We’re excited to bring you the latest updates to Geopointe in our Winter 2022 Release. Our team strives to optimize the user experience with Geopointe – the solution that puts your CRM data on the map – to provide actionable insights for your accounts, contacts, opportunities, and more. The complete list of updates can be...Read More
Let’s face it, for many of you, it’s been awhile since you’ve traveled to visit a customer. While you may have mastered the art of efficient business travel before the pandemic, you’ve been out of practice lately (some for over a year and a half). So the idea of traveling again is going to take...Read More
Geoanalytics is a powerful form of data visualization that contextualizes your CRM data and surfaces insights through geographic location. It provides a new perspective on the data you likely already have by putting your data on a map. When your records are displayed on a map like this, it shows you the big picture. Patterns and...Read More
For those who have the Route Planner add-on, you’ll be excited to hear we’ve enhanced the feature even more with this latest release. Designed for users who plan visits ahead of time with multi-day excursions or hotel stays, Route Planner now supports multiple start and end locations. The advanced scheduling capability allows users to define...Read More
As a sales rep, delivery driver, or service technician, travel is a large part of your role. Whether you’re making regular visits to customers, delivering goods, or servicing customers, you spend a lot of time behind the wheel and, as they always say, time is money. Because of this, it’s critical for organizations to maximize...Read More
New enhancements include expanded routing & scheduling intelligence and improved Salesforce calendar integration Irvine, CA, September 24, 2019 – Geopointe has announced enhancements to Route Planner, an add-on to Geopointe’s geolocation platform that automates routing to reduce the time needed to plan visits to customers and prospects. Built on the Salesforce Platform, Geopointe is currently...Read More
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...Read More
With the ability to map your Salesforce® data, Geopointe Route Planner is ideal for sales and service professionals making regular, repetitive visits to their accounts. While our webinar is a great opportunity for you to see Geopointe Route Planner’s ability in action, here are a few highlights: Schedule Multi-Day Routes: Route Planner will help increase...Read More
Field teams and road warriors know how much time planning, optimizing and navigating daily routes can take — hours upon hours. Luckily, with the debut of Geopointe’s Route Planner, field and service teams no longer have to spend exorbitant amounts of time planning repetitive visits! Route Planner allows field teams to assess their territories and other...Read More
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