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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Geo Rep's software, featuring both an administrative web portal and a mobile app, seamlessly coordinates the essential functions and operations of your field team. This facilitates everything from the monitoring of customer engagements to the automation of daily sales activities, along with delivering critical reports and insights. Simply put, if you're questioning the role of field sales management software, understand it as the pivotal connection among your corporate office, your field sales team, and your customers. Every module, feature, and function is under precise permission control, ensuring each user sees exactly what they need. Our platform allows the creation of custom modules or functions tailored to your needs. Your system is dynamic and self-service, facilitating swift actions and offering custom fields, personalized field naming, and pre-set data. Our global presence is powered by numerous servers strategically located across the globe, hosted on AWS to eliminate latency and resourcing concerns. Your experience is localized, covering aspects like currency preferences and measurement units. Seamless integration with other systems, be it ERPs or Sales data sources, is facilitated through various methods.

Description

Enhance your team's efficiency on every journey and at any location with features designed for intricate routing, territory optimization, and real-time field updates. By utilizing route optimization and automatic logging of activity data, you can save valuable hours in planning, administration, and driving time. This allows you to concentrate on high-priority nearby leads and service appointments within each field opportunity. You can effectively prioritize and scale daily customer visits by leveraging essential business data, including lead value and account type. For those requiring advanced capabilities, upgrading to Salesforce Maps Advanced provides additional features for complex geo-visualization, enhanced route optimization, and robust analytics. Effortlessly integrate vital account and user information with the territory planning and assignment process for streamlined coordination. By eliminating tedious manual planning tasks, you can efficiently explore multiple scenarios with ease and agility. Additionally, territories can be balanced automatically based on the most relevant attributes, allowing you to strategically plan daily routes according to accessibility for your teams, thereby maximizing productivity and efficiency in the field. Furthermore, this holistic approach ensures that your workforce is always equipped to tackle challenges as they arise, fostering a more responsive and adaptable operational environment.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Cin7 Inventory Management Yes 
Collate No 
DEAR Inventory Yes 
Dynamics 365 Commerce Yes 
IBM Cloud SAP Yes 
IBM Managed Services for SAP Applications Yes 
Qlik Sense Yes 
SYSPRO ERP Yes 
Sage Accounting Yes 
Salesforce No 

Integrations

Cin7 Inventory Management No 
Collate Yes 
DEAR Inventory No 
Dynamics 365 Commerce No 
IBM Cloud SAP No 
IBM Managed Services for SAP Applications No 
Qlik Sense No 
SYSPRO ERP No 
Sage Accounting No 
Salesforce Yes 

Pricing Details

$29 per user per month
$29 Standard
$46 Professional
$62 Enterprise
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Geo Rep

Founded

2016

Country

South Africa

Website

georep.com

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/sales/mapping-software/

Product Features

Field Sales

Activity Tracking Yes 
CRM Yes 
Channel Management Yes 
Collaboration Tools Yes 
Controlled Access Yes 
Dashboard Management Yes 
Expense Management Yes 
Fast Estimates Yes 
Inventory Management Yes 
Invoices Yes 
Lead / Opportunity Management Yes 
Online Payments No 
Order Management Yes 
Quoting Yes 
Reporting / Analytics Yes 
Route Optimization Yes 
Territory Management Yes 
Time Tracker Yes 
Visit Scheduling Yes 
Workflow Management Yes 

Product Features

Fleet Management

Dispatch Management Yes 
Employee Management Yes 
Fuel Management Yes 
GPS Tracking Yes 
Incident Reporting Yes 
Inspection Management Yes 
Inventory Management Yes 
Maintenance Management Yes 
Mileage Tracking Yes 
Motor Pool No 
Routing No 
Tire Management No 
VIN Lookup Yes 
Work Order Management No 

Location Intelligence

Behavioral Analytics Yes 
Data Visualization Yes 
Demographic Data Yes 
Geocoding Yes 
Geofencing Yes 
Location Tracking No 
Predictive Analytics Yes 
Trade Area Analysis Yes 

Route Planning

Capacity Planning Yes 
Drag & Drop Scheduling No 
Driver Management Yes 
Emergency Dispatch No 
GPS Tracking Yes 
Performance Metrics Yes 
Route Costing Yes 
Territory Management No 

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management No 
Document Management Yes 
Goals / Quota Management Yes 
Lead Management No 
Meeting Management No 
Performance Management Yes 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

Alternatives

Alternatives