more successfull users of portatour®...
more successfull users of portatour®...
Are you spending more time in the car and planning than with the customer? Is it hard to put together a meaningful itinerary with all of your customers, ranked by priorities, honoring call frequency and scheduled appointments using a road map?
portatour® plans your trips within seconds at the push of a button, giving you back valuable time which would otherwise just be left on the road. Visit more customers, drive fewer miles.
Reach your sales goals by focusing your work on important customers.
Use portatour® to visit A, B, and C customers in the right frequency. portatour® automatically selects which customers to call while also optimizing the driving route.
Customers with high priority are included more often, no customers are forgotten, letting you implement your sales strategy consistently and successfully.
Every customer is different: opening times, frequency of calls, planned holidays and duration of your visit can be maintained for each customer and are individually included in portatour's® calculations.
portatour® optionally integrates with the CRM of your choice and uses your existing customers, contacts, and appointments for route optimization. You don't have to worry about data import/export with an isolated solution.
You will come to value the help of portatour® in sales-route planning the more complex your planning needs are. This increases with the number of customers to be visited daily, with different frequencies according to customer importance and the restricted visiting hours at your customers' locations.
When does your working day start? Where do you start? Do you take breaks? How long do you work? portatour® takes your personal way of working into account.
Serve large areas with distant customers efficiently: portatour® plans intelligent tours with overnight stays to reduce long travel times. Your preferences, such as your favorite hotels or the days you want to stay home, are naturally taken into account.
Drive the racing car of route planners. At just the push of a button, portatour® puts together an optimized schedule within seconds.
portatour® takes its processing power from the portatour® server farm which brings together many high-performance servers that provide a multiple of performance compared to laptop or smartphone processors.
You can calculate schedules for up to 28 days. Out of millions of possibilities, the portatour® algorithm provides a mile-optimized proposed schedule with up to 125 client visits intelligently selected from your customer database, which can hold up to 1,000 addresses.
You know as well as anyone: no matter how well planned a schedule is, unplanned changes happen in the course of the day: waiting times at customers', contacts who don't show up or who don't have time, urgent appointments that need to be squeezed in, not to mention traffic congestion; all of which can mess up a carefully planned schedule.
Now you can respond at the push of a button and portatour® will update your schedule for the rest of the day starting from your current location. You can customize your schedule at any time by dropping proposed visits or adding additional dates.
See all your customers on a map. Where are customers who haven't been visited for a long time? What schedule is portatour® proposing for the coming days?
Take advantage of free time between appointments. Find surrounding customers who are open and stop in for a spontaneous visit.
Find your bearings with digital street maps that are updated regularly. The maps are included at no extra charge in portatour® – without having the hassle of third party licences.
Good news for sales representatives with a preference for "light luggage": You can leave your laptop at home! Your mobile will be all you need for route planning in the future.
portatour® turns any smartphone into a personal sales-route planner that automatically synchronizes with the CRM of your choice. You can update your itinerary at any point during your day by just tapping a button. Mobile access to customer and appointment data with built-in call reporting are additional features of portatour®.
Log every customer call right after the visit ends at the push of a button on your mobile phone or tablet. This means you can clear your head and get ready for your next presentation; you also spare yourself the burdensome catching-up on reports late in the evening. The data entry form for call reports can be adapted to your personal needs.
Analyze your work with portatour® Report. Statistics about your area, your customers, frequency of calls will give you valuable information on how you can improve your strategy. In the long term you will also see how many visits per day you need to do to actually achieve your desired call frequency.
Are you already using a CRM (Salesforce, Dynamics CRM, Outlook)? Integrate portatour® as add-on. Installation can be done in less than 15 minutes, you are ready on the first day.
Alternatively, all you need is a web browser to get started. Create your account, upload customers, and start driving on your optimized sales-route today.
To ensure the smooth implementation of automated sales-route planning with portatour® in your business, please contact our consultants and partners who will help you with best practices to get you started.
portatour® is available as a web application for devices with current browsers:
You can integrate portatour® with your CRM or ERP system, supported platforms are listed here.
Languages: English, German
Supported regions: Europe, North America, Australia, South Africa
Other languages and countries on request.
Download the portatour® brochure as PDF to have all important facts in one document. Circulate it to executives in your organization, to support the next steps.
* Discount per user and month
Before, I rushed to get to most of my customers. I always had the feeling of being late. portatour® now gives me a detailed itinerary and the necessary certainty that I'll be where I need to be.Simone K., Pharmaceutical Consultant
I was really surprised how easy and quick portatour® is to use. Despite initial scepticism, my team doesn't want to be without portatour® now.Ernst F., Head of IT, wholesale
Finally, I'm not wasting my time as a route planner. When appointments get delayed, all I have to do is press a button and portatour® updates my itinerary. That way I can focus on preparing for my customer calls.David P., Independent Sales Representative
portatour® lets my sales team generate significantly more revenue without having to change anything else.Rainer S., Sales Manager, craft supplies
portatour® is available in the following versions:
portatour® Anywhere runs in your web-browser on your desktop PC, notebook, tablet and smartphone. Create your account, upload customers, and start driving on your optimized sales-route today. You don't have to install anything, no need for extra software.
The portatour® app seamlessly integrates with Salesforce and Force.com applications and uses your existing accounts, contacts, leads and appointments in your calendar. The installation in your Salesforce organization via Salesforce AppExchange can be done in less than 15 minutes; your administrator can make all necessary adjustments on the first day.
