Geopointe vs. OnceHub vs. Salesforce Maps

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.

Incentivized

For all things bookings, including meetings, sales calls, events, and client onboarding, ScheduleOnce is the dominant software hands down. For shorter forms, such as quizzes and exercises on an online course, FormOnce is the far superior sibling as it's able to accommodate all needs, size, length, and customization.

This is best suited when there is territory management at the field or rep level. One can easily distribute the area/ locality, balance revenue, and optimize sales/outcome. However, this may be less appropriate for organizations that operate entirely on remote sales or for those where geographic location does not matter.

Incentivized

• 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.

Incentivized

• Links calendars- no need to go back and forth between calendars, everything is synced up.
• Schedules Zoom calls with link and sends alerts to remind prospect of meeting
• Follows up to reschedule if prospect missed meeting, which saves me a ton of time.

Incentivized

• Drilling down from the map point, to account/work order/opportunity.

Incentivized

• 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.

Incentivized

• I really wish I could put tracking pixels (i.e. AdWords conversion pixels) on the booking thank you pages. Having to direct to a thank you page on another platform is kind of a pain.
• The Salesforce connector pricing is a bit steep.
• Basic live chat capabilities would be awesome. Implementing a live chat widget alongside the ScheduleOnce widget can be a bit cluttered design wise.

Incentivized

• They just restructured their pricing model and we are ending our contract because of it - you have to pay for 10 users.
• The crossover with accounts and contacts are hard to map.
• The window sizes when navigating the maps are difficult to work with.

Incentivized

It aligns well with business needs. We clearly get productivity gain, and its seamless integration with Salesforce makes things easier. The ability to visualize things and performance geographically helps us to make better decisions. It also saves us lots of time and effort and increases efficiency.

Incentivized

They would not prorate a refund - I'm just out the money for services I have not used. To me, that is the WORST POSSIBLE customer service ever.

Support was comical. It was barely available and the few times I did get help the language barrier was extraordinarily problematic

Incentivized

By utilizing this instrument I am effectively handling my information as it upholds the CVS records and it is simple for me to import such documents as a result of the Geopointe Maps.

Incentivized

ScheduleOnce is the only platform that offered an easy way to send text messages to clients. I appreciated the ease of adding a few questions to qualify potential clients prior to getting onto a call with them. Easy to use and the customer service experience I have received has been great.

Allows for many more contacts to be loaded into the map.

Incentivized

• 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.

Incentivized

• Improved efficiency - no longer waste time trying to find available time to book meetings
• Positive impact on business reputation
• Clients, prospects and colleagues love using my booking link - they have access to my availability and can schedule a meeting easily. Many positive comments about ScheduleOnce

Incentivized

• For the first time, we were able to see donors on a map which was life-changing.
• Its allowed us to target donors on trips and other email campaigns when we haven’t been able to before.

Incentivized