Route Optimization & Planning Software

What is Route Optimization?

Route optimization involves planning the routes and order of calls most efficiently, you add your data, and your route optimizer creates the most efficient route in less than a minute. Simply put, you aim to minimize miles traveled and maximize time in front of the right customers. And do this at scale. That could be a single rep planning a month in advance, a sales or service operations team planning schedules for hundreds of field-based representatives.

The challenges of traditional route planning

Whether a sales operations, operations, or service manager is mapping out an optimal route or a field-based rep is trying to give a client an accurate ETA, you will want to eliminate these challenges with route mapping software. eSpatial's powerful routing optimization software can transform your planning.

1. High Effort, Low Reward

High-performing sales and service teams know their time with the right customers is their greatest resource. Maximizing time spent selling or servicing is the objective for everyone. Under-performers may suffer from over-servicing customers and valuing quantity over quality.

You need more analysis and research before hitting the "get route" button. New reps may lack experience or knowledge leading to sub-par results. As they gain experience, they'll see the value in estimating sales potential (if they are in a sales role), understanding their highest-value customers, and prioritizing those over others.

Create optimized sales and service routes

2. Travel Time and Scheduling Pressures

Sales and service reps must analyze their schedule on days with numerous planned in-person meetings. One long meeting can throw your whole day's schedule, forcing you to push or cancel other appointments.

Real-time location tracking helps adjust schedules on the fly, giving you a competitive advantage.

3. Increasing Customer Satisfaction

Service and sales reps have daily call targets. One customer requires more service time than planned. Another customer needs a contract clarification, while another wants a new product demo. It can be challenging to prepare for each meeting.

Lack of preparation can impact performance. The fewer delays you have, the more time you can spend preparing. Access to a routing and planning software solution that integrates with your CRM data to see customer data is a game-changer.

You have more headspace and time to plan and execute.

A flexible route plan for a trip to San Francisco

4. Manual Route Management

Route planning is time-consuming and clunky when done by hand. It's vital for traveling reps but takes time away from meetings. Simply put, there's a better way.

Intelligent route planning software eliminates the heavy lifting for field-based reps. With automatically optimized routes, you spend more time on revenue-generating activities.

5. Lack of Visibility

Where there is a disconnect between field and office teams, you have a problem. But you can solve this by providing access to route planning software for sales, operations, and support staff. eSpatial makes sharing this information between team members simple and intuitive.

Sales managers can make effective decisions about sales territory management. It supports decision-making and planning for office admins but also improves efficiency for sales staff and customer service for clients. If a red-hot sales lead needs immediate attention, office staff can quickly and easily contact the closest sales rep who creates the shortest route. All of which lead to more sales deals and happier customers.

Design, realign and optimize territories

6. Balancing Workforce Resources

Sales and service managers balance resources and workloads with improved visibility of routing. Active territory management is critical. Uneven workloads lead to several problems. Some reps need more time to meet their quotas, but time is finite. Others have spare capacity. That leads to burnout for some and lost sales opportunities for organizations.

Territory Mapping software lets managers and revenue operations create optimized sales territories. Reps can then maximize opportunities or customer service without being overwhelmed.

When paired with route optimization, it ensures sales reps are spending more time with customers and less time in a vehicle. In turn, customers and prospects receive the right level of focus.

Unlike many consumer-level apps, eSpatial's routing planning software makes sharing easy, so updating your manager, team, and colleagues is simple and intuitive. eSpatial's route mapping software differs from other solutions in several ways:

Settings to automatically generate route map

1. Automatic Route Planning

Route optimization uses intelligent route planning. Specialized route sales software can automatically optimize route plans. And this isn't just from point A to point B — you optimize the route for every stop along the journey.

eSpatial's route optimization software can reduce trip planning time by 90%. It allows you to optimize a one-way route or round trip, saving time and money while adhering to your meeting schedule. Best of all, it eliminates manual planning.

eSpatial integration with Salesforce showing a route map

2. Display Destinations With CRM Data

Unlike other navigation or map apps, eSpatial's route mapping software works with your CRM. It unifies customer data across your tools so sales and service reps can easily access correct, up-to-date information. Your field team has all the information they need for appointments at their fingertips. Stops will display any data you enter, like customer names or order history. Prepared reps are proven to achieve higher revenue and customer satisfaction. Drivers can directly explore address locations and measure distances within the system, gaining complete control over the design of their routes. This functionality, designed to optimize efficiency, ensures they stay on schedule, meeting customers and completing deliveries effectively.

