AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Opti-Time Optim: map, route, geo-scheduling, field service, territory management

Optimization, schedule, search around, maps, routing, sectorization

Overview

Optimize the scheduling of sales appointments and technical callouts over several days by generating profitable tours. Better cover your customer portfolio, achieve 10 to 30% productivity improvements and maintain a high level of customer service.

1 of 11

  • Geo-scheduling: automatically define optimal schedules for you and your teams over several days, based on complex constraints (visit priority, frequency and duration, availabilities...). Save the tours in your Salesforce calendar and view them on a map.

  • Geo-optimization features: display your contacts on an map, improve the quality of your database (geocoding), achieve accurate targeting (search around), identify customers to be visited, optimize your tours, make optimized assignment of accounts...

  • Accurate and high quality global cartographic coverage: continuously access to up-to-date maps with crucial information (road networks, public transport, traffic direction, points of interest…).

Opti-Time Optim integrates a powerful geo-optimization engin within Salesforce. Field service representatives are guaranteed to achieve the maximum number of appointments while minimizing the distance covered. Mobile sales forces and technical teams will no longer ask: which customers should I visit? how to organize my tours over the month? how to plan tours for my team? where are my clients? how is my client portofolio distributed ? which prospects could I visit close to my customer appointments tomorrow? how to organize my tour? how to improve the performance of my marketing efforts?... You want to go further? Opti-Time Optim+ provides advanced geo-scheduling features enabling the management of unlimited business constraints and rules (skills, resource capabilities, clearances, cycles…).

Categories

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

More from GEOCONCEPT

  • Opti-Time Tour: routing, maps, geocoding, optimization, territory management
    by GEOCONCEPT
    Improve your customer knowledge thanks to its cartographic display and better prepare your movements over a day thanks to route calculation and route optimization, based on operational constraints. Achieve 10 to 30% productivity improvements.
    Field Service

  • Opti-Time Geo: mapping, routing, geocoding, territory management, location
    by GEOCONCEPT
    Improve your client knowledge thanks to its cartographic display and increase the profitability of sales prospecting and customer retention campaigns. Map your accounts and contacts and create geographical business intelligence.
    Geolocation