Benefit Bank Distributors is a leading provider of innovative benefits solutions, helping businesses optimize their employee benefits offerings. With a focus on providing seamless and cost-effective solutions, they support organizations in delivering comprehensive benefits packages. Their mission is to simplify the complex world of benefits administration while enhancing employee satisfaction and engagement.
The Challenges
- The company managed thousands of advisors’ territory plans manually, relying on spreadsheets and guesswork.
- Reps spent hours identifying prospects without geographic visibility or easy mobile access to relevant data.
- There was no streamlined way to visualize advisor activities or territory coverage for leadership.
- Executives needed quick, impactful visuals to understand team coverage and opportunities.
Why Geopointe
- All-in-One Salesforce Integration: Geopointe seamlessly integrates with Salesforce, streamlining prospecting, routing, and reporting for the sales team and executives.
- Ease of Use and Setup: Fast implementation and a user-friendly interface drove adoption across desktop and mobile users, streamlining trip planning and execution.
- Time-Saving Automation: Routing, assignment plans, and thematic maps replaced manual work, enabling smarter workflows.
- Exceptional Support: Geopointe’s responsive support made troubleshooting and advanced use cases simple.
The Results
- Massive Time Savings: Top users save up to 20 hours each week, focusing on high-value meetings.
- Better Prospect Targeting: Reps find untouched advisors and schedule smarter meetings with geographic insights.
- Executive Visibility: Leadership gains clearer insights with tools like shapes and thematic maps for faster decision-making.
- Enhanced Sales Strategy: Assignment plans, routing, and mobile access keep reps flexible and productive.
- Operational Growth: Geopointe scales with the organization, supporting territory changes and expansion.
