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FAQs on portatour® Territory Optimization

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General

What are the benefits of territory optimization and route planning from a single source?

In many cases, conventional providers only offer one or the other, so you then need two different applications and suppliers. This has major drawbacks: the sales team has to learn two different applications, and having to constantly transfer data between them is highly frustrating and inefficient.

With portatour® Territory Optimization + Route Planner, you will experience a level of field sales efficiency you never thought possible. We combine the power of the best route-planning solution on the market with next-generation dynamic territory optimization.

Can I use portatour® for territory planning?

Yes, portatour® Territory Optimization supports you in automatically planning and optimizing your sales territories. This not only saves you extra mileage and travel costs, but also ensures a balanced workload for your sales team.
For more information on the advantages of territory optimization with portatour® Territory Optimization, please visit the linked page.

Unlike conventional territory planning, portatour® Territory Optimization accommodates multiple planners. Where is the advantage in that?

With portatour®, the outdated idea that only one person can do territory planning is a thing of the past. By way of example, our solution lets individual regional managers optimize their own territories – a big plus when they need to react quickly to unforeseeable situations such as team members falling sick. Likewise, territory managers know their patch inside out, so they are in a position to spot even more optimization potential than a central planner. What’s more, multiple users can ultimately boost the efficiency of the whole field sales team by exchanging information, then sharing and discussing their optimization proposals.

Why do common territory optimization methods like straight-line distances and cluster analyses pose costly drawbacks?

Territory optimization based on these approaches is simple and appealing in theory, but fails in practice. Here’s why:

  • Unrealistic assumptions: territory optimization using straight-line distances produces inefficient routes, because they ignore real-world factors such as traffic conditions, topography and infrastructural constraints.
  • Overlooked customer needs: cluster analysis may produce territories that don’t necessarily align with customer needs, because it’s based on statistical models that fail to take account of individual customer requirements.
  • Wasted resources: sticking rigidly to theoretical models can waste resources, e.g. sales staff having to cover areas that are too far away or overlooking customers outside the cluster boundaries.
  • Higher costs: these drawbacks result in higher costs from longer distances, inefficient calls, and ineffective use of resources.

Choosing the right optimization method and considering real customer needs and practical challenges is crucial in making your field sales more efficient and avoiding costly drawbacks.

  • Realistic distances and routes, with historical traffic data updated quarterly.
  • Individual customer approach

Industries

For which use cases is portatour® Territory Optimization suitable?

portatour® Territory Optimization is used to optimize schedules and adapt sales territories. The product is suitable for field sales teams who want to organize their territories more efficiently, reduce driving times and distribute customers evenly. The software helps to increase sales by creating a balanced distribution of territories and making optimal use of potential.

For which industries is portatour® Territory Optimization suitable?

Objectively speaking, territory optimization is essential for any company with an active field sales force. Companies with a lot of direct customer contact through visits include the pharmaceutical and consumer goods industries, the automotive industry, and many more.

Information Security

How secure is portatour®?

portatour® uses the most advanced security standards: The communication between the device and portatour® servers is SSL encrypted; to gain access you need a username and password. The portatour® servers are protected by firewalls; data is stored on encrypted disks on multiple database servers. The data centre has biometric access control and video surveillance . We do not share your data with third parties. More information on data security at portatour®.

Is portatour® compliant with GDPR?

Yes – portatour® is compliant with GDPR. You will find information on data protection in our Privacy Policy and in the Licence Terms. If you need an order processing contract in accordance with GDPR, please contact us.

Access

Is there an offline version of portatour®?

portatour® is an online-web-application with support for offline data storage. In situations without internet connection, your most important data is readily available offline in your browser. portatour® is optimized for using a low bandwidth, as is typical for mobile use. Being a web-application, it removes the need for installation and updates on your mobile devices and leverages the computing power of the portatour® server farm for route-optimization.

Is portatour® available 24/7?

portatour® is designed for high availability: Multiple redundant high performance servers with automatic load balancing and failsafes, 24/7-Monitoring with automatic alarm, redundant fiber connectivity to the Internet, redundant power supply, additionally UPS and diesel generator, redundant air conditioning and fire alarm system with smoke detection and extinguishing system.

Where is the login? How do I get my login details?

Do you already have a purchased account? Then you have received your personal access link in an email with the subject "Your account". If you are an employee of a company that uses portatour®, you will receive this link from your administrator. Your access link works on PCs, smartphones and tablets.

Test and demo

How do I get help and support for portatour®?

When receiving your account data you also get access to tutorial videos and PDF manuals in English, French, German, Spanish, Italian and Portuguese. Within the application you will find online help. Additionally, our support team is happy to help you via email. Read more about help & support here. Optionally, we offer individual online setup workshops and user trainings for you and your team.

I'd like to get a demonstration of portatour® Territory Optimization.

Would you like to present portatour® Territory Optimization to your company? We are happy to prepare an online presentation for your management, sales management, IT management and key sales representatives, where we cater to your situation and answer individual questions. Contact us today.

Is portatour® the best territory planning software for me?

portatour® is the best software for you if you want to regularly adjust or plan new sales territories while ensuring efficiency and fairness. If you want to reduce your sales costs, portatour® Territory Optimization is also the right solution for you.

Purchase

Can I buy a perpetual portatour® license Territory Optimization?

No – portatour® is a “software as a service” application. You subscribe to portatour® as a service and save yourself costs for server hardware, software, installation, maintenance and operation. portatour® is ready from the first day, is constantly updated, works on any device with a web browser and uses the computing power of the portatour® server farm. You can choose between quarterly and annual payments.

Integrations

Can I use portatour® Territory Optimization with Salesforce, Dynamics CRM or other CRM/ERP systems?

Yes, portatour® works with Salesforce, Microsoft Dynamics CRM 2016 and 365, Siebel CRM, Sugar CRM and other CRM/ERP systems. More information here.


Many questions are answered in practice – try portatour® free for 30 days.

*Full version. No credit card required. Automatic termination.


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