30% time saving in route planning
Smart route planning at the touch of a button
Fairly and efficiently organized sales territories
Structured reports instead of paperwork
Fewer empty kilometers, lower costs
Make consistent use of sales opportunities
In the medical technology and pharmaceutical industries, it is quite easy to build a bridge to the sales force. Whether in a doctor's office, hospital, or pharmacy, your customers expect sound advice, accurate information, and above all, reliability. As in many other industries, time pressure, documentation requirements, and scheduling conflicts are constantly increasing in everyday life. portatour® ensures that your sales force works efficiently and profitably in every case.
Thanks to automatic route planning and intelligent territory planning, your employees can reach more customers while optimizing capacity utilization. portatour® takes cycle plans and targets into account so that each customer is visited exactly as often as specified in the cycle. Eliminate time-consuming manual planning and increase your sales with optimally planned visits. Pharmaceutical representatives, medical device consultants, and sales teams in the clinical sector benefit from the structure, flexibility, and efficiency that portatour® brings to their field service processes. This gives your team more time with customers and greater success in the healthcare sector.
portatour® takes into account individual visit times, time slots, and priorities of doctors, pharmacies, or clinics when planning, provided that the target for the respective cycle has not yet been reached and contact persons are realistically available.
In an industry in which different contacts per facility are not uncommon, portatour® allows multiple contacts to be maintained, including individual visit rules and frequencies. Here, too, individual cycle goals and targets can be defined for each contact so that no customer is over- or underserved.
After mergers, territory expansions or personnel changes, sales territories are often cut illogically. portatour® Territory Optimization analyzes and creates fair and balanced sales territories.
Healthcare professionals expect discretion and professionalism. portatour® supports your field service team with a simple and professional reporting system for responsible documentation.
In the pharmaceutical and medical technology industry, precision counts more than anything else. It's all about health, security and trust. With portatour®, the industry has a strong partner at its side who supports its customers in guaranteeing smooth processes, efficient field sales planning and reliable support.
Whether you regularly visit pharmacies, look after doctors in your region or supply medical facilities with products and advice: portatour® takes care of your route planning automatically and in real time. This reduces idle time, saves driving costs and increases the effectiveness of your sales force. Every visit strengthens customer loyalty and with portatour® it has a double effect.
At the heart of portatour® is the automatic route planner software, which takes all relevant factors into account. portatour® Route Planner calculates the optimal route based on geographical location, opening hours, visit frequencies, and priorities, among other factors. This way, every kilometer becomes an investment in long-term relationships, and you avoid detours, idle time, or forgotten customers.
With portatour®, you can plan your sales territories optimally according to customer potential, geographical location and available resources. This ensures that no territory is over- or under-supported, that your team is evenly utilized and that all important customers are visited regularly. Territory planning is also based on cycle targets and target specifications to ensure fair and efficient support. This means fewer overlaps, clear responsibilities and maximum market coverage.
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In the pharmaceutical and medical technology sector in particular,field sales force has a wide variety of tasks: regular visits to doctors' surgeries, pharmacies or clinics, presentation of new products, support for several contacts per facility or service calls. portatour® takes over the automatic schedule of these complex tours, takes into account interim targets and individual visit rules and thus ensures smooth processes. Your team spends less time on administration and more time where it counts: with customers.
Companies that use portatour® report benefits from measurable improvements: Empty kilometers can be noticeably reduced, while the number of weekly customer calls increases. This means fewer driving time, lower costs and at the same time more contact time with doctors, pharmacies or clinics. Every hour is therefore used more productively, which is directly reflected in turnover and customer satisfaction.
portatour® creates individual routes automatically at the touch of a button and in just a few seconds. This is made possible by powerful servers that process large amounts of data in parallel. Up to 3,000 customers can be managed per user, and up to 125 addresses can be automatically scheduled each week. This eliminates the need for time-consuming manual scheduling, and your field sales force starts at any time with a optimized route - without detours and empty miles.
In the field, last-minute changes are part of everyday life: canceled appointments, new priorities, or postponements. portatour® automatically takes such events into account. Within seconds, the planned routes are recalculated and adjusted—including realistic travel times, opening hours, and individual visit frequencies. This allows your field staff to remain flexible at all times and have an up-to-date, feasible tour on their device.
portatour® is specially developed for sales representatives who visit several customers every day - typically four or more per day. The only requirement is that customer addresses are available in the CRM system or in a file. Industries in which regular personal contact is important benefit in particular - such as the pharmaceutical and medical technology sectors, where advice, trust and reliable appointments are crucial.
Yes, portatour® can be seamlessly integrated with leading CRM systems, including Salesforce, Microsoft Dynamics CRM (versions 2016 and 365), and Veeva. Customer, contact, and appointment data are automatically synchronized so that field and office staff always work with identical information. Call reports, completed tasks, and new insights are fed directly back into the CRM. This creates a consistent workflow without duplicate data entry.
In addition, portatour® itself offers numerous functions of a mobile CRM system, which support field staff not only in route planning but also in customer management.
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Demo for portatour® Territory Optimization:
Our territory optimization explained by experts.
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