We noticed an auto correction of account owner are being applied on the patch territories in Geopointe. We manually assigned accounts to different account managers in the past & now they are reverting back! Is this an impact of recent update
Hi Everyone,
We are looking into different solutions for helping us to manage out transportation services. We serve older adults that may be unable to drive within our county with rides to medical appointments, shopping, or just getting around town.
We're looking for something that may help bring this work into salesforce so we can leverage the contact data we already have. Has anyone come across a solution that works for their transportation program? I'd love to hear about your experiences
Thank you in advance!
For reference, we do have PMM, NPSP, and V4S running in our org.
Check out our new Lightning Component packaged with Geopointe!
The component can be placed on any Lightning Page and provides a list of the nearby records, based upon a Geopointe Data Set. Because of the relationship to Geopointe Data Sets, the use cases are endless.
Please see this short two minute video on how to setup and use this Lightning component
https://www.youtube.com/watch?v=EMAZ1ydzuC4
Please let us know if you have any questions
As one of the last major Salesforce Mobile updates, the geopointe nearby lightning component can now be accessed from the mobile layout. Check out our documentation when you get a chance and please let us know if you have any questions
https://customers.geopointe.com/s/article/Setting-Up-the-Nearby-Lightning-ComponentApologies for the late reply!
Our team went through a merger right before shut downs happened across the country earlier this year. Back in March, we were still growing our staff and ironing out processes between two newly-merged companies. Then Covid hit. We had a lot of adapting to do all at once.
That said, we think we’re uniquely positioned to offer advice about common challenges faced by many organizations, particularly those challenges related to the remote work that has become an everyday reality for millions of employees. We interviewed our leadership team, and they had some valuable advice for keeping productivity high when you have to work remotely.
Now that many areas have stay-at-home orders in place and some are still shut-down, obviously going on visits is not feasible for the time being. But what if we told you there are still many ways to use Geopointe when not out on sales calls? In fact, maybe there are benefits to no longer being able to travel to visit customers and prospects. t’s all about changing your mindset: you just need to get a little creative to adapt and innovate. Click to read how our customers our using Geopointe in 2020.
3 Real-Life Examples of How Customers Have Adapted Their Use of Geopointe During COVID
Great news! Geopointe's August 2020 Release notes are now available! Click to learn about some of the great new features and enhancements coming to Geopointe. Also utilize the link at the end of the post to register for our release webinar on August 27th to get a first-hand look at how organizations can use these new features!
Did you know the Geopointe product team makes mobile enhancements a priority with every new release? Built natively into the Salesforce mobile app, you can access these tools wherever your work takes you. Here is a rundown of some of the most popular Geopointe tools that were recently added to the mobile experience.
As sales teams move into the second half of the year, just a reminder that Geopointe has a some create uses for prospecting remotely! Whether you are an inside sales rep or a field rep that is "grounded" for the time being, checkout these great tips on how you can put your location data to good use and prospect remotely.
This year has taught us a great many things as sellers. One of which is the importance of utilizing internal team members to help get deals closed. If you have not typically utilized a team selling strategy, this might be the perfect year to add more team collaboration to your selling. Click to learn more.
Team Selling – How Collaborative Selling Can Benefit Your Sales
We invite you to checkout the latest video in our Geopointe training series, Geopointers. In this video we take a quick look at how users can import and utilize CSV files within Salesforce using Geopointe.