Our services
A quick and successful portatour® rollout – we help you get there. Benefit from the experience we have gained in over 100 successful rollouts each year.
Setup Workshop
Topic: setting up portatour®
User Training
Topic: day-to-day use of portatour®
API Workshop
Topic: automatic data import and export
Additionally, read our 12 tips for deploying portatour® successfully in your company.
Setup Workshop
This workshop is to get portatour® up and running together with you. You learn valuable tips & tricks, avoid pitfalls in the configuration and guarantee a smooth, productive start for your field rep team.
- Target audience: outside sales director and IT administrators
- Topics: user management, customer data preparation with data quality inspection, definition of your call (visit) strategy, setting of parameters for route-planning and optimization, software configuration, custom fields for customers and call reports, data import and export, preliminary talk about user training.
- Participation via online meeting
- Prerequisite: portatour® user licenses ordered in the online-shop
- Duration: approx. 2 hours
- Price: excl. VAT.
- Preparation by you: Prepare example customer data of one field rep as Excel or CSV. Customer name, address, unique customer-number are needed at minimum. Call interval in days and date of last call are recommended. Additional fields useful for field reps are possible to import, i.e. telephone, email address, contact person, industry, revenue. Create an up-to-date export from CRM/ERP, if applicable.
- Exclusive: The workshop is held exclusively and individually for you.
- Procedure: After ordering and setting the appointment, you will receive a link to the online meeting. During the workshop, we call you or you dial into a conference call if participants are in more than one location.
- Optional topics: API interface for export/import, Dynamics CRM setup, Salesforce setup
User Training
During the online user training, your field reps learn how to use portatour® effectively every day for route and appointment-planning and call reporting.
- Target audience: field reps, IT-support team, field & sales management
- Topics: Logging in, user interface, route planning, planning parameters, appointments, working through a day's route, call reporting, customer management, statistics, data synchronization, options, …
- Participation: via online meeting. Connection is possible from multiple locations, with a maximum of 25 participants.
- Duration: approx. 2 hours
- Price: excl. VAT for the group of all participants
- Optional: Video-recording for your internal use + excl. VAT.
- Prerequisite: portatour® user licenses bought in the online-shop, users created and customer data imported. We recommend booking the setup-workshop as a preparation of the user-training.
- Exclusive: The user-training is presented exclusively and individually for you.
- Procedure: After ordering and setting the appointment, you will receive a link to the online meeting. For the training session, we call you (please provide the number in the conference room to call) or you call into a teleconference, if participants are in more than one location.
Next: Q&A session
In one or more Q&A sessions, the field reps get the answers to their questions. Additional usability tips for portatour® are also provided.
- Time: First session approx. 1 to 2 weeks after the start of the portatour® project.
- Target audience: field reps, IT-support team, field & sales management
- Participation: by conference call
- Duration: approx. 1 hour per session
- Price: per session
- Topics: Any issues and questions will be discussed and resolved. Based on the feedback, the configuration is continuously improved and thus refined for other users. In the spirit of "do good and talk about it", positive observations will also be discussed: How has everyday work been made easier? How has planning been simplified? What tips can I give my colleagues?
API Workshop
This workshop is a hands-on training for the portatour® Anywhere API (=programming interface). You will learn to use the API to import and export data and get tips regarding automation.
- Target audience: IT/CRM administrators, programmers
- Topics: All API functions, customer data preparation with data quality inspection, custom fields, data import and export, key fields for update mode, automation using batch-files and cURL
- Participation via online meeting
- Prerequisite: portatour® user licenses ordered in the online-shop. It is recommended to conduct a setup-workshop before.
- Duration: approx. 2 hours
- Price: excl. VAT.
- Preparation by you: Prepare exemplary customer data of one field rep as Excel or CSV (see setup-workshop). Create an up-to-date export from CRM/ERP, if applicable. Install cURL (SSH&SSL) or a comparable command line HTTP client on the PC or server you are going to use during the workshop.
- Exclusive: The workshop is held exclusively and individually for you.
- Procedure: After ordering and setting the appointment, you will receive a link to the online meeting. During the workshop, we call you or you dial into a conference call if participants are in more than one location.