customers-on-map-route-mapping-software-for-geomarketing\/\">portatour\u00ae map<\/a><\/span>\u00a0showing turnover numbers of customers:<\/p>\n<p><a href=\"https:\/\/www.portatour.com\/blog\/wp-content\/uploads\/Map-Turnover.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-361\" src=\"https:\/\/www.portatour.com\/blog\/wp-content\/uploads\/Map-Turnover.png\" alt=\"Map showing customer turnover\" width=\"480\" height=\"254\" srcset=\"https:\/\/www.portatour.com\/blog\/wp-content\/uploads\/Map-Turnover.png 480w, https:\/\/www.portatour.com\/blog\/wp-content\/uploads\/Map-Turnover-300x158.png 300w\" sizes=\"auto, (max-width: 480px) 100vw, 480px\" \/><\/a><\/p>\n<h3>No more manual planning, have it done automatically<\/h3>\n<p>This is the crucial point: Formerly you had to find out by yourself which customers you would like to visit on which day. Hopefully you based your decisions on the priority of your customers (&#8220;Which customer is important? Which have not been visited for a long time?&#8221;). Also you should have planned to\u00a0visit nearby customers on the same day, if possible.\u00a0<span style=\"line-height: 1.714285714;font-size: 1rem\">It is not easy to reconcile so many details. <\/span><\/p>\n<p><span style=\"line-height: 1.714285714;font-size: 1rem\">A <a href=\"https:\/\/www.portatour.com\/multi-stop-route-planner-app\">modern multi-stop route planner<\/a> does all this for you: You simply define how often you want to visit individual customers (visiting frequency or visiting interval) and the software automatically selects the customers who should ideally be visited on a certain\u00a0day. During this process the software automatically identifies\u00a0which customers are near to each other and can be visited in one go\u00a0and thus creates efficient and mileage-optimized\u00a0routes for each\u00a0day.<\/span><\/p>\n<p><a href=\"https:\/\/www.portatour.com\/blog\/wp-content\/uploads\/04-en-auto-routenplaner.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-5025\" src=\"https:\/\/www.portatour.com\/blog\/wp-content\/uploads\/04-en-auto-routenplaner.png\" alt=\"Efficient and mileage optimized routes for every day.\" width=\"350\" height=\"485\" srcset=\"https:\/\/www.portatour.com\/blog\/wp-content\/uploads\/04-en-auto-routenplaner.png 350w, https:\/\/www.portatour.com\/blog\/wp-content\/uploads\/04-en-auto-routenplaner-216x300.png 216w\" sizes=\"auto, (max-width: 350px) 100vw, 350px\" \/><\/a><\/p>\n<p>However, during this task the wheat of <a href=\"https:\/\/www.portatour.com\/route-optimizer-software\">route optimization programs<\/a> is separated\u00a0from the chaff. Whilst most electronic route planners on the market manage to create the right order for a single day for a maximum of 8 to 25 selected customers, the fully automatic creation of optimized routes for an entire week or even more is only provided by the cream of the top of route planners.<\/p>\n<p><a href=\"https:\/\/www.portatour.com\/en\"><span style=\"color: #0066cc\">portatour\u00ae<\/span><\/a>\u00a0is an example of one of these leading route planners, creating an optimized route plan for several days or weeks at the push of a button whilst taking into account all general requirements &#8211; e.g. opening hours of your customers or fixed appointments in your calendar. This makes route planning a walk in the park. Hint: register for the the <a href=\"https:\/\/www.portatour.com\/anywhere\/apply\/en\"><span style=\"color: #0066cc\">30 day free trial<\/span><\/a>!<\/p>\n<h3>What comes\u00a0next?<\/h3>\n<p>Once you have switched from manual to automatic route planning a series of further optimization potentials open up.\u00a0Subscribe to <a href=\"https:\/\/www.portatour.com\/blog\/en\/\">our Blog<\/a> to learn more.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Field staff have different possibilities of getting\u00a0more customers and achieving a higher turnover. An important aspect is good route planning: Which customers shall be visited on which days and in which order? Currently many sales reps and field staff still either drive &#8220;chaotically&#8221; to any customer who raised their attention\u00a0or make the effort of always [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":5358,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11],"tags":[],"class_list":["post-728","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-route-planning"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.portatour.com\/blog\/en\/wp-json\/wp\/v2\/posts\/728","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.portatour.com\/blog\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.portatour.com\/blog\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.portatour.com\/blog\/en\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/www.portatour.com\/blog\/en\/wp-json\/wp\/v2\/comments?post=728"}],"version-history":[{"count":30,"href":"https:\/\/www.portatour.com\/blog\/en\/wp-json\/wp\/v2\/posts\/728\/revisions"}],"predecessor-version":[{"id":5032,"href":"https:\/\/www.portatour.com\/blog\/en\/wp-json\/wp\/v2\/posts\/728\/revisions\/5032"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.portatour.com\/blog\/en\/wp-json\/wp\/v2\/media\/5358"}],"wp:attachment":[{"href":"https:\/\/www.portatour.com\/blog\/en\/wp-json\/wp\/v2\/media?parent=728"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.portatour.com\/blog\/en\/wp-json\/wp\/v2\/categories?post=728"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.portatour.com\/blog\/en\/wp-json\/wp\/v2\/tags?post=728"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}