A seamless experience between desktop and mobile environments is key to maximizing productivity in today’s dynamic working environment. That’s why the Geopointe product team makes mobile enhancements a priority with every new release. Built natively into the Salesforce mobile app, you can access these tools wherever your work takes you. Here is a rundown of...Read More
The CSV file format has been popular for decades as a way to maintain data and share it across systems. With the March 2020 release, now you can import CSV files directly to the Geopointe Map, opening up a world of data possibilities. As long as your CSV file includes some address information (either coordinates...Read More
Spring is the perfect time for some housekeeping at home and with your Salesforce org. This is especially true in 2020, when many of us put the pause on travel and time in the field. Even if you’re getting less face-to-face time with your customers and contacts, there are countless ways you can maintain relationships...Read More
Delivery services are becoming more essential than ever as organizations look for ways to directly transport food, services, and medical supplies to communities. If your team is looking for delivery solutions, Geopointe’s array of tools can help you facilitate daily routes, automate protocol, and safely manage drivers on the road. Optimize delivery times with routing...Read More
Salesforce’s Lightning Flow Builder makes declarative development more user-friendly than ever. And now that you can deploy Flows from the Geopointe map, your team can achieve these powerful automated processes with location insight when they’re using Geopointe out in the field or on desktop. Make Worksite Processes Simpler Whether they’re making deliveries or sales, your...Read More
Geopointe’s supported URL Parameters give Salesforce Admins the ability to build powerful custom workflows to help make their Geopointe maps better align with their internal processes. Also known as search strings, URL Parameters can launch dynamic map searches with a click of a button and be placed on Page Layouts or Search Layouts, providing an...Read More
Key Geopointe Resources to Successfully Guide Your CSM Team The teams you deploy to manage your customers or clients are an integral part of customer retention and company growth. So whether you refer to them as Relationship Managers, Customer Service Managers, Account Managers or Customer Success Managers (CSMs) – as they will be referred to...Read More
From person to person, Geopointe fulfills a wide range of duties based on individual roles and responsibilities. As such, Geopointe was built to ensure that every end-user could easily customize their map settings to meet their specific needs. But, not every Geopointe user knows about these dynamic customizations, or how easy they are to apply!...Read More
Key Geopointe Resources to Successfully Guide Your Executive Team Executives need to see the big picture for new business ideas to come to light. In this blog, we’ll discuss some of the Geopointe features that Admins can setup to expand the dimensions of your executives’ Salesforce data and empower their decision-making.Read More
Key Geopointe Resources to Successfully Guide Your Development Team As a developer, you know that Salesforce was built to be flexible and responsive to virtually any business need. Geopointe was built in the same developer-friendly spirit, with an extensive toolkit of supported API methods, URL parameters and Actions that can be deployed to support all types...Read More
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