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More customer visits, fewer miles, more time

Are you spending more time in the car and planning than with the customer? Is it hard to put together a meaningful route plan with all of your customers, ranked by priority, honoring call frequencies as well as scheduled appointments, using a road map?

Our route planner creates 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.

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More efficiency

The right customer at the right time

Reach your sales goals by focusing your work on important clients.

Use the route planner portatour® to visit A, B, and C customers at the right frequency. portatour® automatically selects whom to call while also optimizing the driving route.

Customers with high priority are included more often. No one is forgotten, letting you implement your sales strategy consistently and successfully.

Every business partner 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.

More customers – more time

Seamlessly integrated with the CRM of your choice

portatour® optionally integrates with the CRM of your choice and uses your existing accounts, contacts, and appointments for route optimization. You don't have to worry about data import/export with an isolated solution.

integrated with

mutliple CRMs

You are the ideal portatour® user

You…

  • are active in the field
  • plan your own tours
  • serve more than 100 clients in your area
  • visit at least 4 clients per day
  • and spend 2 hours a day or more in the car.

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 addresses to be visited daily, with different frequencies according to importance and the restricted visiting hours.

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The ideal portatour® user

You decide the way you work

When does your working day start? Where do you start? Do you take breaks? How long do you work? The route planning algorithm takes your personal way of working into account.

Serve large areas with distant locations 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.

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Decide the way you work

The racing car of route planners

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.

The racing car of route planners

Your Assistant for Schedule Updates

You know as well as anyone: no matter how well planned a schedule is, unplanned changes happen in the course of the day: unexpected waiting times, 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.

Your Assistant for Schedule Updates

Get the overview

See all your customers on a map. Where are contacts who haven't been visited in a long time? What schedule is the route planner 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.

Get the overview

Perfectly connected on the go

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 the CRM of your choice. You can update your itinerary at any point during your day by just tapping a button. Mobile access to account and appointment data with built-in call reporting are additional features of portatour®.

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Smartphone

Simple reports, intelligent analysis

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 accounts, 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.

Report

Start today

Are you already using a CRM system (Salesforce, Dynamics CRM)? Integrate portatour® as an add-on. Installation can be done in less than 15 minutes and you are ready on the first day.

Alternatively, all you need is a web browser to get started. Create your account, upload addresses, and start driving on your optimized sales-route today.

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.

Start today
 

Technical Requirements

portatour® is available as a web application and works on all devices with updated browsers:

  • Smartphones and tablets with iOS or Android
  • Laptops and desktops with Microsoft Windows, MacOS or Linux
  • Current browsers supporting HTML5

Integrate portatour® into your CRM or ERP. Here are some of the supported platforms.

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.

requirements

Pricing

How many field reps?

  • Enterprise
  • Enterprise
  • Enterprise

Billing cycle?

Price

  

per field rep per Month

excl. VAT

Features

Route Optimization

  • Intelligent multi-optimization
  • Minimized driving distance
  • Maximized calls/visits
  • Automatic customer selection
  • Manual customer selection
  • Optimized call/visit schedule
  • Optimized call/visit frequency
  • Fast calculation < 10 Sec.
  • Long-term planning up to 16 weeks
  • Multiple stops per week up to 125
  • Optimize anytime
  • Overnight routes
  • Daily view
  • Weekly view
  • Drag-and-drop in the calendar
  • Monthly view
  • Map view
  • Driving time and distance
  • Include new leads
  • Reminders
  • Scheduled appointments
  • Flexible appointments
  • Full- and multi-day-appointments
  • Overnight appointments
  • Recurring appointments
  • Appointment suggestions
  • Telephone calls
  • Special locations
  • Business hours
  • Preferred call times
  • Accounts on vacation
  • Call duration
  • Launch navigation software
  • Route export
  • iCal sharing

Personal Settings

  • Home location
  • Working hours
  • Lunch break
  • Driving speed
  • Days off
  • Preferred hotels

Maps with Overview

  • Route view
  • All customers on a map
  • Lasso-selection
  • Filter
  • Different Coloring
  • Individual symbols for customers
  • Current location
  • Surrounding customers
  • Automatic geocoding
  • Map license included
  • Map updates included

Rich Customer Management

  • Customers max. 3000
  • Import assistant
  • … from Excel (XLS, XLSX)
  • … from OpenDocument (ODS)
  • … from text-files (CSV, TXT)
  • Update assistant
  • Quick search
  • Alphabetical index
  • Extended search
  • Sort & filter
  • Mass editing
  • Map view
  • Create new customers
  • Automatic geocoding
  • Standard fields
  • Business hours
  • Preferred call times
  • Accounts on vacation
  • Call interval/frequency
  • Call duration
  • Last call/visit date
  • Call/visit history
  • Upcoming appointments
  • Call/visit notes
  • Custom fields
  • Export
  • Transfer to other users

Effective Sales Call Reports

  • Fast report writing
  • Standard fields
  • Automatic pre-filling
  • Custom fields
  • Optional geotagging
  • Follow-up call note
  • Call history per client
  • Export
  • iCal sharing
  • Email delivery

Meaningful Statistics

  • Calls made per day
  • Ideal calls per day
  • Effective working hours per day
  • Average call duration
  • Call urgency of customers
  • Overdue customers
  • Classification by call interval
  • Classification by call duration
  • Classification by business hours
  • Territory analysis by driving distance

Central Administration for Organizations

  • Free admin accounts
  • Free back office accounts
  • User management with roles
  • User groups
  • Import/export of users
  • Permission management
  • Log in as different user
  • Organization-wide default settings
  • Custom fields
  • Export all data
  • Delete all data
  • Backup & restore
  • API
  • OData feed for live data analysis

