Sales Routing

7/23/2019 Sales Routing

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PRESENTATION ON ROUTING

& SCHEDULING SALESFORCE

PRESENTED BY :- GROUP NO- 4 PRASAD NAYAK

AKASH JAISWAL

DEBAPRASAD OJHA

PARVEEN KUMAR

TAUGHT BY :- PROF. BHARATH BHUSHAN SINGH


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OUTING

What is routing ?Routing is a travel plan or pattern used bya salesperson for making customers calls

in a territory!"#N $OR ROUTING%

Identify the present and potential custom

ers on a territory map &lassification of &ustomers in to 'igh ()

edium *"o+ ,ales !otential


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Reduction in travel time and cost by e-clu

ding backtracking and criss/crossing by sales people in their territory

Improvement in territory coverage

,ales people reduce their travel time andincrease selling time

0I,#01#NT#G2 O$ OUTING%

Routing reducers the salespeople3s fle-ibility and initiative


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,cheduling ,cheduling refers to establishing a fi-ed time +he

n the salesperson +ill be at a customer3s place ofbusiness

It is planning a salesperson3s specific time of visits

to customers strict formal route designs enable the salespersonto%

4Improve territorial coverage

5)inimi6e +asted time72stablish communication bet+een management a

nd the sales force in terms of the location and activities of individual salespeople


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Industry &hallenges

,ales/Reps spending too much time drivin

g instead of +ith potential customers Overlapping territories

2fficiently plan visitations +ith multiple fr

e8uencies that span across +eeks and months

!lanning for multiple territorial sales/reps

+ith varying Route ,tart92nd locations and Time Windo+s


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?WHAT IS ROUTING ?

ROUTING IS A TRAVEL PLAN OR PATTERN USED BY

SALES PERSON FOR MAKING CUSTOMER CALLS IN

TERRITORY.

PLAN FOR ROUTING?

IDENTIFY THE PRESENT AND POTENTIAL CUSTOMERS

ON A TERRITORY MAP

WHAT IS SCHEDULING?IT IS A PLANNING A SALES PERSON SPECIFIC TIME OF

VISIT TO A CUSTOMERS.


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Fact Of Eureka Forbe

Th C!"#$% W$' F!(%)) I% D*+!,* M,h,$%/010 B

F+) W$+)22 T! B(,2) V$((" C2$%+'.B /035

E(+6$ W$' S22,% O% Th,+) O7 A22 V$(("'

M$%(7$*(+) I% Th U%,*) S*$*'. /081 S$9 E#$%',!%

I%*! M$6,% O*h+ A##2,$%' W,*h Th I%*+!)(*,!% O7

Th E(+6$ E2*+, R$%.

M$+6* L$)+ I% V$((" C2$%+ A' W22 A' I% W$*+

#(+,7,$*,!%.

/0;/ E(+6$ %*(+ 9,*h FGL


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ROUTING OF EURE!ASALES FORCE""

PLANNINGIDENTIFY

FOLLOWINGCONSUMMATE


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SCHEDULING OF EUREKA FORBESIMPLEMENT THE PLAN

CONTACT AT RIGHT TIMECONTACT WITH POTENTIAL

CUSTOMERS

SALESMAN

CUSTOMERS

Read more here: http://entrance-exam.net/commercial-finance-

manager-eureka-forbes-ltd/#


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Routing and scheduling sales o!ce

OfT#e T$%e of I&'$a


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outing of The Times of India

In "he "i#es o India$ the %lanes o!outing a!e totall& 'ased on(

"ele%honic net)o!*

Elect!onic data net)o!*s

"!ans%o!tation net)o!*s

Rout$&( )roce of T#e T$%e ofI&'$a*"o Identi& the ta!get custo#e!s.

Custo#e!s classi+cations.

Reduction in t!a,el ti#e.

I#%!o,e#ent in te!!ito!& co,e!age.


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T2 ITO I#" &O12 #G2

After De$(&$&( t#e a+eterr$tor, - t#e a+e )eroou+' be a$(&e' o& .#$c#

area of t#e terr$tor, #a to beco/ere' b, #$%"

T#e terr$tor, ca& be a$(&e' b,0 %et#o'

1"P+a&&$&( of e2c$e&t route for

a+e )eo)+e"4


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scheduling ofthe times of india

Designed specifically to cut down sales force

travel time and optimize their schedules/visits

with the customers. Solution reduces operation

costs while increasing sales opportunities.

Terr$tor, )+a&&$&( of a+e re) bae' o& o)t$%a+tra/e+ '$ta&ce or ba+a&c$&( &u%ber of to) )erterr$tor,"

Fu++, .eb bae' 5 'e$(&e' .$t# t#e future $& %$&' 5

$&ta++ at o&e +ocat$o&- $&ta&t 'e)+o,%e&t &at$o&.$'e"

Ma) ce&tr$c uer $&terface 5 ea, to /$ua+$6e ,ourcuto%er +ocat$o&- terr$tor$e- a&' route"

ea, $&te(rat$o& .$t# ,our CRM a&' Accou&t$&(


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Documents

Sales Routing