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Field sales route planner

This is one rep's week 43 for an industrial-supplies distributor: Chicago to Milwaukee, Madison, the Twin Cities, Des Moines and Kansas City. Each day is a drive route with its customers, prospects, lunch and hotel in order. Every stop carries the appointment time, yearly account value, what to bring and a one-tap call to the contact. The manager sees the week at a glance, and next quarter's rep starts from a plan that already worked.

A sample map: its businesses and people are invented.

The use case

Who needs a map like this

Who it’s for

Field sales managers and reps who cover a region by car: distributors, medical device, ag, industrial supply, insurance

What it’s worth

A rep's week is their revenue. One map of the week's stops, by day, with drive times, account value and what to bring, cuts windshield time, stops two reps booking the same neighbor, and turns each trip into a playbook the next rep can repeat.

What to notice in this map

  • One drive route per day, grouped by day in the list
  • Appointment time shown on every row
  • Yearly account value with a range filter, to find the big visits
  • What to bring, and a Call the contact button on each account
  • Customers, prospects and lunch and hotel stops in separate colors
Build one

Make one like it in an afternoon

You don't need a developer. These are the four steps, in Create Mappins.

  1. Step 1

    Start a guide map and add each stop by searching its street address.

  2. Step 2

    Make three categories (existing customers, prospects, lunch and overnight), each with a color and a sticker.

  3. Step 3

    Add fields: appointment time and what to bring as text, yearly value as money with a filter, and the contact phone as a Call the contact button.

  4. Step 4

    Draw one drive route per day, set the guide to group by route, then share the link with your manager or the next rep.

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  • Sales territory map

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  • Medtech account territories

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Build the map your business needs

Start free: up to 3 maps. Import your own data, add photos and details, and share one link.

Field sales route planner - Map Example | Create Mappins