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maps for salesforce
Key Geopointe Resources to Successfully Guide Your CSM Team The teams you deploy to manage your customers or clients are an integral part of customer retention and company growth. So whether you refer to them as Relationship Managers, Customer Service Managers, Account Managers or Customer Success Managers (CSMs) – as they will be referred to...
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Part 10 | #BoostYourBusiness Series Few industries benefit from location-based intelligence like the real estate industry. As real estate agents and agencies have become more advanced and data-driven, they’ve progressively turned to location data to bring in more clients and optimize their house or commercial buying experience. If you call the real estate industry home,...
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Field teams and road warriors know how much time planning, optimizing and navigating daily routes can take — hours upon hours. Luckily, with the debut of Geopointe’s Route Planner, field and service teams no longer have to spend exorbitant amounts of time planning repetitive visits! Route Planner allows field teams to assess their territories and other...
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  Engenium Capital is a leading financial services company based out of Mexico City, Mexico. They specialize in providing comprehensive leasing & business loan solutions for strategic assets to businesses across various industries, including fleet services, technology, industrial manufacturing and numerous others. With a tech-driven business model that emphasizes innovation and efficiency, they have established themselves...
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From person to person, Geopointe fulfills a wide range of duties based on individual roles and responsibilities. As such, Geopointe was built to ensure that every end-user could easily customize their map settings to meet their specific needs. But, not every Geopointe user knows about these dynamic customizations, or how easy they are to apply!...
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Tips, Tricks & Takeaways from Geopointe’s Recent Webinar Salesforce is a game-changing business tool that offers countless business benefits. But, before you can reap those benefits, you need to make it through the adoption stage, which can easily go awry without proper guidance. Fortunately, the Geopointe team has seen the many struggles and successes that...
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  Geopointe streamlines business processes with the help of powerful features that visualize your data. One core feature – the visual shape library – makes this process infinitely easier for end users, providing custom shapes that can be used directly from the map. But, before you can take advantage of its full power, you first need to know how...
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  Key Geopointe Resources to Successfully Guide Your Executive Team Executives need to see the big picture for new business ideas to come to light. In this blog, we’ll discuss some of the Geopointe features that Admins can setup to expand the dimensions of your executives’ Salesforce data and empower their decision-making.
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Company: HFO Investment Real Estate, LLC Industry: Real Estate The team at HFO Investment Real Estate, LLC are experts in the multi-family home real estate market. HFO helps qualified investors with interest in multi-family homes find the perfect real estate investment options that meet their personal and financial objectives – from private clients looking to...
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In Part 1 of this series, we discussed the importance of having an effective CRM strategy. Salesforce does a great job at illustrating who performed an action, what the action was and when the action occurred. But, the key metric missed is the where. This is where Geopointe comes into play!
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