Beat Planning Software for Field Sales Teams in the Philippines
For retail brands still on Excel and Viber: a beat planning app that sets which sari-sari stores and supermarkets each salesman calls on, and how often.
Beat Planning
Scheduling AI Agent
Route Optimization
⊢Trusted by brands that sell across Luzon, Visayas and Mindanao⊣
What is beat planning software, or route plan software?
Beat planning software is a field sales tool that sets which stores each salesman calls on, when and how often, then checks the plan against real calls. Many teams here call it route plan software.
One salesman's stores for one day make a beat. The sales beat plan repeats the beats weekly or monthly; each salesman's fixed schedule is the PJP. Kept in Excel and shared on Viber, it ages the week a store closes.
Hand salesmen only a call target and they reach it at easy sari-sari stops while the big supermarket waits. BeatRoute gives each store the calls its value earns: a supermarket with an order due goes ahead of a sari-sari store that bought yesterday. Judge the plan by the share of each salesman's stores that got their calls.
Three ways Philippine teams run their route plan, and who each suits:
Excel sheet and Viber
One tab per salesman, shared in the group chat
Free to start, but nobody can tell whether a store was visited, and the file ages as stores open and close.
Works for a small team with few stores.
Route-only app
A shorter drive between today's stops
Helps with Manila traffic once the stops are chosen. It does not say which stores deserve a visit or how often.
Right when the store list is already fixed.
Value-based beat planning
Which stores, how often, on which day
Ranks stores, sets their visit frequency, builds the beats and redraws them as the trade changes. This is what BeatRoute does.
For retail brands with distributors and many salesmen in the field.
Set up the route plan
Rank the stores, give each rank its call frequency and hand every salesman beats that fit the day.
Rank your stores A, B and C
Grade stores by what they sell and could sell. A supermarket or chain drugstore earns more calls than a sari-sari store.
Give each rank its own rhythm
A stores weekly, B stores every two weeks, C stores monthly. Every salesman then knows how many calls are due.
Cut beats the salesman can finish
Cluster nearby stores and allow for the time each call takes. A beat that does not fit one day is too long.
Turn the beats into a route plan
Each salesman gets a weekly or monthly plan with space for urgent calls. A store that belongs to no beat appears as a coverage gap.
Work the day from the beat planning app
The salesman starts with a ready store list and checks in at each stop.
Today's stores, already in order
The app lists the day's beat with a job at each store: take an order, collect a payment, fix a complaint or put up a promo.
Check in at the store
The check-in stamps the place and time. It can be set so a call counts only when it matches the store's saved location.
Let the list shift with the orders
If a store's orders fall or a payment is late, the Scheduling AI Agent gives it higher priority on the day's list. Productive visits went from 45% to 78% with the agent.
Spend less of the day in traffic
Route optimization orders the day's stops for the least driving, so less time goes to traffic.
Compare planned and actual calls
See which stores got their calls and fix the route plan before the month closes.
Planned calls against actual calls
Compare calls made with calls planned for each salesman and beat, and see which calls led to an order. A missed store shows within the week.
See which rank is slipping
Beat compliance, also called PJP adherence, shows top-store coverage and the stores nobody reached. A slipping rank moves up the schedule.
Redraw beats when stores change
Stores open, close and change hands, and salesmen get reassigned. Store count, call frequency and call time tell you how many salesmen a territory needs.
How Nurturemed Pharma keeps its PMR network on plan
Nurturemed Pharma lifted PMR productivity 20% with BeatRoute.
BeatRoute helps us monitor, control, and boost performance across our PMR network. The platform is very helpful in aligning field behavior with our business goals. The impact was fast and measurable.
Beat planning and route plan resources
Customer stories and notes on the route plan.
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Read moreSee BeatRoute's beat planning software run your Philippine route plan.
Frequently Asked Questions
Which app can show how often each store is visited?
A beat planning tool, or a sales force automation app with beat planning inside. In BeatRoute you set a visit frequency per store rank, and each geo-tagged check-in counts toward it. The report lists the stores that are behind, by salesman and by beat.
How many stores belong in one beat?
As many as one salesman can serve well in a day. Add the time each call takes to the travel between stops. A supermarket with an order and a shelf check takes far longer than a sari-sari store. If the total runs past the working day, split the beat. Compact Metro Manila areas hold more stores per beat. Provincial and island routes hold fewer, because distance eats the day. The beat planning guide shows the build step by step.
Is a route plan the same as route optimization?
No. The route plan, or beat plan, decides which stores a salesman covers, how often and on which day. Route optimization sets the order of one day's stops. A field team needs both: the plan fixes the cycle, then routing trims the driving.
What should I look for in beat planning software?
Ask for store ranks with a visit frequency each and beats built from location and call time. You need geo-tagged check-ins and planned vs actual reports by salesman, beat and rank. Calls should fit each salesman's hours, and a store that only orders in a set window should keep its slot. The tool should also lift a store up the day's list when its orders or payments slip, as the Scheduling AI Agent does. Test the beat planning app offline too, since many provincial stores have weak signal.