Çok sık sorulan sorular
SalesZone, saha ekipleriyle çalışan tüm sektörler için güçlü bir çözüm sunar. Özellikle ziyaret planlama – rota optimizasyonu – müşteri sıklığı yönetimi – raporlama – konum doğrulama ihtiyacı olan her şirket SalesZone’dan ciddi verimlilik sağlar.
🎯 1. FMCG (Hızlı Tüketim Ürünleri)
Bu sektör SalesZone’dan en fazla faydalanan alandır. Kimler?
Saha satış temsilcileri
Merchandising ekipleri
Promotör ekipleri
Depo–bayi ziyaret ekipleri
Kullanım alanları:
Günlük/haftalık ziyaret planı
Rota optimizasyonu
Nokta sıklığı yönetimi
Sipariş & stok takibi
Raf kontrolü & fotoğraf raporu
💊 2. İlaç ve Medikal (Pharma)
Kimler?
Medikal satış temsilcileri
Doktor/eczane ziyaret ekipleri
OTC satış ekipleri
Kullanım alanları:
Doktor ve eczane ziyaret planı
Hekim sıklık yönetimi
Rota & bölge yönetimi
CRM entegrasyonuyla etkinlik ölçümü
🧰 3. Teknik Servis & Bakım Hizmetleri
Kimler?
Teknik servis ekipleri
Bakım-onarım ekipleri
Kullanım alanları:
Servis taleplerine göre en hızlı rota
Günlük iş planı
Müşteri adres doğrulama
SLA takibi
🛒 4. Dağıtım & Perakende
Kimler?
Sahada teslimat yapan dağıtım ekipleri
Bölge kontrol & denetim ekipleri
Kullanım alanları:
Teslimat rotası oluşturma
Denetim planı
Şube ve mağaza ziyaret planlaması
🏗️ 5. İnşaat ve Yapı Malzemeleri
Kimler?
Saha satış ekipleri
Şantiye ziyaret ekipleri
Kullanım alanları:
Şantiye ziyaret planı
Çoklu müşteri adres planlaması
Bölge verimlilik ölçümleri
🚚 6. Lojistik & Kargo
Kimler?
Saha operasyon ekipleri
Teslimat planlama ekipleri
Kullanım alanları:
Günlük optimum rota
Araç kapasitesi & bölge atama
Araç/şoför performans takibi
🏦 7. Finans – Sigorta – Banka
Kimler?
Saha satış temsilcileri
Bireysel/kurumsal müşteri yöneticileri
Kullanım alanları:
Müşteri ziyaret planı
Yeni müşteri kazanımı için rota
Günlük iş takibi
🧴 8. Kozmetik – Temizlik – Gıda Takviyesi
Kimler?
Promotör ekipleri
Bölge satış ekipleri
Kullanım alanları:
Market–eczane ziyaret planı
Stok & ürün takibi
Raporlama ve rota yönetimi
⚡ 9. Enerji, Telekom ve Altyapı
Kimler?
Saha ölçüm ekipleri
Arıza–bakım ekipleri
Fiber altyapı kontrol ekipleri
Kullanım alanları:
Bölge bazlı iş atama
Adres doğrulama
Zaman kısıtlarına göre rota
🏫 10. Eğitim – Yayıncılık – Denetim
Kimler?
Eğitim satış ekipleri
Denetim–teftiş ekipleri
Kullanım alanları:
Okul ziyaret planı
Şube denetim rotası
Günlük/haftalık planlama
Yes, Saleszone offers a 7-days free trial. Saleszone's program trial has no limitations on using the software features, allowing you to use your own business data. You can define 10 vehicles/drivers in the trial software only and upload up to 250 orders from your own data. There are no hidden fees or credit card obligations in the Saleszone trial version. To get a user password and use the program for free, please contact us. e-mail: info@rutinrota.com
Actually no, but if you wish, our expert instructors can give a 1-hour online course based on your sample data. Also, please follow the video tutorials on our website. There you will find very simple videos on using the program in your own language. Moreover, Saleszone's applications offer you a smooth user experience by providing in-app tutorials and instructions that can guide you through all the necessary steps.But if you still need additional training, we will be happy to help you. Please send e-mail: info@rutinrota.com
Yes, it definitely does. If you want, we can organize the web-based Saleszone to cover the operational expectations of your business and the rules and methods in your workflow, and we can install it on your servers for a fee. Again, if you wish, we can provide integration between your customer database and saleszone or we can help your software group to make this integration with our web service API.
