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… and hundreds of other successful companies. Want your success story featured here?
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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 priority, honoring call frequencies as well as scheduled appointments, using a road map?
portatour® plans your trips within seconds at the push of a button, providing you more valuable time which would otherwise just be spent on the road. Visit more customers, drive fewer miles.
Reach your sales goals by focusing your work on important customers.
Use portatour® to visit A, B, and C customers at 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: business hours, call frequency, planned holidays and duration of your visit can be maintained for each customer and are individually included in portatour's® calculations.
Scheduled appointments from your calendar are guaranteed to be included in the schedule. Gaps in your calendar are efficiently filled by portatour® with suggested stops. This way, you'll visit the right customer at the right time.
The portatour® solution integrates with Microsoft Dynamics® CRM (2011, 2013, 2015, 2016) and synchronizes your existing accounts, contacts, leads and appointments for route optimization. You won't have to worry about importing/exporting data to/from an isolated solution.
You can also enjoy the benefits of Microsoft Dynamics® CRM: Access possible from any web browser, centralised user management, individual access rights, customizable forms and low maintenance.
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.
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.
Drive the racing car of route planners. At 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 performance multiplier, when compared to laptop or smartphone processors.
From millions of possibilities, the algorithm provides a mileage-optimized proposed schedule with up to 125 customer visits per week, intelligently selected from up to 1,000 active addresses within a territory.
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.
See all of your accounts, contacts and leads on a map. Where are customers who haven't been visited in 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 licenses.
Good news for sales representatives who prefer to "travel light": You can leave your laptop at home! Your mobile will be all you need for route planning going forward.
portatour® turns any smartphone into a personal sales-route planner that automatically synchronizes with Microsoft Dynamics® CRM. 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®.
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. You will also see how many visits per day you need to do over the long term to actually achieve your desired call frequency.
The installation in your Dynamics CRM can be done in 5 minutes; your administrator can make all necessary configurations. You are ready to go within an hour. Later, you can easily install updates.
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.
portatour® is available for Dynamics CRM 2011, 2013, 2015 and 2016 in both variants: On-Premise and On-Demand. Rollup 12 is required for Dynamics CRM 2011.
Languages: English, German, French, Spanish, Portuguese, Italian
Supported regions: Europe, North America, Central America, South America, Australia & New Zealand, South Africa
Other languages and countries on request.
Not using Microsoft Dynamics® CRM? Other supported platforms
portatour® is available in the following versions:
for Dynamics CRM
Veeva CRM Connector
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.
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.
For both on-premise and on-demand versions of Dynamics CRM 2011, 2013, 2015 and 2016, 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.
portatour® Veeva CRM Connector is installed as a managed solution in your Veeva CRM organization. The data of accounts, opening hours, cycle plans, scheduled appointments is used. portatour® automatically creates schedules to minimize driving time and maximize the number of calls. Your representatives keep working in Veeva CRM. With portatour®, they get a “magic calendar” helping them to fulfill their cycle plans for all customers.
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 an API workshop, we are happy to help you integrate portatour® into your IT landscape and adapt it to your requirements.
You currently spend an average of 50€ per customer visit, all expenses considered. With portatour®, one additional visit per day is possible, meaning 20 additional visits per month. This generates added value equivalent to 1000€ per field rep and per month.
In addition, following call suggestions proposed by portatour® leads to more frequent visits to important A customers and thus higher turnover per customer. Customers with lower priority are visited less frequently, in accordance with the call interval - but are not forgotten!
Fine-tune this return-on-investment calculator to match your situation.
No; portatour® does not store GPS records of drives. portatour® is not a de-motivational and legally questionable surveillance tool. Instead, portatour® is a great help for field reps. Visiting more customers, driving fewer miles, and spending less spare time for planning is a big motivation for field reps.
Yes, portatour® works with Salesforce, Microsoft Dynamics CRM 2011, 2013, 2015 and 2016, Siebel CRM, Sugar CRM and other CRM/ERP systems. More information here.
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. By the way: all your appointments will be synchronized with Microsoft Dynamics® CRM.
In order to calculate better and more realistic routes for you, portatour® uses historical traffic data as the basis for its optimization algorithm. “Historical traffic data” are speed data collected by navigation system and mobile phone providers through measuring the travel data of millions of drivers and providing them to us for the respective road sections in the form of a big data base, which portatour® uses for route optimization. Live traffic data is only a snapshot of the situation and is not taken into account for planning. Use the navigation system of your vehicle or smartphone. portatour® can start your smartphone's navigation system at the push of a button.
Yes. Import your new customers into Microsoft Dynamics® CRM 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.
portatour® is an online-web-application with support for offline data storage. In situations without internet connection, your most important data is readily available offline in your browser. portatour® is optimized for using a low bandwidth, as is typical for mobile use. Being a web-application, it removes the need for installation and updates on your mobile devices and leverages the computing power of the portatour® server farm for route-optimization.
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.
When receiving your account data you also get access to tutorial videos and PDF manuals in English, French and German. Within the application you will find online help. Additionally, our support team is happy to help you via email. Read more about help & support here. Optionally, we offer individual online setup workshops and user trainings for you and your team.
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.
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.
portatour® can be used for centralized, decentralized and combined route planning. Decentralized planning means that the field reps plan their routes themselves using portatour®. This is the most common way portatour® is used, as – especially in field sales – it is particularly important to adjust when appointments change and flexibly satisfy customer needs (more information in this article). Centralized planning is the case when back-office staff uses portatour® to plan routes for the field rep team. A combined method is possible: back-office arranges appointments with customers and creates an initial plan which is then adapted dynamically by the field reps who also use portatour® to fill gaps with additional customer visits.
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.
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. You can choose between quarterly and annual payments.
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®.
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.
Do you already have a trial or paid account? Then you received your personal access link in an email with subject “your trial account” or “your account”. If you are an employee of an enterprise using portatour®, you receive your access link from your administrator. Your access link works on PCs, smartphones, and tablets. If you do not have an account yet, you can sign up for a free trial here.
Katharina Klein, MA
André Liss, BA
Veronika Farkas, MA
Hannes Wizany, BSc
Stefania Chirita, MSc
Johannes Walder, MSc
Elena Ciacchi, MA
Jonas Kibitzki, MA
Helga Kurzweil, MA
Alexandre Pires Vieira, LLM