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Geopointe

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Geopointe Features and Reviews

Geopointe business intelligence software empowers businesses and professionals to analyze data, use maps to gain spatial insight, and apply geography to optimize their business processes. 

Overview 

Geopointe business intelligence software is a geo-mapping application for managers and businesses. This software is available on AppExchange and allows Salesforce users to gain data-driven and geographical insights into their business activities. The tool has useful applications across different departments, including sales, marketing, operations, customer service, and management teams. 

Geopointe business intelligence software serves small businesses, enterprises, Fortune 500 companies, in multiple industries, and markets. The software allows companies to search, locate, and analyze Salesforce data from anywhere in the world. Users can filter data to uncover specific information, visualize data to see the big picture and identify trends and patterns from multiple locations. 

Without using the standard Salesforce import strategy, managers can seamlessly import files in CSV format to the Geopointe map. The tool allows users to save files as new layers and work with them. Managers can use geographic search methods, work with multiple data sets, and visualization tools, as well as perform critical actions.

With Geopointe business intelligence software, users can easily plan and execute their travel itinerary. The tools help managers build routes using mappable data such as Google or Salesforce. Users can manage and optimize, share their routes, export them for printing or save as PDF. 

This software makes business data actionable. Managers can use built-in actions such as building leads from the map, exporting, or adding leads to campaigns. This tool lets users create and launch their custom processes or integrate with third-party apps and more.

Geopointe business intelligence software runs on Salesforce mobile app. Therefore, users can perform multiple operations on the move. They can navigate to any location, search for data nearby or around a selected map view, check-in and out of various locations, create, edit or access saved routes, and manage calendar-based schedules. 

Product Details 

Geopointe business intelligence software allows managers to search, locate, and analyze data from anywhere in the world. With this software, users can quickly find Salesforce data. Managers can search for data based on a view of all accounts, leads, or prospects.

This software helps businesses see the big picture using advanced visualization tools. Users can filter data to monitor trends and patterns and uncover valuable insights. 

Geopointe business intelligence software offers multiple filtering options and search types to help businesses get results and tell stories instantly. Users can perform searches within boundaries of a shape, or broader area or nearby a particular line or point. 

Geopointe business intelligence software helps professionals and managers plan and execute travel plans. This tool allows users to build their travel routes from mappable days, including Google, Salesforce, or from any address. Users can optimize their travel routine, get direction via Google, and manage about 100 stops for each route. 

Managers can access their saved routes via Salesforce. With the route planners, users can schedule stops in advance, including weeks or months to the travel date.

This software allows users to view their list of stops, remove stops, and reorder stops to their desired preference. Manage can assign time values to their routes to define departure or arrival times. The route optimization feature 0orders stop in the most optimal way to help users save time.

This software supports multiple route options. Users can define their route type, including driving, walking, biking, or transit. They can view routes in kilometers or miles, avoid tolls or highways, and more.

Geopointe business intelligence software helps managers save their routes for later use. Also, managers can access routes on their mobile devices, share routes, and make it accessible to other team members or superiors, export routes for printing, or save as a PDF file. This software allows users to create routes based on appointments created on their Salesforce Calendar.

Geopointe business intelligence software helps managers take critical actions based on data insights. This software makes business data actionable and allows companies to run their business from a map. 

Managers can use built-in actions to drive sales, such as building leads from the map, exporting, or adding leads to campaigns. Also, this tool lets users create and launch their custom processes or integrate with third-party apps and more.

With Geopointe’s standard actions framework, companies can take action and get the best out of their map data. Managers can create and use custom actions to optimize their business processes. The tool supports Point actions and List actions and displays custom actions as links, buttons, or inline iframe websites. 

Point Actions lets managers launch actions from any precise location on the map. It supports Apex action types and URLs, such as an external website or Salesforce page. With List Actions, users can launch actions from a list of records located in the mapped data table.

 Some of the custom actions may include creating new records, mass updating business records, launching a custom visual force page, or exporting mapped data. Geopointe business intelligence software has an open-ended framework. Managers can seamlessly integrate the software into new or existing business processes.

Geopointe business intelligence software allows managers to optimize their business processes on the move. Geopointe business intelligence software runs on Salesforce mobile app, and users can perform multiple operations using their mobile devices. 

They can manage calendar-based schedules., search for data nearby or around a selected map view, navigate to any location, check-in and out of multiple locations, create, edit or access saved routes, and more. 

Geopointe business intelligence software provides a complete set of tools to helps users visualize data. The heat map lets users visualize numeric concentrations based on field values or record counts. Companies can view heat maps such as asset size, annual revenue, opportunity size, or employee count. 

The heat map feature uses color codes to represent value. So, companies can gather insights and make decisions quickly. Users can combine the heat map with other critical data points to monitor gaps, trends, and patterns. 

Geopointe business intelligence software has a visual editor that lets users create shapes from preset boundaries such as zip codes, districts, states, etc. Users can easily select or deselect boundaries to enhance the accuracy of the shapes and effective territory management. With this feature, managers can create territories and gain geographic insights into relative territory size, relationships between regions, landmarks, and more.

Recap 

Geopointe business intelligence software helps businesses and managers locate and analyze data from multiple geographic locations. Management teams use this software to create strategic plans, monitor trends, and manage territories. With this tool, businesses can visualize data and make critical decisions to optimize business processes.