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What is VisitEye?

Field activity management software plays a crucial role for businesses that deploy outside sales teams, merchandisers, or retail auditors. This cutting-edge tool enables organizations to oversee the customer interactions conducted by their field representatives via a mobile application. Users can track the GPS coordinates of their team members while monitoring the time they check in at different locations. By optimizing travel routes for customers, companies can conserve valuable time and resources, leading to increased efficiency. Moreover, the software allows for easy logging of mileage and effective management of business expenditures. Field representatives can also capture images and take notes during their visits, thereby improving communication and documentation processes. This feature notably minimizes the necessity for after-hours reporting since managers can conveniently monitor when their field sales representatives arrive at each site. Additionally, the system aids in gathering timesheet information, ensuring precise records of business expenses and travel distances. With GPS verification, organizations can validate their reps' activities and access comprehensive photo documentation and visit summaries. This intuitive browser-based application requires no installation, making it readily available to all users. Navigating customer visits can often prove challenging for both field representatives and their managers, as frequent trips to various sites can lead to increased fuel expenses, wasted time, and missed sales opportunities. Utilizing this software empowers organizations to enhance their operational workflows and boost the productivity of their field teams, ultimately driving better results and increased profitability. Hence, embracing such technology is essential for staying competitive in today’s fast-paced market.

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.

Media

Media

Integrations Supported

Microsoft Excel

Integrations Supported

Microsoft Excel

API Availability

Has API

API Availability

Has API

Pricing Information

$15 per user per month
Free Trial Offered?
Free Version

Pricing Information

$45 per user per month
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

VisitBasis

Date Founded

2013

Company Location

United States

Company Website

www.visiteye.com

Company Facts

Organization Name

Geopointe

Company Location

United States

Company Website

www.geopointe.com

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

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

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