Field sales route planning should answer who to visit next, not just where to drive
ProxiPoint helps outside reps turn account lists into practical daily plans with location plus sales context: priority, last visit, and follow-ups.
Why teams search for route planning tools
Reps often have enough accounts but unclear priorities. Standard navigation apps optimize distance, not sales impact. Teams need a way to decide which stops are most valuable today.
- Morning planning takes too long.
- Routes ignore account potential and follow-up urgency.
- Visit outcomes are not captured consistently.
Where ProxiPoint fits
Best for small field teams and account managers who already have account data and want one consistent planning loop the whole team can run daily — import, map, prioritize, visit, follow up. If you're a solo rep focused purely on picking today's stops, the route planner for sales reps page walks through that day-to-day view.
When a route planner earns its place
- Your team covers overlapping territories and nobody can say which accounts went unvisited last month.
- Reps plan mornings from memory, so the same easy accounts get visited while high-potential ones wait.
- Visit notes live in text messages and pocket notebooks instead of somewhere the next plan can use them.
7-step field workflow
Bring in the account data you already maintain.
Visualize account clusters and coverage gaps immediately.
Spot high-value stops around your current route.
Use potential and follow-up context to choose better stops.
Create a realistic visit list for the day.
Record outcomes before details get lost.
Convert each visit into an accountable next step.
Tradeoffs
- Not a full CRM platform.
- Not built for deep enterprise BI/reporting stacks.
- Designed for fast field execution over heavy administration.
FAQ
Can I use this with my CRM?
Yes. ProxiPoint can complement your CRM by handling daily field planning and execution.
Is this only for teams?
No. Solo reps often benefit quickly because planning overhead stays low.
Is this different from Google Maps?
Yes. ProxiPoint adds account context and follow-up workflow to location planning.
How quickly can I get started?
You can start with an existing spreadsheet and map accounts in one setup session.
Does this replace a CRM?
No. It is optimized for field action, not full CRM record management.