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Field journal Industry 7 min read

Vertical · Consumer packaged goods

Route planning for CPG and FMCG field sales teams

CPG field reps visit grocery stores, convenience stores, and retail chains. Tourvia builds daily routes from Salesforce accounts, tracks check-ins, and helps managers measure coverage.

  • Published
  • Updated
  • Reading7 min read
  • SectionVertical
  • AuthorSKZ Consulting, the team behind Tourvia

The CPG field sales challenge

Consumer packaged goods sales teams cover dense routes of retail outlets. Each visit matters for shelf placement, promotions, and order taking. Poor routing means missed stores and lower revenue per rep.

What CPG route planning needs

  • Route optimization across many small accounts
  • Visit frequency planning by store tier
  • Check-in and check-out tracking
  • Photo or note capture tied to each visit
  • Coverage reporting by territory and rep

Why native Salesforce matters for CPG

Retail accounts, contacts, and opportunities already live in Salesforce. A native route planning tool uses that data without sync, exports, or duplicate records. Managers see coverage in real time.

Tourvia for CPG field teams

Tourvia turns Salesforce accounts into optimized daily routes for CPG reps. It creates Events, guides the rep through the day, and records check-ins. Territory managers can measure coverage and visits per store.

Pricing is flat at €30 per user per month billed annually. A 30-day trial is available.

Request a 30-day Tourvia trial

Test Tourvia in your Salesforce org for 30 days. Pricing is €30 excluding tax per licensed user per month, billed annually.

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