Beat Plan
A beat plan in a field sales application refers to a structured schedule or route that sales representatives follow to visit and engage with customers within a specific geographical area.
The beat plan is a valuable tool for streamlining the sales process. It plans customer visits, covers all targeted locations, and reduces travel time. It also includes important details such as visit frequency, customer priorities, sales targets, and time allocations. With this plan in place, sales teams can effectively manage their time, build strong client relationships, and take advantage of every sales opportunity. In a field sales environment, the beat plan is crucial for enhancing efficiency, monitoring performance, and achieving sales growth.
Beat Plan Include
Customer Segmentation: Identify and prioritize accounts based on factors like sales volume, potential growth, location, or type of customer.
Route Optimization: Plan an efficient travel route to minimize travel time and costs while ensuring coverage of all important accounts.
Visit Frequency: Specify how often each customer should be visited, whether it's weekly, bi-weekly, monthly, or based on specific needs (e.g., promotional periods, contract renewals, etc.).
Sales Objectives: Define goals for each visit, such as upselling, relationship-building, obtaining feedback, or closing a deal.
Time Management: Allocate time for each visit to ensure that sales representatives spend enough time with each customer without overloading their schedule.
Geographical Grouping: Group customers within a certain geographic area to optimize routes and avoid unnecessary travel.
Real-time Updates: Enable field reps to update their progress, log interactions, and adjust the beatplan dynamically based on new opportunities or changes.
Reporting and Analytics: Track performance against targets, such as sales growth, visit frequency, or conversion rates, to continuously improve the beat plan's effectiveness.
Benefits of a Beatplan in Field Sales
Improved Productivity: Ensures that sales reps are efficient with their time, visiting the right customers at the right time.
Cost Reduction: Optimized routes and visit schedules help reduce fuel and travel costs.
Increased Sales: Better customer targeting and relationship management can lead to higher conversion rates.
Clear Objectives: Sales reps have a clear understanding of what needs to be achieved on each visit.
Field sales applications often integrate beatplan functionalities to provide real-time updates, dynamic scheduling, and seamless tracking. This allows companies to manage their field sales teams effectively and improve overall performance.
How to create a Beat plan in Delta Sales App?
To create Beat Plan in Delta Sales App,Follow these steps
Go to Beatplan module
Select Employee for whom beatplan need to be made
Click on Create New
Give Title and assign beats/parties
Choose the date and click on Add.
Beat Plan will be created now.