3. Design the Perfect Territory for Field-based Teams

Look for a solution that combines mapping software with territory mapping software and sales route optimization. For many managers, their process starts with data analysis. Heatmaps, ZIP code maps, and pin maps are perfect for visual analysis. Combining route optimization with mapping lets managers create balanced geographic sales territories. And perform visual analysis efficiently.

Planning territories with geography in mind makes it easier to create an efficient route later. Creating manageable territories helps sales team leaders balance workloads and improve customer service.

4. Visualize Data to Support Decision-making

Visualizing sales data is a huge benefit. It allows decision-makers to better understand the market, including your competition and growth opportunities. For example, managers can easily see coverage gaps or whitespaces with sales territory maps. Lost opportunities and overlapping coverage are eradicated while new revenue is unlocked.

095%

Reduction in project delivery time

067%

Faster sales rep onboarding

030%

Increase in time spent selling

Schedule 20-day optimized routes with ease
Quickly re-route a day if a customer cancels
Our powerful route scheduling software ensures you focus on the highest-priority sales calls
Seamlessly integrates with Salesforce
Mobile ready
Visualize and analyze your routes for productivity insights
Lock in appointments and optimize your day around key sales meetings
Overlay and filter your customer datasets on interactive maps
Set priority-based scheduling based on your preferences, like the highest potential to close

What Our Customers Say

Sales data can be mapped in minutes, which has saved customers countless hours which leads to faster more efficient alignments in less time

“eSpatial is a bulletproof program. Without it we would only be half as effective as we are in opening new markets and finding areas of opportunity/weakness for our clients. And the customer support is off the hook. I can't recommend eSpatial highly enough.”

Jay Montgomery

President

5/5

“eSpatial saves me so much time. I use it to investigate and target high potential leads, then plan routes for the salespeople on the ground. Not only is the program great, but their customer service is top of the line. Someone is always there to answer my questions and provide step-by-step instructions. eSpatial has helped me tremendously!”

Kristen Eldridge

Operations Support Analyst

4.5/5

“eSpatial provided us with the perfect platform to define our Sales Territories nationally, allowing us to collaborate with Regional Vice Presidents on multiple territory options. This has also resulted in more efficient and transparent lead allocation. The support team has been great, responding promptly to any questions I had.”

Daniel Lamenzo

Salesforce.com Program Manager

5/5

“The new Drive Time feature helps us tremendously both in high traffic areas such as LA, where drive time is so much more helpful than mile radius, as well as in very rural areas in the mountains where 30 miles takes much longer than you think.”

Rebecca Amico

California State Representative

5/5

“eSpatial mapping software enables us to quickly and effectively geo-map our data, dramatically speeding up the decision making process. In addition, eSpatial's expert support team have helped us to unlock even more uses for its mapping capabilities.”

Neil Dixon

Head of RMT & Supplier Management

4.5/5

“eSpatial has become an essential part of how our account managers plan their sales visits each week. With our previous mapping software, all data input was done manually. With eSpatial’s ease of use and ability to perform daily automatic data updates, our account managers now have easy access to current customer information mapped to their sales territories anywhere and at any time.”

Jon Ray

Director of Sales and Marketing

5/5

“eSpatial’s powerful mapping software helps us to include an exemplary visual illustration of the in-depth data analysis we provide to our clients through our app platform. The mapping software provides a unique value-add allowing for quick and easy comprehension of data specific to a location by those who prefer a more visual output.”

Nick Thomas

Manager - Client Operations

5/5

“We have a complete, up to date view of our clients, staff, and resources. This enables us to mobilize our staff and resources to the best location to support our clients and react quickly to incidents. eSpatial is an absolute game changer, helping us make better decisions.”

Andres Delacruz

Deputy Director of Business Continuity

4.5/5

“eSpatial's platform is more than robust enough to expand well beyond our original needs, but user-friendly and intuitive enough for our team to jump right in and start mapping. eSpatial's tools and resources were necessary in order to close a $1.2 million annual account, and their team helped us through all of the processes in getting started and making sure our needs were accommodated effortlessly.”

