EXANERGY Routes software helps your sales force to
efficiently plan optimized tours

Features

Route Optimization

Minimized driving distance

EXANERGY algorithms will minimize your distances by calculating optimized routes based on driving time and distance.

Maximized calls/visits

Use the map’s Local Search function to find surrounding leads, contacts and accounts, at any distance you choose from your appointment. Then select them to add them to your schedule.

Intelligent customer selection

With EXANERGY Routes, easily select the contacts, accounts and leads you would like to make appointments with.

Geo-optimized visits

EXANERGY Routes groups your appointments according to geographical area to maximize the number of visits and minimize driving distance.

Geo-optimized scheduling

Taking your work constraints into account (departure and arrival points and working hours) and the people you want to visit, EXANERGY algorithms provide you with a distance-optimized appointment schedule.

Fast calculation

EXANERGY Routes algorithms will calculate an optimized schedule, of up to 70 client visits a week, in a matter of seconds

Sales tour scheduling tool

As a manager, use the sales tour scheduling tool to supervise the appointment agenda of your sales force. Generate a schedule for several sales representatives or for your whole team at once.

Weekly or daily planning

Your optimized schedule can be calculated for an entire week or just for the day.

Optimize your schedule at any time

A last minute cancellation or an unplanned change? Let EXANERGY Routes update your schedule and fill the gaps.

Weekly view

Schedule up to 70 appointments per week/per user (i.e. 14 “Marathon” appointments per day/per user, of approximately 34 minutes travel time included, over a five eight-hour-day week).

Plan around scheduled appointments

EXANERGY Routes ‘Proximity Search’ feature helps you multiply your visits. It suggests you surrounding customers between scheduled appointments.

Out of Office or business trips

Easily mark one or several days off and EXANERGY Routes will automatically exclude them from your optimized schedule.

Duration of your visit

The default duration of a visit is set to 1 hour on the EXANERGY Routes control panel.

Mobility

Access EXANERGY Routes via your smartphone, wherever you are.
Get all the information you need and access the necessary functionnalities when you are with your client or lead.

Settings

Starting point of your tour

Each user can set a preferred starting point (i.e. home address).

Working hours

Working hours can be set by each user according to when you wish to start and finish your day.

Days off

EXANERGY Routes will not make appointments on the day(s) you have chosen to exclude from your schedule.

Set the features of your clients or leads

Frequency of visit, average length of an appointment, opening hours and preferred visiting hours.

Map Display

Starting point of your tour

Each user can set a preferred starting point (i.e. home address)

Working hours

Working hours can be set by each user according to when you wish to start and finish your day.

Different color markers

Accounts, contacts and leads are marked in different colors on the map.

Automatic geocoding

EXANERGY Routes enables you to select accounts, contacts and leads on your map within your chosen perimeter.

Map updates included

EXANERGY Routes automatically updates your maps every week with no action required on your part.

Customer Support

Tutorial

See our tutorials here

Customer support

Our support team is ready to help you by email (and remote screen sharing) and will respond in less than 24 hours on a work day.

Technical Information

High Availability

EXANERGY Routes is powered by multiple redundant high performance servers with automatic load balancing and switchover.

SSL-encrypted communication

All communications with EXANERGY Routes servers are SSL encrypted.

Data confidentiality

EXANERGY Routes does not use or store nominal data. Only GPS coordinates (latitude & longitude), appointment times and duration are used by the schedule optimisation algorithms.

Calculation capacity

All optimized schedule calculations are made on the EXANERGY Routes cloud.

Map Servers

EXANERGY Routes uses its own map servers to calculate your tours

Geographical coverage

Metropolitan France, Europe and North America.

Map and software updates

EXANERGY Routes automatically updates your maps every week with no action required on your part.
Software updates and maintenance are automatic.

A flexible subscription

With EXANERGY Routes, choose a monthly subscription payment per user, without time commitment
Select the number of users depending on your needs.

Availability

Languages

French and English. Other languages can be offered upon request.

Geographical coverage

Metropolitan France, Europe and North America

EXANERGY Routes for Microsoft Dynamics 365

Installation time

Installation and set-up take just a few minutes.

Feel free to contact us if you need more information about the features of EXANERGY Routes