Geopointe Reviews & Product Details

Geopointe integrates well with Google Maps. User records in our CRM are mapped on this "familiar" mapping software and we can overlay using filters and reports. It's easy to use once everything is set up and can be "trained" to others with ease as well. The cost for non-profits is very fair and isn't a barrier to entry. Review collected by and hosted on G2.com.

The UX can be a bit more intuitive; I recommend having an IT person help set it up and "talk" correctly with your CRM. Billing can be a bit slow and complicated as well. It can sometimes be a bit difficult/impossible for Geopointe to "go back" and make edits into the CRM in Salesforce; it's great displaying data but sometimes the "feed" doesn't seem to go both ways. Review collected by and hosted on G2.com.

I have been using Geopointe in the SalesForce application for the last 1.5 years and it has helped dramatically with my pre-call planning for setting up In-person customer meetings. Geopointe gives you the ability tap into google maps to best plan your route for upcoming travel as well as identify new prospect opportunities in the area you’ll be traveling to. Plus the fact that you’re already in the SalesForce application, you can easily create new contacts opportunity for future follow up. Review collected by and hosted on G2.com.

The tabs to access different features can be a little cumbersome and difficult to figure out if you’ve never used it before. I don’t really fault Geopointe for this as it’s a fairly new implementation for our sales team to use. Review collected by and hosted on G2.com.

1. The powerful mapping ability- visualize any geo information in salesforce.

2. Seamless integration with Salesforce- out of the box functionality to geo-code addresses from salesforce fields

3. Ease of use- very low to minimum learning curve. It is very user friendly and intuitive.

4. Constantly rolling out new feature and enhancements.

5. Assignment area is a great new added function that we use to create geo-areas that we would like to target and automate the process of determine which area each of the clients belong to. Review collected by and hosted on G2.com.

Not much really. If I had to be picky, I'd say that

1. more discount for nonprofit organizations.

2. more free Assignment Area Licenses because 10 is really not enough.

3. The ability to customize the imported KML locations. For example, I have uploaded Chicago community area maps, which shows different colors for each area. However, in order to get the name of the specific area, I had to click on the shape itself. It would be better if the name is showing in the area of the map. Review collected by and hosted on G2.com.

We use Geopointe to identify potential clients within close range of our networking events or current clients in order to reach out with personalized messaging that matters to them locally. It does a fantastic job of allowing us to filter results in the same way that Salesforce filters work in reports. We also appreciate the custom shapes feature that overlays county lines, school district zones, etc. to help us pinpoint our target area without a lot of hassle. Setting up accounts is simple (we often add or remove licenses as people come and go on the team) and their support people are truly fantastic. They keep me informed of updates to the software, offer webinars about how those features work, and our Account Exec.and Tech Support Person are some of the best I've worked with for responsiveness! Review collected by and hosted on G2.com.

I wish there was a way to export a Geopointe list into Reports or Salesloft directly. Since we use SalesLoft most of the time, we have to go through a handful of extra steps to convert our account list from Geopointe into a contacts report that's formatted correctly to work with SalesLoft. Review collected by and hosted on G2.com.

My favorite moment was a few years ago when one of the top performing sales rep called it the best sales tool he had seen in his 20 years of selling. Review collected by and hosted on G2.com.

Once you create a few essential filters and territory shapes for users to get them started they will really see the value in how the map can zone their territory. However, without this initial setup it really doesn't get any traction with users. Review collected by and hosted on G2.com.

Geopointe is a great mapping tool that is constantly updating to meet the needs of the customer. However, what makes it a great tool is the people...senior leadership, the account management team, the customer success team, the product engineering team have just been wonderful partners in the onboarding and training process. Furthermore, they listen to their customers needs and work to improve user experience. I've worked closely with my Customer Success Manager who has been willing to walk me through new features and enhancements, brainstorm new use cases, work through setups and configurations, just to name a few. My Account Executive has been attentive to our specific needs and offering the right tools and options to support our business. In addition, they have heard my feedback on enhancement and connected me with the right people in the organization, so I know my needs and concerns are not falling on deaf ears. It shows a great commitment to "getting it right". Review collected by and hosted on G2.com.

