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How to manage travel efficiently

One of your biggest sales assets is time and how you use it.

In short, your time is most valuable to you when you are in front of qualified customers, or talking with them on the phone, not traveling long distances to reach a potential customer at the end of your territory, sitting in traffic, or skipping around to make calls.

In simple terms, the best way to manage your face-to-face selling time is to control or manage your travel. This can be accomplished efficiently and effectively by following three specific guidelines:

1. Segment your territory
2. Use travel patterns
3. Discipline to Compartmentalize Activity

#1. Segment your territory into 5-8 areas.

Most Acme territories are reasonably large in terms of geography and contain thousands of potential customers. The ideal way to segment your territory would be to divide it into five equal areas or divisions, containing about the same geography and potential. However, you may have a widespread suburban territory or one that is relatively compact, so in either case you could segment it into more than five areas, possibly as many as eight.

Why five areas?

Five will be the minimum because most salespeople plan their itineraries around a five day week, and you must know in advance which day you will be in each area so you can schedule appointments, call backs, or face-to- face prospecting.

In some territories, it may make sense to carve out more than five areas. For example, if you have a very widespread territory with lots of travel. This might mandate more intensive segmentation so you don’t have to jump around too much and can reach “pockets” of prospects easily.

In summary, the objective of segmentation is to help you focus on one area per day (possibly jumping to an adjacent one if it is close) so you are in proximity to your appointments/prospecting calls with minimum downtime caused by car time. This process also enables you to plan ahead for appointments and callbacks since you will ideally be rotating areas on a weekly basis and will know in advance which day you will be where.

#2. Use effective travel patterns to cover each area.

Depending on the size of your territory, you may have to utilize a variety of routing methods to cover each area efficiently. A sales representative covering 1-2 compact counties in New Jersey, or a large metropolitan area like Los Angeles, Chicago or San Francisco, will have a different challenge than someone working a territory in Ohio with heavy windshield time between major cities or markets.


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