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.
Data Check
Ensuring your data's compatibility
Setup Workshop
Getting you up and running with portatour®
User Training
Learning daily usage of portatour®
Q&A Session
Answering your open questions
API Workshop
Automating data import/export
Additionally, read our 12 tips for deploying portatour® successfully in your company.
Data Check
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.
- Target audience: IT/CRM management and field service sales management
- Topics: analysis of the exported files, test upload, review and editing of your workflow definitions (e.g. adapt SQL query), answers to your questions about portatour®data formats, preliminary discussion of the setup or API Workshop
- Data Check: availability of necessary fields, availability of recommended fields, unique field names, unique key fields, address quality, number of records, encoding and escaping, format and value ranges, unnecessary data fragments, duplicates
- Participation via online meeting
- Duration: approx. 2 hours
- Price: excl. VAT.
- Preliminary work by you: Configure a repeatable export workflow in your CRM/ERP system. This should export all relevant customer and user data to CSV or Excel files. Read the article: Data preparation for automatic route planning: What to do? What to think of?
- 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.
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 purchased in the online shop. Optional: Data Check.
- Duration: approx. 2 hours
- Price: excl. VAT.
- Preliminary work by you: Prepare the customer data of a sales representative as an example in Excel or CSV. Customer name, address and unique customer number are the minimum data required. Call interval in days and date of last call recommended. Other fields useful for the field service are also possible, e.g. telephone number, e-mail address, contact person, industry, turnover. Export the current data from CRM/ERP, if available. Read the article: Data preparation for automatic route planning: What to do? What to think of?
- 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 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.
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
- Costs: excl. VAT 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 purchased in the online shop. Previous participation in a Data Check and a Setup Workshop recommended.
- Duration: approx. 2 hours
- Price: excl. VAT.
- Preliminary work by you: Prepare the customer data of all sales representatives as CSV or Excel files (see Data Check). Read the article: Data preparation for automatic route planning: What to do? What to think of?
Export the current data from the CRM/ERP, if available. Log in to a PC or server on which the API client scripts are to be installed and run on a long-term basis. Download our API client scripts. - 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.