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Geopointe

Score10 out of 10

10 Reviews and Ratings

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What is Geopointe?

Geopointe is a geolocation app that integrates Salesforce data with Google Maps. Some key features include Geographic Searching, Routing and Optimization, and Mobile Apps.

Categories & Use Cases

Key Features

Learn about the best (and worst!) features Geopointe has to offer, as determined by TrustRadius' reviewers.
Based on 10 ratings of Geopointe's features
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Top Performing Features

  • Advanced search

    Users can search for prospects using advanced search logic and multiple criteria, across multiple platforms/databases.

    Category average: 8.2

  • List quality

    Lists generated by the tool are typically high quality.

    Category average: 7.4

  • List upload/download

    Lists can be easily and quickly uploaded or downloaded from the platform.

    Category average: 7.9

Areas for Improvement

  • Ideal customer targeting

    Includes capabilities for determining ideal customer characteristics and targeting new prospects that match the ideal customer profile; this capability is automatic or semi-automatic.

    Category average: 7.7

  • Industry information

    Information about industries and markets is available and high quality.

    Category average: 7.5

  • Tags

    Organizational structure allows users to tag certain records in order to create groups, flag materials that need additional attention, etc.

    Category average: 7.7

Reviews

What users are saying about Geopointe.
View all reviews

Best to grow sales

Incentivized
Alena BurdaView profile
Senior Software Engineer in Engineering at Orion Health (501-1000 employees employees)

Pros

  • I like the way that we can utilize the registration and look at an area not exclusively to guarantee that our reps are at an office and working yet if something somehow managed to happen we would have a thought of where they are found.
  • It is an incredible apparatus and resource for our organization for using time effectively.
  • My number one moment was a couple of years prior when one of the top-performing salesmen considered it the best deals device he had found in his 20 years of selling.

Cons

  • I don't hate anything everything is going brilliantly.
  • I might want to support its group which is offering fulfilling types of assistance. Before I have utilized numerous different instruments yet I experienced to confront difficulties each and every day except now I am truly agreeable mind it.

Return on Investment

  • I like the reaction season of the client service group whenever I have had any inquiries or issues they burn through no time in reacting back to me and they additionally consistently circle back to the issue to ensure it was settled.
  • My solitary genuine abhorrence is identified with our present Salesforce arrangement and not explicit to Geopointe.
  • Setting up accounts is basic (we regularly add or eliminate licenses as individuals go back and forth in the group) and their help individuals are really fabulous.

Alternatives Considered

Crunchbase

Other Software Used

Trello, Cisco Webex Board Series, IZEA

Geopointe is an amazing product that delivers sales accountability, tracking, and transparency.

Incentivized
Verified User
Manager in Corporate (11-50 employees employees)

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.

Return on Investment

  • Geopointe has provided an exponential ROI in terms of customer retention, and conversion of quotes to orders. This is a difficult metric to calculate but it is evident.
  • Geopointe has provided a substantial positive impact in terms of employee turnover in our outside sales role. Prior to using Salesforce and Geopointe our sales team in many cases was providing false data or copied data from the past. Geopointe's geo-checkin feature eliminates that. We have customized our Outside Sales Agreement to adapt the obligation of the outside sales person, to account for Salesforce and Geopointe and our new expectations.

Other Software Used

Salesforce CMS, Sage 50cloud Accounting

Straightforward and potentially insightful Salesforce app.

Incentivized
Simon WhightView profile
Senior Salesforce CRM Analyst in Information Technology at Citation Professional Solutions (201-500 employees employees)

Pros

  • Clever awareness that not all journeys are as the crow flies.
  • Development over time listened to wishes, in particular to let you create shapes based on UK Postcode.
  • Very simple front end, relatively light on resources.

Cons

  • I've found using shapes based on rather weighty data can take some times. Looking for ways to help you optimise in terms of speed and displaying data would be appreciated.
  • A bit more clarity on what you can and cannot do with a license. There are some functions that you get a scattering of capabilities on (assignments) which you can find that you'll need to pay more for to really unlock.

Return on Investment

  • It has been a vital tool for our events team, allowing them to target and fill up their seminars.
  • Through our development, we've been able to present information to our contact centre in order to assist them in filling seminars.