Plan each sales rep's visits from account value and location
We take off your hands: planning each rep's week of customer visits and spotting the accounts that are starting to slip.
You get: a weekly visit plan for each rep grouped by area, a list of accounts at risk and coverage reports for your sales managers.
Get a price for thisOr check first: Are we ready for AI?
The problem
Our reps keep visiting the same friendly customers while bigger accounts drift away.
How it works
What comes in
- Customer list with sales history, open quotes, CRM visit records, project leads, customer locations
What AI does
Segments accounts, sets visit frequency, scores accounts needing attention, and drafts a weekly visit plan clustered by area.
What you get
- Weekly visit plan per rep, at-risk account list, and coverage reports for managers
Who signs it off
Your reps and sales managers adjust the plans, and the customer relationships and judgement stay with them.
What it needs to work
- Sales history by customer and some record of visits in a CRM
If those aren’t in place yet, you’ll hear that before anything gets built.
Who it’s for
- Manufacturers and suppliers
What would this cost for your team?
Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.
Get a price for thisOr check first: Are we ready for AI?