Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
portatour® – my personal sales-route planner - DEPRECATED
Automatic call scheduling with route optimization for field reps
Overview
More customer calls - fewer miles! Automatic call scheduling with route optimization for field reps. Seamlessly integrated with Salesforce. Including full-featured mobile client, customizable call reporting, performance analysis, and maps. Free trial!
See How portatour® – my personal sales-route planner - DEPRECATED Works
Intelligent: Considers customers' call frequency, business hours, appointments
Fast: Calculates routes up to 28 days within seconds
Mobile: Works on any smartphone and tablet: iPhone, iPad, Android, BlackBerry, ...
More: www.portatour.com/salesforce/ Other apps are just showing customers on a map, but aren’t planning your optimized trip. portatour® is the revolution: it plans your sales-trips within seconds at the push of a button. It automatically calculates a mileage-optimized schedule of your customers, ranked by priority, honoring call frequency, business hours, and fixed appointments. Cuts up to 25% of miles driven to customer locations, reducing fleet costs and CO₂ emissions. Used successfully by: – Samsung – Johnson&Johnson – WÜRTH Group – … portatour® works best for Sales Reps who – serve 100+ customers – visit 4+ customers a day – spend 2+ hours a day in car Seamlessly integrated with Salesforce – Use your existing Accounts, Contacts, Leads, and Appointments – Max. 1000 addresses per user – Map view of customers&schedule You decide the way you work – Set personal working hours and breaks – Schedule private appointments – Stay overnight in your favorite hotels Perfectly connected on the go – Mobile web-app for smartphone&tablet – iPhone, iPad, Android, Blackberry, Windows Phone ... – One-click call reporting
Categories
- Business Needs
- Geolocation
- 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.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyPerson AccountsManaged Package