Salesforce Maps Advanced routing supports complex use cases in pharmaceutical, consumer goods, food service, and other industries.
Required Editions
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- Route Planning and Coverage for Pharmaceutical Reps
Suppose you’re a pharmaceutical sales operations manager with 25 new field reps to onboard. Use Salesforce Maps Advanced routing to create routes for the field reps’ first month, to help ensure that they meet the visit targets for the medical offices that they support. Use the following checklist to assemble your data and criteria before you generate routes. - Complex Visit Frequencies and Windows for Consumer Goods Reps
Suppose you’re a retail sales manager using Consumer Goods to support brick-and-mortar store accounts and seasonal retail pop-up stores. It can be a challenge to balance routes to maintain customer satisfaction and meet visit targets. And you want to avoid burning out your reps. Use this checklist to assemble your data and criteria before you generate routes in Salesforce Maps Advanced. - Visit Prioritization for Restaurant Account Reps
Suppose you’re a restaurant sales manager with reps who service food and beverage accounts. In November, your region has a Restaurant Week promotion. Clients who participate in the promotion require higher visit frequencies. And Restaurant Week clients are prioritized over other clients for that week. Your challenge is to ensure that they’re prioritized without manually creating routes to optimize reps’ workload and to accommodate days off. Use this checklist to assemble your data and criteria before you generate routes in Salesforce Maps Advanced.