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territory management
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...
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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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Salesforce Admins are the most knowledgeable people when it comes to what makes Salesforce great.  Geopointe is honored to be included in Salesforce AppExchange’s “The Dreamforce Recap 2018” as a Solution Admins Can’t Live Without. With the over 3,000 apps for Salesforce Admins to choose from, being chosen as a “Must-Have App” is an accomplishment...
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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,...
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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...
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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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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...
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For sales leaders, the benefits of Geopointe are almost immediately evident. From streamlining sales territories to making more informed business development moves, the list of sales-specific benefits goes on and on. But Geopointe is so much more than just a sales application. In fact, many organizations who adopt it for sales come to realize the...
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Geopointe’s Demographic Layers feature takes a library of location-based statistics provided by the US Census Bureau and makes it easily accessible from the map. For businesses using Salesforce, giving visual life to this data offers several strategic benefits. To paint a clearer picture, here are four examples of how Geopointe’s ability to map US Census...
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The Top KPIs from Geopointe Customers Over the years, Geopointe has helped thousands of customers streamline their processes and boost their ROI with our top-rated geolocation app. With so many success stories to share, we decided to consolidate some of our favorites into one infographic. Scroll down to check it out! Want to see how Geopointe...
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