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portatour® Route Planner and Territory Optimization for Salesforce

Fewer miles. More customer visits. Discover state-of-the-art automatic route planning and territory optimization with portatour®.

Manage your master data in Salesforce and use portatour® to plan your optimized routes.

More customer visits,
fewer miles

Automatic scheduling cuts up to 25% of miles driven to client locations, reducing fleet costs and CO2 emissions.

portatour® Salesforce Connector

The portatour® Salesforce Connector imports your existing accounts, contacts, leads, appointments and users from Salesforce to portatour®.

Route planning then takes place in the mobile portatour® web app.

portatour®
always at your side

portatour® transforms every smartphone and tablet into a personal route planner, regardless of whether the device is an Apple iPhone, iPad or Android. You are always fully connected on the road. Automatic synchronization with Salesforce® included.

portatour® Route Planner and Territory Optimization for Salesforce

Fewer miles. More customer visits. Discover state-of-the-art automatic route planning and territory optimization with portatour®.

Manage your master data in Salesforce and use portatour® to plan your optimized routes.


Optimized routes at the touch of a button

Optimized routes at the touch of a button

Plan optimized routes to your existing Salesforce customers and appointments in portatour® at the touch of a button.

  • The portatour® Salesforce Connector imports your accounts, contacts, leads, appointments and users to portatour®.
  • portatour® automatically suggests customers that are suitable for your plan. Importance, visit frequency and distance are taken into account.
  • You enter your call reports in the mobile portatour® web app. These are automatically transferred to Salesforce.

Savings meet efficiency


The right customer at the right time

The right customer at the right time

With portatour® you can successfully implement your sales strategy and visit all customers at the appropriate interval:

  • Customers with high priority are scheduled more frequently and no customer is ever forgotten.
  • Gaps in your calendar are automatically filled with suggestions from the surrounding customers.

The portatour® Salesforce Connector uses data to prioritize your customers from Salesforce and supplements it with options for entering business hours and vacations.


Technical requirements

portatour®: Technical requirements

The portatour® Salesforce Connector is available in several languages and is compatible with the following Salesforce editions:

  • Professional (only with activated API access)
  • Enterprise
  • Unlimited
Technical requirements

Installation and support

Installation and support

Installation and support

Installation, hosting and ongoing support of the portatour® Salesforce Connector is provided by our support team.

  • The portatour® Salesforce Connector is installed within our data center.
  • It connects to the portatour® SaaS servers and to your Salesforce organization.
  • You install the portatour® Connector App within Salesforce. This primarily supports the authorization process (OAuth) for the connector.

Not using Salesforce?


Get started right away!

Full version. No credit card required. Automatic termination.


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?

Can I integrate the portatour® route planning algorithm into my own field rep app?

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?

Is portatour® the best route planning software for me?


Contact us!

Our sales and support team is looking forward to hearing from you

Available by phone from Mon-Fri, 9-17h CET

portatour® is a registered trademark of impactit GmbH.
Salesforce® and AppExchange are trademarks of salesforce.com, Inc.