Geopointe for Salesforce: Territory Mapping, Routing & Field Sales Planning

Highlights

• ROUTE PLANNING & FIELD EXECUTION
  • Build optimized multi-day routes for upcoming trips • Automatically adjust routes when meetings change • Mobile-ready access for reps in the field
• TERRITORY MANAGEMENT
  • Design and rebalance territories using real data • Speed onboarding with clearly defined coverage • Improve productivity with smarter territory alignment
• GEOGRAPHIC ANALYSIS & ASSIGNMENT
  • Identify coverage gaps and growth opportunities • Assign leads and accounts by location automatically • Analyze performance by region, market, or segment

What Geopointe for Salesforce: Territory Mapping, Routing & Field Sales Planning does

Salesforce mapping made actionable.

Geopointe turns Salesforce data into clear geographic insight—so teams can plan smarter, execute faster, and continuously optimize field activity.

SALES TEAMS

✔ Plan efficient routes and reduce windshield time

✔ Capture meeting details and activity directly in Salesforce

✔ Stay productive when plans change

OPERATIONS & REVENUE OPERATIONS

✔ Manage territories and assignments at scale

✔ Analyze geographic performance trends

✔ Automate updates without manual work

MARKETING & LEADERSHIP

✔ Build geo-targeted campaigns

✔ Identify optimal event locations

GEOGRAPHIC INTELLIGENCE & MAPPING

✔ Map standard and custom Salesforce objects

✔ Search by proximity, radius, or custom shape

✔ Visualize trends with advanced filters and layers

✔ Use multi-point driving directions

✔ Apply custom markers and geographic boundaries

✔ Enrich analysis with U.S. Census demographics

✔ Support KML, KMZ, and GeoRSS overlays

EXECUTIVE VISIBILITY

✔ Analyze performance and coverage by region

✔ Identify geographic gaps and growth opportunities

Geopointe is fully Lightning-enabled and built natively on Salesforce.

Screenshots