the portatour ® brochure as PDF
Contents
1. Import assistant from Excel XLS XLSX from OpenDocument ODS from text files CSV TXT Update assistant Quick search Alphabetical index Extended search Sort amp filter Mass editing Map view Create new customers Automated geocoding Standard fields Business hours Preferred call times Customers on vacation Call interval frequency Call duration Last call visit date Call visit history Upcoming appointments Call visit notes Custom fields Export Transfer to other users Effective Sales Call Reports Fast report writing Standard fields Automatic pre filling Custom fields Follow up call note Call history per customer Export iCal share Email delivery SS Bn Bn ZS ZS Za Za Sa Se O O O LLIS SSS nn Sa Sa Bn Bn Bn Bn Bn Bn ZS ZS Sa Za Sa Sa Se LLIS Bn ZS ZS Za Sa Su Availability Languages German English Regions Europe North America Australia South Africa Start quickly Free trial Account in 5 minutes No credit card required Quick data import Try with demo data Easy to use portatour for Salesforce Available in AppExchange Installation in 15 minutes Supported Versions Professional Edition Enterprise Edition Unlimited Edition Force com Platform Integration with Accounts Integration with Contacts Integration with Leads Integration with Events Uses existing data Calculate schedule in Salesforce View map in Salesforce Sy2. Scheduling Reservations 0 Update schedule parameters SCHEDULE CUSTOMERS APPOINTMENTS ill Orange kk 18 47 lt 4 CUSTOMERS ADDRESS Mon 06 Ste Wed 08 Thu 09 Fri 10 Turner Thomas 19600 Via Escuela Saratoga 95070 A e 7 30 AM Home lt Gray Joshua gt des See ZAE RES Om Jose 25129 A GE a Call mote ask about Las Vegas holiday D Ac IN t EE r LP Den 8 21 AM 8 46 AM Harris Christina Last call 2 14 2013 81 days ago Show map Navigation Surrounding Due 90 of the 90 day interval customers Next call Tue 5 7 2013 amp 37AM 9 02AM According to call interval change 4 1 min for 0 6 km to San Jose 95128 LAST CALL L 8 47 AM 9 07 AM EE Rivera Nathan update email and phone details Open 07 00 17 00 Mon 02 18 2013 10 22AM b 1 min for 0 2 km to San Jose 95118 Called now Missed 9 07 AM 9 32 AM Cook Dana NEXT CALL L 5 min for 3 5 km to San Rafael 94902 According to call interval of 60 days gt Bring more samples 9 38 AM 9 53 AM Walker Robin ask about offer Open 07 00 12 00 8 37AM 9 02AM Gray Joshua 9 min for 5 9 km to Campbell 95008 x Map x KH ee C https my portatour net a Map Customer so EI e D SCHEDULE CUSTOMERS APPOINTMENTS E ES A La a Rosa 0 Elk Grov E 3 ai St a i e A E Galt Baker Holly
3. takes its processing power from the portatour server farm which brings together many high performance servers that provide a multiple of performance compared to laptop or smartphone processors You can calculate schedules for up to 28 days Out of millions of possibilities the portatour algorithm provides a mile optimized proposed schedule with up to 125 client visits intelligently selected from your customer database which can hold up to 1 000 addresses Your Assistant for Schedule Updates You know as well as anyone no matter how well planned a schedule is unplanned changes happen in the course of the day waiting times at customers contacts who dont show up or who dont have time urgent appointments that need to be squeezed in not to mention traffic congestion all of which can mess up a carefully planned schedule Now you can respond at the push of a button and portatour will update your schedule for the rest of the day starting from your current location You can customize your schedule at any time by dropping proposed visits or adding additional dates Get the overview See all of your accounts contacts and leads on a map Where are customers who havent been visited for a long time What schedule is portatour proposing for the coming days Take advantage of free time between appointments Find surrounding customers who are open and stop in fora spontaneous visit Find your bearings with digital street m
4. 5 we offer a complete solution for synchronizing customers contacts leads and appointments between CRM and portatour Within 15 minutes your administrator has installed and configured the app users can access the full functionality of portatour to make schedules and report calls as a webapp on their smartphones tablets and notebooks portatour Connector portatour brings your customer data to the road Regardless of which ERP CRM system you use portatour Connector gives your sales team access to all relevant data on their smartphone tablet and notebook Synchronization works in both directions As part of an implementation project portatour Connector is installed in your IT landscape and adapted to your requirements We offer standard configuration templates for SugarCRM Oracle Siebel and Microsoft Dynamics CRM 4 Frequently Asked Questions How much do save with portatour When is the return of invest Automated itinerary planning can save between 10 25 of the miles driven per customer visit depending on your industry and region portatour usually pays for itself if you Save 3 of your mileage costs or achieve an extra customer visit per month In addition consistently using portatour s proposed schedules will lead to a higher frequency of calls to important category A customers and thus yield more revenue per visit Customers with lower priority are visited less often but not forgotten Create your own retu
