Geopointe is a geolocation app for Salesforce that enhances business strategies by providing spatial insights and geographic data visualization. It offers features such as route optimization, territory management, and geo-targeted marketing to improve efficiency for sales and marketing teams. With a user-friendly interface and easy integration, Geopointe helps organizations visualize trends and patterns in their data while enabling better decision-making.

1. Unlock the where in your data.
What is Geopointe?

2. Discussion Topics
What is Geopointe?
Common use cases for Geopointe
How Geopointe can improve your
business strategy
Getting started with Geopointe
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3
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3. What is Geopointe

4. WHO performed an action
WHAT happened
WHEN it happened
WHY & HOW it happened
But, it’s not very good at telling you WHERE
it happened
can tell you...

5. Geopointe location-enables Salesforce
allowing users to gain spatial insights and apply geography to
business processes

6. Top 10
Most popular app
on the AppExchange
550+ Reviews
on the AppExchange
The Original
Geolocation app
on the AppExchange
6th
Most reviewed app
on the AppExchange
Geopointe Success

7. Billing Address: 2671 Main Street,
Santa Monica, CA, 90405, US
Latitude: 34.001189
Longitude: -118.482528
Location-Enabling your Data
Identify Billing Address Geocode using Google Maps Attain Latitude & Longitude

8. Visualize your data through
a variety of geographical
boundaries and filters
● Radius
● Polygon Shapes
● Draw your own shape
● Countries
● States
● Zip codes
● Counties
● And many more
Location-Based Insights

9. Draw on the map to
select pre-defined areas
such as:
● Countries
● States
● Provinces
● Counties
● Zip Codes
● Timezones
● School districts
● Congressional districts
● And more
Visual Shape Editor

10. Actionable Data
Create custom action
buttons for your business!
Add to Route Check-In
Add to Campaign New / Log Task
Export CSV or KML Create Record
Dispatch VehicleChange Owner
Log a Case Create Lead

11. Routing Features
● Multi-stop routing
● Optimized routing
● Time management
● Calculate distance & mileage
● Mobile access via Salesforce1
● Save & print Routes
● Route sharing/reassignment
● Manage up to 100 stops per route!
Optimized Route Planning

12. Access Geopointe on the go!
● Via Salesforce1 or mobile web browser
● Perform nearby searches while on the road
● Create or use saved travel routes
● Search an address or points of interest
● Use Google Maps for turn-by-turn directions
● Check-in and out of route stops
Geopointe on Mobile

13. Mobile Features
Search for Nearby Accounts Create a Route Check-in / Check-out

14. Territory Management
Scalable features for your
sales and support teams!
● Automatically align your address
data to geographic areas you define
● Define territories using predefined
data like states or draw your own
boundaries
● Automate contact and lead
assignments
● Layer data over territories to
evaluate and strategize

15. Marketing Campaigns
Geo-Targeted Marketing Efforts
● Identify target markets for custom messaging
and campaigns
● Filter by industry, size, titles, location,
revenue, or any custom fields
● Add to campaign with the click of a button for
easy, fast campaign implementation

16. Data Visualization Features
● Heat Mapping
● Thematic Mapping
● Data Clustering
● Demographic Information
● Comparison Mapping
● GIS for the business user
● Map millions of records
● Very interactive, rich-user experience
● Easily digestible visuals
Geo-Analytics

17. Most Common Use Cases

18. ➔ My client cancelled our in-person meeting last minute.
Are there any other clients nearby I can visit?
➔ Where should we hold our next event to maximize
attendance?
➔ Where are the majority of our customers located?
➔ What sales territories are showing the biggest increase
in revenue year over year?
➔ What’s the fastest travel route for the delivery of these
20 packages?
➔ How can I quickly re-assign accounts in the northeast
territory to our new Account Manager?
Address
Common
Business Needs

19. For Sales Teams
Create and optimize multipoint travel routes to maximize your time in the field
Fill in meeting cancellations from your mobile device or desktop by quickly identifying accounts or
contacts near your current location
Plan travel around big meetings by searching nearby accounts, opportunities, leads and partners
Easily create geographic territories to simplify and manage your Territory Management strategy
Geopointe on Salesforce1 enables road-warriors to do more in a day and be more efficient
Use check-in to log meeting notes using your mobile device while in the field to reduce work in the office

