Visit Profiles

The ability to easily set up complex visit profiles for customers and deliveries is one of the key features of the MasterRouter route planning software platform.

It is important to establish a way to easily setup visit profiles that match the complexity of your customer contract pool. Each type of customer, after all, is likely to present you with a varying set of visit requirements.

Some customers may work five days a week on a 50-week cycle, while others may have a six-day week. Also, these visit cycles can get fairly complex – requiring accurate and detailed visit profiles to be captured. For example, some customers may allow visits any day except Friday; other customers may want to be visited weekly, but only on a Monday or a Wednesday; other customers may need to be visited twice in a month on any day, but the first visit must be half of the duration of the second visit; and so on. MasterRouter, as part of its extensive set of product features, provides an intuitive interface for setting up large sets of complex customer visit profiles as complex as the above, or more so.

While the importance of meeting your contractual obligations for a customer cannot be underestimated, you wouldn’t want to have to try and manage this process in a manual fashion. This is where the beauty of the MasterRouter software enters the picture, relieving managers of the need to stress about the infinite detail.

Additionally, once entered into the system, MasterRouter is equipped to select which of the profile options for a client work best both for their needs and in order to accommodate the needs of other customers in conjunction with the available resources of their businesses.

When you have multiple sales visits to a customer taking place in a cycle, you would want to ensure that first of all they’re carried out by the same rep, and secondly that they combine seamlessly with the visits taking place on other frequencies.

By pre-planning a rep, or delivery person’s routes, all the possible customer visit profiles can be accommodated to ensure your company stays on point in its striving for service excellence.

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