{"id":355,"date":"2014-09-30T17:24:04","date_gmt":"2014-09-30T17:24:04","guid":{"rendered":"http:\/\/www.portatour.com\/blog\/?p=355"},"modified":"2025-03-26T14:30:31","modified_gmt":"2025-03-26T14:30:31","slug":"show-customers-on-map-route-mapping-software-for-geomarketing","status":"publish","type":"post","link":"https:\/\/www.portatour.com\/blog\/en\/show-customers-on-map-route-mapping-software-for-geomarketing\/","title":{"rendered":"Show customers on map: Route mapping app for Geomarketing"},"content":{"rendered":"

Do you want to see\u00a0your 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\u00ae\u00a0sales-route mapping\u00a0software, it’s a breeze\u00a0to 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\u00ae can calculate an optimized route<\/a> for you. Read on to find out the possibilities that portatour\u00ae route mapping software offers for geomarketing and route-planning<\/a>. <\/p>\n

Show customers and addresses on a map<\/h2>\n

In this first example, you see customer data imported from an Excel file displayed on a map. Customers are colored by “urgency for field sales”: customers ripe\u00a0for a visit are yellow and red; customers recently visited are green. Additional symbols indicate important customers.<\/p>\n

\"show<\/a><\/p>\n

Start today with portatour\u00ae \u2013 no download or installation needed<\/h2>\n

portatour\u00ae\u00a0is a web-application running in all modern web-browsers. No time-consuming download of software or map material is needed. You don’t need to install portatour\u00ae either. Just get your free trial account<\/strong><\/a> online, then follow the steps below to show customers on the map.<\/p>\n

\n

Show customers on map with portatour\u00ae!<\/h3>\n
Start 30-day free trial!<\/a><\/div>\n<\/div>\n

Importing data from Excel or from a customer database (CRM\/ERP)<\/h2>\n

portatour\u00ae supports importing addresses from Excel, OpenOffice, and text\/CSV-files. An import wizard<\/strong> guides you step-by-step through the customer import process. portatour\u00ae is adaptive when importing data: the columns in the imported file do not have to conform to a predefined schema. Rather, the columns of the file are matched to the fields in portatour\u00ae once during\u00a0the\u00a0import process. Alternatively, customer data can be imported directly from Salesforce, Dynamics CRM and other CRM\/ERP systems. Learn more about importing customer data<\/a>.<\/p>\n

Accessing data via PC, smartphone, tablet<\/h2>\n

Once imported, your customer data is stored in the portatour\u00ae cloud and can be accessed on each and any of your devices: desktop PC, notebook, tablet, and\/or smartphone. You get an overview of your customer data and can show your customers on a map from any device. For example, on a tablet:<\/p>\n

\"show<\/a><\/p>\n

Coloring based on data \u2013 \u201cpainting by numbers\u201d<\/h2>\n

In addition to importing addresses, portatour\u00ae supports importing custom fields. Import data regarding the revenue, industry, potential, call frequency, etc. of your customers to color them according to these criteria\u00a0on your map. In the following example, the customers are shown by revenue-class<\/strong>. Important customers with higher turnover\u00a0are darker.<\/p>\n

\"Map<\/a><\/p>\n

Individual customer symbols<\/h2>\n

Assign meaningful symbols to each customer. portatour\u00ae offers hundreds of different symbols. You can also import them \u2013 all characters from the UTF-8 character set are supported:<\/p>\n

\"Individual<\/a><\/p>\n


\nComplex filters made easy<\/span><\/p>\n

Do you want to see only certain clients and show those customers on map? Create a custom filter in a minute. For example, when planning a campaign for all customers from ZIP-code 83* with revenue above $10,000 and where you know the phone number, create a filter:<\/p>\n

\"User<\/a><\/p>\n

portatour\u00ae: Much more than geomarketing & showing customers on a map<\/h2>\n

This article only provides a brief introduction to how you can display and show customers and Excel addresses on a map. portatour\u00ae is also a route planner for field reps and outside sales<\/strong>.<\/p>\n

Try portatour\u00ae for free now!<\/a><\/div>\n

 
\nIt automatically calculates how to visit as many customers as possible with minimal driving time. Easy entering of call reports and auto-generated performance-statistics make portatour\u00ae the perfect tool for mobile field representatives.<\/p>\n

Read more about the portatour\u00ae\u00a0sales route mapping software\u00a0at www.portatour.com<\/a> <\/strong>.<\/p>\n","protected":false},"excerpt":{"rendered":"

Do you want to see\u00a0your 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\u00ae\u00a0sales-route mapping\u00a0software, it’s a breeze\u00a0to import your address data, automatically geocode it, and show it on a map. Colors can be used to indicate a customer’s […]<\/p>\n","protected":false},"author":7,"featured_media":5192,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11],"tags":[],"class_list":["post-355","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-route-planning"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.portatour.com\/blog\/en\/wp-json\/wp\/v2\/posts\/355","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.portatour.com\/blog\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.portatour.com\/blog\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.portatour.com\/blog\/en\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/www.portatour.com\/blog\/en\/wp-json\/wp\/v2\/comments?post=355"}],"version-history":[{"count":31,"href":"https:\/\/www.portatour.com\/blog\/en\/wp-json\/wp\/v2\/posts\/355\/revisions"}],"predecessor-version":[{"id":6636,"href":"https:\/\/www.portatour.com\/blog\/en\/wp-json\/wp\/v2\/posts\/355\/revisions\/6636"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.portatour.com\/blog\/en\/wp-json\/wp\/v2\/media\/5192"}],"wp:attachment":[{"href":"https:\/\/www.portatour.com\/blog\/en\/wp-json\/wp\/v2\/media?parent=355"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.portatour.com\/blog\/en\/wp-json\/wp\/v2\/categories?post=355"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.portatour.com\/blog\/en\/wp-json\/wp\/v2\/tags?post=355"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}