07.03.2019

Routing and GPS tracking with Pan Agent

When you have sales teams working in the field, keeping track of your staff is a tricky thing to do.

Controlling people can really prove overwhelming, especially taking into consideration the fact that managers sometimes have only a vague idea about what their subordinates are actually doing on their shifts.

Pan Agent provides a smooth and cost-efficient way to manage your sales organization.

It comes up with a bunch of excellent features both for sales managers and field personnel.

Route planning

First thing first. 

Field reps visit loads of customers each and every day, so route planning can really become a burden. 

Pan Agent cloud service makes it easy not only to access the complete list of points of sale, but also to plan visits effectively and adjust the route to save time and money. 

It’s never a bad idea to drop the drive time in favor of customer facing time.

In the field

While in the field with a Pan Agent app, sales reps have everything at hand.

They move along the predefined routes and have a clear idea what visits have already been made and what’s still to do.

There’s a special indication for different types of visits, for example for customers located outside of the assigned route.

Pan Agent app provides on-the-run access to all of the customer data: outstanding balance, contacts, notes etc.

Right away one can generate all kinds of transactions: create sales orders, invoices, receipts and so on.

When a visit is done, the app will show the shortest route to the next customer.

Tracking and monitoring

Pan Agent allows for the precise tracking and monitoring of personnel whereabouts.

We provide all the essentials necessary for supervisors to obtain accurate rep positioning and visit verification.

Tracking data flows between mobile apps and the cloud service softly in the background but it can also be synced manually by any of the peers.

Whilst managers can run better reports on sales team performance, the time it takes to collect data is significantly reduced since it is updated automatically by Pan Agent.

With Pan Agent a sales manager stays connected to the team enjoying an unobstructed view of the daily progress.

One of the features that we have onboard is mobile picture taking. All images are linked to documents or other objects and are time and GPS-validated. Managers can generate photo reports and look into different situations more closely.

Take advantage of our easy-to-use online tools to create efficient plans for your sales people to guide them through the day!