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, visit our help site.

Support

Visit our support portal for detailed documentation and help articles.

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Why Geopointe?

#1 Geolocation app
on Salesforce AppExchange

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