Geopointe is an amazing product that delivers sales accountability, tracking, and transparency.
September 16, 2022

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

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Geopointe

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.
  • Geo-coordinating Data
  • Grouping Geodata on Google Maps
  • Adding accountability to sales teams
  • Adding tracking to service based technicians
  • 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.
  • 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.

Do you think Geopointe delivers good value for the price?

Yes

Are you happy with Geopointe's feature set?

Yes

Did Geopointe live up to sales and marketing promises?

Yes

Did implementation of Geopointe go as expected?

Yes

Would you buy Geopointe again?

Yes

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.

Geopointe Feature Ratings

Advanced search
10
Identification of new leads
8
List quality
10
List upload/download
10
Ideal customer targeting
8
Load time/data access
10
Contact information
10
Company information
10
Industry information
8
Lead qualification process
10
Smart lists and recommendations
10
Salesforce integration
10
Company/business profiles
10
Alerts and reminders
10
Data hygiene
10
Automatic data refresh
10
Tags
Not Rated
Filters and segmentation
10
Sales email templates
10
Append emails to records
10