• journey planner software for field sales reps

    My personal
    journey-planner software
    for field sales reps

    With portatour®, discover the future of fully automated journey-planner software for field sales reps, consultants, and service team members.

    Watch video free trial
  • portatour on Samsung Galaxy S4

    More customer visits,
    fewer miles

    Automatic scheduling cuts up to 25% of miles driven to customer locations, reducing fleet costs and CO2 emissions.

    Watch video free trial
  • portatour® – my first route plan in 5 minutes – tutorial video
  • CRM Integration

    Seamlessly integrated with the CRM of your choice.

    You can integrate portatour® with your CRM systems to get optimized sales routes to your existing customers, contacts, and appointments.

    Watch video free trial
  • portatour on iPhone

    portatour®
    always at your side

    portatour® turns any smartphone and tablet into a personal itinerary planner. Use your Apple iPhone, iPad, Android, BlackBerry or Windows Phone and you are perfectly connected on the go.

    Watch video free trial
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more successfull users of portatour®...

More customer visits, fewer miles, more time

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.

more...

More efficiency

The right customer at the right time

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.

more...

More customers – more time

Seamlessly integrated with the CRM of your choice

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.

integrated with

mutliple CRMs

How portatour® works

How portatour works

You are the ideal portatour® user

You…

  • are active in the field
  • plan your own tours
  • serve more than 100 clients in your area
  • visit at least 4 clients per day
  • and spend 2 hours a day or more in the car.

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.

more...

the perfect portatour user

You decide the way you work

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.

more...

decide the way you work

The racing car of route planners

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.

the racing car of route planners

Your Assistant for Schedule Updates

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.

Your Assistant for Schedule Updates

Get the overview

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.

Get the overview

Perfectly connected on the go

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®.

more...

Smartphone

Simple reports, Intelligent analysis

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.

Reports

Start today

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.

Start today
 

Technical Requirements

portatour® is available as a web application for devices with current browsers:

  • Smartphones and tablets with iOS, Android, Blackberry, or Windows Phone
  • Laptops and desktop PCs with Microsoft Windows, MacOS or Linux
  • Current browsers with HTML 5 support

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.

requirements
 

Pricing

How many users?

  • - 10 *

  • - 20 *

Payment-period?

  • - 10 *

Price

per User per Month.
excl. VAT
Valid since 11/1/2013

* Discount per user and month

Features

Route Optimization

  • Intelligent multi-optimization
  • Minimized driving distance
  • Maximized calls/visits
  • Automatic customer selection
  • Manual customer selection
  • Optimized call/visit schedule
  • Optimized call/visit frequency
  • Fast calculation < 10 Sec.
  • Long-term planning up to 28 days
  • Multiple stops per routeup to 125
  • Optimize anytime
  • Overnight routes
  • Daily view
  • Weekly view
  • Monthly view
  • Map view
  • Driving time and distance
  • Include new customers
  • Reminders
  • Scheduled appointments
  • Flexible appointments
  • Full- and multi-day-appointments
  • Overnight appointments
  • Recurring appointments
  • Telephone calls
  • Special locations
  • Business hours
  • Preferred call times
  • Customers on vacation
  • Call duration
  • Launch navigation-software
  • Route export
  • iCal-sharing

Personal Settings

  • Home location
  • Working hours
  • Lunch break
  • Driving speed
  • Days off
  • Preferred hotels

Maps with Overview

  • Route view
  • All customers view
  • Filter
  • Colors show urgency
  • Own location
  • Surrounding customers
  • Automatic geocoding
  • Map license included
  • Map updates included

Rich Customer Management

  • Customers max. 1000
  • Import assistant
  • … from Excel (XLS, XLSX)
  • … from OpenDocument (ODS)
  • … from text-files (CSV, TXT)
  • Update assistant
  • Quick search
  • Alphabetical index
  • Extended search
  • Sort & filter
  • Mass editing
  • Map view
  • Create new customers
  • Automated geocoding
  • Standard fields
  • Business hours
  • Preferred call times
  • Customers on vacation
  • Call interval/frequency
  • Call duration
  • Last call/visit date
  • Call/visit history
  • Upcoming appointments
  • Call/visit notes
  • Custom fields
  • Export
  • Transfer to other users

Effective Sales Call Reports

  • Fast report writing
  • Standard fields
  • Automatic pre-filling
  • Custom fields
  • Follow-up-call note
  • Call history per customer
  • Export
  • iCal share
  • Email delivery

Meaningful Statistics

  • Effective calls per day
  • Ideal calls per day
  • Effective working hours per day
  • Mean call duration
  • Call urgency of customers
  • Overdue customers
  • Classification by call interval
  • Classification by call duration
  • Classification by business hours
  • Territory analysis by driving distance
  • Calls per day

