In the course of the fully automated sales-route planning, portatour® selects which customers to call while also optimizing the order of the calls and thus the driving route.
portatour® selects customers to call based on the following priorities:
Fixed appointments in your calendar have the highest priority in sales-route planning for portatour®. They can be customer calls as well as other activities – e.g. a company meeting or going to a garage. These appointments are scheduled in any case at the appointed time.
Manually included customers are the second priority for portatour®. I.e. if you absolutely want to call a customer in the next few days but have not agreed on a specific date in the calendar, you can 'include' them for a call. By doing so, it becomes mandatory for portatour® to include the customer in the schedule. The day and time are selected automatically by portatour® during sales-route optimization.
Your schedule is filled up with clients who are configured for automatic sales-route planning. For customers whom you want to call on a regular basis, portatour® automatically takes your call interval requirements into account, while placing equal emphasis on optimizing the sales-route.
The general rule is: The less you interfere in the sales-route planning by making appointments, the more planning scope portatour® has to optimize sales-routes, and the more flexibly portatour® can react to unforeseen events throughout the working day, such as traffic jams or prolonged calls.