There's very little not to like. However, Geopointe is not a standalone app, which many of our users have indicated they would like. By integrating solely into Salesforce, we're dependent on Salesforce's functionality. There is also room for improvement in reporting, especially between differing objects where the data is related but not necessarily linked. As an operations manager, I have to join several reports together in order to get all the information I need. One detailed report would allow me to do different types of analysis. Review collected by and hosted on G2.com.

Being able to optimize routes. Once you get a list of customers in the area you need to visit you can then create a start/stop points and then "optimize" . The other feature we really like is the way you can create territories based on shapes. The shapes can be based on states, area codes, zip codes, or just drawn shapes. It works how you do your business. We also really like the feature to generate a list of customer to contact based on a shape in what ever area we want to pull. That way our sales reps can call on current customer and prospects in the area they are Review collected by and hosted on G2.com.

The scroll feature on the map tends to be a little hard to use. It either scrolls out/in too far. The time it takes for the map to initially load will sometimes take too long. Another small issue is some of the Geopointe fields are not available to run on Salesforce reports. Review collected by and hosted on G2.com.

It is software designed for operations and marketing, useful for companies of all sizes, from small businesses to large organizations. In our company it has worked both to manage history and to schedule meetings; It should be noted that it is also suitable for efficient route planning and timetables. Likewise, we can say that it has worked for us to identify patterns or trends that we did not know, since it has an advanced capacity for filtering and visualization; which allows us to improve our business processes based on the practical knowledge that this software provides us, such as routing, analyzing and searching, in a more adequate and simple way, in such a way that both managers and administrators take advantage of the geographical aspects of our system and give us the ability to improve the efficiency of our processes. Review collected by and hosted on G2.com.

It is a software that is not totally independent, because its functionality is generated from Salesforce, so we must integrate with it to be able to enjoy its benefits; in addition to that there are functions that are difficult to use when you do not have extensive knowledge of this software, however we have not presented problems with the platform. Review collected by and hosted on G2.com.

By using this tool I am easily processing my data as it supports the CVS files and it is very easy for me to import such files because of the Geopointe Maps .These files also helps me to generate and launch my campaigns which definitely boost my sales. Through the maps I can target those areas which are not so rich in market and then I device my plans accordingly to generate the lead. Review collected by and hosted on G2.com.

I dislike nothing everything is going wonderfully. I would like to encourage its team which is providing satisfying services. Before I have used many other tools but I had to face troubles every single day but now I am very comfortable wit it. Review collected by and hosted on G2.com.

I am happy user of Geopointe which has become my necessity to carry out every day working. This tool is very user-friendly and no technicality is involved in its usage it is very easy to get started with Geopointe. Through this tool I am confidently planning my daily meetings and business trips, as it helps to organize the schedule of my meeting list. Through its notifications and alerts I remain up to date about the upcoming events. Review collected by and hosted on G2.com.

Sometimes the mobile application does not work that effectively like it takes pauses in loading. Further the pricing policy needs to be revised also the features should be introduced like text messages, it will be helpful to get started with certain team member as you cannot carry out meetings always. Review collected by and hosted on G2.com.

By implementing this tool I have got rid of the standard salesforce import method, but now Import CSV files directly to the Geopointe Map. It is very convenient for me to save the files no I can export the data through those files which helps me in easy launching of the campaign and very conveniently I can creating leads from the map. This software provides a mobile application which is worthy to use and it helps me to get to know the location of my team members, thus the remote working has become very easy. Review collected by and hosted on G2.com.

As I know Geopoint gives clear picture of visualization but to some extent it lacks of some powerful functionalities like advanced data filtering that help could help us to reach the exact location of data we want to reach. Otherwise I am happy with its capabilities and efficiencies. Review collected by and hosted on G2.com.

This software is the most reliable tool for scheduling the trips and to check-in the meeting notes. By the help of this tool I am capable of managing the sales activity and this software has influenced the working of my organization very effectively. I am capable of planning meetings on daily basis and easily I can cancel them as well which depend on the workload. In addition it is very easy to customize and through its help I am capable of locating sales data anywhere in the world. Review collected by and hosted on G2.com.

Its purchasing policy is quite difficult as I have to follow few steps and that was really hectic. Moreover a proper knowledge is required for its initiation and for the effective results. Also the customer support should be available 24/7. Couple of times I have faced issues in loading of the maps as well. Review collected by and hosted on G2.com.

Geopointe helps us visualize the location of all our accounts, contacts, leads, and equipment installations. This gives us keen insights into local markets/industries, and lets us better plan travel routes, sales and service territories, and event targeting. Review collected by and hosted on G2.com.

