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OSF Integrator for BTRACKING and Salesforce

GPS and CRM integration made simple.

Overview

See How OSF Integrator for BTRACKING and Salesforce Works

  • Track visits made by field agents on each location of the account directly in Salesforce

  • Automatically geocode account locations using the addresses inputted and displays the locations on a map

  • View reports by account directly in Salesforce

-Convert a Salesforce CRM record into a street map; retrieve detailed driving directions and travel time information for the selected location -Dispatch the closest available technician to a customer in need while providing the technician real time account details from Salesforce -Identify new opportunities in a desired radius, building prospect lists based on proximity to existing customers -Gain visibility of your offsite resources and increase productivity -View reports directly in Salesforce -Users see a complete overview of all activities at each location over a specified time period along with the route of the field agents -Identify accounts or territories that are growing quickly and might require an additional field sales agent -Display the visits per location and the duration of the visit for an account -Identify which accounts require more resources and adjust your workforce accordingly

Categories

Business Needs
Geolocation
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Managed Package

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