Geopointe Features

Route Planner

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, visit our help site.

Salesforce Mobile Ready

Geopointe runs right inside the Salesforce mobile app giving you access to your routes, check-in/out capabilities, data set search features and much more to maximize your time in the field!

Geopointe for Salesforce mobile has a robust set of features that can be used on any mobile device. You can perform radial searches, search nearby or search data sets, add records to routes, create new routes, access saved routes, edit existing routes, check in and out of a location and even post notes to chatter.

Licensed Geopointe users simply add the Salesforce mobile app to their mobile device in order to access Geopointe. It’s that simple. To access routing features, the end-user must also have Google Maps installed on their mobile device.

To learn more about using Geopointe with Salesforce for moble, visit our help site.

Lightning Ready

Geopointe supports the Salesforce Lightning Experience with Lightning Components but is also still accessible through the Classic interface.

Users that switch to the Lighting Experience will notice updated styling including; the use of the Salesforce Sans font, as well as some buttons and windows. Users staying in Salesforce Classic mode will notice the updated styles but encounter no change in functionality.

The latest lightning component available for Geopointe is the Nearest Records component. The component can be placed on any Lightning Page and provides a list of the nearby records, based upon a Geopointe Data Set.

The Nearest Records lightning component offers an endless number of possible use cases such as;

– Nearest referenceable customers
– Nearest service center
– Nearest fellow attendees to an event

It can be placed onto a Lightning Page multiple times (each with a unique configuration) and supports both the narrow and wide columns to provide a quick answer for end users.

More lighting components will continue to roll out in future releases.

To learn more about the Nearest Records component, visit our help site.

Global Business & People Data Layer

Provided by ZoomInfo, users can access a high quality, rich data source to search millions of businesses and contacts right from the map and add them to Salesforce.

With this feature, users can search for prospects a few at a time to fill in a day’s plan or thousands at a time for sales and marketing campaigns. When searching the Global Business & People Layer you’ll have access to a variety of fields to narrow your search opening your business to an integrated approach to account based sales and marketing. This is ideal for businesses looking to add leads to their Salesforce database while taking advantage of working with their data directly on the map.

For Sales
With Geopointe’s Global Business & People Data Layer, sales teams will have access to more professional direct dials and email addresses helping users reach the right point of contact in less time. Users can create and import new Salesforce contacts on the fly enabling them to quickly develop, cultivate and grow their territory saving time and increasing overall efficiencies.

For Marketing
Expand your reach and save time by searching contacts that match your buyer personas, import new businesses to Salesforce or build targeted campaigns based on industry, company size, location, or job function. With 18 business fields available, marketing teams will be able to filter search results as narrow or as wide as they need to generate the right leads for their custom use cases and campaigns.

We have made a limited view of this data available to all Geopointe users. Full access to the data and the ability to import to Salesforce requires the purchasing of import credits from us. Contact our sales team for pricing.

To learn more about using the Global Business & People Data Layer, visit our help site.

Visual Shape Editor

Geopointe allows for the simple editing of shapes, right from the map. Easily select and deselect shapes by clicking areas directly on the map or by using our lasso tool to mass add or remove shapes from the shape layer. This approach saves time and improves the accuracy of shape creation.

When editing, the user is now able to set a Shape Type to overlay the available shapes of that type onto the map. The Visual Shape Editor also provides additional controls to easily select, save and layer your data including;

– Naming your Layer
– A Description field for your layer
– Select from a list of Shape Types
– A List view of your selected shapes
– The ability to show and hide layers

This is great replacement tool for Microsoft MapPoint users.

To learn more about the Visual Shape Editor, visit our help site.

Data Set Management

Data Sets define the Salesforce data you would like to map in Geopointe. Data Sets can be organized into folders and folder administration can be delegated to anyone in the organization.

Much like Salesforce reports, Data Sets can be organized into folders. That folder administration can be delegated to anyone in the organization with full customization under the Salesforce sharing details. This allows you to segment your data sets to what is most important for that group of users. Marketing Analysts and Regional Sales Reps need to see very different types of results; don’t clog up their data set list with queries irrelevant to them. You can also choose between read/write or read only access, if some users need the ability to edit data sets while others do not.

To learn more about Data Sets, visit our help site.

Complex Filtering

With Cross Object filters you have the ability to add filter logic within them which allows for extreme granularity filtering on cross-object relationships.

For example, the image below is a filter against Accounts. It says to only include Accounts that have Opportunities associated with them, but only if those Opportunities are Open, in a specific Forecast Category and have a Close Date in the past or in the next 60 days.

