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salesforce mobile
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...
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“Territory management” – everyone’s talking about it but is everyone doing it? And, if they are, are they doing it correctly? We venture to say no and no. And, we’ve got some tips to help you out. First of all, if you do not currently implement a territory plan, we would encourage you to check out...
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You’ve got your plan laid out for the year; your goals are set and you’re ready to carry them out. Great! Now you’ve just got to pull the trigger and act on that plan. And that’s where you may hit a wall. It might be a short wall, but a wall nonetheless. You can have...
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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...
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4 Solutions to Common Sales Scenarios The Check-in Check-out feature is one of Geopointe’s most popular features for managers of field teams. That’s because it provides a direct solution to one of their most common pitfalls – a lack of visibility. Luckily, the Check-in Check-out feature makes remote visibility issues a thing of the past. To...
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