• Integrate the PTV xServer software components seamlessly into your CRM software solution

    Where should you open your next location? How can you ensure that your sales territories are balanced and geographically compact? How can you optimise sales force and workforce management, better manage field staff and service technicians, and reduce travel times?

    The PTV xServer software components enable you to organise your location, territory and field service planning more optimally, ensure that your employees are more productive and spend less time on the road and more time with your customers.

    Integrate the software components seamlessly into your CRM software or any other solution you work with to extend its functionalities and boost its performance.

    • Sales Force Planning with PTV xServer

    • Creating next week’s schedule – an unpopular Friday afternoon task for most field employees. Why? Because considering all restrictions and customer wishes while creating an efficient schedule, is a complex task that takes a long time. Time spent in the office and not with the customer. PTV xServer takes over operational planning and enables your sales staff to organise their weekly customer visits at the push of a button. Did an appointment get cancelled last minute or should a customer be accommodated at short notice? With PTV xServer, your employees can flexibly change their schedule, spend less time in the office or on the road and more time with customers. The result: More face time with your customers and a boost in sales revenue.

      Integrate sales force planning functionalities seamlessly into your CRM thanks to PTV xServer’s easy-to-use and standardised interfaces. Are you looking for a stand-alone mobile solution? Check out our sales force app 25h.

    • Workforce Planning with PTV xServer

    • PTV xServer does more than planning sales visits for the upcoming week: It enables you to create evenly balanced and compact sales areas as well as schedules based on your customers’ locations. Optimally allocate all mobile resources – your workforce, vehicles and machinery – by optimising all steps from planning to execution and analysis. The result: customer support requests are resolved quickly and at low costs.

      • Planning: PTV xServer helps you structure your territories based on locations, such as customer addresses, warehouse locations and delivery areas with the goal of reducing driving times and ensuring a maximum market coverage. Moreover, you can plan schedules for sales representatives and field force and get an accurate estimate of the actual driving time needed.
      • Execution: With PTV xServer, you can continuously check real-time traffic and make sure the planned route is really your best option. Moreover, short-notice schedule changes can be accommodated easily.
      • Analysis: Complete invoicing, calculate travel expenses, prepare reportings and analyses at the push of a button.

      Use PTV xServer’s interfaces to seamlessly integrate workforce functionalities into your software landscape, or check PTV Map&Market for a full solution.

  • Make strategic decisions based on the latest research and data

    Before suggesting the ideal location, PTV xServer analyses a wide range of data such as the average purchasing power or traffic volume of a region. When planning sales territories, the software takes into account conditions and restrictions such as the existing sales potential, geographical factors and the number of employees. Our algorithms calculate the optimal results for you and determine ideal locations as well as optimally balanced and compact sales and distribution areas.

  • Ensure maximum utilisation of your sales force and field service through visit and route planning

    PTV xServer enables you to plan ideal visit intervals and appointments as well as efficient routes for your field staff. Thereby, you increase your employees’ productivity, reduce the time they spend on the road and maximise their time with the customer.

  • Integrate our software components for sales territory and field service management into your existing systems

    PTV xServer leverages the expertise from four decades of transport planning in a state-of-the-art software development kit (SDK). Intelligent algorithms enable you to plan locations and sales areas even better and to use your sales force and field service staff optimally. We provide you with all functions as programming interfaces (APIs) and thus enable you to integrate them seamlessly into your existing system landscape. For instance, you are able to integrate the components into your CRM software solution. Host the APIs locally on your own servers or use our convenient cloud solution.

Field service management at a glance

  • Location planning
  • Simulate different scenarios and determine optimal locations.

  • Territorial planning
  • Calculate compact and balanced areas for field service and staff.

  • Salesforce planning
  • Optimise the utilisation of your field service and service staff thanks to route planning and scheduling.

  • Visit frequencies
  • Plan ideal visit frequencies and appointments. Maximise your employees' time with customers by improving scheduling.

  • CRM integration
  • Integrate relevant functionalities into your CRM system seamlessly.

Full software solution instead of flexible software components?

  • Are you rather interested in a complete solution for sales territory and field service planning? Why don't you have a look at our software solution PTV Map&Market. PTV Map&Market enables you to determine ideal locations and sales areas and plans optimal visits.