Geopointe can locate any Salesforce data, anywhere in the world. These searches could be anything from a view of all accounts, clustered by concentrations, to a small neighborhood search for local leads and prospects. Geopointe will give you the big picture using advanced visualization and filtering capabilities to identify trends and patterns you never knew existed.

Multiple search types and filtering options make your results tell a story instantly. Searches can be performed nearby a particular point or line, within the boundaries of a shape, or over a broader area. Your filtering options are easily accessible, like Salesforce users would expect from a list view, but with the complex possibilities of a report. The map adds that extra dimension a list view or report cannot: a geographic understanding of where your records are and how they relate to each other in proximity.

Geopointe Features :

    -Intelligently create multi-day routes for upcoming trips
    -Automatically optimize your route
    -Mobile-ready so routes can be accessed while on the go
    -Calendar-Based Scheduling streamlines your scheduling process

    -Expedite onboarding sales people in a new territory
    -Easily manage & reassign territories
    -Optimize trips to increase field team productivity

    -Uncover trends & gaps in your Salesforce data
    -Automate lead or customer assignment by location
    -Design balanced territories based on key business criteria
    -Select ideal event venue utilizing geo-analysis

How can we Help :

  • We have done Several Implementation /integration of geopointe with Salesforce
  • Consultation : How to get the Most out of the Geopointe for your business use case
  • Adoption : Users Training
  • Results :

  • Paint the Big Picture for Stakeholders
  • Optimize Customer Service & Account Management Processes
  • Enhance Back-end Support for Admins & Other Technical Teams
  • Improve Marketing Strategy & Operations