For both on-premise and on-demand versions of Dynamics CRM 2011 and 2013, we offer a complete solution for synchronizing customers, contacts, leads and appointments between CRM and portatour®. Within 15 minutes, your administrator has installed and configured the app, users can access the full functionality of portatour® to make schedules and report calls as a webapp on their smartphones, tablets and notebooks.
portatour® integrates as an add-in seamlessly into the familiar Microsoft Outlook interface and accesses your existing contacts and appointments. portatour® is ready after just 5 minutes. Supported are Outlook 2007, 2010 and 2013. If you have not yet managed your customers as Outlook contacts, you can import the data from Excel/CSV or synchronize the data with a CRM-to-Outlook adapter with your CRM/ERP. On the go, additionally to Outlook, you can use portatour® Anywhere on your smartphone and tablet.
portatour® brings your customer data to the road. Regardless of which ERP/CRM system you use, portatour® Connector gives your sales team access to all relevant data on their smartphone, tablet and notebook. Synchronization works in both directions. As part of an implementation project, portatour® Connector is installed in your IT landscape and adapted to your requirements. We offer standard configuration templates for SugarCRM, Oracle Siebel and Microsoft Dynamics CRM 4.
Automated itinerary planning can save between 10–25% of the miles driven per customer visit, depending on your industry and region.
portatour® usually pays for itself if you save 3% of your mileage costs or achieve an extra customer visit per month.
In addition, consistently using portatour's® proposed schedules will lead to a higher frequency of calls to important category-A customers and thus yield more revenue per visit. Customers with lower priority are visited less often, but not forgotten!
Create your own return on investment calculation using our Excel template. Just ask for it.
No; portatour® does not store GPS records.
Yes, portatour® works with Salesforce, Microsoft Dynamics CRM 2011 and 2013, Microsoft Outlook 2007 to 2013, Siebel CRM, Sugar CRM and other CRM/ERP systems. More information here.
You can enter the appointment directly into portatour®. portatour® detects conflicts in your schedule and optimizes your itinerary to reflect the revised schedule. That way, you still have an optimized route even if your schedule changes.
Current traffic situation is not taken into account; use the navigation system of your vehicle or smartphone. portatour® can start your smartphone's navigation system at the push of a button.
Yes. Import your new customers into portatour® and portatour® calculates optimized route plans for you to reach new customers in the most efficient way in addition to attending to your existing customers.
No; you need an active data connection to use portatour® in your browser. This saves installation and updates on your mobile devices and uses the computing power of the portatour® server farm. portatour® is optimized for using a low bandwidth, as is typical for mobile use. If you need an offline version, please contact us with your needs.
portatour® is suitable for any size of business: From a one-person company to large corporations with 1,000+ field staff. Users come from many different industries: Pharmaceutical, medical, cosmetic, food, industrial and commercial needs, wholesale, collection agencies, toys, paper and stationery, merchandise, chemicals, paints and coatings, electronics, workshop supplies, craft supplies, car accessories, optics, drinks, food and beverage, tobacco, heating and sanitary, market research, mystery shopping, building services, sports and leisure goods, clothing and textiles, machinery, spare parts, materials, furniture and equipment, telecommunications, dental needs.
A user manual can be found in portatour®. It is available in German and English and offers answers to frequently asked questions in addition to a complete description of the application. Our support team is also happy to help you via email.
portatour® is used for route planning in field sales with regular client calls, one-time visits as part of a product launch, pricing and inventory control in outlets, mystery shopping, new customer acquisition, recurring service activities. It creates an optimized route-plan for a travelling salesman with multiple stops.
Would you like to present the sales-tour-planning software portatour® to your company? We are happy to prepare an online presentation for your management, sales management, IT management and key sales representatives, where we cater to your situation and answer individual questions. Contact us today.
For field sales, it's particularly important to respond to customer needs flexibly without having to adhere to any rigid, centrally planned schedules. portatour® is therefore a decentralised tour planner, i.e. the salesperson always plans his or her schedules independently and can optimize them dynamically by pressing a button.
No; portatour® is a sales-route planner and therefore requires an assignment of customers to sales representatives. For sales region planning, we work with partners proficient in geomarketing. We'll be glad to establish a contact to set up special terms in connection with portatour®.
No – portatour® is a "software as a service" application. You subscribe to portatour® as a service and save yourself costs for server hardware, software, installation, maintenance and operation. portatour® is ready from the first day, is constantly updated, works on any device with a web browser and uses the computing power of the portatour® server farm. Depending on the number of users, you can choose between quarterly and annual payments.
portatour® uses the most advanced security standards: The communication between the device and portatour® servers is SSL encrypted; to gain access you need a username and password. The portatour® servers are protected by firewalls; data is stored on encrypted disks on multiple database servers. The data centre has biometric access control and video surveillance . We do not share your data with third parties.
portatour® is designed for high availability: Multiple redundant high performance servers with automatic load balancing and failsafes, 24/7-Monitoring with automatic alarm, redundant fiber connectivity to the Internet, redundant power supply, additionally UPS and diesel generator, redundant air conditioning and fire alarm system with smoke detection and extinguishing system.
portatour is a registered trademark of impactit GmbH.
Salesforce and AppExchange are trademarks of salesforce.com, inc.
Microsoft Outlook and Microsoft Dynamics are trademarks of Microsoft Corporation.
SugarCRM is a registered trademark of SugarCRM.