Michael Szymanski

Senior Marketing Consultant

5/5

“eSpatial has become a key tool for our strategic sales and marketing activities. The mapping capabilities have given us a platform to build a business case and visually pitch a strategy internally to increase our market footprint and execute on marketing campaigns.”

Ken Chung

Strategic Marketing

4/5

“eSpatial is a fantastic tool in helping us grow our business. Mapping our franchise territories unearths new opportunities and gives us full visibility of our clients' "areas of protection" which has improved the service we provide to them. The support we receive from the eSpatial team is amazing.”

James Cappiello

Director of Expansion

5/5

“eSpatial helps us identify the best locations to hire new staff and the most suitable markets to test new products to better serve our clients. The customer support is what makes eSpatial stand out as they are always really helpful and quick to respond.”

Matt Weaver

Retail Operations Analyst

5/5

“We use eSpatial for sales density maps and building territories which form the basis of our sales analytics. Key stakeholders come to me for answers hidden in the data to make strategic decisions for the company.”

Paul Allen

Operations Manager

4.5/5

“eSpatial helps Essen Health Care to provide a better service to our patients by ensuring that doctors are assigned based on geographic proximity. Our patients are happier and our doctors can treat more patients and spend less time on the road.”

Sumir Sahgal

Chief Medical Officer

5/5

“eSpatial has become a fundamental tool in our working day. We use the maps we create to make strategic and tactical decisions related to our supplier network's coverage.”

Daniel Heath

Analyst

5/5

“eSpatial is a really intuitive tool that creates clean and visually appealing maps. We run scenario analysis to test, validate and implement sales territory realignment. eSpatial makes the analysis process quick and painless.”

Jena Wise

Financial Analyst

4/5

“With eSpatial, we select the most suitable locations to host our 70+ annual events. We also determine from the 1000s of local and national events, the most appropriate to attend. It is great having dedicated in-app support with quick response times, on hand when you need it.”

Pablo Alvarez

Assistant Director of Admissions

5/5

“Renasant bank has seen 500% growth over the last 3 years through M&A and organic growth. eSpatial is a key strategic tool for the management of this growth. Having used other mapping solutions before, eSpatial is by far the most user-friendly and intuitive.”

Jeff Murphy

SVP Director of Strategy

5/5

“At Compact Power, we are relentless about exceeding our customer expectations. eSpatial is a vital component in helping us achieve this with their powerful, yet easy to use web-based mapping software. Their customer service continues to exceed our expectations, both in timeliness and quality.”

Steven Walters

Help Desk Administrator

4.5/5

“We use eSpatial to gain a visual understanding of our business which helps us to expand our retailer coverage across North America, the UK, and Europe. eSpatial also allows us to easily drill down and get granular details of each territory to gain a competitive advantage”

Danielle Camacho

International Sales Manager

5/5

“Using eSpatial, we were able to realign, balance, and define our entire sales territory process. There isn't a desk in the office that doesn't have an eSpatial map.”

Thomas Wethington

Sales Operations Analyst

5/5

“We love the fact that eSpatial is cloud based. This allows us to share one map that automatically updates for the viewer when we make updates to the data. It is very easy to use and makes it much easier to share information, set up conversations and influence decisions.”

Mike Farmer

WW Managed Service Delivery

4.5/5

“Using eSpatial has helped us gain good understanding on the spread of our merchants across the country, and it also gives us a visual story of our data. It’s user – friendliness and dedicated support made it our top choice mapping software.”

Norah Coelho

Director

5/5

“eSpatial has made it easy to identify the areas with the greatest need to expand our services. With a central web-based system, we can do way more than before. It’s simple to use and having dedicated individual support is excellent.”

Kaitlin Lounsbury

OMS Coordinator

5/5

“Using eSpatial has saved us 25 hours a week in productivity. It allows us to confidently make faster decisions, keep track of orders nationally, service more customers, and plan for the future without stress.”

Bobby McElyea

General Manager

5/5

“eSpatial is user-friendly and has a lot of powerful features. The customer service is exceptional and the software is incredibly valuable. It's hard to find mapping software that can compete with eSpatial.”

