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GeoManager Routing

Map-based scheduling of appointments (drag & drop map to calendar)

Overview

See How GeoManager Routing Works

  • Map-based scheduling of appointments (also drag & drop from map to calendar)

  • Map & calendar in one view (no need to change or switch)

  • Route optimization logic via Google or Bing

  • Filtering options via information from accounts and dependent objects such as: Opportunities or tasks

  • Visual labeling of accounts freely definable criteria, e.g..: ABC classification or overdue customers

  • Search around a defined account or any point on the map

  • Route optimization with consideration of overnight stays (e.g. free address selection of hotels)

  • Consideration of opening hours of the accounts and working hours of the employee

  • Flexible adaptability for the user (list fields, size of the map or calendar)

The GeoManager Routing Salesforce is a solution tailored to the field service for efficient and user-friendly planning of tours and appointments, including route optimization. Furthermore, a radius search and extensive filter options are part of the solution.

Categories

Business Needs
Sales
Field Service
Accounting
Industries
Consumer Goods
Healthcare & Life Sciences
Manufacturing
Personas
Business Operations Manager
Sales Representative / Manager
Service Agent / Supervisor
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

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