Vision Scheduler

Sales Planning, Scheduling, Sales Calendar, Sales Team, Team Scheduling

-Sales team route planning for flexible visit points and schedules

-Converting sales strategy into realized plans

-Sales boosting to the top level via including all potential customers dynamically into the plans

-Dynamic planning, updating and recommending visits for sales teams using optimization engine

-Scheduling by location, rules, number of visits and daily KPIs of sales representatives

-Real time call center task/visit synchronization to maximize daily visit targets of field teams

-Avoiding unsuccessful visits via call center approval process for planned schedules

-Updating current visit status as pending, completed or canceled

-Viewing confirmed visits and available timelines through Schedule Screen

-Creating new actions instantly for unscheduled visits of new locations and customers

-CRM system synchronization for obtaining information about points of visits and their details

-Reporting details of all visits based on hierarchy, customer and schedule