Sekel Website Lead - team & task Product

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beat planning

Organize field operations efficiently by assigning territories and planning optimal daily routes for sales representatives, service technicians, and merchandisers. Define geographical beats with specific customers, dealers, or stores assigned to each field executive, create daily, weekly, or monthly visit plans ensuring regular customer coverage, optimize route sequences to minimize travel time and maximize visits per day, and balance workload across team members based on territory size and customer density. Field teams receive planned routes on mobile apps with customer details, visit history, and objectives for each stop. Track beat adherence to ensure planned visits are completed and identify route deviations requiring explanation.
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beat planning>|O2C + Geo Task

O2C + Geo Task

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