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portatour® – sales-route planner – AppSource

avtor: impactit GmbH

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portatour® - The gold standard in automatic sales route-planning

portatour® helps you drive fewer miles, visit more customers, and increase sales. An intelligent algorithm calculates which customers to visit, on which day and in which order.

More than 1,500 customers in over 20 countries have chosen portatour®. Available in English, German, French, Italian, Portuguese, and Spanish.


Advantages for Sales Reps:

  • Automatic (re)scheduling at the push of a button
  • Automatic suggestion of customer visits
  • Mobile web app (runs on iOS, Android, Windows, etc.)
  • Customer insights on a map
  • Easy reporting with just a few taps


Advantages for Management:

  • A/B/C prioritization
  • Free and unlimited supervisor accounts
  • Central user administration
  • Permissions management
  • Automatic daily and weekly statistics


Benefits of the Managed Solution:

  • License only needed for field rep users
  • Free for admin and back office users
  • Synchronization of Accounts, Contacts or Leads
  • Bidirectional sync of Appointments
  • Sync of Call Reports as Tasks or Appointments
  • Easy installation by an admin
  • Support for configuration provided by portatour® Team
  • Updates included

More information at https://www.portatour.com/dynamics-crm/

Hiter pregled

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