SalesZone (sales territory planning + route-optimization) has strong applicability across a broad range of industries. Below is a breakdown of key sectors and how they can benefit, which you can use in your marketing collateral (eg, brochures for pharma reps, FMCG field merchandisers, logistics sales teams):
Industries & Use-Cases
Pharmaceutical / Medical Devices / Healthcare Reps
Field-based sales (medical reps, account managers) visiting hospitals/clinics, targeting doctors/prescribers.
Need to optimize visit sequence, enforce frequency rules (eg, must visit doctor X twice/month), ensure balanced territories, reduce travel time.
Your value props: “AI-powered scheduling & routing”, “Plan, optimize and track your field sales representatives' visits in real time”.
Fast-Moving Consumer Goods (FMCG) / Retail Merchandisers
Merchandisers visiting store outlets, checking shelf space, promotional displays, re-stocking, also field sales for trade accounts.
Territories often defined geographically, but also by channel (wholesale vs. modern trade) and store type. Route optimization helps reduce non-selling time and improve store-visit density.
Ideal for your software: sales zone planning, clustering visits, minimizing travel.
Industrial & Manufacturing Sales (Equipment, Parts, Service)
Outside-sales reps covering large geographic areas, sometimes into service/maintenance visits as well.
These reps often handle large accounts plus smaller ones; need to plan efficient travel, allocate reps by region/industry, ensure coverage.
Territory planning ensures no coverage gaps, route optimization reduces cost.
Logistics / Field Service Teams / Installation & Maintenance
Although not purely traditional “sales”, many companies with field service or installation/register-maintenance visits benefit from route optimization and territory planning (for example: telecom installations, HVAC service, utilities).
Our platform could be positioned here as well (“field-sales + field-service optimization”).
Wholesale / Distribution / B2B Resellers
Sales reps visiting accounts (distributors, resellers, key customers) across regions; territory definitions might be by product line, account size, geography.
Route optimization reduces travel costs, increases call frequency; Territory planning ensures equitable allocation of accounts and opportunity.
Useful for “field sales & merchandising teams”.
Medical / Dental / Laboratory Equipment Reps
Similar to pharma but often more complex, fewer but higher-value visits, longer cycles — your software helps schedule optimally and assign territories based on skillsets, geography, service support.
Technology / SaaS with Field Sales Component
If a software/SaaS company has field sales (eg enterprise accounts across regions), territory planning helps ensure rep coverage, avoid overlap, route optimization (visits, events, customer workshops).
You can emphasize this for mid / large tech companies expanding internationally or regionally.
Consumer Services with On-Site Sales or Inspections
For example: renewable-energy sales (solar panel installations), home-services (security systems, smart-home devices) where salespeople visit homes/estates.
Territory routing ensures efficient home-calls, optimal coverage, repeat-visits. Good niche.
Why these industries benefit
Many of these industries have geographic field sales (territories) or visit-based workflows , making territory and route optimization highly relevant.
Best practice sources emphasis using geography + customer/industry + rep skill to define territories. For example, territory planning often includes geography , industry , customer size and sales-channel segmentation .
Route optimization adds further value when reps are mobile and time traveling between multiple stops per day.
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Importing Orders From .CSV or MS EXCEL
Bulk Import : Utilize the data import feature to transfer all orders from your Excel sheets to Saleszone.
Column Alignment : Manually match your columns with the relevant columns in Saleszone using drop-down menus and set this as the default for future imports. Click “Continue” to review and verify column matches for accuracy and formatting. The column names in your file do not need to exactly match those in Saleszone, but proper correspondence must be established. Columns you choose not to import can be marked as 'Not Matched'. Once all orders are correctly mapped, click “Save” to complete the import process.
