We’ve heard from our customers lately that fully utilizing Geopointe while grounded and no longer going out on sales calls has become a pain point of sorts. The most immediate/clear use case for mapping Salesforce data like leads, accounts and opportunities is planning sales visits on-site or going out on sales calls. Now that things...Read More
Role-specific tips for using Geopointe today Whether you’re an experienced admin helping to customize the Geopointe experience for multiple different departments in your organization, or simply an end-user looking for a quick-and-dirty how-to guide for unique use cases specific to your role, we have you covered. At its core, Geopointe is a data visualization tool....Read More
Mapping isn’t just for reps to plan their days or managers to plan territories —it’s a useful tool for executives as well. Mapping can be used as a visual reporting tool, making reports more digestible and understandable at a glance. Using maps, executives can see everything from the smallest details via charting to the big...Read More
Dreamforce is the biggest Salesforce event of the year and to navigate Dreamforce, you have to be prepared. Taking place in San Francisco, California at multiple locations. Dreamforce sessions, Campground, and events take place in the Moscone Center, Salesforce Tower, Marriott Marquis, InterContinental, Palace Hotel, Hilton Union Square, Park Central, Hotel Nikko, City View at...Read More
There are many (and we mean many) great things about the Geopointe team. But one of the best qualities of our team is their ability to hit a goal they’ve set for themselves. The team decided we would hit the 700 review mark on the Salesforce AppExchange in Q1 of 2019, and they delivered! The...Read More
We are kicking off the new year with a new release! Every 3 – 4 months Geopointe releases new and improved features and functionalities for admins and end-users alike. We are excited to announce our March 2019 release is now live and would like to take a few minutes to share our latest updates to...Read More
The primary capability of Geopointe is to get your Salesforce data on the map! But, if you’re unfamiliar with or just starting out with Geopointe, you might not know where to start to actually GET your data on the map. We’re here to help! When using Geopointe within Salesforce you will find four simple ways...Read More
Dwight Eisenhower once said, “Plans are nothing; planning is everything.” We couldn’t agree more. With all the tasks sales teams have to accomplish every day, week, month and year; planning is essential. Territory Design and Management People tend to think primarily of territory design when planning out their sales strategy for the next year. But,...Read More
Financial services may not strike you as an industry that could greatly benefit from geolocation data. They don’t fall into the definition most of us have when it comes to “sales”. And geolocation tools are for sales teams, right? Yes and no. Geolocation tools ARE great for “traditional” sales team, but they expand beyond inside...Read More
Whether you’re attending in person or tuning in remotely, reliable information is an integral part of planning out your trip. Here are 5 key resources for Dreamforce 2018 to help you plan ahead: 1. Event Schedule Audience: Live Attendees & Online Audience Dreamforce 2018 will be providing attendees inspiration and knowledge from numerous industry experts. But...Read More
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