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Route Management

Route Mangement Context
Advantages of Route Management
Configuration & Operation


Route Management is the planning and optimization of routes for the field team.

Route management plays a pivotal role in optimizing field team operations, enhancing visit efficiency, and maximizing coverage. By strategically planning and optimizing routes, businesses can significantly improve their overall productivity and customer satisfaction.

Route Mangement Context

We have built a system that recommends Van Sales Men (VSM’s) what to load on the track for the day based on customer purchases history for the customers in their route on that particular day.

Our solution considers the financial targets of the sales representatives and customers purchase behaviour observed in the last months, to compute a daily loading guide for each sales representative/vans personnel.

Each sales rep can access his/her loading guide directly from the mobile app and see sales recommendations per outlet, in order to help him/her manage their daily visits.

We also provide insights about the adherence to sales recommendation, adherence to loading guide, progression of monthly target achievement, etc.
The system will take into account various factors such as distance, traffic, cluster optimization, and monthly target completions to provide the best possible routes for the Van Sales Personel (VSMs).

Advantages of Route Management

Dynamic computation - targets are re-computed everyday in order to take into account of sales already done in the month and help the sales reps attain their monthly objective/targets

Easy to implement - minimal data requirements, only Sales data and Sales reps route to market

Easy to use - loading guide and sales recommendations directly accessible from the mobile app for the Sales reps

Customizable - the computation of sales recommendation can be adapted and include other metrics, according to the customers needs.

Reduced vans Out Of Stocks

Reduce missed-sales opportunities

Avoid vans time loss and cost of needing to go back to warehouse for refill

Reduce vans traveling distances and time spent in traffic through optimized routes

Warns vans mobile users in the event that a wrong activity is conducted on a customer that is not recommended by optimization.

Reduce fuel consumptions (studies show that optimized routes help save up-to 20%-30% of fuel)

Reduce carbon footprint impact (500 VSMs saving 5km of distance traveled per day = 2,500 km saved per day = 0.75M km saved per year = 150T of CO2 saved per year

Configuration & Operation

Setting up route management within the FieldPro platform involves several key steps to enable and configure the necessary features:

Step 1:

Enable the Route Feature on the settings of the desired client as shown below

Navigate to the Addon section, and enable the Route Management feature, additionally, define the roles for mobile users who will be accessing this feature to ensure proper access permissions.

Step 2:

Configure Mobile Users assign them appropriate user roles consistent with those activated/configured in the Addon section.

Step 3:

On the customer list schema, configure Customers' Route Day & GPS Location question.

Edit customer details to include GPS locations and designate specific route days for each customer.

Note: The accuracy of GPS location is crucial for the functioning of Google Maps and other location-based services. Let’s dive into why it matters:

Navigation Precision:

- Google Maps relies on accurate GPS coordinates to provide precise navigation. Whether you’re driving, walking, or cycling, knowing your exact location ensures accurate turn-by-turn directions.

- Inaccurate GPS data could lead to wrong directions, missed exits, or confusion for users.

Traffic Estimation and Routing:

- Google Maps uses real-time traffic data to calculate optimal routes. Accurate GPS information helps estimate travel times accurately.

- Incorrect location data might lead to suboptimal routes, longer travel times, or unexpected delays.

Machine Learning Algorithms:

- Google employs machine learning algorithms to improve map accuracy. These algorithms analyze vast amounts of data, including GPS traces from users’ devices.

- Accurate GPS data enhances the training of these algorithms, leading to better map quality.

Google Maps benefits from accurate GPS data to provide reliable navigation, geofencing, traffic updates, and more.

Ideal steps in Route management*

Step 0: A pre-defined daily route-plan (weekly recurring) is set for each VSM. Each route contains the number of retailers.

Step 1: The VSM clicks on the "Calendar icon and gets a view of the list of his assigned outlets and loading guide for the day

Step 2: Based on his/her route, the VSM looks at the app and sees a loading guide based on the retailers purchase pattern of his portfolio as well as his/her own sales targets.

Step 3: The VSM starts his route and can then see on the Mobile App the optimal route (retailers order of visit and best way to get there) he needs to follow based on the traffic and distance between the outlets.

- VSM can tap on "optimize" in order for the app to suggest the closest route according to the current traffic via google map.

Optimizing your route enables the app to automatically synchronize with Google map to suggest the closest route to your current location, according to the current traffic at that particular period of time, so it is advisable to always tap on "Optimize" icon after every route visit for better and smoother movement.

- VSM can start visit by clicking on the "Map" icon and follow the map route to the assigned outlets to be visited for the day:

Step 4: The VSM can see a sales guide where he can see the recommended sales for this particular retailer for each SKU at the retailer's premises.

Step 5: The VSM arrives at the retailer's premises, he/she checks-in (GPS + Barcode scanning)

Step 6: The VSM makes his sell and move to the next outlet as suggested by the optimized route.

Updated on: 12/04/2024

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