Intelligent Visit Planning Software for retail sales and distribution
BeatRoute offers three powerful solutions for Visit Planning: Beat Planning, Scheduling AI Agent, and Optimización de rutas, all seamlessly integrated on one platform to supercharge your sales operations.
Built for high-frequency field execution in retail and distribution
Works across fixed and dynamic sales models
Enables real-time visit adjustments based on critical tasks
Primer paso
Beat Planning workflows
Segment outlets by business or revenue potential
Define visit frequency based on outlet class
Plan visits, tasks, and make direct calls to customers via the app
Prioritize recurring and ad-hoc visits based on business needs
Enable managers to plan ad-hoc visits for escalations
Assign beats based on rep capacity and territory coverage
Paso 2
Scheduling AI Agent Workflows
Suggest store visits based on order decline, payment delays, and stock risks
Prioritize schedules based on high-impact business outcomes
Align static plans with dynamic priorities for monthly goals
Adhere to visit frequency targets each month
Act on store-specific tasks like orders, payments, issues, or new schemes
Prioritize tasks based on urgency and criticality
Paso 3
Route Optimization Workflows
Divide regions by geography, outlet density, and visit goals
Estimate rep needs based on visits, outlets, and capacity
Optimize routes to reduce missed visits and ensure compliance
Recursos
Últimas noticias e informes
Get expert insights on how to design accurate, high-impact visit plans using Visit Planning Software
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What is Visit Planning Software?
Visit Planning Software helps field sales teams plan, schedule, and route store visits using outlet segmentation, business KPIs, and rep availability. Segmentation refers to grouping outlets by class, frequency, or sales performance to prioritize visits effectively.
How does BeatRoute’s Visit Planning Software work?
BeatRoute brings together Beat Planning, Scheduling AI Agent, and Route Optimization in one platform. These three components help sales reps visit the right outlets at the right time with maximum impact.
What is Beat Planning and how does it improve Visit Planning?
Beat Planning is the process of segmenting outlets, setting visit frequency, and distributing them across reps based on business value. It builds a structured plan that ensures high-priority stores are visited consistently while balancing rep workload. Explore how Beat Planning brings discipline and focus to Visit Planning.
Does Visit Planning Software help balance field rep workloads?
Yes, BeatRoute’s Visit Planning Software uses territory intelligence to assign outlets based on geography, visit frequency, and rep capacity. This ensures balanced workloads and highlights any coverage gaps across field teams.
What is the role of the Scheduling AI Agent in improving sales visits?
The Scheduling AI Agent analyzes real-time store signals like sales drop, stock risk, or payment delays to dynamically reprioritize visits. It helps reps focus on high-impact outlets without missing frequency targets.
How does Route Optimization help in Visit Planning?
BeatRoute’s Route Optimization Software turns planned outlet visits into the most efficient travel path based on geography, store spread, and rep capacity. It reduces road time, increases daily coverage, and ensures reps follow practical, high-impact routes. Explore how Software de optimización de rutas helps you lead with precision.
Can sales reps handle ad-hoc visits along with their beat plans?
Yes, reps can manage both structured beat plans and ad-hoc visits in BeatRoute. The Scheduling AI Agent automatically adjusts their schedule to accommodate urgent visits without affecting visit frequency targets.
Can managers schedule ad-hoc visits in the Visit Planning Software?
Yes, managers can use BeatRoute’s Visit Planning Software to plan ad-hoc visits for audits, escalations, or strategic interventions. These visits are created independently of rep schedules but managed within the same platform.
How does BeatRoute ensure visit frequency compliance?
BeatRoute’s Visit Planning Software automatically tracks visit completion by outlet class and monitors adherence to frequency norms. The Scheduling AI Agent adjusts visit recommendations in real time to ensure each outlet is visited as per plan without overloading reps.
How can I get started with BeatRoute’s Visit Planning Software?
You can request a personalized demo to see how Beat Planning, Scheduling AI Agent, and Route Optimization work together for smarter field execution. The demo is tailored to your industry, team structure, and sales model.