Geopointe is a geolocation app that integrates Salesforce data with Google Maps. Some key features include Geographic Searching, Routing and Optimization, and Mobile Apps.
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Agentforce Field Service
Score8.8 out of 10
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Field Service (formerly known as Field Service Lightning) is a customizable, mobile-friendly field service hub in Salesforce. It provides tools to manage work orders, scheduling, and a mobile workforce.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We've demoed quite a few models, different companies. I know Salesforce has huge backing, but even so they're open to customization and solutions. Some of the competition, keep in mind for my industry, there's not a lot of options out there. We're not your typical Salesforce target market. I mean we're not really selling a lot. I mean, quite honestly, I don't even have a sales department because can't do all of the work that my current customers need me to do. So I don't need to go drum up new business. I just needed it for more of tracking and a work management solution. And in the construction, specifically utility construction, industry, there's not a lot of options, but it definitely was the best option for us.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Real Time Communication with back-office team When our nurses need anything by using mobile app they can reach out to our back office team to resolve their issues
Utilization of resources We can see the all the appointments view with the assigned representative in a single page so We can assign more appointments if any resources has any free slot it is just a drag and drop
It helps us to automate the process like delay or reach notification we can also route the appointments based on representative skill set, location and urgency of task
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Our biggest complaint is the optimizer removes jobs from the schedule at times and they are hard to track down and if missed we may not have a tech show up at all for the customer.
Reporting off of Service Appointment history is challenging
Without having a developer adjust your views the amount of available fields can be overwhelming.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
As of right now there is not a alternative that seems to offer all of the functionality with a vision of what is needed in the future. It is my belief that ClickSoftware will remain a leader in Mobile Workforce Management for a long time.
Within a week a scheduler can confidently navigate the program and from there they learn more niche tools but from the beginning they can hit the ground running. With different user views available the developers can narrow down what is needed based on your job role which has been invaluable.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Having a program that gives sales leaders a real time view was game changing. Time was always an issue because there wasn't always a sales leader available for closing sales. This has allowed for any sales leader to jump in and help make the sale without the need to do a warm transfer.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Overall the training was quite informative but did lack detail in some areas. It had all of the necessary content for an experience product user but didn't offer enough information for a new user to complete the training and then feel comfortable in real-world situations running or managing the software. I would recommend this course for anyone with at least 1 year of full-time exposure to the ClickSchedule product.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I have added a few of the many Salesforce products we use. We also use HubSpot but they all have different functions so not really comparable as they are used for different things/ teams.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
