Call Scheduling and Route Planning


This module focuses on sales call scheduling and routing for organizations with field salespeople. It addresses how to collect and stage the data you’ll need to do route planning, and to optimize scheduling and routing for your salespeople. It provides a routing optimization framework that ensures effective route planning and integrates geospatial data to create visualizations of route plans. Lastly, the module incorporates a case study that offers a practical application of these ideas.

The module is intended for sales and sales operations leaders, and it’s also beneficial for first line sales managers and salespeople. Organizations that will find this course useful or those with a mature or scaling customer base with many existing customers.


Free to enroll for members at the Associate, Individual, and Corporate level.

Course Format

This course module includes two videos totaling about 30 minutes, a module transcript, and one brief knowledge check quiz. This is an on-demand, self paced short course.

Certificate of Completion

Learners that score 100% on the knowledge check quizzes are provided with a certificate of completion for this course module, and may use the completed course to satisfy Sales Management Association certification program requirements.

Course Fees and Requirements

There are no prerequisites for this course. Course fees are based on SMA membership level.

  • Members at the Corporate, Individual, and Associate membership level may enroll in the course at no cost.
  • Non members and Basic members may purchase this course for US$60.00.

How to Enroll

  • Use this link to enroll in the course.
  • If you are not a full member (Associate, Individual, or Corporate), and you would like to purchase this course, enroll on this page and follow the instructions we email to purchase the course module. create a free. You can also purchase a full membership at this link, and take this and other courses for free.

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