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Trip planner: More customer visits, fewer miles, more time

Are you spending more time in the car and planning than with the customer? Is it hard to put together a meaningful itinerary with all of your customers, ranked by priority, honoring call frequencies as well as scheduled appointments, using a road map?

portatour® plans your trips within seconds at the push of a button, providing you more valuable time which would otherwise just be spent on the road. Visit more customers, drive fewer miles.

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More efficiency

Trip planner: The right customer at the right time

Reach your sales goals by focusing your work on important customers.

Use portatour® to visit A, B, and C customers at the right frequency. portatour® automatically selects which customers to call while also optimizing the driving route.

Customers with high priority are included more often. No customers are forgotten, letting you implement your sales strategy consistently and successfully.

Every customer is different: business hours, call frequency, planned holidays and duration of your visit can be maintained for each customer and are individually included in portatour's® calculations.

Scheduled appointments from your calendar are guaranteed to be included in the schedule. Gaps in your calendar are efficiently filled by portatour® with suggested stops. This way, you'll visit the right customer at the right time.

More customers – more time

You are the ideal portatour® user

You…

  • are active in the field
  • plan your own tours
  • serve more than 100 clients in your area
  • visit at least 4 clients per day
  • and spend 2 hours a day or more in the car.

You will come to value the help of portatour® in sales-route planning the more complex your planning needs are. This increases with the number of customers to be visited daily, with different frequencies according to customer importance and the restricted visiting hours at your customers' locations.

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The ideal portatour® user

Trip planner: You decide the way you work

When does your working day start? Where do you start? Do you take breaks? How long do you work? portatour® takes your personal way of working into account.

Serve large areas with distant customers efficiently: portatour® plans intelligent tours with overnight stays to reduce long travel times. Your preferences, such as your favorite hotels or the days you want to stay home, are naturally taken into account.

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Decide the way you work

The racing car of route planners

Drive the racing car of route planners. At the push of a button, portatour® puts together an optimized schedule within seconds.

portatour® takes its processing power from the portatour® server farm, which brings together many high-performance servers that provide a performance multiplier, when compared to laptop or smartphone processors.

From millions of possibilities, the algorithm provides a mileage-optimized proposed schedule with up to 125 customer visits per week, intelligently selected from up to 1,000 active addresses within a territory.

The racing car of route planners

Trip planner: Your Assistant for Schedule Updates

You know as well as anyone: no matter how well planned a schedule is, unplanned changes happen in the course of the day: waiting times at customers, contacts who don't show up or who don't have time, urgent appointments that need to be squeezed in, not to mention traffic congestion; all of which can mess up a carefully planned schedule.

Now you can respond at the push of a button and portatour® will update your schedule for the rest of the day starting from your current location. You can customize your schedule at any time by dropping proposed visits or adding additional dates.

Your Assistant for Schedule Updates

Trip planner: Get the overview

See all your customers on a map. Where are customers who haven't been visited in a long time? What schedule is portatour® proposing for the coming days?

Take advantage of free time between appointments. Find surrounding customers who are open and stop in for a spontaneous visit.

Find your bearings with digital street maps that are updated regularly. The maps are included at no extra charge in portatour® – without having the hassle of third party licenses.

Get the overview

Trip planner: Perfectly connected on the go

Good news for sales representatives who prefer to "travel light": You can leave your laptop at home! Your mobile will be all you need for route planning going forward.

portatour® turns any smartphone into a personal sales-route planner that automatically synchronizes with the CRM of your choice. You can update your itinerary at any point during your day by just tapping a button. Mobile access to customer and appointment data with built-in call reporting are additional features of portatour®.

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Smartphone

Trip planner: Simple reports, intelligent analysis

Log every customer call right after the visit ends at the push of a button on your mobile phone or tablet. This means you can clear your head and get ready for your next presentation; you also spare yourself the burdensome catching-up on reports late in the evening. The data entry form for call reports can be adapted to your personal needs.