• Drag/Drop the fields to set their sequence
• Show/Hide a field from the Info Window on a Map Marker
• Show/Hide a field from the Data Table

When selecting fields to display on your returned searchings, Geopointe’s Data Set field configuration displays in a list that allows you to…

To learn more about the filtering and fields displayed in searches, visit our help site.

Geocoded Data

Geopointe will geocode your data using Google’s geocoding technology in order to make it available for mapping. Google’s geocoder is the most accurate in the industry and provides the best worldwide coverage.

Geopointe continually monitors your data for additions and changes, preparing it for mapping. Geopointe will also return latitude and longitude values. Geopointe also gives you the option to perform on-record and off-record geocoding. On-record will reduce your storage requirements and will not increase your database usage at all. Off-record geocoding generates fewer updates to your records.

To learn more about Geocoding, visit our help site.

Marker Customization

The map markers in Geopointe are customizable. They can be individually configured or be driven off of data fields in Salesforce.

End users can color pins by a field-range which is particularly helpful when using numeric fields. An example of this would be setting various colors based on opportunity amounts. You can also customize and color pins by field values such as Account Type, Account Rating, or Status, to name a few. You can also customize your markers to contain text. No need to stop there. Use any combination of the above options to create your custom markers. Geopointe also supports custom image files to be uploaded as marker icons. The map legend will give you an easy reference point of your custom markers.

To learn more about Marker Customization, visit our help site.

Geo Library

Geopointe provides you a rich set of boundary data to utilize in searches, automated assignment and more. We curate and license data from all over the world to provide you locally relevant boundaries via our Geo-Library.

Many countries have data at the postal code level, and more are added frequently. The US has the most boundary types, including MSAs, counties, ZIP codes, neighborhoods, and school districts. Each shape can be used on its own or combined into a larger shape. Our shape library is perfect for defining territories by geographic boundaries or for building up search areas for specific geographic regions.

To learn more about our Geo-Locations, visit our help site.

Shape Management

Much like Data Sets, your organizations saved shapes can be organized into folders and folder administration can be delegated to anyone in the organization.

Folder administration can be delegated to anyone in the organization, and viewing options are fully customizable using Salesforce sharing rules. Keep your users’ shapes uncluttered with smart folder organization and appropriate folder sharing practices.

To learn more about Shapes, visit our help site.

Shape Labels

For easy reference, Geopointe allows you to label your shapes. When selected, a label is placed in the geographic center of each shape on the map.

Additionally, you have the option to merge your shapes. This process removes the inner borders from the shape. This can simplify your map experience considerably, especially when working with shape layers with lots of little component shapes such as postal codes. Custom labels can be used with merged shapes as well.

To learn more about Shape Labeling and Merging, visit our help site.

Marker Clustering

1,000s of pins on the map can be overwhelming. Geopointe offers the ability to simplify this view through marker clustering. Geopointe will also aggregate the cluster information into a single info window to summarize the contents of the cluster.

Clustering can be toggled on and off and each end user can manage their own auto cluster query size. This allows users the ability to auto cluster their data for small queries such as clustering results of 100 records, or for larger queries like 2,000 records. The number within the center of each cluster will represent how many records have been associated with that cluster.

To learn more about Marker Clustering, visit our help site.

Heat Mapping

Visualize your data in a heat map based upon record count or any numeric values you include with your mapped data.

The heatmap feature available through Geopointe’s core offering, allows end users to to view a concentration of records in a doppler radar fashion. You have the option of viewing records by record count or by a numeric field such as opportunity size, employee count or asset size. Layer your heat map with other data, or on top of territory boundaries for great insights to reveal any gaps or trends in your data.

To learn more about Heat Mapping, visit our help site.

Thematic Maps

Thematic Maps help you see the big picture. They allow you to rollup a metric for any given data set and group those results by geographic boundaries you define. For example, rollup metrics such as record count, $ amounts, % values, or anything numeric for data sets such as won opportunities closed this quarter or customers by revenue, and view your results on the map using geographic boundaries you define.

Thematic Layers are similar to the Wave Analytics Salesforce recently released, but with Geopointe it’s much more flexible, doesn’t require a developer, is only a few clicks away and is part of the core license.

Each organization can create up to 20 thematic layers to utilize in Geopointe. The layer will offer calculations of Sum, Average, Minimum and Maximum for each metric and those measurements can be changed at runtime. A set of geometries can be applied to the layer (e.g. US States + Canadian Provinces + Mexican States).

Different than Heat Maps, the metric is clearly delineated by geographic boundaries. Heat Maps show hot spots where the metric is concentrated, the lines are blurred on where the hot spot starts and stops. Thematic Maps allow you to see similar concentrations, but modify your point of view based on boundaries.

To learn more about Thematic Layers, visit our help site.

