Free demo
TOGGLE MENU

Innovative territory optimization for your field sales force

The future of sales force optimization is dynamic

User friendly, powerful in the implementation, impressive results. Convince yourself today of portatour® Territory Optimization.

Arrange demoWatch video

What is territory optimization?

The planning and ongoing optimization of sales territories is an essential aspect of any sales force strategy. It is the process of optimally distributing customers, leads and workload across your field sales team in order to exploit your full sales potential.

An efficient strategy takes into account the following basic pillars, among others:

Reduction of driving time and mileage Reduction of employee workload Increase in the number of customer visits Adherence to call intervals

That’s how easy territory optimization is with portatour® Territory Optimization

You start with your current initial situation and portatour® guides you step by step and in a few moments to an optimization result.

Your initial situation: map enlarge Your initial situation: Detailed view enlarge Your initial situation: Annual time expenditure enlarge

Your initial situation

Visualize the customer of your field rep on the map and view all relevant information in the detailed view.

Your optimization settings

In the next steps, you can optionally carry out manual adjustments or optimization settings per field rep.

Your optimization settings: manual adjustments enlarge Your optimization settings: optimization settings enlarge
Your optimization result: map enlarge Your optimization result: Detailed view enlarge

Your optimization result

In just a few moments portatour® Territory Optimization calculates your optimization result. Visualize it on the map, in the detailed view.

7 prioritization levels

With the help of several prioritization levels, you can choose between the lowest total travel time or a balanced workload. These planning games affect the number of visits per week, the weekly driving time and other important planning factors.

7 prioritization levels: Low total travel time enlarge 7 prioritization levels: Balanced workload enlarge

Arrange individual demo

Our team will be happy to show you the features of portatour® Territory Optimization – specifically tailored to your requirements.

free 30-60 min online
Arrange demo

Why should modern territory optimization be dynamic?

Optimal territory allocation is not a one-off, but a continuous process. There are too many changes and events that require a new optimization of sales territories.

Use cases of dynamic territory optimization

Employee resigns

At the touch of a button, you can distribute the customers of the departing employee to the territories of the other employees.

Changed working hours

Employee A would like to work 20 instead of 30 hours per week in the future: You decide as a team and with portatour® where routes can be reduced and which employee - taking into account a fair workload - can take up customers.

Prolonged absence

You cushion parental leave, longer vacation or absences due to illness in the remaining team in the best possible way and share customers fairly. As a result, the team feels that it is being treated fairly and absent employees know that their customers are in good hands.

Seasonal need for optimization

How should our customers be distributed across the team so that all A-customers are visited at least once in the 4th quarter? With portatour® Territory Optimization you can visualize your planning ideas for seasonal focal points in no time at all.

Changed customer universe

Integrate your new customers efficiently and optimize your territories in a matter of seconds when your existing customers' priorities shift.

Entry into new markets

Are you planning to enter a new market or launch a new product? Test flexible scenarios and find the solution that is tailored to your needs.

Test different scenarios in a matter of seconds

SaaS benefits
  • ready to start immediately
  • on any device with a web browser
  • internal time saving

With the SaaS power of portatour® you can test different scenarios within seconds - without installation and without updates. This allows you to easily share your optimization suggestions with your team.

In the results, we point out how much different areas deteriorate or improve. Keep in mind that even supposedly small optimization potentials of 1-2% have an enormous impact on your sales success. With sales force costs of around €10 million per year, 1% improvement through portatour® Territory Optimization can already bring €100,000.

The optimization result itself can of course be edited by you.

Why do our customers choose territory optimization with portatour®?

Calculation in seconds

portatour® Territory Optimization is the most dynamic solution on the market, thanks to SaaS power.

Forward-looking planning

Test your planning ideas before you implement them.

Planning is teamwork

Several people can plan. Team leaders use our intuitive solution to optimally allocate territories for vacation.

Route instead of beeline

Our data is based on actual driving distances - not on beeline or clustering.

Consideration of your key figures

Our solution takes into account up to 10 of your key figures . This gives you maximum flexibility and a powerful optimization tool (" divide territories by turnover" and much more).

Always a solution

portatour® always provides you with a result. If, for example, you enter contradictory scheduling parameters, we will still show you the best possible scenario based on your entries.

The territory optimization of portatour® in direct comparison

portatour® Territory Optimization changes your field sales force through dynamic territory optimization in a unique way. See for yourself and discover the numerous advantages of portatour® Territory Optimization in direct comparison with the competition.

Compare now

Detailed explanations, features and tips can be found in our Helpcenter.

Optimizing our territories with portatour® this year was a major team success that we love to talk about.

portatour® Territory Optimization is so easy to use. Our field sales team is doing really well with the optimized sales territories.

Michael Mues
Sales Manager, Medela

portatour® Territory Optimization license models

If you have a team of at least 2 field reps, portatour® Territory Optimization is for you. Choose from 3 different billing intervals tailored to your needs.

3 Months

Ideal for short-term projects or rapid responses to unexpected changes.

To the shop
12 Months

Ideal for continuous optimization and sales growth, and responding flexibly to market changes.

To the shop

Arrange individual demo

Our team will be happy to show you the features of portatour® Territory Optimization – specifically tailored to your requirements.

free 30-60 min online
Arrange demo

Territory optimization and route planning from a single source

The future of sales optimization is dynamic territory planning combined with state-of-the-art route planning. That’s why portatour® Route Planner supports you with automatic route planning to boost your field sales performance. Over 1,500 customers are already convinced. Discover the benefits and test our route planning solution now, free of charge.

To the portatour® Route Planner

Contact us!

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

 
US: +1 646-974-6040
GB: +44 20 3519 2135
AU: +61 3 8592 0520
EU: +43 1 2531516-40

more...

TeamViewer: Remote access for portatour® Support

╳
AT: +43 1 2531516-40
BE: +32 2 896 2949
BR: +55 11 4858 4255
CA: +1 646-974-6040
CL: +56 2 3304 0940
CO: +57 1 600 9734
CH: +41 44 508 3206
DE: +49 69 9719428 40
ES: +34 910 92 09 73
FR: +33 1 84 67 20 40
IE: +44 20 3519 2135
IT: +39 068 346 4424
MQ: +1 646-974-6040
MX: +52 55 7100 2119
NZ: +61 3 8592 0520
PR: +1 646-974-6040
PT: +351 30 880 3495
RE: +1 646-974-6040

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