What does Field Sales Planner help you do?
Know Your Territories
Roll out territories to your field team on a clear map. Ideal for onboarding new team members.
Filter Potential Customers
Filter by customer potential, size, or last visit. Cluster together by location to ensure you are visiting the right prospects.
Plan and Route
Plan the most efficient trip to maximize your time. This gives you more customer facetime and the ability to fill in cancellations.
Update to CRM
Once you have visited your customer, update your CRM with a record of the visit or details of the visit, without going into the CRM.
Report Performance
Oversee the field performance to ensure productivity benefits are being realized right across the group.
What this means for you
Example Field Sales Planner customers

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Why choose eSpatial
- An end-to-end solution for your field sales team
- We provide rollout planning, training and ongoing support
- Proven customer impact and customer references
- Works independently outside of Salesforce or within
- Data can be uploaded directly from excel for any dataset

