Sales route planning is critical to a sound sales strategy. If you do it right, you’ll reap the rewards of connecting your sales reps to high-value opportunities at the right time.
This can be a complex process. But with planning and the right technology, sales teams can get the most out of every day in the field. Here’s everything you need to know to get started.
Delivery routing software is a mapping tool that plots out the most efficient route for drivers. It takes into account variables such as:
historical traffic volumes
multiple stops (and the best order to make those stops)
real-time road conditions
delivery and service appointments that run overtime
That information is then used to calculate the quickest way to get you to each of your destinations.
Delivery routing software can improve your operations in a variety of areas.
The best delivery routing software depends on your business' specific needs. The following are questions to help you evaluate your options.
Who needs to use the technology?
From managers who want to understand driver efficiency to dispatchers who need visibility into fleet status across territories, there are multiple individuals on your team who can use delivery routing software. Knowing which challenges you’d like to solve, such as saving fuel costs, can help you understand who might need to use the software.
What kinds of routes will your business need to plan?
It’s vital to identify the types of routes your delivery routing software needs to analyze. Having dynamic routes instead of fixed routes, for example, would require you to choose software that takes into account changing factors, such as delivery or service appointments that run overtime.
Will you need GPS tracking data?
Managers and dispatchers may want to identify the locations of all vehicles in a fleet. This not only assists with real-time visibility, but it also provides data about optimizing service or delivery territories.
Will you need to send real-time route updates to drivers as conditions change?
If your business experiences frequent appointment cancellations or other changing circumstances, sending real-time updates to drivers can help you — and them — save time and fuel. Plus, it might even help your team surprise and delight a few customers with early delivery or service.
How will your drivers access this technology, and what functionalities will they need?
Especially when it’s connected to your CRM
, delivery routing software gives drivers mobile access to a customer’s service history, logged cases, previous feedback, and more. This critical data can help drivers adjust their approach as needed.
Can the delivery routing software integrate and scale with your existing technology stack?
In addition to connecting to your CRM (mentioned above), knowing how delivery routing software would work with your current technology is also important, especially if you’re thinking long term about how this technology would scale with a growing team and business. If your drivers waste valuable time sending customer feedback to another team member to log in another system, it may be beneficial to ensure your delivery routing software enables them to do this onsite.
Choosing the right software can increase efficiency and reduce the operational cost of your deliveries. Learn more about how Salesforce Maps can help your organization.