How does the app prioritize daily tasks for field staff?
The Channel Partner Management software leverages route optimization functionality to plan and navigate to site visits. The route optimization engine will be configured to meet your specific needs and achieve your KPIs. The system supports market-specific rules to meet the unique requirements, regulations, and constraints of each market.
Customers will be profiled, categorized, and graded according to their preferences, such as delivery time window, order size, importance, loyalty, order frequency & value, and more.
These constraints are integrated with the route optimization engine, which will prioritize higher-graded customers when assigning routes. If the market requires all A-grade customers to be seen weekly, this rule will be considered when assigning tasks so your business can achieve its goals.
The algorithm will help field agents effectively plan site visits, meet KPIs, while dramatically reducing administration time.
Is priority or proximity more important when planning daily tasks?
When optimizing a route, the algorithm will consider factors such as distance, traffic conditions, and delivery time windows. It will aim to minimize the overall distance traveled and time taken to complete all tasks while adhering to the specified priorities.
Consider a scenario where a high priority visit and a low priority visit were scheduled in the east side of the city, and a medium priority visit was scheduled in the west. The algorithm would likely instruct the field agent to visit the two locations in the east first, rather than simply completing the tasks in order of importance, as this would dramatically increase the distance traveled.
By optimizing the route in this way, the algorithm aims to minimize travel time and distance, ensuring efficient completion of the tasks based on their priorities and geographical locations.
What kind of reports are available?
There are a variety of reports that are available to managers and group-level staff, controlled by permissions. For site visits, they can assess if field agents are completing their assigned tasks, how closely they are following their assigned routes, the geo coordinates of where their site inspections are taking place, and more.
It’s also possible to view reseller performance across a variety of categories.
If your operations span multiple countries, it’s possible to compare like-for-like performance across markets and countries. Reports are completely configurable, but potential metrics include sales activations, churn, site visit compliance, out of stocks, activations, and more.