Intelligent Visit Planning Software for retail sales and distribution
BeatRoute offers three powerful solutions for Visit Planning: Beat Planning, Scheduling AI Agent, and Route Optimization, all seamlessly integrated on one platform to supercharge your sales operations.
Built for high-frequency field execution in retail and distribution
Works across fixed and dynamic sales models
Enables real-time visit adjustments based on critical tasks
Step 1
Beat Planning workflows
Segment outlets by business or revenue potential
Define visit frequency based on outlet class
Plan visits, tasks, and make direct calls to customers via the app
Prioritize recurring and ad-hoc visits based on business needs
Enable managers to plan ad-hoc visits for escalations
Assign beats based on rep capacity and territory coverage
Step 2
Scheduling AI Agent Workflows
Where To Go
Suggest store visits based on order decline, payment delays, and stock risks
Where To Go
Prioritize schedules based on high-impact business outcomes
When To Go
Align static plans with dynamic priorities for monthly goals
When To Go
Adhere to visit frequency targets each month
What To Do
Act on store-specific tasks like orders, payments, issues, or new schemes
What To Do
Prioritize tasks based on urgency and criticality
Step 3
Route Optimization Workflows
Divide regions by geography, outlet density, and visit goals
Estimate rep needs based on visits, outlets, and capacity
Optimize routes to reduce missed visits and ensure compliance
Resources
Latest Insights & Reports
Get expert insights on how to design accurate, high-impact visit plans using Visit Planning Software
FAQ
Frequently asked questions
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What is Visit Planning Software?
Visit Planning Software helps field sales teams plan, schedule, and route store visits using outlet segmentation, business KPIs, and rep availability. Segmentation refers to grouping outlets by class, frequency, or sales performance to prioritize visits effectively.