Ann Casey

Vice President of Corporate Research

4/5

“eSpatial helped our networked collaborative, comprised of nonprofit organizations, map out our collective, programmatic footprint both here, in the United States, and abroad. The support staff at eSpatial were second to none and were invested in seeing our vision come to fruition.”

Keith Farrell

Project Manager

5/5

“I have searched for mapping software for the last 2 years and have tried almost every software out there. Then I came across eSpatial! A life saver, easy to use and more importantly online assistance from a live person.”

Judie Loss

Business Analyst

5/5

“eSpatial is a great product. The data upload interface is easy to use and their technical support has been great! They offer a personal tutorial and my experience is that they have been patient and understanding.”

Damaso Rodriguez

Development Consultant

4.5/5

“I had never used software like eSpatial before and was intimidated to get started. My worries were unfounded. Great software, very easy to use and support is near immediate, friendly and informed.”

Robb Duke

Direct, Demand Generation

5/5

“eSpatial is easy to use and has great styling options for maps and data. I create both small, single point maps and large multi-state maps and eSpatial performs even better than the mapping software I needed to replace.”

Brant Long

Senior Marketing Specialist

5/5

“eSpatial is the perfect replacement for Microsoft MapPoint and Power Maps in Excel. As powerful as this product is, I was up and running in a matter of minutes. Outstanding.”

Eric Tedford

Consumer Insights Analyst

4.5/5

“eSpatial is easy to learn and quick to see results. I enjoy working with eSpatial. They helped me set-up an automated process to upload customer locations (datasets) daily which saves me hours of work.”

Wally Bergseth

Software Engineer

5/5

“With MapPoint, as a desktop-based software, you have to print out a piece of paper and take it with you. With eSpatial, as a cloud-based route sales software, you can load your maps on an iPad. This means you can send the maps to your reps and they can go in the field with their iPads and quickly and easily punch in the addresses of the people they want to visit.”

Jill Rodriguez

Vice President

4/5

“What I really like is that eSpatial is an entire solution package in one.”

Stephen Keller

Sales & Marketing Manager

5/5

Frequently Asked Questions

Can I Analyze My Sales Reps' Routes to Help Them Become More Efficient?

eSpatial's route optimization software has sophisticated reporting capabilities to enable you to analyze and optimize sales routes.

Can I Plan Sales Blitzes on the Maps?

Yes. Many customers use eSpatial to plan and visualize sales blitzes. Ask one of our team to share some approaches with you.

Can I Build Optimized Service Routes?

Yes. You can optimize sales and service routes.

Can My Sales Team Use This Tool for Prospecting?

Sales teams use eSpatial as a critical component of their prospecting plans.

Can I Create Multi-day Sales Routes?

You can use our sales routing software to plan routes up to 20 days in advance.

Can I Optimize Sales Routes?

Yes, you can optimize routes up to 20 days in advance.

Can I Lock in My Booked Sales Appointments First and Optimize My Routes?

Yes. Easily optimize sales routes around your most important sales appointments.

Can I Save My Maps to Access Them Later?

In eSpatial, you will access your library, where you can store and access your maps.

Route Optimization Software

12%

1

30%

What is Route Optimization?

The challenges of traditional route planning

1. High Effort, Low Reward

2. Travel Time and Scheduling Pressures

3. Increasing Customer Satisfaction

4. Manual Route Management

5. Lack of Visibility

6. Balancing Workforce Resources

Save on Average 20% More Fuel and Increase Selling Time by up to 30%

Why Choose eSpatial's Route Optimization Software?

1. Automatic Route Planning

2. Display Destinations With CRM Data

3. Design the Perfect Territory for Field-based Teams

4. Visualize Data to Support Decision-making

Flexible Pricing to Suit Every Business

095%

067%

030%

9 Reasons to Choose eSpatial

What Our Customers Say

Support From Our Experts When You Need It

Frequently Asked Questions

Can I Analyze My Sales Reps' Routes to Help Them Become More Efficient?

Can I Plan Sales Blitzes on the Maps?

Can I Build Optimized Service Routes?

Can My Sales Team Use This Tool for Prospecting?

Can I Create Multi-day Sales Routes?

Can I Optimize Sales Routes?

Can I Lock in My Booked Sales Appointments First and Optimize My Routes?

Can I Save My Maps to Access Them Later?

Start Mapping Your Sales Route Today