User friendly, powerful in the implementation, impressive results. Convince yourself today of portatour® Territory Optimization.
Territory optimization in field sales refers to the process of revising and adjusting existing sales territories based on predefined parameters. The aim is to avoid overloading or underutilizing the field sales team, which can lead to improved customer satisfaction and a significant reduction in driving times.
At the touch of a button, you can distribute the customers of the departing employee to the territories of the other employees.
Employee A would like to work 20 instead of 30 hours per week in the future: You decide as a team and with portatour® where routes can be reduced and which employee - taking into account a fair workload - can take up customers.
You cushion parental leave, longer vacation or absences due to illness in the remaining team in the best possible way and share customers fairly. As a result, the team feels that it is being treated fairly and absent employees know that their customers are in good hands.
How should our customers be distributed across the team so that all A-customers are visited at least once in the 4th quarter? With portatour® Territory Optimization you can visualize your planning ideas for seasonal focal points in no time at all.
Integrate your new customers efficiently and optimize your territories in a matter of seconds when your existing customers' priorities shift.
Are you planning to enter a new market and need to expand your field sales team?
portatour® automatically determines the number and suitable home locations for new employees in the sales territory.
You start with your current initial situation and portatour® guides you step by step and in a few moments to an optimization result.
Visualize the customers of your field reps on the map and view all relevant information in the detailed view.
In the next steps, you can optionally carry out manual adjustments or optimization settings per field rep.
In just a few moments portatour® Territory Optimization calculates your optimization result. Visualize it on the map, in the detailed view.
With the help of several prioritization levels, you can choose between the lowest total travel time or a balanced workload. These planning games affect the number of visits per week, the weekly driving time and other important planning factors.
With the SaaS power of portatour® you can test different scenarios within seconds - without installation and without updates. This allows you to easily share your optimization suggestions with your team.
In the results, we point out how much different areas deteriorate or improve. Keep in mind that even supposedly small optimization potentials of 1-2% have an enormous impact on your sales success. With sales force costs of around €10 million per year a 1% improvement thanks to portatour® Territory Optimization can save you sales costs of as much as €100,000 per year.
The optimization result itself can of course be edited by you.
Our team will be happy to show you the features of portatour® Territory Optimization – specifically tailored to your requirements.
portatour® Territory Optimization is the most dynamic solution on the market, thanks to SaaS power.
Test your planning ideas before you implement them.
Several people can plan. Team leaders use our intuitive solution to optimally allocate territories for vacation.
Our data is based on actual driving distances - not on beeline or clustering.
Our solution takes into account up to 10 of your key figures . This gives you maximum flexibility and a powerful optimization tool (" divide territories by turnover" and much more).
portatour® always provides you with a result. If, for example, you enter contradictory scheduling parameters, we will still show you the best possible scenario based on your entries.
portatour® Territory Optimization changes your field sales force through dynamic territory optimization in a unique way. See for yourself and discover the numerous advantages of portatour® Territory Optimization in direct comparison with the competition.
Detailed explanations, features and tips can be found in our Helpcenter.
If you have a team of at least 2 field reps, portatour® Territory Optimization is for you. Choose from 2 different billing intervals tailored to your needs.
Our team will be happy to show you the features of portatour® Territory Optimization – specifically tailored to your requirements.
The future of sales optimization is dynamic territory planning combined with state-of-the-art route planning. That’s why portatour® Route Planner supports you with automatic route planning to boost your field sales performance. Over 1,500 customers are already convinced. Discover the benefits and test our route planning solution now, free of charge.
The goal of territory optimization is to ensure fair, efficient and balanced customer support. Factors such as call intervals, driving times and customer prioritization play an important role here.
While markets and general conditions change, you remain competitive at all times with a flexibly adaptable sales territory. Regular territory optimization prevents inefficient structures from emerging and helps you save sales costs. In addition, you ensure the continuity of good customer relationships, even when something changes in your sales team.
Absolutely. Manual territory optimization is time-consuming, complex and prone to errors. As the number of customers and employees increases, so does the effort required. portatour® Territory Optimization enables fast, data-based adjustment and presents several solutions in no time, from which you can choose the best one.
>> All advantages of dynamic territory optimization at a glance
Yes, create up to 10 additional key figures at portatour® and define specifications for them. An example: Each employee should receive an annual sales potential of at least €500,000, but no more than 25 A customers and between 100 and 200 leads in the territory. portatour® takes these parameters into account during the calculation. If no solution can be found that meets all the requirements, alternatives are suggested that best fulfill the required guidelines.
Yes. portatour® provides up to 7 scenarios that you can analyze as an overview, detailed table and on the map. Post processing is also possible before you apply the result.
Territory planning lays the foundation for every sales territory. It defines responsibilities and assigns employees to their respective regions. Territory optimization takes the next step and refines existing sales territories according to current requirements. With portatour® Territory Optimization, this happens at the push of a button.
Fairly distributed territories create clarity and prevent overload or idle time. This increases motivation and ensures a balanced workload in the field sales force.
Yes, absolutely. portatour® Territory Optimization shows you how many new employees make sense, where they should ideally be based and what the new territories will look like.
Territory optimization adapts a sales territory to current circumstances and changes. Route optimization ensures structured visit routes directly within the optimized territory.
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