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What is Geopointe?

Geopointe is a powerful native app available on the AppExchange, designed to enhance Salesforce by incorporating location-based functionalities and delivering actionable insights tailored to improve business processes for our customers. Experience the simplicity of mapping with Geopointe, making geographic analysis straightforward and efficient. Who can benefit from Geopointe? Primarily, sales professionals looking to efficiently plan their trips, optimize routes, log meeting notes, and manage cancellations will find it invaluable. Among its features, Geopointe offers the ability to access essential data concerning both time and location, enabling users to conduct geographic searches and analyses seamlessly. The app allows users to search any Salesforce data from virtually anywhere around the globe, whether it’s a comprehensive view of all Salesforce accounts clustered by concentration or a localized search for leads and prospects. With Geopointe, users gain insights through advanced visualization and filtering tools that reveal patterns and trends they may not have previously recognized, making it an indispensable tool for strategic planning and decision-making. Moreover, the user-friendly interface ensures that anyone can harness the power of location data without extensive technical knowledge.

What is 360 SmartDocs?

360 SmartDocs is a comprehensive document generation tool that is fully integrated within Salesforce, tailored for teams that handle extensive document workflows. It can be installed effortlessly through the Salesforce AppExchange, eliminating the necessity for external integrations, middleware, or user data entry. This application empowers users to merge real-time data from both standard and custom Salesforce objects into meticulously designed Word templates, allowing them to create polished PDFs or Word documents with just a single click. The built-in Word Template Builder comes with advanced features like conditional logic, dynamic tables, and multi-level relationship fields (supporting up to five levels), as well as image merging capabilities, all enabling sophisticated document automation without the need for any programming expertise. For organizations that require significant document generation, the bulk document generation functionality allows teams to efficiently handle entire lists or report outcomes at once, greatly minimizing repetitive tasks during busy periods such as month-end or large marketing campaigns. Furthermore, all documents generated can automatically sync with Google Drive, providing seamless access and organization. This all-in-one solution not only streamlines workflows but also enhances overall efficiency in document management for teams across various sectors. By adopting 360 SmartDocs, organizations can significantly improve their productivity and focus on their core missions.

Media

Media

No images available

Integrations Supported

Salesforce

Integrations Supported

Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

$45 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Geopointe

Company Location

United States

Company Website

www.geopointe.com

Company Facts

Organization Name

360 Degree Cloud Technologies Private Limited

Company Website

360degreecloud.com/product/smartdocs/

Categories and Features

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Route Planning

Capacity Planning
Drag & Drop Scheduling
Driver Management
Emergency Dispatch
GPS Tracking
Performance Metrics
Route Costing
Territory Management

Categories and Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

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