Why does visit planning become so complex?
As your field teams grow, it becomes harder to plan customer visits in a fair, efficient and costâoptimized way. Visits are scattered across the calendar, the same customer can be visited too often or too rarely, and traffic and distance calculations are done manually, increasing time and fuel costs. The Visit Route module centralizes all field visits on a single screen, clearly showing who will visit which customer, on which day and in which order, so your teams can spend more time with customers and less time planning.
Why should you use the Visit Route module?
More balanced and predictable visits
Turn your customer, region and frequency rules into automatic route plans so that visits are distributed fairly and consistently across your portfolio.
Tangible reduction in field costs
Cut unnecessary trips, duplicate visits and time lost in traffic to achieve measurable savings in fuel, vehicle usage and field labor.
Realâtime visibility on field activity
See which rep is visiting which customers, when and in what order from a single screen, and give sales and operations teams a shared view of the day.
Key capabilities of the Visit Route module
It offers mapâbased route planning, visit frequency rules per customer or region, and route assignment and optimization per field team. With automatic route suggestions you can build daily, weekly or monthly visit plans in seconds. By recording visit outcomes into the system, you can report on all field activities and track team performance historically.
How does the visit process work in ProEntegre?
First, your customer portfolio and field teams are defined, then region and priority rules are configured. The system proposes optimal routes based on these rules; teams see their lists via web or mobile and complete their visits according to plan. At the end of the day, visit notes and outcomes are recorded, giving both sales and management teams full visibility on what happened in the field.
How does Visit Route integrate with your ERP infrastructure?
The Visit Route module exchanges data with your existing ERP infrastructure through customer cards, accounts and sales opportunities. Requests, orders or issues captured during field visits are reflected directly into your ERP processes. All integrations are designed to provide data flow only where needed, without forcing you to replace your existing systems.
Frequently asked questions about Visit Route
The module scales from small teams with a single field person to multiâregion, multiâbranch structures. It does not require special hardware; any device with an internet connection is sufficient. Visit Route significantly reduces the daily workload of field teams while also lowering the cost of reporting and monitoring for management.
Run your field visits with smart routes
Request a demo to see how the Visit Route module automates your daily, weekly and monthly visit plans and fits your existing sales structure.
No special hardware required ⢠Mapâbased planning ⢠Fast adoption for field teams