FieldPro - Sales Beat Planning Software

Beat Plan (or 'Permanent Journey Plan') is a day-level route plan made for field sales/marketing personnel to visit a number of stores at a pre-defined frequency. A Beat Plan defines whom to visit, when to visit, based on the company's priorities.

PJP or Permanent Journey Plan is a beat plan for a set sales cycle ranging anywhere from three days to a month. This gets repeated until there are changes like— addition or removal of outlets, change in frequency of visits, addition or removal of sales and service executives, etc.

The industries which can benefit from FieldPro include- - FMCG, which encompasses packed food & beverages, soaps, detergents, personal care, etc.,

• Pharmaceuticals
• Telecom

In short, any industry which operates through retailers or push-type marketing strategies can reap benefits using FieldPro.

FieldPro provides OPTIMIZED beat plans, by taking into account constraints like— rider & outlet working days, holidays, timings, distance travelled by sales executives, outlet type (based on channel, revenue, best selling goods, sales executive skills, experience, rating etc). In short, FieldPro takes into consideration a variety of constraints, which is not the case with traditional SFA software.

Locus provides a dashboard which mimics a calendar. Planning your tasks/batches is typically just a four-click process. The Locus dashboard is designed to be simple, while featuring all the logistics solutions in one place, and is very user friendly. We also provide training and support to all the stakeholders to ensure a smooth transition.

Yes, Locus can take care of territory mapping for your sales executives.

Locus can implement customer defined zones by using zone-based route optimization techniques.
Additionally, based on heuristics around historic demand and ordering patterns, Locus can suggest fixed zones and optimize within these.

In case of API integration not being feasible, batches can be uploaded manually and dispatch plans can be generated using the Locus dashboard. Locus has its own master file management module that encompasses location and outlet masters, SKU masters, SE/Rider masters and even cost contract masters that can be maintained and used in PJ Planning process.

Locus' delivery logistics application offers a range of features like order delivery/cancellation, navigation, live tracking, POD, and partial delivery, among others.

Yes, Locus can take inputs from an already installed GPS device.

Yes. The Locus app captures time stamp information, using which the actual unloading time can be computed.

Yes, Locus does consider traffic parameters and route restrictions, at different times, and for different types of vehicles.

While the Locus app can be used to collect the actual geocodes itself, however with machine learning capabilities, we can learn through the geocodes collected over a period of time and do the geocode verification. Additionally, Locus supports manual correction of geocodes on the platform, both at a single entry and bulk correction level.

The choice of logical configuration depends upon several factors like location, frequency, time of visit, the kind of action being performed at a store and the attributes of a sales/service executive. Definition of effective sales beats are dependent on the business-specific use case and standard functionality like scheduling of beats based on revenue, outlet count, and the roster of sales executives available off the shelf.

Yes.

Yes. Ideal frequency suggestion is the need of the hour and Locus can help companies in solving this.

Based on a given set of sales beats, Locus can effectively generate delivery beats by taking into account the capacity of the fleet, customer SLAs and order dynamics.

Territory optimization comes under Locus' consulting practice. However, if it is being undertaken from the perspective of sales beat planning, it comes under sales beat engagement.

Yes. Serviceability ratio is one of the major KPIs that FieldPro optimizes for.

Serviceability ratio helps understand the effectiveness of a sales beat. This is equal to the time spent by an executive performing an activity at all stores in a beat divided by the total time taken to complete the beat.