Analyze your work with portatour® Report. Statistics about your area, your customers, frequency of calls will give you valuable information on how you can improve your strategy. You will also see how many visits per day you need to do over the long term to actually achieve your desired call frequency.

Report

Trip planner: Start today

Are you already using a CRM system (Salesforce, Dynamics CRM)? Integrate portatour® as an add-on. Installation can be done in less than 15 minutes and you are ready on the first day.

Alternatively, all you need is a web browser to get started. Create your account, upload customers, and start driving on your optimized sales-route today.

To ensure the smooth implementation of automated sales-route planning with portatour® in your business, please contact our consultants and partners who will help you with best practices to get you started.

Start today
 

Trip planner: Technical Requirements

portatour® is available as a web application and works on all devices with updated browsers:

  • Smartphones and tablets with iOS or Android
  • Laptops and desktops with Microsoft Windows, MacOS or Linux
  • Current browsers supporting HTML5

Integrate portatour® into your CRM or ERP. Here are some of the supported platforms.

Languages: English, German, French, Spanish, Portuguese, Italian

Supported regions: Europe, North America, Central America, South America, Australia & New Zealand, South Africa

Other languages​ and countries on request.

requirements
 

Pricing

How many field reps?

  • Enterprise
  • Enterprise
  • Enterprise

Billing cycle?

Price

  

per field rep per Month

excl. VAT

Features

Route Optimization

  • Intelligent multi-optimization
  • Minimized driving distance
  • Maximized calls/visits
  • Automatic customer selection
  • Manual customer selection
  • Optimized call/visit schedule
  • Optimized call/visit frequency
  • Fast calculation < 10 Sec.
  • Long-term planning up to 16 weeks
  • Multiple stops per week up to 125
  • Optimize anytime
  • Overnight routes
  • Daily view
  • Weekly view
  • Drag-and-drop in the calendar
  • Monthly view
  • Map view
  • Driving time and distance
  • Include new customers
  • Reminders
  • Scheduled appointments
  • Flexible appointments
  • Full- and multi-day-appointments
  • Overnight appointments
  • Recurring appointments
  • Appointment suggestions
  • Telephone calls
  • Special locations
  • Business hours
  • Preferred call times
  • Customers on vacation
  • Call duration
  • Launch navigation software
  • Route export
  • iCal sharing

Personal Settings

  • Home location
  • Working hours
  • Lunch break
  • Driving speed
  • Days off
  • Preferred hotels

Maps with Overview

  • Route view
  • All customers view
  • Lasso-selection
  • Filter
  • Different Coloring
  • Individual symbols for customers
  • Current location
  • Surrounding customers
  • Automatic geocoding
  • Map license included
  • Map updates included

Rich Customer Management

  • Customers max. 3000
  • Import assistant
  • … from Excel (XLS, XLSX)
  • … from OpenDocument (ODS)
  • … from text-files (CSV, TXT)
  • Update assistant
  • Quick search
  • Alphabetical index
  • Extended search
  • Sort & filter
  • Mass editing
  • Map view
  • Create new customers
  • Automatic geocoding
  • Standard fields
  • Business hours
  • Preferred call times
  • Customers on vacation
  • Call interval/frequency
  • Call duration
  • Last call/visit date
  • Call/visit history
  • Upcoming appointments
  • Call/visit notes
  • Custom fields
  • Export
  • Transfer to other users

Effective Sales Call Reports

  • Fast report writing
  • Standard fields
  • Automatic pre-filling
  • Custom fields
  • Optional geotagging
  • Follow-up call note
  • Call history per customer
  • Export
  • iCal sharing
  • Email delivery

Meaningful Statistics

  • Calls made per day
  • Ideal calls per day
  • Effective working hours per day
  • Average call duration
  • Call urgency of customers
  • Overdue customers
  • Classification by call interval
  • Classification by call duration
  • Classification by business hours
  • Territory analysis by driving distance

