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Tips & Tricks
With so many features and customizations in the Geopointe app, we want to ensure users have essential guidance right at their fingertips. That’s why we’re excited to announce a total reboot of the Geopointe Help Center, with a bounty of new self-help resources, video libraries, a streamlined navigation, and a whole new look and feel....
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No matter what time of year it is: beginning of the year, beginning of the quarter, end of the quarter, sales teams should always be on the lookout for ways they can improve their processes and, as a result, improve their sales. Anyone who’s tried to navigate their way through the Salesforce AppExchange is well...
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There are a number of geolocation tools available for purchase on the Salesforce AppExchange®, filtering through all of them to find the right solution for your business can be a daunting task. We’ve put together a quick list of the items we like to call “The Geopointe Difference” to try to make it a little...
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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...
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For sales leaders, the benefits of Geopointe are almost immediately evident. From streamlining sales territories to making more informed business development moves, the list of sales-specific benefits goes on and on. But Geopointe is so much more than just a sales application. In fact, many organizations who adopt it for sales come to realize the...
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Geopointe’s Demographic Layers feature takes a library of location-based statistics provided by the US Census Bureau and makes it easily accessible from the map. For businesses using Salesforce, giving visual life to this data offers several strategic benefits. To paint a clearer picture, here are four examples of how Geopointe’s ability to map US Census...
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When it comes to making Fourth of July plans, picking a prime location is the first order of business. After all, if you don’t choose an area with well-known festivities, reasonably priced accommodations and enjoyable weather, it’s going to put a damper on your Independence Day. To help you pick the right spot, our team...
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4 Solutions to Common Sales Scenarios The Check-in Check-out feature is one of Geopointe’s most popular features for managers of field teams. That’s because it provides a direct solution to one of their most common pitfalls – a lack of visibility. Luckily, the Check-in Check-out feature makes remote visibility issues a thing of the past. To...
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Part 12 | #BoostYourBusiness Series In the world of higher education, location data has carved out a special niche, as it’s helped optimize recruiting and alumni relation processes in ways that were simply not possible a few years ago. As such, universities are rapidly adopting location data solutions like Geopointe. If you work in higher education,...
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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...
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