Ensuring your data's compatibility
Getting you up and running with portatour®
Learning daily usage of portatour®
Answering your open questions
Quick start for up to 9 users
Data Export-Import Workshop
Automating data import/export
API Developer Workshop
Basic principles of the portatour® Anywhere API
Introduction to territory planning
Getting started with portatour® Territory Optimization
Additionally, read our 12 tips for deploying portatour® successfully in your company.
In this online workshop, we jointly analyze the data you export from your CRM/ERP system. We provide hints and suggestions for improvement to ensure compatibility with portatour® and overall completeness for effective route planning.
In this two-part online workshop, you will first prepare your CRM/ERP data for import and define the general parameters, then we'll help you configure portatour® and populate it with your customer data.
During the online user training, your field reps learn how to use portatour® effectively every day for route and appointment-planning and call reporting.
In one or more Q&A sessions, the field reps get the answers to their questions. Additional usability tips for portatour® are also provided.
This three-part workshop designed for 1–9 people will get your field sales team up and running quickly and effectively.
In this online workshop, we work with you to configure scripts for automatic data import and export. Exporting data from your system and importing data into your system is not part of the workshop. You will also receive tips on automation.
In this online workshop we explain the basic concepts of the portatour® Anywhere API and answer your questions.
In this online workshop, we will walk you through your first territory optimization and give you tips and pointers on how to make the most of portatour® Territory Optimization.