KnockDesk

what is sales route planning

Plan the stops still open on turf

What is sales route planning is lining up unfinished stops so the day fits the turf the rep already holds. Knockdesk is field sales software that plans those stops on turf, then leaves finished doors finished.

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Worked example. 12 open stops on one turf pack.
PieceOn that morning
DefinitionA plan for unfinished stops on turf you already hold, in driving order.
Turf firstThe pack is already cut. Route planning does not draw the territory.
Stops selected12 unfinished pins, inside the 3 to 25 window
Done already3 finished pins stay at the front. They do not re-enter the order.
Drive time141 minutes unordered. 94 minutes after the plan. Same 12 pins.

The morning

A pin dump is not sales route planning

You feel it when the first drive crosses the pack twice and a finished door comes back as stop one. What is sales route planning is the order on open pins. The 12 unfinished stops move. The 3 done stops stay done. If the list ignores turf, it is not a plan for this desk.

Hold the turf first. The stop list opens on unvisited pins. Save the pack, start the route, and mark a stop done so it stays done. A later optimize rewrites the unfinished order only.

  1. 1Hold the turf. The stop list opens on unvisited pins.
  2. 2Select the open stops. Optimize order can run from 3 to 25 routable stops.
  3. 3Save the pack. A later optimize rewrites the unfinished order and keeps completed stops at the front.
  4. 4Start the route. Mark a stop done. It stays done.

Nearby words

The plan sits on turf. The order is route optimization.

Sales route planning is the job of building that stop list. Route optimization is the order those unfinished stops take. Turf is the pack the list has to stay inside.

On the desk

How Knockdesk tracks it

Knockdesk plans stops on turf the rep already holds. Optimize order runs when 3 to 25 routable stops are selected. Finished stops stay at the front. Starting the route can clock the rep in and set On Route. Full desk is on the pricing page.

Route

Sample

Driving order on held turf. 4.2 mi · 28 min.

  1. 1418 Oak AveOpen
  2. 222 Harbor RdOpen
  3. 390 Pine CtDone

Related

Keep going from the stop list

FAQ

Frequently asked questions

What is sales route planning?

Sales route planning is lining up unfinished stops on turf the rep already holds. A pin dump is not a plan. Finished doors stay finished.

Does Knockdesk plan stops on turf?

Yes. The stop list opens on unvisited pins inside turf you already hold. It does not draw the territory.

How many stops can you optimize?

Optimize order runs when 3 to 25 routable stops are selected. Above 25, the control says Optimize supports up to 25 stops.

How do you recompute the example?

12 open pins. Unordered drive 141 minutes. Ordered drive 94 minutes. The 3 done pins stay at the front.

Is sales route planning the same as route optimization?

The plan is the stop list on turf. Route optimization is the driving order on the unfinished stops.

How much does Knockdesk cost?

Full desk is on the pricing page. A free trial is not open.

The stops

Bring the morning that still has no stop order.

We will plan unfinished stops on held turf and price Full desk. A free trial is not open.

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