geopointe.com

Technology is woven through everything this industry executes, so convincing a tech-savvy sales team in Financial Services of the value of a solution like Geopointe wasn’t too hard of a task. Being an industry that was less impacted by the Covid-19 pandemic, Financial Services is using Geopointe to address neglected admin work, plan for future travel, and create targeted campaigns. By virtue of adopting technology so early on, as a Financial Services user, you most likely already have a lot of great Salesforce data: years of transactions, lots of historical activity, and endless contacts to reach out to. As the Financial Services industry awaits returning back to the field, using Geopointe to refine your current processes and update your Salesforce data is a sure way to set you up for success.

G2 Crowd released their Spring 2021 Reports and we are excited to share Geopointe has been awarded a total of 17 badges in the following categories: Our team has always made our customers a priority when developing our geolocation solution, and we are beyond grateful for the experiences they shared on G2 Crowd that lead to our placement in this season’s reports. To read the full reports by category, select the desired category below: Best Routing Planning Software Best Location Intelligence Software Best GIS Software Best Field Sales Software Best Field Service Management Software We invite you to visit our G2 Crowd listing to check out some of our reviews for yourself or request your demo today to see how Geopointe’s solutions can help your organization create a new path to success.

You can nurture your relationships one step at a time by providing relevant information to your clients that they can use right now! The more you get to know your customers, the more you will understand what makes them happy & what you can provide them today that brings them success. One of the best ways to do this is to tell stories about how you’ve helped other customers use the product you’re a Customer Success Manager for. It’s a combination of knowing, being, understanding & doing what’s best for your customers.

Being able to search nearby is helpful for locating specific places based on criteria, but if you wanted to get a better idea of demographics, or discover how COVID-19 is affecting a specific area, adding additional layers to the map will help you visualize what is available and how to best serve your customer or patient base. Again, with Patient/Customer efficiency in mind, territory changes need to make sense and having the data to support your changes gives your team more peace of mind. They put out a radius of their patients by geography and use doctor ratings obtained through Geopointe’s Google Places integration to find doctors based on specific criteria such as type of doctor, rating, closest doctor with the best rating, etc. With a common focus of a patient-first mentality, being able to take action on your Salesforce data while visualizing and searching it on a map only ramps up patient efficiency.