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calendar based scheduling use cases
One of the most popular features for Geopointe users is Calendar-Based Scheduling, and for good reason. With this feature, you can visualize scheduled travel plans and update events or appointments right from the map, saving you time better spent selling. In general, Calendar-Based Scheduling allows users to: Use location insight to plan appointments for yourself...
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building sales pipeline with geolocation
Sales teams are always looking to increase the sales pipeline more efficiently and effectively – it never stops. The goal is to always “do more, better.” You have quotas to hit for the quarter and only so much time in a day. But you aren’t sure where to start. You could strike up a cold...
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There are two main ways to improve Salesforce adoption: create a powerful advantage to adopting Salesforce and create a powerful disadvantage to not adopting Salesforce.  There are many benefits to logging sales activity and incorporating CRM adoption into your daily operations. This includes never again forgetting what happened during that important meeting with your customer’s...
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Integrating location-based services with existing CRM data provides tremendous value for your sales team. Traditionally, Salesforce has focused on the “who” (prospect), “what” (lead source), and “when” (schedule of upcoming demos, etc.). Geolocation gives you the power of what we refer to as geoanalytics, and it provides the missing “where” to your data. Your CRM...
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Sales teams should always be on the lookout for ways to improve their process and, as a result, improve their sales. If you’ve ever tried to navigate the Salesforce AppExchange, you are likely very aware of the many tools available to help sales teams. When it comes to improving sales, the space you should turn...
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The beginning of the year is filled with hope. There is an overarching theme of new beginnings and fresh starts. You’re motivated to be more successful, more organized, and more efficient with your sales process this year. That’s the plan. To be successful. But how are you executing that plan? You need to make sure...
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how geopointe supports additional internal teams outside of sales
For sales leaders, the benefits of Geopointe are almost immediately evident. From streamlining sales territories to making more informed business development decisions, the list of sales-specific benefits truly 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...
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How We Used Geopointe to Prep for Salesforce World Tour New York
It’s been an exciting year for so many companies. In-person events have started to return, including the World Tour Series hosted by Salesforce.  This week, customers and innovators will gather in New York City, and we are so thrilled to see you there. We haven’t been to a World Tour event in almost three years,...
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Save-Time-and-Money-in-the-Field-with-Geopointes-Routing-and-Optimization
You’re no stranger to travel if you’re a sales rep, service technician, or delivery driver. Spending the bulk of your time behind the wheel is a given when you need to make regular visits, service, or deliver goods to customers.  As we all know, time is money. Because of this, it’s critical to maximize time...
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4 Ways Sales Managers Can Leverage Check-Ins with Geopointe
The Check In (and Check Out) feature is one of Geopointe’s most popular for managers of field-based teams. The value is in its solution to one of their most common dilemmas: a lack of visibility.  Fortunately, these check-ins make problems with remote visibility a thing of the past.  To help you envision this feature in...
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