The coordinate and feature data in Geopointe are still a little skewed to western, English-speaking countries. Would love if they would internationalize or globalize more. Territory maps also must be created manually; they don't tie in to Territory Management in Salesforce. Review collected by and hosted on G2.com.

With Geopointe, our Sales Rep can create routes to map their prospect and organize their day easily. In fact, in our company, our Sales Rep have to do some door-to-door hunting and Geopointe is precious to map this hunting process. Furthermore, Geopointe allows us to improve our territory management with Layers : in few clicks, you can organize Sales Regions and assign it to Sales Rep. Review collected by and hosted on G2.com.

To set Geopointe, you must have the right infrastructure to organize data and resources. Otherwise, it will be quite hard to setup. Review collected by and hosted on G2.com.

Our wholesalers can see their contact data on a map instead of a spreadsheet. Since they travel around all the time, this is much easier for them to know where people are when they try to schedule meetings. Review collected by and hosted on G2.com.

My only real dislikes are related to our current Salesforce setup and not specific to Geopointe. We have unnecessary customization that makes using default functionality difficult.

There are a lot of features available so it can be a little overwhelming for some users at first, especially for those not comfortable with technology in general. Review collected by and hosted on G2.com.

Geopointe performs as promised with new features constantly being added, making them more valuable each time. Review collected by and hosted on G2.com.

Some new routing features are separate add-on chargers rather than being part of original subscription. Not a deal breaker, but not ideal either. Review collected by and hosted on G2.com.

Routing and territory management are popular with our team. Before COVID, the sales teams would plan their routes and find nearby leads and accounts. Before Geopointe, salespeople had haphazard ways of planning travel time and not all customers were regularly reached. Review collected by and hosted on G2.com.

We use Geopointe to manage all of our sales territories. It works great! I just wish that I could have it also populate more fields than the limit of two. Review collected by and hosted on G2.com.

Ability to query data and visualize it on a geographically on a map. The platform is pretty intuitive and easy to figure out, if you can figure out how to create a report in Salesforce.

Ability to update records or create custom territories with the tool also

Account management has been great and eager to answer all my questions Review collected by and hosted on G2.com.

I cannot think of any issues that I've had. I only use the tool to map records in custom territory, create territories and update records that fall within a specific geography. I have a TON of records in my Salesforce, so it took a few days and needed supports help to get set up correctly. Review collected by and hosted on G2.com.

I like this software mainly for its detachment as it is implemented or used by an organization through its web application, being a geolocation system that integrates large amounts of data to different platforms that maintain content of any kind of information, considering it contains highly intelligent conscience to make known that all the trips that are going to be executed are not in a total straight line, which is one of the functions that most attracts my attention. Review collected by and hosted on G2.com.

The formal use of data-based data, which are highly important for users who use this software, can take a long time, considering that it slows down the work in large proportions, which would be very useful to optimize new strategies for help to search these documents with brief determinations, in a faster and more effective way, to increase productivity within this platform, which is not currently available. Review collected by and hosted on G2.com.

I like this software mainly, because it is a web-based solution, which provides different ways of administration, we can emphasize that the user interface is very simple, relatively light when we refer to the resources it provides, although it is brief, the information it contains is direct, implying at the same time, its functionalities when implemented in a platform, in an incredible way, which is one of the aspects that most attracts my attention in large quantities. Review collected by and hosted on G2.com.

Data-driven forms of use that are quite important can take a time of analysis to make the reports, which is a total problem of lag in performance, at the same time accumulating the work lists in large quantities, of In the same way, the novelties of procreative increase, which the inconvenience does not present slowdown due to lack of connection, but due to system failure, including that it would be of great support to add a little more clarity about the licenses. Review collected by and hosted on G2.com.

I really like the ability to visualize our CRM data on the Geopointe mapping tool It is really versatile and we can run almost any report necessary for our sales & marketing campaigns. The different ways to present the data is helpful as well. Their cost structure is reasonable and our firm has had a subscription for the past 5 years or more. Will continue to renew. Review collected by and hosted on G2.com.

I don't have many complaints about Geopointe. Every one in a while (maybe one per year), I run into limitations but they are usually limitations to the CRM platform and not Geopoint specifically. Review collected by and hosted on G2.com.