The document defines a beat plan as a day-level route plan made for field sales and marketing personnel to schedule visits to a number of stores at a pre-defined frequency. A beat plan aims to ensure every outlet is serviced by the right person at the right day and time. It provides benefits such as better productivity by cutting travel time and costs, and allowing for more visits and relationship building. An effective beat plan divides areas into hierarchies and considers geography to allow covering maximum distance in minimum time.

1. BEAT PLAN
Made by
Neekita
Aalekh
Aman kumar singh

2. CONTENTS
• Introduction
• Defines
• Purposes
• Goal
• Benefits
• Effective beat plan
• Reference

3. BEAT PLAN
• It is day level route plan
• Made for field sales/ marketing personnel
• To make visits to a number of stores
• Pre defined frequency.
• Permanent Journey Plan(also known as)

4. Defines
•Whom to visit
•When to visit
Based on company ’ priorities on
stores
category / segment

5. Purposes
• Sales order collection
• Visual merchandising
• Competitor analysis
• Stock outages (reported from retail &
distributors)
• Regularly audited

6. Every outlet
• Serviced
By
Right person
Right day
Right time.

7. Benefits
• Better productivity
(cutting down travel time , more visits,
time spent)
• Cost optimization
(cut down travel cost)
• Better relationship
• More business
• Motivated employee

8. • Beat plan using advance computing
• Map based beat planning
• By field team
• Beat app

9. How to make effective beat plan?
• Hierarchy- divide counters/dealers
by A,B,C.
• Geography- narrow down on routes
Help you cover max distance in min time

10. Reference
• https://www.channelplay.in/india/resources/insights/how-
your-sales-force-automation-solution-can-play-an-important-
role-in-effective-beat-plan-management
• https://teamspoor.com/features-beat-plan.php
• https://bridginggaps.in/blog/how-to-make-a-very-sensible-
beat-plan/
• https://www.channelplay.in/india/resources/glossary/what-is-
beat-plan