About Sani Marc
The Sani Marc Group has more than 500 employees across Canada. The company helps organizations optimize their sanitation and maintenance programs through a wide range of high-quality products and solutions. Sani Marc’s flexibility and operational capacity has made it the Canadian leader in all the markets of their three divisions: Food & Beverage, Hygiene & Sanitation and Pool & Spa.
Some 200 staff directly interact with customers, specifically with sales people, customer service staff and technicians. This 35% of the organization gathers information day in and day out, representing a significant resource for the company and a substantial outlay.
Why automatic route planning?
We were flying blind in our attempts to guess the best way to optimize our results.François Belisle, Vice President Strategic Management
Before portatour®, there was no consistency in terms of route planning. Some employees used manual systems with business cards, other used Excel spreadsheets. The system was very inefficient, especially since Sani Marc had very little information regarding when a visit took place and how much time and effort was spent with customers.
Eventually, there were a number of small incidents that prompted Sani Marc to seek out an automated route planning solution. One turning point was the loss of a major contract: visits had not occurred according to the prescribed interval and a lack of traceability deprived Sani Marc of the necessary tools to prove that the job had been completed. By that time, Sani Marc understood that their only option going forward was a comprehensive solution for route planning and field force management.
Sani Marc reviewed several route planning software options, but it quickly became clear that portatour® was the best solution, given that portatour® provides:
- A dynamic route planner
- A mobile web-based CRM-System with strong reporting capabilities
- A user-friendly interface
- Interfaces to integrate into a complete solution.
None of the competition had all of these features, nor were any of them flexible enough to meet Sani Marc’s business requirements.