Geopointe is a geolocation app that integrates Salesforce data with Google Maps. Some key features include Geographic Searching, Routing and Optimization, and Mobile Apps.
N/A
ServiceTitan
Score7.4 out of 10
N/A
ServiceTitan is a cloud-based field
service management solution. The platform includes CRM, intelligent dispatch,
comprehensive reporting, marketing management tools, mobile connectivity for
field techs, and QuickBooks integration.
The platform's core product offers
advanced job booking, drag and drop dispatch board, communication with
technicians via integrated texting, email and calls, and advanced reporting.
The technician mobile solution allows for paperless invoicing, virtual…
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
ServiceTitan seems to be incredibly customizable depending on what is needed, and therefore I would recommend it in any case where customers and jobs are recorded and scheduled. It can be used in a variety of ways and has multiple functions, including revenue and inventory tracking. Whether a big or small company, I feel with proper training anyone could utilize ServiceTitan very effectively to improve both productivity and record-keeping.
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 tracking. The biggest problem in logistics in, my opinion, is knowing if your products are arriving on time or not especially as it pertains to food, that was huge here.
Most of our managers travel constantly from corporate to distribution because of how centralized the company is they needed something flexible that allowed them to run reports whenever and however.
Ease of use - I'll be honest in that our employees are not the cream of the crop as it pertains to their education, this software made the learning process simple.
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'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
We'd like to be able to text estimates (currently, email is the only function)
We'd like to have audit trails on Customer and Location records (currently only at the job level)
We'd like to be able to email/text the customer multiple options within estimates, like the techs can do on their tablet, it's just not a function that can be presented by the office.
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 rarely run into any issues while using ServiceTitan other than the occasional scheduled maintenance. It is very intuitive and easy to learn, with many capabilities that can be suited to any job position in a business. The functions are consistent regardless of your department or use case, and can be easily customized to fit any and all of a company's needs.
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
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
autotask has a sales team that can work with you to understand your specific business scenario. They have offered to scope an integration project with us. We are looking forward to making progress on a tailored solution with them
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
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
