Javelin Call Planning

Javelin™ Call Plan Manager can measurably increase call plan compliance by enabling sales representatives to modify the call plan to reflect their on-the-ground knowledge. At the same time, the software ensures that the overall targeting plan still meets corporate business guidelines and objectives.

Engage the Field Force to Increase Call Plan Buy-In and Accuracy

Representatives and managers use Call Plan Manager to apply their in-depth local knowledge to configure exactly the right call plan for each customer. This transfer of call plan ownership from corporate headquarters to the field force enables the field to incorporate information that is often missing from call plans, such as:

  • access restrictions
  • customers who have moved or ceased business
  • up-to-the minutes changes to customers’ profiles

Call Plan Manager also helps improve sales performance by identifying gaps between call plans and execution. You can feed this information directly into Call Plan Designer to make sure that future call plans reflect the unique knowledge of each sales rep.

Establish Guidelines for the Field Force to Meet Overall Objectives

Call Plan Manager allows you to establish guidelines so that the field force makes changes to the call plan that are consistent with corporate objectives. For example, the guidelines can help ensure that each sales representative delivers a full schedule of visits or that high-value customers are visited frequently.

Within Call Plan Manager, you can:

  • plan targeted visits for multiple teams in the same territory with independent product mixes
  • establish thresholds (such as number of visits to customers in specific segments) to provide targeting guidance at an individual target/product level

Use Tracking Reports to Assess Performance and Identify Areas for Improvement

Call Plan Manager also includes a flexible reporting component, so you can develop tracking reports that assess performance and identify areas for improvement. Sales representatives can access these reports directly through Call Plan Manager, download them to their computer, or receive them by email for easy reference later.

In addition, Javelin™ Communication Manager can help you automate and organize your report distribution processes—combining these call planning reports with any other reports in an easy-to-use, searchable archive. Communication manager ensures that everyone receives their reports, when they need them, in whatever way they find most convenient.