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?
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?
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?
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?
Signup and view all the answers
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?
Signup and view all the answers
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?
Signup and view all the answers
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'?
Signup and view all the answers
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.
Related Documents
Description
This quiz covers the strategies for effectively planning business zones to enhance efficiency. It includes methods to minimize driving time while maximizing field time for representatives, using mapping tools like Salesforce Maps. Explore zone divisions and the importance of data-driven decisions in geographic business operations.
