What is route mapping?
eSpatial’s intelligent route mapping allows you to save time and money by plotting the most efficient trips for your field sales team. When combined with other features, like filtering and drive time analysis, it can help you select the right leads to visit and then make the most of your time on the road. Easily add multiple locations at once, set how long you would like to stop at each place, then let eSpatial do the rest.
Why route mapping?
Route mapping with eSpatial helps you meet more clients and use your time efficiently. You can create, edit and share route maps on your PC, Mac, tablet or smartphone. This allows you to adjust on the go if a meet cancels or you have extra time to squeeze in another drop-in.
- Bulk add your points and create a route map in seconds.
- Add start times and meeting length for an accurate schedule.
- Open step-by-step instructions in Google Maps.
- Edit your route map on the go with the eSpatial app.
- Save and share your route maps with your team.
1.Combine tools for a complete field sales planning solution
Route mapping is great for maximizing efficiency, but the true power of eSpatial comes from its full suite of features. Route mapping pairs naturally with features like filtering and drive-time analysis, which together create a complete field sales planner.
Many field sales reps plan their week based on instinct. They consider which clients they haven’t seen in a while, choose a few others to visit based on their knowledge of the territory. eSpatial helps document this knowledge, and can take appointment targeting to the next level. By recording the date you last visited each client, you can instantly see areas that need attention with color-coded pins. You can also choose to filter and prioritize by sales potential so that you’re getting the most return for your effort. Once you’ve narrowed down the clients you need to visit, planning the day is only a few clicks away.
If you’re out in the field and an appointment cancels, you can use eSpatial to make the most of that time. Using a drive-time buffer on the mobile app, you can check for clients nearby that may be available for a drop-in visit. The drive-time buffer will help you ensure you choose a visit that you can reach without being late for your next appointment. Then just edit your route on your smartphone.
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2.Save office & driving time
Not only does route mapping save time on the road, it saves time in the office as well. When combined with filtering, intelligent route mapping can cut down the time it takes to plan your week. Rather than sifting through lines in a spreadsheet, mapping allows you to instantly see where your high-value clients are and who is due for a visit.
Once you’ve selected them, there’s no need to enter each address in the order you’d like to visit them, as you would do on other platforms. Instead, you can easily select all your locations and eSpatial’s intelligent route mapping will find the most efficient route. If all your planning for the week is done in one day, you can create and save your route maps ahead of time.
3.Share your itinerary & directions
In some cases, office staff help support field sales reps by booking appointments and assisting with planning. eSpatial route mapping make this easy. All the client information is available in one place, ensuring everyone is on the same page. Maps can be shared publicly or privately and can be opened directly on a mobile device. The sales rep can then open the direction in Google Maps for turn-by-turn navigation.
How to create a route from your map
- 1. Sign up and create a pin map
- 2. Analyze and target
- 3. Select your appointments
- 3. You've created a route
Decide which clients or leads you would like to visit. It can be helpful to use filtering or color coding during this process. For example, here we have color-coded the pins based on their estimated potential value. Now we can look for areas with a high number of red, high-value leads.
Once you know who you’d like to visit, select the Routing button in the Control Panel on the left side of your screen. Once in routing mode, use the Add or Multi-add buttons to select them. You can create a round trip or set separate start and finish locations. You can also click on Times to set the day and time you plan to leave, as well as how long you plan to spend at each stop. Next, select the Optimized box and click Get Route.
Congratulations, you’ve created your first route map! You can now save and share this map, as well as access is on your mobile app. eSpatial also allows you to open the turn-by-turn directions in Google Maps for live navigation.
Interested in eSpatial's other features?
Route mapping is part of a suite of features that can help you with your entire sales planning process. Check out more information about:
- Sales territory mapping – Build fair and balanced sales territories a maximize sales and employee satisfaction.
- Data filtering – Filter your data to discover key insights about your customers.
- Heat mapping – Quickly identify pockets of high customer density, value and more.
- Drive time analysis – Use drive-time buffers for reviewing coverage areas, filling schedule gaps and more.