Anticipate schedule changes and plan for new routes

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rochona
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Joined: Thu May 22, 2025 5:25 am

Anticipate schedule changes and plan for new routes

Post by rochona »

You’ve got your priority list in mind, but be sure to build some flexibility into your schedule before you hit the road. You could easily adapt to unexpected cancellations or other changes to maximize the impact of your field time. For example, if a customer schedules a morning appointment and needs to reschedule, intelligent routing software can adjust to accommodate. Similarly, if a rep realizes spending a little more time with a particular customer is likely to result in a big opportunity, the rep can quickly adjust the rest of the day’s schedule to accommodate the extra time.

5. Record notes in your CRM after making the rounds
Record notes in your CRM from the field after each client or america phone number list prospect engagement. This saves you time and ensures records are kept current for your whole sales team. It also helps you identify trends and patterns that will inform future routes.

Spotlight: Michelin
Tire manufacturer Michelin operates in a saturated market with ever-increasing competition. For sales reps in the field, this has meant canceled meetings, unplanned downtime, and lots of frustration. It doesn’t help that they have had to rely on back-office support for route planning and adjustments. As a result, Michelin saw double-digit turnover in its sales staff and new reps who were unfamiliar with their territories.
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