Increase efficiency, preparedness and productivity with critical information at your fingertips: optimized routing, customized ‘check-in’ forms to record information, and real-time visibility into your performance towards goals. Plus, you’ll instantly understand how your performance stacks up to the competition with leaderboards and contests.
Get geographic insights using geolocation within Salesforce to easily manage your territory, optimize sales activity and make sales routes more efficient to reduce cost and time. The clarity you’ll gain with our Performance Scorecard (you can even map these metrics!) means you know exactly what you need to do to reach your goals.
Effortlessly identify where your targets reside on the map, then use routing and optimization capabilities to create more targeted routes and visit more clients per day. While in the field, use the check-in and out capabilities to log meeting notes, or use Geopointe’s nearby searching capabilities on Salesforce mobile to fill in gaps caused by any last minute cancellations with nearby accounts.
Geopointe can be used as much more than just a mapping tool – it can help immensely with activity tracking in particular. Using our advanced Check-in feature, keep track of (and organize) your sales calls all in one place within the Salesforce ecosystem.
Ignite the spirit of competition to motivate performance. Compete against other members of your team to see who can complete the most sales calls in one week, or close the most deals. Keep track of your important activities with prospects to ensure you’re staying on track to meet your monthly goals and understand how your performance matches up to others’.