Central Administration for Organizations

  • Free admin accounts
  • Free back office accounts
  • User management with roles
  • User groups
  • Import/export of users
  • Permission management
  • Log in as different user
  • Organization-wide default settings
  • Custom fields
  • Export all data
  • Delete all data
  • Backup & restore
  • API

Supported Devices and Browsers

  • PCs & notebooks
  • … Windows
  • … Mac OS X
  • … Linux
  • Tablets
  • … iPad
  • … Android
  • … Windows
  • Smartphones
  • … iPhone
  • … Android
  • HTML5 browser
  • … Internet Explorer
  • … Firefox
  • … Chrome
  • … Safari
  • … Microsoft Edge

Help & Support

  • PDF manual
  • Online help
  • 1-2-3-tutorial
  • Email support
  • Reply within 24h
  • Optional training

Quality & Security

  • Offline capability
  • High performance servers
  • High availability
  • SSL-encrypted communication
  • Encrypted data storage
  • Server location Vienna/Europe
  • Secure data center
  • Own servers
  • No installation needed
  • Automatic updates

Availability

  • Languages
  • … English
  • … German
  • … French
  • … Spanish
  • … Portuguese
  • … Italian
  • Regions
  • … Europe
  • … North America
  • … Central America
  • … South America
  • … Australia & New Zealand
  • … South Africa

Start quickly

  • Free trial 30 days
  • Account in 5 minutes
  • No credit card required
  • Quick data import
  • Try with demo-data
  • Easy to use

portatour® for Salesforce

  • Available in AppExchange
  • Installation in 15 minutes
  • Supported Versions
  • … Professional Edition
  • … Enterprise Edition
  • … Unlimited Edition
  • … Force.com-Platform
  • Integration with Accounts
  • Integration with Contacts
  • Integration with Leads
  • Integration with Events
  • Uses existing data
  • Calculate schedule in Salesforce
  • View map in Salesforce
  • Synchronize with Anywhere

portatour® for Microsoft Dynamics CRM

  • Installation in 15 minutes
  • Supported Versions
  • … Dynamics CRM 2011
  • … Dynamics CRM 2013
  • … Dynamics CRM 2015
  • … Dynamics CRM 2016
  • … On Premise
  • … On Demand
  • Integration with Accounts
  • Integration with Contacts
  • Integration with Leads
  • Integration with Appointments
  • Uses existing data
  • Synchronize with Anywhere

portatour® API

  • Synchronize your CRM/ERP
  • HTTPS interface
  • … Calling from the command line
  • … Calling from batch scripts
  • … Calling from program code
  • … Calling directly in the browser
  • … SSL encrypted data transfer
  • Ready to go
  • Import and export of
  • … Users
  • … Customers
  • … Appointments
  • … Call reports
  • Supported file formats
  • … Text (CSV, TXT)
  • … Excel (XLS, XLSX)
  • … OpenDocument (ODS)
  • Individual column order
  • User-defined key fields
  • Easy configuration
  • Selective update
  • Automatic deletion
  • Automatic transfer of customers
  • Automated user management
  • Export of schedules
  • Launching of schedule calculation
  • Export of portatour® Report
  • Find surrounding customers
  • Find customers along the way

Frequently Asked Questions

How much do I save with portatour®? How soon does it pay off?

You currently spend an average of 50€ per customer visit, all expenses considered. With portatour®, one additional visit per day is possible, meaning 20 additional visits per month. This generates added value equivalent to 1000€ per field rep and per month.
In addition, following call suggestions proposed by portatour® leads to more frequent visits to important A customers and thus higher turnover per customer. Customers with lower priority are visited less frequently, in accordance with the call interval - but are not forgotten!
Fine-tune this return-on-investment calculator to match your situation.

Will portatour® record the routes I drive?

No; portatour® does not store GPS records of drives. portatour® is not a de-motivational and legally questionable surveillance tool. Instead, portatour® is a great help for field reps. Visiting more customers, driving fewer miles, and spending less spare time for planning is a big motivation for field reps.

