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Tips & Tricks
The end of the quarter is stressful for everyone, and when that quarter is also the end of the year, the stress level increases. Everyone is trying to close those last opportunities and get contracts signed to meet their annual goals. If you’re determined to close out your Q4 strong, you’ll need to be strategic....
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CRM Not Enough feature image
How Geoanalytics Provides Valuable Context to Your Data Most businesses understand the value of implementing a CRM to keep track of their customer and prospect relationships. From documenting interactions with prospects, to recording opportunity progress and beyond, CRM software can solve a lot of problems. But there are still gaps in what a CRM can...
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Save time with Assignment Plans territory management
Territory management can be convoluted. Especially if you’re part of a large organization, it can be hard to keep track of all the different sales territories and which sales rep should be assigned the latest inbound lead. But what if there were a way to make it simple and automatic instead? Geopointe’s Assignment Plans provide...
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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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Calendar-Based Scheduling - Feature Image - computer-mobile-geopointe-calendar
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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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...
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Back-to-field toolkit from Geopointe feature image
States are starting to open back up again (maybe a second or third attempt for your state). Airlines are bringing back pilots. Marriott Bonvoy is offering promotions that require you to actually stay at a hotel. That can only mean one thing for a field sales rep, it’s time to get back out there! As...
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Top Geoanalytics Terms You Should Know - Feature Image
Geoanalytics in Layman’s Terms Geoanalytics, like any other space, has its own jargon that can be tough to understand if you aren’t familiar. From the term itself, geoanalytics, to thematic maps, KML layers and shapes it can all get a bit overwhelming. That’s why we’ve put together a list of the top terms you should...
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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...
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One of the biggest challenges the Telecommunications industry faces is the volume of data you store in your CRM and the overwhelming follow-up question of, “Now what do I do with all this data?”  For many organizations in this industry, you’re constantly uploading and deleting millions of records on a weekly or monthly basis, and...
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