Route Planner

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Schedule Multi-Day Routes

Create optimized route plans days, weeks and even months in advance with Geopointe’s Route Planner, ideal for sales and service professionals making regular, repetitive visits to their accounts in Salesforce.

Route Planner will increase your team’s productivity, saving them hours of time building routes while reducing drive time. Simply set your travel preferences and Geopointe will intelligently schedule optimized route plans telling you which accounts to visit and when. Route planner will help you manage large territories ensuring your largest accounts get the attention they deserve while making sure your smaller accounts don’t slip through the cracks.

The Route Plans are created by your Geopointe Administrator and specify the rules by which the end users can generate their own routes. Admins would define criteria such as:

  • Visit frequency & time period
  • Define gaps between visits
  • Set destination days & hours when users are able to make visits
  • Determine the length of time a scheduled visit should last
  • Specify how the system should track completed visits
Common Industry Use Cases
  • Industrial Manufacturing
    Regular visits to business customers that are using your products.
  • Consumer Packaged Goods
    Site visits to retail stores that are selling your products.
  • Medical Devices and Pharmaceuticals
    Routine visits to doctors and other healthcare providers.
  • Home Healthcare Providers
    Recurring visits to patient’s homes or care facilities.
  • Financial Services/Insurance
    Regular interaction with advisors or agents.
  • Government
    Social services visits, restaurant inspections, construction permitting.

To learn more about Route Planner, click here to download our Product Sheet.

If you’d like to add Route Planner to your Geopointe subscription, just click below.

Get Route Planner

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