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To create an optimized sales-route portatour® uses the following input:
- Customer data that you have stored in Dynamics CRM. Each customer is different: business hours, call frequency and the estimated call duration will be considered individually by portatour®.
- Appointments entered into the Dynamics CRM calendar : fixed customer appointments, business appointments, personal errands during the day and important phone calls.
- You decide how to work: When does your working day start? Where do you start? When do you take work breaks? How long do you work? Do you stay overnight on the way and where are your favorite hotels?
- Using digital maps at house number detail, which are updated regularly, portatour® calculates a distance matrix containing the fastest routes between all customers.
At the push of a button and within a few seconds portatour® calculates an optimized route for up to 4 weeks in advance, from millions of possible solutions, using intelligent algorithms. portatour® takes care of automatically selecting customers that are to be visited according to their call interval, while optimizing the route at the same time. Appointments from your calendar and customers that you definitely want to visit are of highest priority in this selection.
The sales-route plan presents all customers to be visited with exact time slots and the driving routes for each day. You can personalize this schedule by excluding proposed calls or adding additional appointments. Let portatour® optimize your updated schedule.
Start your tour! After each customer call enter an optional call report at the push of a button.
You know best: No matter how good a tour is planned, unforeseen changes happen during the day: Waiting time on site, contacts that are not present or do not have time, urgent appointments that have to be squeezed in, and last but not least traffic incidents that disrupt original schedules. From now on you react by pushing a button and portatour® updates your schedule starting from the current location for the remaining workday.