People

Our services

A quick and successful portatour® rollout – we help you getting there. Benefit from the experience we gain in over 100 successful rollouts each year.

setup workshop

Setup Workshop
Topic: setting up portatour®

user training

User Training
Topic: using portatour®

API Workshop

API Workshop
Topic: automatic data import and export

Additionally, read our 12 tips for deploying portatour® successfully in your company.

Setup Workshop

Setup Workshop

This workshop is to get portatour® up and running together with you. You learn valuable tips & tricks, avoid pitfalls in the configuration and guarantee a smooth, productive start for your field rep team.

  • Target audience: outside sales director and IT administrators
  • Topics: user management, customer data preparation with data quality inspection, definition of your call (visit) strategy, setting of parameters for route-planning and optimization, software configuration, custom fields for customers and call reports, data import and export, preliminary talk about user training
  • Attending: via TeamViewer online conference
  • Prerequisite: portatour® user licenses ordered in the online-shop
  • Duration: approx. 2 hours
  • Price: excl. VAT.
  • Preparation by you: Prepare exemplary customer data of one field rep as Excel or CSV. Customer name, address, unique customer-number are needed at minimum. Call interval in days and date of last call are recommended. Additional fields useful for field reps are possible to import, i.e. telephone, email-address, contact person, industry, revenue. Create an up-to-date export from CRM/ERP, if applicable.
  • Exclusive: The workshop is hosted exclusively and individually for you.
  • Process: After ordering and setting the date, you receive an invitation link to join a TeamViewer online video-conference. When the workshop starts, either we call you or you dial into a teleconference, should participants attend from multiple locations.
  • Optional topics: API interface for export/import, Dynamics CRM setup, Salesforce setup

Order by sending an email to containing the desired week(s). We then offer you available appointments to choose from.

User Training

User Training

During the online-user-training, your field reps learn how to use portatour® effectively every day for route- and appointment-planning and call reporting.

  • Target audience: field reps, IT-support team, field & sales management
  • Topics: Logging in, user interface, route planning, planning parameters, appointments, working through a day's route, call reporting, customer management, statistics, data synchronization, options, …
  • Attending: via TeamViewer online conference. Dial-in from multiple locations possible, maximum of 15 participants.
  • Duration: approx. 2 hours
  • Price: excl. VAT. for the group of all participants
  • Optional: Video-recording + excl. VAT.
  • Prerequisite: portatour® user licenses bought in the online-shop, users created and customer data imported. We recommend booking the setup-workshop as a preparation of the user-training.
  • Exclusive: The user-training is presented exclusively and individually for you.
  • Procedure: After ordering and setting the date, you receive an invitation link to join a TeamViewer online video-conference. When the training starts, either we call you (please tell us the telephone number of the meeting room) or the participants dial into a teleconference, should they attend from multiple locations.

Order the training by sending an email to containing the desired week(s). We then offer you available appointments to choose from.

API Workshop

API Workshop

This workshop is a hands-on training for the portatour® Anywhere API (=programming interface). You will learn using the API to import and export data and get hints on automatization.

  • Target audience: IT/CRM administrators, programmers
  • Topics: All API functions, customer data preparation with data quality inspection, custom fields, data import and export, key fields for update mode, automation using batch-files and cURL
  • Attending: via TeamViewer online conference
  • Prerequisite: portatour® user licenses ordered in the online-shop. It is recommended to conduct a setup-workshop before.
  • Duration: approx. 2 hours
  • Price: excl. VAT.
  • Preparation by you: Prepare exemplary customer data of one field rep as Excel or CSV (see setup-workshop). Create an up-to-date export from CRM/ERP, if applicable. Install cURL (SSH&SSL) or a comparable commandline HTTP client on the PC or server you are going to use during the workshop.
  • Exclusive: The workshop is hosted exclusively and individually for you.
  • Process: After ordering and setting the date, you receive an invitation link to join a TeamViewer online video-conference. When the workshop starts, either we call you or you dial into a teleconference, should participants attend from multiple locations.

Order by sending an email to containing the desired week(s). We then offer you available appointments to choose from.