Sales and Territory Planning

ORBIT is a complete system for planning and managing visits for teams of sales people, field service technicians, hygiene workers, home care providers, waste collection agents and other types of personnel providing regular and cyclic services to customers.

  • ORBIT is a flexible system that allows for both enterprise-level integration with ERP/CRM systems for extensive planning and task assignment, as well as strategic and tactical planning for assessing theoritical scenarios and changes to your scenarios. Regardless of your requirements, ORBIT revolves around your entire sales and service operations.
  • ORBIT takes into account numerous real-life constraints to automatically create optimised master routes for periods of a few days up to a few months. ORBIT’s algorithm makes the decision of which resource should service each customer and on what combination of days to achieve the best possible utilisation of your resources.
  • The combination of optimisation and visualisation tools allows for quick and detailed what-if analysis. Better planning translates into cost reduction through better resource utilisation and reduced travel distances.


»Benefits

Contract Costing: Understand how many people you need to fulfill a contract and how far each one must travel.

Master Routes: Create an efficient, up-to-date master routing strategy.

Sales Routing: Implement suitable routes and schedules for your sales staff.

Nominated Delivery Days: Determine the best days and frequency to service a set of customers.

Distribution Strategy Evaluation: Identify ideal delivery cycles, asset options and profitability models for your distribution.

GIS Visualisation: Visualisation of geographical information of your customers.

»Features

Drawing Tool: A powerful region drawing tool for creating borders using client sites, clusters and routes for quickly identifying region overlaps and gaps.

Detailed Modelling: Automatically generate routes via various algorithms utilising various factors such as anchor and chain stores, detailed modeling of heterogeneous vehicles, preferred visit days and more.

Heat-Map Functionality: Heat-map functionality allows you to represent client workload or visit frequency as a visual heat-map for quick identification of high-service areas.

Visual Filters: Visual filters help the user quickly switch between different sets of data.

Reporting Tools: A variety of graphs, charts and report tools are available for external presentation of scenarios. Data can also be exported for manual manipulation in popular programs such as Microsoft Excel.

Google Maps: Integration with Google Maps provides a friendly map viewer that allows planners to utilise powerful features such as Street View.

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