Planning, optimising and managing in-person sales visits routes (field sales)

Breww has a suite of tools dedicated to building and optimising your field sales visits. All the basic functionality is included in your core Breww subscription, with a couple of advanced features mentioned here requiring an addon for a small extra fee.

Enabling on your user account

To use this tool, your user account must be marked as a Sales person (if it isn’t already). This can be done by an administrator user account by going to SettingsUser & security settings clicking on the applicable user & toggling the option. This doesn’t cost any extra, and is required for the features to show on your account.

To use the advanced routing options (which we highly recommend as the benefits are huge), you’ll also need to have Advanced sales visit routing enabled on your account. Advanced sales visit routing is an addon (see pricing) which is paid for on a per-user basis (you only need to enable it for the applicable users). It comes with a 30 day free trial, so you can make sure you’re getting the benefits before paying anything extra. You can also cancel at any time.

Managing sales visits

You can view your sales route by going to CustomersViewSales visits. If you are an administrator, you can view the routes for all sales people, if not you can only see your own routes.

Scheduling visits

You can easily schedule a sales visit for any customer, lead or supplier from any of the following places:

  • Using the button in the top-right of the page when viewing a sales route.
  • From the New button in the top-right when viewing a specific lead, customer or supplier.
  • From the lead/customer “sidebar” using the button at the bottom of the page. This sidebar can be opened in a number of places to quickly view the entity, such as from the list of tasks or when viewing customers on a map.

We recommend initially planning the customers that you’d like to visit on a specific date, as there are tools available to help you later add additional visits to fill out any spare time with other local customers/leads.

Meeting/visit times

When scheduling a visit, you can enter the duration of the meeting and a start time. In addition, you can optionally enter a “Latest start time”. To get the most benefit out of the optimisation features, it’s important to understand how these inputs work.

  • If you only enter a start time and leave the “Latest start time” input blank, the meeting will be scheduled for the start time given.
  • If you enter both a start time and a “Latest start time”, you are effectively telling Breww that you don’t mind when exactly the meet starts, but it must be in the time window given. For example, you could enter 12:00 to 17:00 for an afternoon meeting.

When using route optimisation, we recommend giving start time windows over specific start times where possible, as this allows Breww to choose the optimal start time for you automatically.

Managing individual visits

Visits can be managed using the buttons on the row of the visit. There’s an edit button next to the status to make quick updates, as well as an edit button that allows you to make any changes to the visit, such as start times. Finally, there’s a button to open the customer’s sidebar to see their recent activity, add tasks and record notes.

Route optimisation

Having added each of your customers to your day of visits, if you have the Advanced sales visit routing addon enabled, you can get Breww to plan your day for you in a few clicks. Breww will review all your visits, their required start times (or start time windows) and how long it takes to drive between each. (This leverages our advanced deliveries routing platform for breweries).

Start & end addresses

When routing, Breww needs to know your start and finish location. You can choose addresses from the select box. The options will be each Site set up on your account, plus any Personal addresses.

Personal addresses, allow you to enter your own home address, or a commonly used hotel, for example. Unlike Sites, they are associated with your user account only and can only be seen/used by yourself or admin users. Personal addresses can be managed by going to your profile (clicking on your photo or initials in the top-right of all pages).

Optimising the route

Simply click the Optimise sales route automatically button below the list of visits and Breww will automatically determine the best order to visit each customer to ensure that your meeting start times are met (this is why entering a time range is beneficial over a very specific start time).

The visits will now be shown in the right order, along with helpful information on driving times, distances, arrival times and more for each visit.

You’ll also see the route plotted on a map at the bottom of the page.

You now have a perfectly optimised day for sales visits, saving you time and fuel costs.

Adding additional visits for nearby customers

If you want to get even more out of your day on the road, you may wish to add in visits to other customers/leads that are located nearby. If you have access to the Advanced sales visit routing addon, you’ll see an extra button (just above the map) labelled Find others to visit.

When clicking this button, you’ll get prompted to filter which customers/leads are shown and then any matching the criteria will be marked on the same map as your existing route. Clicking on a customer allows you to see who they are, open their sidebar with activity history, and quickly add them into your day.

Once you’ve finished adding everyone extra, please refresh the page and re-optimise your route.

1 Like

Is there a function to print off a sales visit route once planned

Hi Tim, thanks for your comment. There is not a function to print off a planned sales visit route, and we recommend using the Breww App and heading to the Sales Visits section to manage your sales routes; there isn’t a bespoke app version of this section, but this can be accessed through the collapsible main menu on the left. You will then be able to view your sales visits and update their statuses whilst on the move. Perhaps a specially built app-based version, similar to the Deliveries section on the app, where you can manage your route and select a Navigate button, would be helpful here, rather than a sales visit printout? You could always select Command+P (Mac) or Ctrl+P (Windows) for a printout of this page. If you think an in-built app version of sales routing is something that you would like to see added to Breww, it would be great if you could raise this as a feature request. Cheers!

Is there a way to make your sales route viewable or shareable?

Hi Nick, thanks for your comment, and welcome to the community! Currently, only Admin users can view the planned sales visits of other users, so unfortunately, these currently can’t be shared between non-admin level users. I can see how being able to grant other users permission to view your sales visit routes would be a helpful addition to sales visit routing in Breww. If this is something that you would like to see added to Breww, it would be great if you could raise this as a feature request. If you haven’t used our feature request system before, you can read more about how feature requests work in Breww here:

Is it possible to combine the routing for deliveries with sales visits?
For example, we have 4 deliveries planned in a certain area, on a specific day. This leaving some time to do some sales-visits. It would be nice to be able to add visits to customers near, or on the route, to optimize time and travelling.
(As a small brewery, our sales persons are also our delivery persons)

Hi JoepJan, thanks for your comment. Unfortunately, this isn’t currently possible, but I can see how this would be useful. We have a feature request to Include a “visit” on a (delivery) run/route , which sounds close to what you need here. If you could add your comments to this feature request, as well as add your vote, that would be great. Let me know if you need anything else. Cheers!

A post was split to a new topic: Reverse sales visits routes and calculate route timings & ETA’s after manual changes

Hi Tim, thanks for your comment. You’re right; currently, there is no option similar to that on deliveries to reverse a route or a button to calculate route timings & ETA’s without modifying the drop order, having manually moved a visit on the route. I have converted your post into a feature request so others can vote on this!

Thanks for that.
I cant actually find the feature request. can you direct me? TIA

Hi Tim, thanks for your reply, and no problem. The feature request is Reverse sales visits routes and calculate route timings & ETA’s after manual changes . Cheers!

Hi Ben,
Do you think this is likely to be done.
At the moment i have the premium features (free for 30 days I believe) but without the abilty to reverse / adjust, the premium features become pointless so we wouldn’t be likely to continue
many thanks

Hi Tim, thanks for your comment. I’m sorry, but there’s currently no update to report on this yet, as the team have been busy working on other requests! Now that your post has been converted into a feature request, your idea is in the best place to get noticed and get votes, and the team will be able to keep you updated on any progress for this feature from here. Cheers!