Field sales reps travel often, planning multiple appointments per week so time is of great value to them. If they do not maximize their time and their touches, they are not as effective as they could be. CRM Smart Map helps reps efficiently plan their routes and easily find the locations of the meetings.

1. Save Time With Guided Stops
A lesson in sales efficiency.
Car artwork by Freevector.com

2. Meet Jack
 Jack is a new regional sales rep working with
distributors.
 Jack had several meetings today, so he
looked up directions on his laptop as he
rushed out of the office, running behind.

3. Jack’s Fateful Day
 Because he was in a hurry, Jack
didn’t write down much
information aside from where he
was going for his first
appointment.
 This led to confusion about the
best route.

4. Coming Up Short
 Jack made it to the first meeting on
time, but it was all down hill from
there.
 Being unfamiliar with the area, he
got lost and ended up being very
late to the next meeting.

5. Added Stress
 Jack’s day went from bad to worse,
as he crisscrossed from one side of
town to the other, rushing to make
the next appointment.
 He had not planned his morning
appointments on the same side of
town as his afternoon appointments.

6. Nothing To Show
 With lots of extra miles on his car, and frantic dashes into the
prospect’s office, Jack could tell that the extra stress was
impacting his time with the prospect.
 When Jack returned to the office,
he was pretty upset and not looking
forward to relaying his day to Joan,
the sales manager.

7. A Wise Manager
 Fortunately for Jack, Joan was
willing to provide some
coaching insight.
 Joan encouraged Jack to plan
his day better and attempt to
cluster his calls.

8. The Solution
 Joan stays up to date on
industry trends and technology.
She recently heard of a tool
called CRM SmartMap that
would have been helpful to Jack
in this situation.
 CRM SmartMap would help Jack
see, on a live map, how to
cluster his calls and plan his day.

9. A Smart Decision
 In addition, he would have:
 The ability to leverage face time with more appointments
around his current location
 Complete, optimized route plans
 Turn-by-turn directions to each account or contact's
location

10. Well Worth the Investment
 Considering the time wasted and botched
appointments, if Jack just got one better day out of
using CRM SmartMap, he would have covered the
annual investment for the tool.
 Joan knew that this was the kind of tool all her reps
could use to boost their productivity, and it was a cost
that her CFO would easily approve.

11. Lesson Learned
 Jack had been ill-equipped for the day,
making him unproductive and
unprofitable.
 Neither Joan nor Jack wanted that to
happen again, so the company invested
in CRM SmartMap
 Now when going out to meetings Jack
has a plan and is more familiar with the
area, saving the trouble of getting lost,
being late, and getting over-stressed.

12.  Take Jack’s lead and see
how you can help your reps
cluster their sales calls and
be more productive.
 To discover how CRM
SmartMap can help you,
watch this video on the
solution.

13. InfoGrow has over 27 successful years helping organizations accelerate sales and
achieve sustained growth through strategy, process and business technologies. Our
sales and marketing solutions can improve organizational productivity and boost
results through better, more-informed decision making.
Learn more about InfoGrow and the CRM SmartMap at www.CRMSmartMap.com or
call 330-929-1353.