Error Notifications : The program will alert you to any matching errors or format issues, providing examples of the correct format.
Real-Time Tracking : Enable the Real-Time Order Tracking feature to allow customers to track their orders live.
Accurate geocoding and verification of customer addresses are essential for efficient route planning.
Data Improvement: SalesZone, developed with advanced AI-powered geocoding algorithms, helps prevent errors in address and coordinate data. These algorithms help create a clean data set for addresses by removing unnecessary details (such as floor numbers or building names) and focus on geocoding using the street name, location, or postal code.
Enhanced Accuracy: SalesZone cross-references data with multiple coding methods and can process thousands of addresses simultaneously.
If geocoding is not feasible, SalesZone assists with manual data correction.
Improve zone planning through intelligent job clustering by considering factors such as driving distances, traffic patterns, highways, overpasses, drivers' location preferences, and overlapping routes. Saleszone offers various methods for zone creation:
Create manual zones : Create reps sales zones by interactively drawing polygons on the map around order locations using the polygon drawing tool. When defining these territories , number of visits are considered, and any overcapacity is displayed interactively within the application. Territories can be imported from Excel files or ERP systems to generate an appropriate number of address clusters.
KML Data Import: Import sales reps zones defined as polygons in KML format into the saleszone application. Users can then assign these predefined zones to sales reps
Customer Location-Based Zones: Create sales reps' zones based on customer locations using the “assigned to reps” column in the location data. Vector polygons are generated for each reps and displayed on the map in different colors.
Yes, it's quite easy within Saleszone, and you can automatically create your territories in just 2 minutes.
Saleszone is quite easy. Simply select the start and end dates of the visit from the calendar in the application, press the “plan” button, and within a few minutes, the customer visits of the sales representatives will be displayed in the table and on the map according to the selected dates.
Real case: Let's assume you have 250 customers and 5 sales representatives in Chicago. You can divide Chicago into 5 territories that are geographically close to each other and balanced in terms of potential, each containing approximately 50 customers.Your sales representatives work 5 days a week and have a weekly visit frequency of 1. Each of the 5 sales representatives will visit 10 customers per day.Each sales representative manages their own territory — planning weekly visits, optimizing routes, and tracking performance in real time.
Salezsone schedules visits for customers with a weekly visit count of 2, leaving a 2-day interval between visits on Monday - Thursday or Tuesday - Friday.
For customers with a weekly visit count of 3, it schedules visits on Monday - Wednesday - Friday, leaving a 1-day interval. For customers a weekly visit count of 1, it schedules visits on any suitable day of the week. Example: Monday. For customers a weekly visit count of 4, it schedules visits on 4 suitable days of the week. Example: Monday, Tuesday, Wednesday, Thursday.
Thanks to Saleszone's real-time data synchronization, you can always incorporate dynamically changing new restrictions (Number of visits, service time windows, skills, priority, csequence order, customer availability etc) into your pre-planned routes and send all live changes to drivers' mobile devices with the touch of a button.
Yes, all you have to do is to set your specific fuel prices and vehicle fuel consumption parameters. Saleszone will automatically calculate the distances traveled and the fuel cost per km, taking into account your currency and gasoline prices
Yes, it also allows you to control your CO2 emissions more efficiently. For example, Saleszone dashboards can show you the carbon dioxide emissions of your entire fleet comparatively according to reps and time
One of the most powerful features of Saleszone software is its drag-and-drop functionality.
You can interactively drag and drop visit sequences within the same route on the map,
visit sequences within different routes on the map,
visit sequences within the same route on the timeline,
visit sequences within different routes on the timeline,
a visit from the map to the timeline,
a visit from the timeline to the map,
and this process takes only seconds. You can also cancel a visit on a calculated route or dynamically assign customer visits added later to an available sales representative or a previously planned route. With the drag-and-drop feature, routes will be re-planned, or the existing route sequences will be preserved, and visits will be placed in the most suitable locations by the AI-powered program.