Demographics Layers

Pair your Salesforce results with US Census data, ELSI (Elementary Secondary Information System) data and a growing list of data sources. View metrics like household income, age/race/marital status, etc. inline with your Salesforce data.

For our U.S. based customers, this is not only a rich source of demographic data on their clients and prospects, but also offers great insights into their target market or a potential market. Granularity can be viewed from several levels like State, County, Tract or Block Group. A demographics layer configuration can be saved in a folder and accessed for future use for easy access and saving time.

To learn more about Demographics, visit our help site.

Custom Map Styles

Customize the look of the Google Map. From greyscale map styles to making specific map features stand out (e.g. parks, ponds, roads and waterways), Geopointe’s custom map styles let you customize the base Google Map.

Custom map styles allow you to draw attention to certain features, remove unnecessary clutter, or simply make the map look however you want. For more information on what properties are available for customization, see the Google Maps documentation if you would like to write your own JSON string. For free map style examples, check out Snazzy Maps; they have lots of great options.

To learn more about Custom Map Styles, visit our help site.

KML Layers

Add external data layers to the map with a click. Overlay neighborhood outlines, transit lines, store locations, and more. Geopointe supports KML, KMZ and GeoRSS files.

KML is a plaintext file which follows the Keyhole Markup Language (KML) framework. With KML files from government, industry, or academia, Geopointe users can easily display almost any external data in their system. With permissions granted by the administrator, end users can upload and save KML layers to add to the map at any time. Layering that with your Salesforce data can provide powerful insights.

To learn more about KML Layers, visit our help site.

Mass Update

Perform mass updates of your Salesforce data right from the map with the Update Field action in Geopointe. Maps provide your users the much needed context for managing mass data updates. Update any field you have access to.

With Geopointe’s mass update feature, users can easily update thousands of records at once by selecting the field to update and provide a value to update to. Clicking the Update Field Values button will run the update process. This action can be permissioned to all users or just specific users. Only fields the end user has read-write permissions to will be available for update selection.

To learn more about Mass Updating, visit our help site.

Change Owner

Managing record ownership in Salesforce can be challenging. Geopointe provides actions to easily change the owner of one, some, or all of your mapped records. Changing hundreds of records is just as simple as changing a single record.

The actions can be accessed from a single pin, from the map list actions, or when working inside a shape. Like all Actions, it can be secured with Salesforce sharing rules to only appear for users specifically given access to make that change.

To learn more about Changing Owners, visit our help site.

Automated Assignment

Distribute Leads or maintain your Territory Assignments with Geopointe’s Automated Assignments feature. Setup your geographic regions in Geopointe and create an Assignment Plan to document the regional alignment of any Salesforce data. Use the results to set ownership, run workflow, build reports and much more.

Assignment plans can be set up for single assignment, multiple assignments, hierarchical assignments such as territory rep and territory managers, overlapping territories such as realtors, and caseworkers, multiple objects, updating other fields of ownership and much more. Every Geopointe subscription comes with 10 Assignment Areas. Additional can be licensed to scale to the needs of any organization.

To learn more about Automated Assignments, visit our help site.

Create Record

Create Salesforce records from the map. Leverage the location information from any point or Google search result to create a Lead or another type of Salesforce record.

The Create Record action allows you define the fields a user is required to complete and map the data from sources like Google or other Salesforce records into the new record creation process. One great use case for the Create Record action is to add Google Places search result as a lead or account in Salesforce. Use our built-in Google Places search to look for local businesses (e.g. restaurants or dentist offices) and add them into Salesforce to serve as a lightweight prospecting tool. Another popular use case is to launch a new Case or Opportunity from a mapped search result.

To learn more about Creating a Record, visit our help site.

Google Places

Looking to map data that isn’t in Salesforce? No problem! Search for Google for businesses and landmarks directly within Geopointe. Search for something as general as “coffee” or as specific as “Starbucks” Using our Create Record action will even let you add that record into Salesforce.

This is especially convenient when your route includes stops such as your hotel or convention center, or unplanned stops such as nearby restaurants, post office, or convenience store. Simply run your search and add to your route.

To learn more about searching Google Places, visit our help site.

Inline Editing

Edit Salesforce records right from the map. Geopointe fully respects a user’s record-level permissions allowing them to edit their Salesforce records. Save time & clicks and be more productive.

Edits can be made in either the list or the info window. The system will use Object & Field Level Security to determine whether a field is editable for a user. The system will also consider record-level rules to determine whether the record is read-write or read-only for the user. Working directly from the map while keeping your Salesforce data clean and up to date has never been easier.

To learn more about Inline Editing, visit our help site.