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

Yes, portatour® works with Salesforce, Microsoft Dynamics CRM 2011, 2013, 2015 and 2016, Siebel CRM, Sugar CRM and other CRM/ERP systems. More information here.

A customer calls and wants to have an appointment – how does portatour® react?

You can enter the appointment directly into portatour®. portatour® detects conflicts in your schedule and optimizes your itinerary to reflect the revised schedule. That way, you still have an optimized route even if your schedule changes.

Can portatour® help me avoid traffic jams?

In order to calculate better and more realistic routes for you, portatour® uses historical traffic data as the basis for its optimization algorithm. “Historical traffic data” are speed data collected by navigation system and mobile phone providers through measuring the travel data of millions of drivers and providing them to us for the respective road sections in the form of a big data base, which portatour® uses for route optimization. Live traffic data is only a snapshot of the situation and is not taken into account for planning. Use the navigation system of your vehicle or smartphone. portatour® can start your smartphone's navigation system at the push of a button.

Does portatour® help me win new customers?

Yes. Import your new customers into portatour® and portatour® calculates optimized route plans for you to reach new customers in the most efficient way in addition to attending to your existing customers.

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.

For which industries is portatour® suitable?

portatour® is suitable for any size of business:  From a one-person company to large corporations with 1,000+ field staff. Users come from many different industries: Pharmaceutical, medical, cosmetic, food, industrial and commercial needs, wholesale, collection agencies, toys, paper and stationery, merchandise, chemicals, paints and coatings, electronics, workshop supplies, craft supplies, car accessories, optics, drinks, food and beverage, tobacco, heating and sanitary, market research, mystery shopping, building services, sports and leisure goods, clothing and textiles, machinery, spare parts, materials, furniture and equipment, telecommunications, dental needs.

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 and German. 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.

Which use cases is portatour® suitable for?

portatour® is used for route planning in field sales with regular client calls, one-time visits as part of a product launch, pricing and inventory control in outlets, mystery shopping, new customer acquisition, recurring service activities. It creates an optimized route-plan for a travelling salesman with multiple stops.

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

Would you like to present the sales-tour-planning software portatour® 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.

Can I try portatour® without obligation or cost?

Yes. Sign up for a free trial of portatour® Anywhere, a web-version without further requirements. The trial license will automatically expire after 30 days and is limited to one field rep. There are no costs. You can also try an integration with the CRM of your choice.

Is portatour® for centralized or decentralized route planning?

portatour® can be used for centralized, decentralized and combined route planning. Decentralized planning means that the field reps plan their routes themselves using portatour®. This is the most common way portatour® is used, as – especially in field sales – it is particularly important to adjust when appointments change and flexibly satisfy customer needs (more information in this article). Centralized planning is the case when back-office staff uses portatour® to plan routes for the field rep team. A combined method is possible: back-office arranges appointments with customers and creates an initial plan which is then adapted dynamically by the field reps who also use portatour® to fill gaps with additional customer visits.

Can I use portatour® for districting or geo-marketing?

No; portatour® is a sales-route planner and therefore requires an assignment of customers to sales representatives. For sales region planning, we work with partners proficient in geomarketing.

Can I buy a perpetual portatour® license?

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.
More information.

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.

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 access link?

Do you already have a trial or paid account? Then you received your personal access link in an email with subject “your trial account” or “your account”. If you are an employee of an enterprise using portatour®, you receive your access link from your administrator. Your access link works on PCs, smartphones, and tablets. If you do not have an account yet, you can sign up for a free trial here.

Contact us!

US +1 646-757-1492
GB +44 20 3519 2135
AU +61 3 8592 0520
EU +43 1 2531516-40

If you are unable to reach us due to different timezones, please send an email to moc.ruotatrop@selas.

Contact

Veronika Farkas, MA

Contact

Johannes Walder, MSc

Contact

André Liss, BA

Contact

Hannes Wizany, BSc

Contact

Katharina Klein, MA