Podcast
Questions and Answers
Which of the following is NOT a primary goal of the 'zones' planning approach?
Which of the following is NOT a primary goal of the 'zones' planning approach?
- Increase overall time spent with clients
- Minimize travel time between accounts
- Maximize the number of accounts visited in a day
- All of the above (correct)
What is a key benefit of using all-day events labeled with 'Zone 1', 'Zone 2', etc. in Salesforce?
What is a key benefit of using all-day events labeled with 'Zone 1', 'Zone 2', etc. in Salesforce?
- It allows for easy tracking of the number of accounts visited in each zone
- It helps to schedule meetings efficiently within each zone
- It automatically calculates the optimal route between accounts in each zone
- It provides a visual reminder of the zone coverage schedule on the Salesforce calendar (correct)
What is the main reason for emphasizing the importance of 'linking' zones in the planning approach?
What is the main reason for emphasizing the importance of 'linking' zones in the planning approach?
- Utilizing overnight stays to effectively cover multiple zones within a single business trip (correct)
- Maximizing daily travel time between different zones for greater efficiency
- Allowing for the allocation of more time to specific zones with high account density
- Ensuring that all accounts within a zone are visited within the same business day
Why is it recommended to split business days into 'flexible' days for administrative tasks?
Why is it recommended to split business days into 'flexible' days for administrative tasks?
What are the best factors for determining the number of days to allocate to each zone?
What are the best factors for determining the number of days to allocate to each zone?
Which of the following is an example of utilizing data to improve the planning approach?
Which of the following is an example of utilizing data to improve the planning approach?
What is the significance of the statement 'Don’t be afraid to change your earlier assumptions'?
What is the significance of the statement 'Don’t be afraid to change your earlier assumptions'?
Flashcards
Business Zones
Business Zones
Designated areas covered during a business day for efficiency.
Zone Planning
Zone Planning
Strategizing visits based on zones to minimize travel time.
Map Routing Tool
Map Routing Tool
Software like Salesforce Maps that helps plan visits geographically.
Business Days Distribution
Business Days Distribution
Signup and view all the flashcards
Linking Zones
Linking Zones
Signup and view all the flashcards
All Day Events in SF
All Day Events in SF
Signup and view all the flashcards
Account Needs
Account Needs
Signup and view all the flashcards
Publicly Available Data
Publicly Available Data
Signup and view all the flashcards
State WC Department
State WC Department
Signup and view all the flashcards
Flex Day
Flex Day
Signup and view all the flashcards
Study Notes
Planning: Utilizing "Zones" + Data
- Zones are geographic areas for covering business in a day.
- Larger cities have multiple zones based on factors like traffic and populations.
- The goal is to minimize driving time and maximize efficiency.
- Representatives should plan their time effectively.
- Use mapping tools like Salesforce Maps for efficient zone planning.
- Each month usually has ~21 business days.
- Zones should be divided among major markets.
- Examples of zone division: Zone 1= 7 days, Zone 2= 5 days, Zone 3= 3 days, Zone 4= 2 days, Zone 5= 2 days, Zone 6= 1 day + flex day.
- Adjust assumptions as needed, as the template is flexible.
General Thoughts
- Link zones to maximize field time during business hours.
- Work in one zone, then the next.
- Create all-day events in Salesforce, labeled by zone and date.
- Use data where available (e.g., TX, PA, MD, VA).
- Accounts have different needs ("face time" vs. self-sufficient).
- Aim for smooth operation without constant office presence. Office presence frequency may vary based on zone characteristics.
How to be Efficient in Territory
- Use publicly available data (state-generated WC reports).
- Contact state workers' compensation departments (DWC or BWC) to access more data if available via public records requests.
Studying That Suits You
Use AI to generate personalized quizzes and flashcards to suit your learning preferences.