Add to Campaign

Add your mapped results to a marketing Campaign. Great for account based, targeted, and email marketing. No matter what data is on the map, we will help you add the appropriate leads and/or contacts to the Salesforce Campaign.

Add to campaign is a great feature for sales and marketing teams looking to target a very specific audience based on their mapped results. Planning your next customer appreciation event and trying to find an ideal location, convenient to the majority of your customers? Geographically searching your customers within a specific area will help you easily zero in on an area that is the most densely populated, and add those customers to a campaign.

To learn more about adding to a Campaign, visit our help site.

Check In & Out

Mobile users can use Geopointe to check-in and out of their stops while in the field. Their location will be documented in Salesforce and associated with the corresponding record. Management can see up to the minute field activity and this information provides events to trigger new workflows from.

Check-in and Check-out settings allow you to customize preferences such as completing a task each time a user checks in at a location from Geopointe Mobile and what task fields to be filled in. You can set default subject lines for mobile check-ins making reporting easy and consistent. You can even post a map image of your location to chatter upon using the check-in/check-out feature. All of Geopointe’s mobile features, including Check-in/Check-out are all accessible from Salesforce1, enabling mobile users to log activity with ease when it’s top of mind.

To learn more about the Check-in/Check-out feature, visit our help site.

Mobile Preferences

When using Geopointe in Salesforce1, users may now choose their preferred navigation app, Waze, Google Maps or, for iOS users, Apple Maps. Geopointe also supports ridesharing. Select a preferred rideshare provider, Uber or Lyft.

The selected app will launch when a user uses the Directions actions from a route stop.

To learn more about Mobile Navigation settings, visit our help site.

Charting

Sometimes you need more than a map, but don’t want to export to Excel to get simple answers. Geopointe incorporated interactive charts allowing you to do some additional in-screen analysis.

You can chart your data using pie charts or bar graphs and group using a variety of fields including state, opportunities, status, account type, any of your custom fields and many more. Mapped results are always accompanied with a list of your results, the same is true with results you view in a chart. A list view is still available for your convenience.

Numeric Aggregates

Geopointe helps summarize your Salesforce data geographically. In much the same way a Salesforce Report allows you to add numeric fields into report groups, Geopointe will perform a similar function on the map.

Simply include numeric fields into your data set and perform a search, Geopointe will sum those values for the entire layer, within any shape on the map, a shape you draw and also within marker clusters. Our more savvy users will utilize the Interactive Legend and Charting features in conjunction with this feature to really dig into their data.

To learn more about Numeric Aggregates, visit our help site.

Exporting

Mapped results can be exported to CSV or KML file types using built-in actions. The CSV export allows you to manipulate your results in Excel or perform full spreadsheet functions on your records.

The KML file is typically used in Google Earth or Google My Maps. It exports both your points and shapes currently visible on the map, allowing you to manipulate and share the data with your Google Earth or My Maps users.

Advanced Analytics

See your data in a whole new way with Advanced Analytics, provided by our partner, SpatialKey. Capable of mapping all your Salesforce data, SpatialKey gives you the big picture using advanced visualization and filtering capabilities. Identify trends and unveil patterns you never knew existed!

With advanced analytics, organizations can view multiple data points geographically using trending maps, comparison maps or heat maps. Easily evaluate how sales are trending in a geographical area, how product A is doing in comparison to product B in any given territory or region, and where sales are trending up or down. Geopointe’s Advanced Analytics is an add-on feature to the core Geopointe offering and pricing information can be found on the pricing page.

To learn more about Advanced Analytics, visit our help site.

Apex API

Allow your developers to harness the power of Geopointe within their Apex code. The Geopointe API Apex Class exposes many of Geopointe’s features for use in Apex. Perform radial searches, calculate distances, perform real-time geocoding and more.

One great use case we’ve seen with use of the Geopointe Apex class is to automate the process of identifying nearby reference accounts for use in a proposal. Another great use is to automate the process of assigning a local service center to a customer. Geopointe’s Apex API will allow you to perform that nearby search programmatically and obtain the results as data. The possibilities are endless.

To learn more about Apex API, visit our help site.

URL Parameters

Geopointe can be instructed to perform various tasks through creative use of URL parameters when loading the Geopointe page. URL parameters can trigger radial searches, open routes, enable the Map as Lookup feature and more.

Perhaps your team needs to assign partner to your sales opportunities. A custom button can be added to Salesforce to launch the Geopointe page, identify a data set and perform a search. This requires ~10 minutes for your admin to enable and provides your end-users a single button that saves them time, clicks and simplifies your training process. We are big believers in allowing systems to do the work for us and Geopointe’s URL parameters are one way this is more possible.

To learn more about URL Parameters, visit our help site.

Routing & Optimization

Why Geopointe?