5. Can I buy a perpetual portatour license No portatour is a software as a service application You subscribe to portatour as a service and save yourself costs for server hardware software installation maintenance and operation portatour is ready from the first day is constantly updated works on any device with a web browser and uses the computing power of the portatour server farm Depending on the number of users you can choose between quarterly and annual payments Is there an offline version of portatour portatour is an online web application with support for offline data storage In situations without internet connection your most important data is readily available offline in your browser portatour is optimized for using a low bandwidth as Is typical for mobile use Being a web application it removes the need for installation and updates on your mobile devices and leverages the computing power of the portatour server farm for route optimization For which industries is portatour suitable portatour is suitable for any size of business From a one person company to large corporations with 1 000 field Staff Users come from many different industries Pharmaceutical medical cosmetic food industrial and commercial needs wholesale collection agencies toys paper and stationery merchandise chemicals paints and coatings electronics workshop supplies craft supplies car accessories opti
6. Full and multi day appointments Overnight appointments Recurring appointments Telephone calls Special locations Business hours Preferred call times Customers on vacation Call duration Launch navigation software Route export iCal sharing Personal Settings Home location Working hours Lunch break Driving speed Days off Preferred hotels Features Kj SAAS lt 10 Sec up to 28 days up to 125 i Bn Bn Sa ZS Sa Sa Sa Sa Sa Bn Bn Bn Bn Bn Bn Bn Bn ZS Zu SS Bn Bn ZS ZS Supported Devices and Browsers PCs amp notebooks Windows Mac OS X LINUX Tablets Pad Android Smartphones Phone Android Windows Phone BlackBerry HTML5 browser Internet Explorer Firefox Chrome Safari Help amp Support PDF manual Online manual 1 2 3 tutorial Email support Reply within 24h Optional training Quality amp Security Offline capability High performance servers High availability SSL encrypted communication Encrypted data storage Server location Vienna Europe Secure data center Own servers No installation needed Automatic updates LLIS Bn Bn Bn NNN NNN SSS Kj E SASS LLIS Bn ZS ZS SS Maps with Overview Route view All customers view Filter Different Coloring Individual symbols for customers Own location Surrounding customers Automatic geocoding Map license included Map updates included Rich Customer Management Customers max
7. WI A Last call 3 10 2013 87 days ago jhe Due 97 of the 90 day interval ee WY Next call P e According to call interval change Lg GE e ee i oe A he a E v RB i d e Fi Pk Zeie E a al A E CN AS eu 8 Drei WW 4 Or Stockton b Brentwood i SSC ewe A d 4 V SE E Ps ee KEE Ss 120 Manteca gt Me Se Ripon ee a is SC oh un e I S R he d o Patter w Redwoow _ City Ju Settings Administrat x K 7 e gt CGG https impactitgmbh crm4 dynamics com main aspx wO did Microsoft Dynamics CRM Max Mustermann 4 impactit GmbH File Home Sign Out a a Pf A amp A New New Import Advanced Activity Record Data Find Mew Tools YE Data Management dy ES system Jobs Document Managem Auditing a E Ew Customizations at Solutions Cal Dynamics Marketplace toure Administration License Enter account name and password according to your portatour license or request a test license Synchronization Settings Define which records to synchronize between Dynamics CRM and portatour Anywhere Turn periodic synchronization on or off Organization Settings portatour Users Configure default settings for your organization like Select users who should have access to portatour working hours customer business hours and customer call settings 4 Process Center Processes Synchronize all users S
