As an outside field sales or service rep, you haven’t been traveling lately. This creates the perfect time to take a good look at your territory and re-assess your priorities. To do this it’s important to analyze where you’ve been spending your time and energy. This is simple with Geopointe which gives you the ability...Read More
“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...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
Geopointe’s visual capabilities make your Salesforce data shine, either on its own or when paired with other data. To help give you ideas for how your company may use Geopointe, here are a few possible maps you can create with our basic functionality. Color your data in a way that will be useful to you at a quick...Read More
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
Polygons, or shapes, offer an innovative method of searching for and managing data on the map. Geopointe offers many ways to search through and filter against your Salesforce data, including multiple search types and advanced filtering capabilities. The shape search provides the ability to draw shapes, search within those shapes, and use shapes to manage data. This...Read More
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