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
Designed for territory based sales execution - Visit Planning
Works across fixed and dynamic sales models
Indian Salesman doing handshake with a middle aged distributor at a distribution warehouse 1 - Visit Planning
Enables real-time visit adjustments based on critical tasks
Works across both direct and indirect channels 1 - Visit Planning

Primer paso

Beat Planning workflows

Profile and segment customers 3 - Visit Planning

Segment outlets by business or revenue potential

Assign ad hoc tasks to field sales reps 1 - Visit Planning

Define visit frequency based on outlet class

Use Route Optimisation for territory planning - Visit Planning

Plan visits, tasks, and make direct calls to customers via the app

Create optimized beat plans - Visit Planning

Prioritize recurring and ad-hoc visits based on business needs

Use Route Optimisation for territory planning - Visit Planning

Enable managers to plan ad-hoc visits for escalations

Assign ad hoc tasks to field sales reps 1 - Visit Planning

Assign beats based on rep capacity and territory coverage

Paso 2

Scheduling AI Agent Workflows

Mark attendance with geo tagged time logs - Visit Planning

Suggest store visits based on order decline, payment delays, and stock risks

Log field activity with GPS tracking
 - Visit Planning

Prioritize schedules based on high-impact business outcomes

Suggest ideal order baskets with AI - Visit Planning

Align static plans with dynamic priorities for monthly goals

Activate trade promotions for upsell and cross sell - Visit Planning

Adhere to visit frequency targets each month

Take stock and process product returns - Visit Planning

Act on store-specific tasks like orders, payments, issues, or new schemes

Use AI for visual merchandising - Visit Planning

Prioritize tasks based on urgency and criticality

Paso 3

Route Optimization Workflows

Empower managers and admins with intuitive dashboards 1 - Visit Planning

Divide regions by geography, outlet density, and visit goals

Track real time performance with KPI Scorecard 1 - Visit Planning

Estimate rep needs based on visits, outlets, and capacity

Measure sales uplift from every AI driven action 1 - Visit Planning

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.