IncentAlign

 
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SalesAlign Schedule

Optimizing Activity Plans and Daily Sales Schedules
For Field Sales Teams

SalesAlign Schedule

SalesAlign Schedule addresses a common inefficiency for field sales teams – how sales reps take strategic sales directions (e.g. sales activity plans or call frequency goals) and create practical daily, weekly and monthly sales schedules that help them meet their targets. For most sales organizations, the process is very time consuming, with valuable sales time wasted on monotonous planning cycles. Several months of sales productivity is lost since reaching an optimal schedule involves many iterative steps, and optimal travel/routing decisions are often never achieved. Unplanned events and changes in scheduling throw off daily and weekly plans and often result in a domino effect of inefficiencies.

SalesAlign Schedule helps your field sales reps quickly and effectively take call planning guidelines and create an optimized schedule. The smart and agile system not only takes into account sales management strategy, targets (in the form of frequency guidelines), analytics (based on historical results), and practical issues (such as compliance and travel time) when determining optimal schedules, but also accounts for sales rep input and knowledge of their territory, delivering an interactive call schedule to reps.

Why use SalesAlign Schedule?

Global industry leaders in the enterprise know the value of field sales optimization. SalesAlign Schedule gives field sales teams the luxury of achieving both quality and quantity of sales visits. SalesAlign has proven to raise overall call volume while increasing the number of calls to high tier targets.

How can SalesAlign Schedule account for daily and real-time changes?

The SalesAlign Suite leverages a web-based on-demand technology architecture which results in the ability to take real-time changes into consideration and give immediate results back to reps in the field. Changes such as cancelled appointments, a new opening in a sales target’s day, an impromptu team meeting, or even personal issues such as a sick child all can be taken into immediate consideration and be optimized around when generating a daily, weekly, or monthly schedule. It recognizes a schedule is not a theoretical static list, but rather a dynamic, ever changing series of interactions.

How does SalesAlign schedule know the optimal time to visit sales targets?

Sales representatives know when sales targets are available or soon learn by trial and error, but rarely have incentives to record this information in systems. With SalesAlign Schedule, for the first time, reps are incentivized to record this information in the system, since it delivers better schedules to them. IncentAlign technology also uses artificial intelligence and learning algorithms – the more reps use the Application, the technology identifies trends and automatically factors availability into scheduling. This is extremely effective when transferring territory ownership. Value is also realized by seasoned reps in a familiar territory in the form of time savings and help with new customer acquisition.

How does SalesAlign Schedule Enable Faster Execution?

Due to integrated management controls, strategic decisions can be immediately sent to the field rather than waiting the typical two month turn-around period and bringing in consultants or using valuable operational resources to labor in front of excel spreadsheets. Not only can it be immediately sent to reps, but different unique strategies can be tested to find the optimal formula.

Make the most of selling time with SalesAlign Schedule

  • Enhance sophistication of call plans while making the sales rep experience even easier, automated and intuitive.
  • Increase productivity and effectiveness of reps.
  • Increase call plan compliance and execution of management strategy
  • Concurrently test multiple strategy scenarios to find optimum call plan strategy.