automated assignment
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...
Read More
There are a number of geolocation tools available for purchase on the Salesforce AppExchange®, filtering through all of them to find the right solution for your business can be a daunting task. We’ve put together a quick list of the items we like to call “The Geopointe Difference” to try to make it a little...
Read More
Sales territory
With territory management, Salesforce supports the ability to assign and share accounts with specific users based on field criteria. If your territories are cleanly divided by a single field, then you might have already made use of this feature, but in most real world cases territories are not so clearly split. Since territories cannot always...
Read More