The job today
What the territory looks like from the cab
Most reps work the list the same way. Monday morning there is a call sheet, built from the CRM and whatever the rep remembers: who bought last, who went quiet, who said call me in the spring. Route day is for the yards that are worth the drive. The rest get a phone call, and the call opens with "just checking in."
The trouble is what the list can't tell you. A customer parks a machine and it sits. A machine you don't recognise shows up on the lot, one unit and then another. A new pad gets graded behind the shop. None of that reaches the CRM, because nobody typed it in, and the rep can't drive past every yard every month. So the change gets noticed late, usually when a quote request goes to another dealer or the customer mentions, in passing, that the new machines came in last week.
It is a small loss each time, spread over a whole territory, and nobody tracks it. Fleet Sales Leads puts a dated line on the sheet when a yard changes, so the call has a reason in it.
