Geopointe vs. Proposable

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

It is a great solution for small to medium-sized businesses. It is fairly customizable, and their support team has been great to work with us. They have helped us build some custom workflows to push a customer straight to a credit card page once they sign the proposal. This has really helped increase conversions when signing on a new customer.

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

• Very professional
• Easy to navigate and use
• Easy to edit and draw up new proposals

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

• The user interface is not intuitive and you'll need some time to understand where things are.
• The structure of the proposals is sort of rigid and is difficult to create really beautiful documents (unless you are a genius designer).

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

I didn't choose Proposable over DocuSign, but I did use it at a previous company. Proposable is great for the smaller business and makes the creation and sending of agreements so easy! DocuSign was nice, but it was more complex in my experience and created a bottleneck for our sales team to get approval. I'm sure this was more of our own internal process, but between the two, Proposable was much faster to get what you needed in the form of an agreement. Less time freed up more time for selling!

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

• It has left a great impression on current prospects and clients
• It is the easiest way to draw up terms of an agreement
• It is the best way to track who and when a prospect is viewing a proposal

Incentivized