20. For Marketing Teams
Leverage the map as an additional lead source. Search for new businesses and contacts and import the
new records into Salesforce.
Develop geo-targeted emails and direct mailings to take your email and marketing strategy to the next
level
Improve Account-Based Marketing efforts with the ability to map accounts based on industry, size,
revenue, or custom fields
Quickly and easily identify the best location for your next event to maximize attendance and travel time for
your guests for Smart Event Planning
See lead, contact, or account concentration to visualize your market share as well as areas of opportunity

21. For Business Efficiencies
Map your data to analyze and unlock geographical trends & patterns in your data you never knew existed
Quickly mass update account ownership or automate assignment rules based on territories
With our intuitive, user-friendly interface anyone that has used Google Maps will understand how
Geopointe works - reducing training time!
Geopointe is developer-friendly and customizable to meet a wide-range of needs and easily integrates with
other Salesforce Apps
Insightful stats and analytics will empower your team to be more productive, efficient and strategic in
their efforts
See the big picture with Geo-analytics and reporting to visualize your organization via a new lense

22. Live Tracking for Service
Organizations
Locate delivery, service, sales or field member(s) near a specific location
Streamline your dispatch process & optimize service calls by knowing the current location of your team
Receive alerts when large equipment is moved off a property or job site
Identify and report on vehicle behavior, mileage and maintenance requirements
Easily automate reporting, set up dashboards and view daily summaries in Salesforce to quickly
identify critical business information

23. ✓ Identify key references
near your prospects
✓ Create, save and share
your routes
✓ Drive attendance to
regional events
✓ Schedule meetings and
trips for field team
✓ Optimize outreach
based on contact’s
time-zone
Use Cases for your Role
✓ Visualize your territory
and create a strategy
✓ Plan trips around a
big meeting
✓ Fill in meeting
cancellations on the fly
✓ Simplify call reports with
mobile check-in
✓ View nearby accounts
from on your phone
FIELD SALES
✓ Create, manage and
evaluate territories
✓ Identify geographic
trends and patterns
✓ Update Salesforce
records from the map
✓ Report on routes and
field activity
✓ Auto-assign accounts or
leads based on
geography
SALES OPERATIONS
✓ Develop geo-targeted
campaigns
✓ Identify the best
location for events
✓ Use location data to
improve ABM efforts
✓ Identify geographic
trends and patterns
✓ Geographically visualize
your market share
MARKETINGINSIDE SALES

24. How Geopointe Transforms
Businesses

25. “Geopointe is a great solution to our territory
management process, and is backed with world-class
support, provided by people who not only understand
the product, but truly want us to succeed.”
— Bradley Haines, Salesforce Administrator, Black Creek Group
“Geopointe gave us the ability to see our data in context.
Highly recommend Geopointe to anyone looking to
visualize their customers and data.”
— Georg Schlass, Marketing, SESVANDERHAVE
“Geopointe has been extremely beneficial to our new
sales executives as they learn their territories and then
they continue to rave about it as a way to plan out their
weeks.”
— Rick Sells, RentPath
What our Customers are Saying

26. “Geopointe helped us
reduce the amount of
time sales reps spend
planning, prospecting,
and creating routes by
75%.”
“We are identifying
opportunities and
selling deals that we
would have never
pursued without
Geopointe.”
A Valuable Investment
Ludwig Offredo,
Sales Operations Manager
Scott Schrader,
Director of Sales & Marketing

27. Getting Started with Geopointe

28. Implementation
Fast + Easy
● Start mapping your data within 30 minutes
● Easy setup + very configurable
● Native to Salesforce for easy integration
● Supports all editions of Salesforce (details apply)
● Supports all license types (excludes chatter free & Force.com free)
● Free 15-day trial for unlimited users

29. Contact Us or
Request a Demo Today
@geopointe
/company/geopointe
/geopointe
/+arrowpointe
geopointe.com/blog
user/arrowpointe
www.geopointe.com
Contact Us

30. Unlock the where in your data.
Thank You