Route Optimization Software


A comprehensive guide to eliminating inefficiencies for sales, service, and operations teams

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4.3/5 of 36 reviews
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12%

Boost in revenue

1

Extra sales call per day

30%

Improvement in sales productivity


What is Route Optimization?

Route optimization involves planning the routes and order of calls most efficiently, you add your data, and your route optimizer creates the most efficient route in less than a minute. Simply put, you aim to minimize miles traveled and maximize time in front of the right customers. And do this at scale. That could be a single rep planning a month in advance, a sales or service operations team planning schedules for hundreds of field-based representatives.

The challenges of traditional route planning

Whether a sales operations, operations, or service manager is mapping out an optimal route or a field-based rep is trying to give a client an accurate ETA, you will want to eliminate these challenges with route mapping software. eSpatial's powerful routing optimization software can transform your planning.

An optimized 4 day sales route

1. High Effort, Low Reward


High-performing sales and service teams know their time with the right customers is their greatest resource. Maximizing time spent selling or servicing is the objective for everyone. Under-performers may suffer from over-servicing customers and valuing quantity over quality.

You need more analysis and research before hitting the "get route" button. New reps may lack experience or knowledge leading to sub-par results. As they gain experience, they'll see the value in estimating sales potential (if they are in a sales role), understanding their highest-value customers, and prioritizing those over others.

Create optimized sales and service routes

2. Travel Time and Scheduling Pressures


Sales and service reps must analyze their schedule on days with numerous planned in-person meetings. One long meeting can throw your whole day's schedule, forcing you to push or cancel other appointments.

Real-time location tracking helps adjust schedules on the fly, giving you a competitive advantage.

Smarter schedules

3. Increasing Customer Satisfaction


Service and sales reps have daily call targets. One customer requires more service time than planned. Another customer needs a contract clarification, while another wants a new product demo. It can be challenging to prepare for each meeting.

Lack of preparation can impact performance. The fewer delays you have, the more time you can spend preparing. Access to a routing and planning software solution that integrates with your CRM data to see customer data is a game-changer.

You have more headspace and time to plan and execute.

A flexible route plan for a trip to San Francisco

4. Manual Route Management


Route planning is time-consuming and clunky when done by hand. It's vital for traveling reps but takes time away from meetings. Simply put, there's a better way.

Intelligent route planning software eliminates the heavy lifting for field-based reps. With automatically optimized routes, you spend more time on revenue-generating activities.

Share a route with colleagues

5. Lack of Visibility


Where there is a disconnect between field and office teams, you have a problem. But you can solve this by providing access to route planning software for sales, operations, and support staff. eSpatial makes sharing this information between team members simple and intuitive.

Sales managers can make effective decisions about sales territory management. It supports decision-making and planning for office admins but also improves efficiency for sales staff and customer service for clients. If a red-hot sales lead needs immediate attention, office staff can quickly and easily contact the closest sales rep who creates the shortest route. All of which lead to more sales deals and happier customers.

Design, realign and optimize territories

6. Balancing Workforce Resources


Sales and service managers balance resources and workloads with improved visibility of routing. Active territory management is critical. Uneven workloads lead to several problems. Some reps need more time to meet their quotas, but time is finite. Others have spare capacity. That leads to burnout for some and lost sales opportunities for organizations.

Territory Mapping software lets managers and revenue operations create optimized sales territories. Reps can then maximize opportunities or customer service without being overwhelmed.

When paired with route optimization, it ensures sales reps are spending more time with customers and less time in a vehicle. In turn, customers and prospects receive the right level of focus.

Save on Average 20% More Fuel and Increase Selling Time by up to 30%

See the return on investment your organisation can get by using eSpatial's routing tool

Get started with our route mapping calculator

Why Choose eSpatial's Route Optimization Software?

Unlike many consumer-level apps, eSpatial's routing planning software makes sharing easy, so updating your manager, team, and colleagues is simple and intuitive. eSpatial's route mapping software differs from other solutions in several ways:

Settings to automatically generate route map

1. Automatic Route Planning


Route optimization uses intelligent route planning. Specialized route sales software can automatically optimize route plans. And this isn't just from point A to point B — you optimize the route for every stop along the journey.

eSpatial's route optimization software can reduce trip planning time by 90%. It allows you to optimize a one-way route or round trip, saving time and money while adhering to your meeting schedule. Best of all, it eliminates manual planning.

eSpatial integration with Salesforce showing a route map

2. Display Destinations With CRM Data


Unlike other navigation or map apps, eSpatial's route mapping software works with your CRM. It unifies customer data across your tools so sales and service reps can easily access correct, up-to-date information. Your field team has all the information they need for appointments at their fingertips. Stops will display any data you enter, like customer names or order history. Prepared reps are proven to achieve higher revenue and customer satisfaction. Drivers can directly explore address locations and measure distances within the system, gaining complete control over the design of their routes. This functionality, designed to optimize efficiency, ensures they stay on schedule, meeting customers and completing deliveries effectively.

US map of customers divided territories

3. Design the Perfect Territory for Field-based Teams


Look for a solution that combines mapping software with territory mapping software and sales route optimization. For many managers, their process starts with data analysis. Heatmaps, ZIP code maps, and pin maps are perfect for visual analysis. Combining route optimization with mapping lets managers create balanced geographic sales territories. And perform visual analysis efficiently.

Planning territories with geography in mind makes it easier to create an efficient route later. Creating manageable territories helps sales team leaders balance workloads and improve customer service.

addressing-coverage-gaps

4. Visualize Data to Support Decision-making


Visualizing sales data is a huge benefit. It allows decision-makers to better understand the market, including your competition and growth opportunities. For example, managers can easily see coverage gaps or whitespaces with sales territory maps. Lost opportunities and overlapping coverage are eradicated while new revenue is unlocked.

Flexible Pricing to Suit Every Business

Every organisation is unique, so eSpatial offers you scalable solutions

095%

Reduction in project delivery time

067%

Faster sales rep onboarding

030%

Increase in time spent selling

9 Reasons to Choose eSpatial

Right now, more route optimization solutions are available for field sales teams, but not all offer the right fit for you. To overcome your key challenges and reap the benefits discussed above, you need a route optimization software solution with specific features, including:

  1. Schedule 20-day optimized routes with ease
  2. Quickly re-route a day if a customer cancels
  3. Our powerful route scheduling software ensures you focus on the highest-priority sales calls
  4. Seamlessly integrates with Salesforce
  5. Mobile ready
  6. Visualize and analyze your routes for productivity insights
  7. Lock in appointments and optimize your day around key sales meetings
  8. Overlay and filter your customer datasets on interactive maps
  9. Set priority-based scheduling based on your preferences, like the highest potential to close

Support From Our Experts When You Need It

You're the expert on your data and line of work, but to get your project completed, you may need some backup. That's why our support team includes geographic information system (GIS) experts who can assist with mapping and data integration needs, during onboarding and through your time as an eSpatial user.

Customer support

Frequently Asked Questions

Can I Analyze My Sales Reps' Routes to Help Them Become More Efficient?

eSpatial's route optimization software has sophisticated reporting capabilities to enable you to analyze and optimize sales routes.

Yes. Many customers use eSpatial to plan and visualize sales blitzes. Ask one of our team to share some approaches with you.

Yes. You can optimize sales and service routes.

Sales teams use eSpatial as a critical component of their prospecting plans.

You can use our sales routing software to plan routes up to 20 days in advance.

Yes, you can optimize routes up to 20 days in advance.

Yes. Easily optimize sales routes around your most important sales appointments.

In eSpatial, you will access your library, where you can store and access your maps.

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