Route planning for sales reps should prioritize revenue opportunities, not just shortest paths
ProxiPoint helps reps pick stops based on account context, follow-up urgency, and territory position so each field day is more intentional.
Why reps search for route planners
Generic route tools optimize mileage, but field sales work needs sales context. Reps need to know not only where to go, but which account should be visited now.
Where ProxiPoint fits
Best for individual account-based reps who plan their own day: open the map, see which accounts are nearby and due for a visit, and pick today's stops in minutes. Managing coverage across a small team instead? The field sales route planner page covers the team workflow.
A morning with ProxiPoint
- 7:45 — coffee, open the map. Three accounts near your first meeting haven't been visited in six weeks.
- 8:00 — today's plan: the anchor meeting plus four nearby stops, ordered so you're never backtracking across town.
- 4:30 — visits logged as they happened; two follow-ups scheduled before you're back on the highway.
7-step execution loop
Use your current account source as the starting point.
See geographic context immediately.
Identify efficient clusters of opportunity.
Balance proximity with account potential and follow-up needs.
Create a focused set of visits for real execution.
Track outcomes quickly while still in the field.
Convert visit notes into next actions.
Tradeoffs
- Not a broad CRM replacement.
- Not intended for heavy enterprise workflow orchestration.
- Built for fast, practical field planning and follow-through.
FAQ
Is this only about routes?
No. Routing is one part of a broader account-priority workflow.
Can I use this with CRM data?
Yes, many teams import/export account lists as part of their process.
Does this help me choose who to visit next?
Yes. That is the core planning decision ProxiPoint supports.
Can solo reps use this effectively?
Yes. The workflow is lightweight and practical for solo territory management.
How quickly can I start?
Most reps can start from a spreadsheet and begin planning the same day.