Central Administration for Organizations

  • Free admin accounts
  • User management
  • Log in as different user
  • Organization-wide settings
  • Custom fields
  • Export all data
  • Delete all data
  • Backup & restore

Supported Devices and Browsers

  • PCs & notebooks
  • … Windows
  • … Mac OS X
  • … Linux
  • Tablets
  • … iPad
  • … Android
  • Smartphones
  • … iPhone
  • … Android
  • … Windows Phone
  • … BlackBerry
  • HTML5-browser
  • … Internet Explorer
  • … Firefox
  • … Chrome
  • … Safari

Help & Support

  • PDF manual
  • Online manual
  • 1-2-3-tutorial
  • Email support
  • Reply within 24h
  • Optional training

Quality & Security

  • High performance servers
  • High availability
  • SSL-encrypted communication
  • Encrypted data storage
  • Server location Vienna/Europe
  • Secure data center
  • Own servers
  • No installation needed
  • Automatic updates

Availability

  • Languages
  • … German
  • … English
  • Regions
  • … Europe
  • … North America
  • … Australia
  • … South Africa

Start quickly

  • Free trial30 days
  • Account in 5 minutes
  • No credit card required
  • Quick data import
  • Try with demo-data
  • Easy to use

portatour® for Outlook

  • Installation in 5 minutes
  • AddIn for Outlook
  • Supported Versions
  • … Microsoft Outlook 2007
  • … Microsoft Outlook 2010
  • … Microsoft Outlook 2013
  • Integration with Address book
  • Integration with Calendar
  • Uses existing data
  • Calculate schedules in Outlook
  • View map in Outlook
  • Synchronize with Anywhere
  • Import & export-assistant

portatour® Android App

  • Customer-Import from Address-Book

portatour® for Salesforce

  • Available in AppExchange
  • Installation in 15 minutes
  • Supported Versions
  • … Professional Edition
  • … Enterprise Edition
  • … Unlimited Edition
  • … Force.com-Plattform
  • Integration with Accounts
  • Integration with Contacts
  • Integration with Leads
  • Integration with Events
  • Uses existing data
  • Calculate schedule in Salesforce
  • View map in Salesforce
  • Synchronize with Anywhere

portatour® for Microsoft Dynamics CRM

  • Installation in 15 minutes
  • Supported Versions
  • … Dynamics CRM 2011
  • … Dynamics CRM 2013
  • … On Premise
  • … On Demand
  • Integration with Accounts
  • Integration with Contacts
  • Integration with Leads
  • Integration with Appointments
  • Uses existing data
  • Synchronize with Anywhere

portatour® Connector

  • Synchronizes with your CRM/ERP
  • … e.g. Sugar CRM
  • … e.g. Siebel
  • … e.g. custom systems
  • Windows service
  • XCopy-installation
  • Configuration with XML-file
  • Synchronizes data:
  • … Users
  • … Customers
  • … Appointments
  • … Call reports
  • Data format CSV
  • Data format SQL-views

References

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

Products

portatour® is available in the following versions:

Anywhere

Anywhere - portatour® for the web

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.

Salesforce

portatour® for Salesforce®

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.

Dynamics

portatour® for Microsoft Dynamics® CRM 2011 and 2013

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.

Outlook

portatour® for Microsoft Outlook®

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.

Connector

portatour® Connector

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.

Frequently Asked Questions

How much do I save with portatour®? When is the return of invest?

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.

Will portatour® record the routes I drive?

No; portatour® does not store GPS records.

Can I use portatour® with Salesforce, Dynamics CRM, Outlook or other CRM/ERP systems?

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.

A customer calls and wants to have an appointment—how does portatour® react?

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.

Can portatour® help me avoid traffic jams?

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.

Does portatour® help me win new customers?

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.

Is there an offline version of portatour®?

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.

For which industries is portatour® suitable?

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.

How do I get help and support for portatour®?

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.

Which uses cases is portatour® suitable for?

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.

I'd like to get a demonstration of portatour ®.

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.

Can I try portatour® without obligation or cost?

Yes. Sign up for a free trial of portatour® Anywhere, a web-version without further requirements. The trial license will automatically expire after 30 days and is limited to 2 users. There are no costs. You can also try an integration into the CRM of your choice.

Is portatour® for centralized or decentralized route planning?

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.

Can I use portatour® for districting or geo-marketing?

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®.

Can I buy a perpetual portatour® license?

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.

How secure is portatour®?

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. More information on data security at portatour®.

Is portatour® available 24/7?

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.

Contact us today!

Leo Sauermann

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.