{"id":48925,"date":"2021-08-31T09:58:08","date_gmt":"2021-08-31T07:58:08","guid":{"rendered":"https:\/\/moovago.com\/non-categorise\/how-to-organize-your-sales-round-plan\/"},"modified":"2025-11-26T10:13:08","modified_gmt":"2025-11-26T09:13:08","slug":"how-to-organize-your-sales-round-plan","status":"publish","type":"post","link":"https:\/\/moovago.com\/en\/sales-round\/how-to-organize-your-sales-round-plan\/","title":{"rendered":"How to organize your sales round plan"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"48925\" class=\"elementor elementor-48925 elementor-7247\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d5c2123 e-flex e-con-boxed e-con e-parent\" data-id=\"d5c2123\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e59ad23 elementor-widget elementor-widget-text-editor\" data-id=\"e59ad23\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Drawing up a sales round plan is an essential part of a successful sales strategy for traveling salespeople.<\/p><p>It&#8217;s a complex process, but with the right planning (and application), sales teams and independent field sales representatives can make the most of every day in the field.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cf33ac0 elementor-widget elementor-widget-heading\" data-id=\"cf33ac0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Sales round plan definition<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-06ab2c5 elementor-widget elementor-widget-text-editor\" data-id=\"06ab2c5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>A sales round plan consists in finding the most optimized itinerary for your sales meetings. This saves time and fuel. <\/p><p>On the other hand, by organizing their visits intelligently, traveling salespeople can free up time to see more customers or prospects in a given sector<span style=\"color: var( --e-global-color-text ); text-align: var(--text-align); background-color: var( --e-global-color-49a30e0 );\">.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9ad59ea elementor-widget elementor-widget-heading\" data-id=\"9ad59ea\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Purpose and benefits of a sales round<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73c30bd elementor-widget elementor-widget-text-editor\" data-id=\"73c30bd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Whatever the market or sector, travelling sales representatives generally encounter the same problems:<\/p><ul><li style=\"font-size: 18px;\">The difference between reality and the information entered in the customer portfolio, leading to poor exchanges in the field.<\/li><li style=\"font-size: 18px;\">A change in the methods and technologies used by prospects and customers, leading to a misunderstanding of needs and a loss of opportunities.<\/li><li style=\"font-size: 18px;\">Gaps in the timetable, unforeseen events on the road and tools that are too inflexible to allow a full day&#8217;s work.<\/li><\/ul><div> <\/div><p>Advance route planning, which can be flexible according to traffic, customers to be visited and weather conditions, for example, will enable traveling sales representatives to be effective even during periods of change.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ea7f360 elementor-widget elementor-widget-heading\" data-id=\"ea7f360\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Create a sales round plan<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-aefab86 elementor-widget elementor-widget-text-editor\" data-id=\"aefab86\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>You need to rely on technology. For example, consider an Excel file, maps for manual route planning, or round optimization software. &nbsp;<\/p><p>However, having a good prospecting plan planning tool for yourself and your team can save time and optimize customer follow-up.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b9bc65f elementor-widget elementor-widget-heading\" data-id=\"b9bc65f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Use a contact management system<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2f3d9c7 elementor-widget elementor-widget-text-editor\" data-id=\"2f3d9c7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Managing your contacts is the basis of a successful sales round. You can either use an Excel file or an application like Moovago to list your contacts, their addresses and contact details. Categorize your contacts according to their position in your sales cycle, the sales revenue they have already generated, changes over previous periods and the tasks assigned to them.  <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ca03b2b elementor-widget elementor-widget-heading\" data-id=\"ca03b2b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Map your customers<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7fc4b93 elementor-widget elementor-widget-text-editor\" data-id=\"7fc4b93\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>To be effective, you need to know where your customers are. You need to use a mapping tool to put them on a map so you have a clear view of where your contacts are. You can use <a href=\"https:\/\/www.google.com\/maps\" target=\"_blank\" rel=\"noopener\">Google Maps<\/a> points of interest, or an application like <b>Moovago<\/b> to keep track of your customers&#8217; locations.  <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1f58ff5 elementor-widget elementor-widget-image\" data-id=\"1f58ff5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"768\" height=\"432\" src=\"https:\/\/moovago.com\/wp-content\/uploads\/2021\/04\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image--768x432.png\" class=\"attachment-medium_large size-medium_large wp-image-41769\" alt=\"Moovago sales follow-up application\" srcset=\"https:\/\/moovago.com\/wp-content\/uploads\/2021\/04\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image--768x432.png 768w, https:\/\/moovago.com\/wp-content\/uploads\/2021\/04\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image--300x169.png 300w, https:\/\/moovago.com\/wp-content\/uploads\/2021\/04\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image--1024x576.png 1024w, https:\/\/moovago.com\/wp-content\/uploads\/2021\/04\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image--1536x864.png 1536w, https:\/\/moovago.com\/wp-content\/uploads\/2021\/04\/Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Copy-of-Feature-image-.png 1920w\" sizes=\"(max-width: 768px) 100vw, 768px\" title=\"Moovago, application commerciaux, CRM, ERP, PGI, GRC\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1fb4a8f elementor-widget elementor-widget-heading\" data-id=\"1fb4a8f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Sort your contacts<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4e29049 elementor-widget elementor-widget-text-editor\" data-id=\"4e29049\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Within your <a href=\"https:\/\/moovago.com\/en\/crm-2\/what-is-a-customer-portfolio-definition-of-customer-portfolio\/\">portfolio of contacts<\/a>, you need to identify factors to determine which contacts to prioritize. For example, those who bring you the highest sales revenue, or those you haven&#8217;t seen in a long time. You&#8217;ll need to plan your round around these priority contacts.  <\/p><p>Using your customer mapping tool, identify the contacts you can visit in the same area, and fill in the time between appointments by visiting other lower-priority contacts or prospecting. Try to carry out continuous prospecting while paying attention to your existing customers. <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5d46461 elementor-widget elementor-widget-heading\" data-id=\"5d46461\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Keep your customer portfolio up to date<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-89b79b3 elementor-widget elementor-widget-text-editor\" data-id=\"89b79b3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Once you&#8217;ve completed your round, make sure you keep the information in your Excel file or customer portfolio application up to date. It&#8217;s essential to have all your information up to date, so you can analyze the situation and plan future rounds. You can also note when people you&#8217;ve seen have told you to come back or call them back.  <\/p><p>If a customer happens to be unavailable, he or she can use this time to visit another customer or do some prospecting. Every interaction and important piece of information should be noted and retained to facilitate sales follow-up. <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1cf1b0e elementor-widget elementor-widget-heading\" data-id=\"1cf1b0e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">How to optimize a sales round?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-653f277 elementor-widget elementor-widget-text-editor\" data-id=\"653f277\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>A sales round plan should focus on the most important opportunities.<\/p><p>With this in mind, it is sometimes necessary to<a href=\"https:\/\/moovago.com\/en\/sales-round\/how-to-optimize-a-sales-round\/\">optimize a sales round<\/a> to give priority to the most profitable prospects or the most urgent visits.<\/p><p>Optimizing a sales round plan means going the extra mile to prioritize stages, avoid mistakes and ultimately save maximum road time and fuel.<\/p><p>Specialized commercial round software is often used to achieve this optimization.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3f8b321 elementor-widget elementor-widget-heading\" data-id=\"3f8b321\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Choosing the right sales round software?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7ebe385 elementor-widget elementor-widget-text-editor\" data-id=\"7ebe385\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>The best software for you is likely to be different from that of another organization. This software will need to meet the needs of your business to create the perfect sales round plan. To do this, determine and list the main problems you and your sales team face every day:  <\/p><ul><li>Are you missing out on opportunities because your salespeople have booked appointments with the wrong customers?<\/li><li>Do you sometimes have to readjust your sales rounds completely because customers have cancelled?<\/li><li>Are you missing out on your objectives because you don&#8217;t have all the information on your sector?<\/li><\/ul><div> <\/div><p>Based on the criteria of you and your team, you must choose the main features of the round software:<\/p><ul><li>Route planning,<\/li><li>Suggestion of the most interesting appointments,<\/li><li>Interactive map,<\/li><li>Customer portfolio management,<\/li><li>Customer follow-ups.<\/li><\/ul><div> <\/div><p>Determining which features are important will help you make the right choice, saving you time and generating more sales revenue.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f68e831 elementor-widget elementor-widget-heading\" data-id=\"f68e831\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Which is the best sales round software?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fd793a3 elementor-widget elementor-widget-text-editor\" data-id=\"fd793a3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>We recommend using the Moovago application. It&#8217;s an application designed for salespeople on the move, enabling you to manage your <a href=\"https:\/\/moovago.com\/en\/crm-2\/what-is-a-customer-portfolio-definition-of-customer-portfolio\/\">customer portfolio<\/a> visually, using a map. <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-48b0a48 elementor-widget elementor-widget-image\" data-id=\"48b0a48\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"768\" height=\"432\" src=\"https:\/\/moovago.com\/wp-content\/uploads\/2021\/08\/Untitled-design-72-768x432.png\" class=\"attachment-medium_large size-medium_large wp-image-41974\" alt=\"sales round plan\" srcset=\"https:\/\/moovago.com\/wp-content\/uploads\/2021\/08\/Untitled-design-72-768x432.png 768w, https:\/\/moovago.com\/wp-content\/uploads\/2021\/08\/Untitled-design-72-300x169.png 300w, https:\/\/moovago.com\/wp-content\/uploads\/2021\/08\/Untitled-design-72-1024x576.png 1024w, https:\/\/moovago.com\/wp-content\/uploads\/2021\/08\/Untitled-design-72-1536x864.png 1536w, https:\/\/moovago.com\/wp-content\/uploads\/2021\/08\/Untitled-design-72.png 1920w\" sizes=\"(max-width: 768px) 100vw, 768px\" title=\"Moovago, application commerciaux, CRM, ERP, PGI, GRC\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-87de146 elementor-widget elementor-widget-text-editor\" data-id=\"87de146\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>You&#8217;ll be able to create and optimize routes directly in the <a href=\"https:\/\/moovago.com\/en\/crm-2\/what-is-saas-definition-examples-and-benefits-for-businesses\/\">cloud-based<\/a> application. What&#8217;s more, the French application brings together all the tools used by sales reps: reports, reminders, reminders, tasks, appointments and sales revenue. <\/p><p>Thanks to reminders, you&#8217;ll know which companies to visit, and you can also choose your route according to sales revenue opportunities.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Drawing up a sales round plan is an essential part of a successful sales strategy for traveling salespeople. It&#8217;s a complex process, but with the right planning (and application), sales teams and independent field sales representatives can make the most of every day in the field. Sales round plan definition A sales round plan consists [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":42918,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[638],"tags":[],"class_list":["post-48925","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-sales-round"],"_links":{"self":[{"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/posts\/48925","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/comments?post=48925"}],"version-history":[{"count":1,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/posts\/48925\/revisions"}],"predecessor-version":[{"id":48927,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/posts\/48925\/revisions\/48927"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/media\/42918"}],"wp:attachment":[{"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/media?parent=48925"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/categories?post=48925"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/moovago.com\/en\/wp-json\/wp\/v2\/tags?post=48925"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}