The Solution
As a general practice, information relevant to planning as well as protocols of customer visits are stored in the Customer Relationship Management (CRM) system. The goal of the 4brands Reply experts was therefore to develop a solution that would enable full integration of the data into different CRM platforms and support both cloud systems such as SAP Customer Experience and on-premise systems. The integration of the solution increases the efficiency and automation level of tour planning.
In order to provide the best possible support for the sales employees in their weekly planning, any information from the CRM can be evaluated and incorporated into a visit priority list via a flexible set of rules. In this way, the customers with the greatest visit effect are suggested to the sales employee during planning. Once the customers to be visited have been selected, the system creates a weekly plan with optimized routes, taking further restrictions into account.
The sales employee can therefore visit his customers at the best possible time and spends little time in the car due to the optimized routes. In practice, this has already led to a considerable reduction in the number of routes travelled and a significant increase in the average number of customers visited.