8. acquisition recurring service activities I d like to get a demonstration of portatour Would you like to present the sales tour planning software portatour to your company We are happy to prepare an online presentation for your management sales management IT management and key sales representatives where we cater to your situation and answer individual questions Contact us today Can I try portatour without obligation or cost Yes Sign up for a free trial of portatour Anywhere a web version without further requirements The trial license will automatically expire after 30 days and Is limited to 2 field reps There are no costs You can also try an integration into the CRM of your choice Is portatour for centralized or decentralized route planning For field sales it s particularly important to respond to customer needs flexibly without having to adhere to any rigid centrally planned schedules portatour is therefore a decentralised tour planner Le the salesperson always plans his or her schedules independently and can optimize them dynamically by pressing a button Can I use portatour for districting or geo marketing No portatour is a sales route planner and therefore requires an assignment of customers to sales representatives For sales region planning we work with partners proficient in geomarketing Well be glad to establish a contact to set up special terms in connection with portatour
9. aps that are updated regularly The maps are included at no extra charge In portatour without having the hassle of third party licences Perfectly connected on the go Good news for sales representatives with a preference for light luggage You can leave your laptop at home Your mobile will be all you need for route planning in the future portatour turns any smartphone into a personal sales route planner that automatically synchronizes with Microsoft Dynamics CRM You can update your itinerary at any point during your day by just tapping a button Mobile access to customer and appointment data with built in call reporting are additional features of portatour Use portatour on any smartphone or tablet Apple iPhone iPad Android BlackBerry Windows Phone Samsung HTC Nokia and other manufacturers are supported Just open the web browser and get started immediately no installation of an app necessary Simple reports Intelligent analysis Log every customer call right after the visit ends at the push of a button on your mobile phone or tablet This means you can clear your head and get ready for your next presentation you also spare yourself the burdensome catching up on reports late in the evening The data entry form for call reports can be adapted to your personal needs Analyze your work with portatour Report Statistics about your area your customers frequency of calls will give you valuable info
10. arketing Send Service Settin gs Deactivate access Resource Center Deactivate portatour already in use by WURTH KAO woopwYanT Alliance HYGIENE amp SANITATION GRAIN TRADERS apeti Werkzeuge Advanced Medical Nutrition g D HARTING SARTORI wg DUADNA Wollschlager oc pa fm KA J PHARMA IRBEKS PANDORA LW of Gett ZEHL AU Kb D IPPDC B Stocklin SCHH Ranz 3 KE R E L Medizintechnik dS Techn kPraduste tet te and many more References yr A dynamic company such as Samsung requires a dynamic route planner Call frequencies Ke T ANNYI A V Once our sales reps started using portatour we uncovered a wealth of potential new leads The sales force is always faced with the problem How do Structure my day With are now in firm control thanks to portatour portatour finally have a system that plans my working day efficiently at the push of a button KS Medizintechnik Jorg Heinser Kao Australia Rodney Macnamara Samsung Severin Bolliger portatour has brought us a 6 increase in buying customers In Visiting the right store at the Just 9 months and has thereby right time increased revenue by improved our sales revenue 15 considerably TUNAP Sebastian Zimmermann Scandinavian Tobacco Group Mark Hooks How portatour works Optimized Schedule Sales route insta
11. arm system with smoke detection and extinguishing system Contact us today Leo Sauermann PhD 43 699 17360149 Sales portatour com Skype leo sauermann portatour You can reach me 09 00 18 00 Vienna Time 08 00 18 00 London Time 07 00 14 00 New York Time 07 00 11 00 Los Angeles Time portatour is a registered trademark of impactit GmbH Salesforce and AppExchange are trademarks of salesforce com Inc Microsoft Outlook and Microsoft Dynamics are trademarks of Microsoft Corporation SugarCRM Is a registered trademark of SugarCRM portatour the future of A service of personal sales route planning impactit GmbH for field sales representatives Vienna Twin Tower consulting and service team members WienerbergstraBe 11 12a 1100 Vienna Austria 2015 impactit GmbH
