Decision in focus
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Smartup · Routes · Visits and orders
For heads of sales Outlet-level plan
Routes, visits, orders and refusal reasons in one cycle, showing where the plan and outlet work diverge.
Discuss sales plansSee the scenario- Management decisionWhich sales rep, route or outlet is pulling the team off plan, and what the supervisor assigns today.
- End-to-end processSet the visit plan, routes and required steps. → Record the visit, photos, checklist and order at the outlet.
- Verifiable evidenceDurust case · Strike rate · Active customer base
What blocks control
Routes, visits and orders sit in separate reports, so the reason for falling behind plan has to be found by hand.
01
What this role needs to control
Plan routes and visit order by outlet segment.
Check actual visits, photos and checklists.
Compare orders with the plan and see refusal reasons.
Assign tasks to supervisors and check that they are done.
02
Management loop
Set the visit plan, routes and required steps.
Record the visit, photos, checklist and order at the outlet.
Compare orders and visits with the plan for each rep.
Assign a corrective task and check the result.
03
Metrics to review
Visit plan and route completion.
Strike rate: the share of visits with an order.
Active customer base and outlet coverage.
Refusal reasons and completed supervisor tasks.
04
Modules for this role
05
Evidence to review
06
Questions before implementation
Does the app work offline?
Yes. The sales rep app works without internet and sends data once the connection is back.
Can I see why an outlet declined to order?
Yes. The reason is recorded in the visit and reaches the manager's report with the photos and checklist.
Where do we start?
Pick one team, territory and KPI set; then agree routes, data and pilot criteria.
Can I see that the rep was at the outlet?
Yes. The visit is checked in on site, and its time and location stay with the visit for the manager.
How does an order relate to stock?
Stock and customer terms are checked while the order is entered, so problems show before it is sent.
Can it work with our ERP?
Yes. Exchange of master data, orders and stock with your ERP is agreed in the project.
Review your distribution process
Map roles, data, control points and integrations without promises beyond the agreed project.