Are you wasting your time with route planning? You would prefer to have more time with your customers? Then portatour® route planning is the solution you’ve been looking for.
It's a huge challenge to successfully put your sales strategy into action and visit customers according to a deliberate interval. Not so with portatour® sales route planning software:
Do you want to know where your ABC customers are to understand the territory's full dimensions? Get an overview with the portatour® route planning map:
The portatour® route planning app offers a manual data import or will integrate with the CRM of your choice. No matter what your "data situation" looks like, portatour® provides an easy and suitable solution for you to have the needed information available in your route planning software.
for Excel, CSV, ...
for Dynamics CRM
Veeva CRM Connector
The portatour® Anywhere route planning app runs in your web-browser on the device of your choice. Simply upload your addresses from an Excel, ODS, or CSV file, and start driving on optimized sales routes today.
The portatour® route planning app seamlessly integrates with Salesforce and Force.com applications and uses your existing accounts, contacts, leads and appointments for route optimization. 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, 2013, 2015, 2016 and 365, we offer a complete solution for synchronizing accounts, contacts, leads and appointments between Dynamics CRM and portatour®. Within 15 minutes, your administrator has installed the app. All necessary configurations can be done on the first day. Users can access the full functionality of portatour® to plan routes and report calls as a webapp on their smartphones, tablets and notebooks.
portatour® Veeva CRM Connector is an off-the-shelf software which is installed as a managed solution in your Veeva CRM Organization. The data from Accounts, Office Best Times, Cycle Plans, and saved Calls are taken into account when portatour® automatically creates schedules to minimize travel times and maximize the number of visits. Your employees will continue to use Veeva CRM. portatour® provides them a "magic calendar" that helps them meet their cycle plans for all customers. More details in the Feature List
portatour® makes your customer data mobile. Whichever ERP/CRM system you use, the portatour® API provides your field service with all the relevant data for route planning on smartphones, tablets and notebooks. The API is included in all portatour® company accounts, which you have as of two field rep licenses. The synchronization can be done in both directions. As part of a Data Exchange Workshop or an API Developer Workshop, we are happy to help you integrate portatour® into your IT landscape and adapt it to your requirements.
Full version. No credit card required. Automatic termination.
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Alexandre Pires Vieira
portatour® is a registered trademark of impactit GmbH.
Salesforce® and AppExchange are trademarks of salesforce.com, Inc.
Microsoft Dynamics® is a trademark of Microsoft Corporation.