Sales Route Planning: What is it and Why Do I Need It?
Time spent doing anything other than selling is time wasted. If you feel like you or your reps are running out of time in the day to sell, route planning may be the reason.
Having a software to plan your sales routes is the best way to make sure your entire sales day is well spent and you’re not wasting time looking in the wrong areas for customers. If you don’t know where to start with route planning, see what it is, how it works, it’s benefits, and where to find the best route planner for you and your company before you waste more time.


What is a Route Planner?
Route planning is a specialized software designed to find the optimal means of traveling between two or more given locations. With route planning, sales reps will be able to optimize their time so they can visit more customers leading to a significant increase in deals won and customer satisfaction.

How Route Planning Works
Adding a route planner to your sales process is essential to sell smarter not harder. Inefficient travel hurts sales teams because it raises costs and lowers revenue.
You’re losing money if reps and closers aren’t getting to as many prospects as they could in a day. With a good route planner, your teams can plan their day, get to more appointments, and lower their travel costs.

Cloverleafing:
When you’re cloverleafing, you’re focused on high value engagements with current customers, appointments, or hot leads. Since you know where all these people live, use that information to plan out your day. Build a route out of each primary destination for the day, and use it to plan out your movements.

Referral Work:
When you collect a series of referrals from a customer or prospect, you can quickly plug them all into a route and efficiently visit all of them. This is especially useful when you have several referrals from several different sources. Just plug them all in, create a route, and visit them all quickly.

Setter/Closer Model:
If you’re operating with setters and closers, routing is a great way to get the most out of your closers. Closers usually travel a lot, so make sure they use routing to hit their destinations as fast and efficiently as possible.




How Route Planning Works
Adding a route planner to your sales process is essential to sell smarter not harder. Inefficient travel hurts sales teams because it raises costs and lowers revenue.
You’re losing money if reps and closers aren’t getting to as many prospects as they could in a day. With a good route planner, your teams can plan their day, get to more appointments, and lower their travel costs.
Cloverleafing:
When you’re cloverleafing, you’re focused on high value engagements with current customers, appointments, or hot leads. Since you know where all these people live, use that information to plan out your day. Build a route out of each primary destination for the day, and use it to plan out your movements.
Referral Work:
When you collect a series of referrals from a customer or prospect, you can quickly plug them all into a route and efficiently visit all of them. This is especially useful when you have several referrals from several different sources. Just plug them all in, create a route, and visit them all quickly.
Setter/Closer Model:
If you’re operating with setters and closers, routing is a great way to get the most out of your closers. Closers usually travel a lot, so make sure they use routing to hit their destinations as fast and efficiently as possible.