Quality & Security

  • Offline capability
  • High performance servers
  • High availability
  • SSL-encrypted communication
  • Encrypted data storage
  • Server location Vienna/Europe
  • Secure data center
  • Own servers
  • No installation needed
  • Automatic updates

Supported Devices and Browsers

  • PCs & notebooks
  • … Windows
  • … Mac OS X
  • … Linux
  • Tablets
  • … iPad
  • … Android
  • … Windows
  • Smartphones
  • … iPhone
  • … Android
  • HTML5 browser
  • … Internet Explorer
  • … Firefox
  • … Chrome
  • … Safari
  • … Microsoft Edge

Help & Support

  • PDF manual
  • Online help
  • 1-2-3-tutorial
  • Email support
  • Reply within 24h
  • Optional training

Availability

  • Languages
  • … English
  • … German
  • … French
  • … Spanish
  • … Portuguese
  • … Italian
  • Regions
  • … Europe
  • … North America
  • … Central America
  • … South America
  • … Australia & New Zealand
  • … South Africa

Start quickly

  • Free trial 30 days
  • Account in 5 minutes
  • No credit card required
  • Quick data import
  • Try with demo-data
  • Easy to use

portatour® for Salesforce

  • Available in AppExchange
  • Installation in 15 minutes
  • Supported Versions
  • … Professional Edition
  • … Enterprise Edition
  • … Unlimited Edition
  • … Force.com-Platform
  • Integration with Accounts
  • Integration with Contacts
  • Integration with Leads
  • Integration with Events
  • Uses existing data
  • Calculate schedule in Salesforce
  • View map in Salesforce
  • Synchronize with Anywhere

portatour® for Microsoft Dynamics CRM

  • Installation in 15 minutes
  • Supported Versions
  • … Dynamics CRM 2011
  • … Dynamics CRM 2013
  • … Dynamics CRM 2015
  • … Dynamics CRM 2016
  • … Dynamics CRM 365
  • … On Premise
  • … On Demand
  • Integration with Accounts
  • Integration with Contacts
  • Integration with Leads
  • Integration with Appointments
  • Uses existing data
  • Synchronize with Anywhere

portatour® Veeva CRM Connector

  • Veeva Technology Partner
  • Installation as Managed Solution
  • Advantages
  • … Reduces planning effort
  • … Minimizes driving times
  • … Maximizes number of visits
  • … Fulfills cycle plans
  • Schedule calculation
  • … in Veeva CRM Online
  • … in portatour® Anywhere
  • … at the click of a button
  • … automatically daily/weekly
  • Automatic scheduling of visits uses
  • … Accounts
  • … Office Best Times
  • … Territories
  • … Cycle Plans
  • … Remaining visits
  • … Saved appointments
  • … Time off territory
  • … Last Activity/Date of Visit
  • Use of the schedule in
  • … Veeva CRM Online
  • … Veeva CRM Mobile
  • … portatour® Anywhere
  • User Management
  • … Salesforce User
  • … Salesforce Roles
  • … Permission management
  • Synchronize with Anywhere

portatour® API

  • Synchronize your CRM/ERP
  • HTTPS interface
  • … Calling from the command line
  • … Calling from batch scripts
  • … Calling from program code
  • … Calling directly in the browser
  • … SSL encrypted data transfer
  • Ready to go
  • Import and export of
  • … Users
  • … Customers
  • … Appointments
  • … Call reports
  • Supported file formats
  • … Text (CSV, TXT)
  • … Excel (XLS, XLSX)
  • … OpenDocument (ODS)
  • Individual column order
  • User-defined key fields
  • Easy configuration
  • Selective update
  • Automatic deletion
  • Automatic transfer of customers
  • Automated user management
  • Export of schedules
  • Launching of schedule calculation
  • Export of portatour® Report
  • Find surrounding customers
  • Find customers along the way

Products

portatour® is available in the following versions:

Anywhere

Anywhere

The portatour® Anywhere route planner runs in your web-browser on your desktop PC, notebook, tablet and smartphone. Create your account, upload addresses, and start driving on your optimized sales-route today. You don't have to install anything, no need for extra software.

Frequently Asked Questions

How much do I save with portatour®? How soon does it pay off?

Will portatour® record the routes I drive?

Can I use portatour® with Salesforce, Dynamics CRM or other CRM/ERP systems?

Somebody calls and wants to have an appointment – how does portatour® react?

Can portatour® help me avoid traffic jams?

Does the portatour® route planner help me win new leads?

Is there an offline version of portatour®?

For which industries is route planning suitable?

How do I get help and support for portatour®?

Which use cases is portatour® suitable for?

I'd like to get a demonstration of portatour®.

Can I try portatour® without obligation or cost?

Is portatour® for centralized or decentralized route planning?

Can I use portatour® for districting or geo-marketing?

Can I buy a perpetual portatour® license?

How secure is portatour®?

Is portatour® compliant with GDPR?

Is the route planner portatour® available 24/7?

Where is the login? How do I get my access link?

Contact us!

If you are unable to reach us due to different timezones, please send an email to moc.ruotatrop@selas.

Contact

Katharina Klein, MA

Contact

André Liss, BA

Contact

Stefania Chirita, MSc

Contact

Jonas Kibitzki, MA

Contact

Elena Ciacchi, MA

Contact

Martina Netopilová, MSc

Contact

Magdalena Flink, MSc

Contact

Judith Eiring, PhD

Contact

Alexandre Pires Vieira, LLM

Contact

Victoria Lanza, MSc

Contact

Paul Laboureix, MA