How To Plan A Sales Route Using Sales Mapping Software

Sales route planning is a critical part of any effective sales strategy, especially when your team is covering large or complex territories. Without planned and optimized routes, sales reps waste valuable time navigating between stops instead of focusing on building customer relationships and closing deals. By using a sales mapping software solution that integrates with your CRM and supports sales territory mapping, you can create efficient routes that align with your sales goals. Learn how to streamline your sales efforts and increase productivity with a smart, multi-stop route planner

Unlock more efficient sales operations through smarter route planning, automation, and strategic territory management.

 

Table of Contents

 

1. Import Sales Addresses From Your CRM

Start by integrating your sales mapping software with your CRM. This lets you sync and import customer and prospect details directly into the route planner, ensuring reps have the right information for every stop on their sales route.

With Route4Me, you can also add notes and customer details to each address, giving your reps more context before every meeting.

Route4Me automatically verifies addresses, stops priority column, and other route data in the uploaded spreadsheet.

 

2. Group Addresses Into Sales Territories

Once addresses are imported, map them and create sales territories. Territories can be defined by drawing boundaries on a map and grouping customer locations within those areas.

With Route4Me sales mapping software, you can color-code territories, track how many addresses are in each one, and quickly balance workloads across your team.

Draw on the map to define a territory.

 

3. Plan Routes For Each Territory

After territories are set, the next step is to plan routes. Route4Me’s routing software allows you to generate optimized sales routes for each territory individually or combine multiple territories into a single optimized route. This ensures your reps spend less time driving and more time selling.

 

4. Assign Territories To Sales Reps

Assigning territories to reps helps maximize coverage and prevent wasted travel. A sales route planner also allows you to match reps to territories based on skills, expertise, or sales experience, making sure each territory is handled effectively.

Assign territories to drivers.

 

5. Dispatch Routes To Sales Reps

Once routes are planned and optimized, dispatch them to your team’s mobile devices. Route4Me provides both desktop and mobile apps (iOS and Android) so sales reps can easily follow their routes in the field.

With the app, reps can navigate optimized multi-stop sales routes, add notes at each stop, and receive updates in near real time. This keeps everyone aligned and productive.

Dispatch routes to drivers.

 

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About author: Daniel Archer

With a background in pedagogy and writing instruction, Daniel is a former tenured English Instructor who, after nearly 20 years of teaching, transitioned into content strategy and leading writing teams for global brands. Now, as Technical Documentation Manager at Route4Me, he translates complex logistics technology into clear, accessible content that empowers users.

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About Route4Me

Route4Me has over 40,000 customers globally. Route4Me's Android and iPhone mobile apps have been downloaded over 2 million times since 2009. Extremely easy-to-use, Route4Me's apps create optimized routes, synchronize routes to mobile devices, enable communication with drivers and customers, offer turn-by-turn directions, delivery confirmation, and more. Behind the scenes, Route4Me's operational optimization platform combines high-performance algorithms with data science, machine learning, and big data to plan, optimize, and analyze routes of almost any size in real-time.