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Up to 25% more customer visits with your automatic route planner for Salesforce

Visit all customers scheduled for a visit today in Salesforce

Are you wasting your time with route planning? You would prefer to have more time with your customers? Then portatour® route planning for Salesforce is the solution you’ve been looking for.

  • Schedule and optimize routes within seconds, minimize your planning effort, and spend more time with your customers
  • Drive up to 15% fewer miles, save gas, and help the environment
  • Quicker onboarding of new sales reps and effective performance from day one

The right customer at the right time

View customers on a map color-coded by their readyness for a visit

It's a huge challenge to successfully put your sales strategy into action and visit customers according to a deliberate interval. Not so with portatour® for Salesforce route planner:

  • High priority customers are scheduled more often and no one is forgotten
  • Automatic suggestions of surrounding customers fill gaps in your calendar
  • Specific business hours, holidays, and customers’ priorities are used in the calculations to ensure optimal suggestions

Seamlessly integrated with Salesforce

Route planning integrated with Salesforce Lightning and mobile

The portatour® route planning app seamlessly integrates with Salesforce providing you with the following benefits:

  • Existing accounts, contacts, leads and appointments are synchronized
  • Familiar work environment and no worries about importing or exporting data

Additionally, you'll enjoy the benefits of Salesforce: Access possible from any web browser, centralized user management, individual access rights, customizable forms, automatic data backup, low maintenance and easy software updates.

Technical Requirements

portatour® route planning for Salesforce is available in 6 languages, supported in Europe, the Americas, South Africa, Australia and New Zealand, and compatible with the following Salesforce editions:

  • Sales Cloud Professional Edition
  • Sales Cloud Enterprise Edition
  • Sales Cloud Unlimited Edition
  • platform

Not using Salesforce?

Increase customer visits by up to 25% with portatour® - your route planner for Salesforce®

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?

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?

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