portatour® route-planner now also available for Microsoft Dynamics CRM 2015 – with offline-mode for mobile field reps

Are you already using Microsoft Dynamics CRM for your field reps? Are you thinking about switching to Dynamics CRM 2015? Then we have good news for you: the portatour® route-planner is now compatible with Microsoft Dynamics CRM 2015 – in addition to the 2013 and 2011 versions.

portatour® is currently known not only as the fastest fully automatic sales-route-planner available for Dynamics CRM, but it also offers an offline mode, which allows field reps to access their appointments, customer data and call reports anytime and anywhere. PC, notebook, tablet and smartphone are all supported.

Equip your field reps with the route-planner to visit more customers and drive fewer miles.

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These trainings improve sales reps’ route planning

Do you want to improve your field-reps performance? In sales, consulting or service – with automated route-planning you visit more customers and drive fewer miles. A +25% efficiency boost is possible – enduring. Each year we accompany over 100 enterprises when rolling out portatour® for route-planning and we thereby know, what makes a project successful. Profit from our experience and book trainings for your reps and workshops for your administrators:

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success stories

5 success-stories with the portatour® route-planner

portatour® is used successfully by thousands all over the world. Here are the stories of five companies who are empowering their field reps with portatour®. Read first-hand accounts of how portatour® enables more sales calls each day, how quickly portatour® can be rolled out, how much revenue and customer visits are increased and what new insights companies gained on their field operations through portatour® reporting. Continue reading

Illustration: winners-losers-web-over-desktop-route-planner

10 reasons why modern web-route-planners beat native smartphone-apps and Windows software

When providing field reps with software for route-planning, one important question needs to be answered: Which devices will we support? There are many options: iPhone, iPad, Android, Blackberry, Windows Phone. Should we also support notebooks and desktop-PCs running Windows, Mac OS or Linux? Each device needs its own app. Each operating system a different software. And what if this needs to be changed in the future?

Make your life easier and stay flexible by choosing a web-based application! This article shows 10 reasons why a modern web-based route-planner outperforms platform-specific apps and Windows software.

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Microsoft Streets & Trips Alternative: portatour

Great Microsoft Streets & Trips (AutoRoute) Alternative: portatour®

Microsoft Streets & Trips (also called AutoRoute) will be discontinued by 31st December 2014. Looking for a better alternative? Then consider the online route-planner portatour®portatour® supports multi-stop route-planning for up to 125 stops per week, it can show up to 3.000 addresses on a map and has many more functions for professional route planning and route optimization. It is especially useful for professional sales reps working in outside sales, support and service. Read on to learn about essential features and tips for switching.

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show customers on map

Show customers on map: Route mapping software for Geomarketing

Do you want to see your customers or other addresses on a map? Is your data currently in an Excel file or within a customer relationship management system (CRM/ERP)? Using portatour® sales-route mapping software, it’s a breeze to import your address data, automatically geocode it, and show it on a map. Colors can be used to indicate a customer’s revenue, industry, call frequency, or other criteria. Additionally, an individual symbol can be assigned to each customer. If you do field sales and visit the customers, portatour® can calculate an optimized route for you. Read on to find out the possibilities that portatour® route mapping software offers for geomarketing and route-planning. Continue reading