Tour Program Management with Advance utilities
OptCRM’s AI-powered Tour Program Management offers a powerful solution for field force planning that aligns strategy with execution on the ground. With an advanced hierarchy-based approval system, field executives can customize tour schedules in compliance with company policies while ensuring seamless oversight and flexibility.
Hierarchy based approval system helps to manage the tour program more effectively. Field Executive can easily customize their tour program according to company policies. OptCRM have multiple type of Tour Program module as per companies’ need, that can easily help the companies to improve their planning better.
Monthly Tour Program Checklist
- Tour Locking
- Approval
- Deviation
- Client Wise
- Area Cover
- Joint Tour
- Daily Alert
Standard Tour Program
Standard Tour Program – A standalone company policy that every employee must follow according to market competition. OptCRM helps the companies to make their Standard Tour Program as per their marketing planning to improve sales growth. Every employee makes their Standard Tour for whole year and gets approved from head office.
Standard Tour Program
- Tour Locking
- Approval
- Deviation
- Client Wise
- Area Cover
- Daily Alert
- Tour Program - Employee or manager can submit their respective tour program for the advance month via andriod app or web portal. With OptCRM, company have multiple option to submit tour, area wise, employee wise, or client wise even employee can mention joint work details as per need or policy apply by company.
- Tour Program ia approval based and hierarchy wise managers can approve down line team tour planning for the advance and current month. Managers and admin have the facility to edit or delete Tour Program before approval. Still company want to edit tour program for particular date than he need to disapprove and than he can edit and approve again.
- Deviation is most common thing in pharma and most of the company want there will be no deviation but in field activity there is lots of if and but and company give them permission to deviate as per valid reason. hierarchy wise every employee can check reports as needed.
• AI-powered Hierarchical Approval: Managers at different levels can review, adjust, and approve tour plans submitted via mobile or web, with AI assisting in identifying potential conflicts or inefficiencies. • AI-guided Tour Submission: Employees can plan by area, client, or employee—incorporating joint work when needed—and benefit from AI recommendations to optimize sequences and coverage. • Smart Deviation Handling: In cases of valid detours or emergencies, the system intelligently tracks, flags, and justifies deviations, ensuring both agility and accountability. • Monthly Tour Planning & Alerts: Features like tour locking, deviation tracking, client-wise monitoring, and daily alerts are now enhanced with AI to flag anomalies and suggest corrective action early.
With OptCRM’s AI-powered Tour Program, organizations can elevate tour planning from rigid scheduling to dynamic, intelligent execution—improving field performance and strategic coverage every day.
