trakki
Guides for field sales
Plan, drive, come back — answers from the road, written by someone who drove it himself and now leads a field sales team.
- Field sales software: what is actually out there An honest overview of software for field sales: team CRM, route optimisers, Excel and planning apps — what each kind can do and what it costs.
- Field sales tips: what really helps on the road Twelve field sales tips from the road: plan the week on Sunday, cluster calls, fit cold calling into routes you drive anyway, write reports in the car.
- Route planning with Google Maps: the limits What Google Maps can do in field sales: several stops, custom maps, offline areas. And where it stops, because it knows no due dates and no day length.
- Field sales call report: Excel and Word template Free call report templates for field sales: an Excel list that counts the month for you and a Word form to print. And what belongs in a report.
- Get your Excel customer list onto a map How to prepare an Excel customer list so that every address lands on the map, and what that first map teaches you about your own territory.
- Drive times in field sales: why the day runs long Google Maps knows the next leg, not the whole day. Where the 40 minutes of delay come from, and how to plan with real drive times instead.
- Overnight or drive home? Multi-day trips When an overnight stay pays off in field sales, how to plan a two- or three-day trip, and the mistakes that make the night more expensive than the drive.
- Field sales route planning: free Excel template A free Excel template for route planning in field sales: customer list with call cycle and a formula that works out the due date for you.
- Route planning in field sales: a week in ten minutes A five-step method: field sales reps plan the whole week in ten minutes, with real drive times, due dates and the territory on a map.
- Sales territory planning: grading your customers How to plan a new field sales territory in three steps: grade the customers A, B and C, set a call cycle per class, and build the weeks from that.