Case Study · Supply Chain & Manufacturing

Sales Beats Optimization — Advanced Salesforce Route Planning

FMCG · PJP Optimization · Geolocation Analytics · Sales Route Planning

The challenge

Routes planned without data.

Inefficient sales routing

Sales force routes were not optimized for market coverage while adhering to travel constraints and time windows.

No data-driven journey planning

Permanent Journey Plans (PJPs) were created manually without integrating geolocation or performance analytics.

Limited market coverage tracking

No structured mechanism to track PJP adherence or correlate routing decisions with sales uplift.

Manual data capture

Inaccurate sales visit data collected through legacy processes — without structured field tracking tools.

What we built

Data-backed journey planning.

Tailored Permanent Journey Plans (PJPs)

Developed tailored PJPs for optimal sales routes, balancing comprehensive market coverage with travel constraints.

Geolocation + performance integration

Integrated geolocation data with historical performance analytics for data-backed route planning.

Adherence tracking dashboards

Advanced dashboards correlated PJP adherence with sales uplift metrics for continuous improvement.

Custom web apps & chatbots

Captured accurate sales visit data through custom web applications and employee chatbots in the field.

Results

Quantified outcomes.

Efficient

Resource use via data-driven journey planning.

High Quality

Data enhancing investment decision reliability.

Real-Time

Market monitoring enabling timely strategic decisions.

Dynamic

Route reviews with up-to-date territory insights.

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