Geopointe

Score9 out of 10

11 Reviews and Ratings

Community insights

TrustRadius Insights for Geopointe are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Valuable Mapping Feature: Users highly value the mapping feature of Geopointe, as it enables them to easily map out routes and efficiently plan their travel. Several reviewers have mentioned this as a key benefit of the software.

Versatility and Customization Options: Users appreciate the versatility and customization options offered by Geopointe, allowing them to tailor the software to their specific needs. This flexibility has been praised by multiple customers who find it valuable in adapting the tool to their unique requirements.

Efficient Data Visualization: The ability to visually see data on a map is very helpful for users, especially salespeople who are on the road. It allows them to have a clear view of all their tasks in one place. Multiple reviewers have highlighted this feature as beneficial in improving their efficiency and productivity.

Reviews

3 Reviews

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

Rating: 10 out of 10

Incentivized

September 16, 2022

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.

Likelihood to Recommend

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.

Verified User

Manager in Corporate (11-50 employees)

Vetted Review

6 years of experience

Best to grow sales

Rating: 10 out of 10

Incentivized

July 21, 2021

Use Cases and Deployment Scope

We use Geopointe to recognize expected customers inside short proximity of our systems administration occasions or current customers to connect with customized informing that is important to them locally. It works really hard of permitting us to channel brings about the same way that Salesforce channels work in reports. We like the custom shapes include that overlay province lines, school area zones, and so forth to help us pinpoint our objective region without a lot of problems.

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.

Likelihood to Recommend

Running on the web crusades is exceptionally simple and successful with this apparatus. I truly love to utilize all functionalities and progressed highlights. It gives profound outcomes while showing the central issues in a useful manner. Should check it out ideally it will satisfy your all requirements.

Alena Burda

Senior Software Engineer in Engineering at Orion Health (501-1000 employees)

Vetted Review

2 years of experience

View profile

Straightforward and potentially insightful Salesforce app.

Rating: 9 out of 10

Incentivized

April 26, 2018

Use Cases and Deployment Scope

At the moment, we are using its API in a rather clever way. We are using it to geolocate our leads, then calculate whether they are in a 20-mile radius of an active and upcoming events campaign. This is then used to pop a banner on the record.

This isn't out of the box stuff, we coded it ourselves. We are also starting to look into its capabilities to radius search (by driving distance) leads to add to campaigns. It is very clever on that front.

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.

Likelihood to Recommend

If you are looking to segment your data by some rather clever geographical means, then this is the tool for you. It is rather bespoke, so I cannot imagine it being used in an inappropriate situation.

Simon Whight

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

Vetted Review

3 years of experience

View profile

Loading Reviews List....