Geopointe is an amazing product that delivers sales accountability, tracking, and transparency.
Use Cases and Deployment Scope
We utilize Geopointe in conjunction with Salesforce and another Salesforce App called Commercient. This compilation of products allows us to fully synchronize our ERP data with the use of Commercient into Salesforce our CRM. From here, we utilize Geopointe to display all of our customer quotes (opportunities), sales orders, purchase orders, customer information, and contact information in a google map which is automatically geocoded. This information becomes transparent and auto-assigned to our outside sales teams and allows them the ability to make strategic moves when it comes to working with customers to convert a quote to an order. Geopointe also allows us the ability to force our outside sales team to do what is called a geo-check in to each customer and the opportunity to prove that they in fact met with them. Prior to utilizing this trio of software, we were dependent on spreadsheets.
Pros
- Geo-coordinating Data
- Grouping Geodata on Google Maps
- Adding accountability to sales teams
- Adding tracking to service based technicians
Cons
- Geopointe introduces new features at least once every 6 months, but some times quarterly. We have never needed a new feature or improved feature that Geopointe didn't already offer.
Likelihood to Recommend
I feel like our use case scenario is excellent for any company that would like to see more accountability from their sales or service teams. Geopointe's ability to force a Geocheckin when visiting specific Salesforce data is exactly what most companies need. The ROI for combining Salesforce and Geopointe is exponential for any business looking to grow and maintain a good customer relationship.
