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Geopointe for Salesforce: Territory Mapping, Routing & Field Sales Planning
Put Your Salesforce Data on the Map. Then Put it to Work.
Overview
Geopointe is a Salesforce-native geolocation and territory planning solution that helps revenue teams turn strategy into execution by mapping accounts, leads, and opportunities directly in Salesforce. Click GET IT NOW for a FREE TRIAL.
See How Geopointe for Salesforce: Territory Mapping, Routing & Field Sales Planning Works
ROUTE PLANNING & FIELD EXECUTION • Build optimized multi-day routes for upcoming trips • Automatically adjust routes when meetings change • Mobile-ready access for reps in the field
TERRITORY MANAGEMENT • Design and rebalance territories using real data • Speed onboarding with clearly defined coverage • Improve productivity with smarter territory alignment
GEOGRAPHIC ANALYSIS & ASSIGNMENT • Identify coverage gaps and growth opportunities • Assign leads and accounts by location automatically • Analyze performance by region, market, or segment
Salesforce mapping made actionable. Geopointe turns Salesforce data into clear geographic insight—so teams can plan smarter, execute faster, and continuously optimize field activity. SALES TEAMS ✔ Plan efficient routes and reduce windshield time ✔ Capture meeting details and activity directly in Salesforce ✔ Stay productive when plans change OPERATIONS & REVENUE OPERATIONS ✔ Manage territories and assignments at scale ✔ Analyze geographic performance trends ✔ Automate updates without manual work MARKETING & LEADERSHIP ✔ Build geo-targeted campaigns ✔ Identify optimal event locations GEOGRAPHIC INTELLIGENCE & MAPPING ✔ Map standard and custom Salesforce objects ✔ Search by proximity, radius, or custom shape ✔ Visualize trends with advanced filters and layers ✔ Use multi-point driving directions ✔ Apply custom markers and geographic boundaries ✔ Enrich analysis with U.S. Census demographics ✔ Support KML, KMZ, and GeoRSS overlays EXECUTIVE VISIBILITY ✔ Analyze performance and coverage by region ✔ Identify geographic gaps and growth opportunities Geopointe is fully Lightning-enabled and built natively on Salesforce.
Categories
- Business Needs
- SalesGeolocationData Visualization
- Industries
- Horizontal ProductFinancial ServicesHealthcare & Life Sciences
- Personas
- AdministratorBusiness Operations ManagerSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.AgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreMultiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Community BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyAgentforceMultiple CurrenciesPerson AccountsSalesforce ShieldCommunity BuilderManaged PackageLightning App BuilderSalesforce Mobile