12. cs drinks food and beverage tobacco heating and sanitary market research mystery shopping building services sports and leisure goods clothing and textiles machinery spare parts materials furniture and equipment telecommunications dental needs How do I get help and support for portatour Once installed the administrator and user manual can be found in Dynamics on the portatour tab The manuals are available in German and English and offer answers to frequently asked questions in addition to a complete description of the application Our support team Is also happy to help you via email How secure is portatour portatour uses the most advanced security standards The communication between the device and portatour servers is SSL encrypted to gain access you need a username and password The portatour servers are protected by firewalls data is stored on encrypted disks on multiple database servers The data centre has biometric access control and video surveillance We do not share your data with third parties More information on data security at portatour Is portatour available 24 7 portatour is designed for high availability Multiple redundant high performance servers with automatic load balancing and failsafes 24 7 Monitoring with automatic alarm redundant fiber connectivity to the Internet redundant power supply additionally UPS and diesel generator redundant air conditioning and fire al
13. e This increases with the number of customers to be visited dally with different frequencies according to customer importance and the restricted visiting hours at your customers locations portatour is suitable for any size of business From a one person company to large corporations with 1 000 field staff Users come from many different industries Pharmaceutical medical food industry commercial equipment cosmetics and many other sectors You decide the way you work When does your working day start Where do you start Do you take breaks How long do you work portatour takes your personal way of working into account Serve large areas with distant customers efficiently portatour plans intelligent tours with overnight stays to reduce long travel times Your preferences such as your favorite hotels or the days you want to stay home are naturally taken into account Do you like driving fast on motorways Let portatour know so you get schedules that fit your driving style Add non sales appointments to your calendar too Now you can automatically reconcile meetings at company headquarters telephone conferences private appointments at your doctor and other errands with your customer visits Saving you time and hassle 866 The racing car of route planners Drive the racing car of route planners At just the push of a button portatour puts together an optimized schedule within seconds portatour
14. iority are included more often no customers are forgotten letting you implement your sales strategy consistently and successfully Every customer is different opening times frequency of calls planned holidays and duration of your visit can be maintained for each customer in Microsoft Dynamics CRM and are individually included in portatour s calculations Scheduled appointments from your calendar are guaranteed to be included in the schedule Gaps in your calendar are efficiently filled by portatour with suggested stops This way you ll visit the right customer at the right time Seamlessly integrated with Microsoft Dynamics CRM The portatour solution integrates with Microsoft Dynamics CRM and synchronizes your existing accounts contacts leads and events for route optimization You wont have to worry about importing exporting data to from an isolated solution Microsoft Dynamics You can also enjoy the benefits of Microsoft Dynamics CRM Access possible from any web browser centralised user management individual access rights customizable forms and low maintenance You are the ideal portatour user YOu e are active in the field e plan your own tours e serve more than 100 clients in your area e visit at least 4 clients per day e and spend 2 hours a day or more in the car You will come to value the help of portatour in sales route planning the more complex your planning needs ar
15. nchronize with Anywhere gt SS 30 days ZS SASS LLIS Bn ZS ZS Sa Sa Sa Sa Sa S S Bn portatour for Microsoft Dynamics CRM Installation in 15 minutes Supported Versions Dynamics CRM 2011 Dynamics CRM 2013 Dynamics CRM 2015 On Premise On Demand Integration with Accounts Integration with Contacts Integration with Leads Integration with Appointments Uses existing data Synchronize with Anywhere i Bn Bn Bn Bn ZS Sa Sa SS Se Meaningful Statistics Effective calls per day Ideal calls per day Effective working hours per day Average call duration Call urgency of customers Overdue customers Classification by call interval Classification by call duration Classification by business hours Territory analysis by driving distance LLIS Bn ZS NSS Central Administration for Organizations Free admin accounts Free back office accounts User management Log in as different user Organization wide default settings Custom fields Export all data Delete all data Backup amp restore API LLIS Bn ZS ZS SS portatour Connector Synchronizes with your CRM ERP e g Sugar CRM GC Siebel amp g custom systems Windows service XCopy installation Configuration with XML file Synchronizes data Users Customers Appointments Call reports Data format CSV Data format SQL views SS Bn Bn ZS Sa NNN Sa Sa Bn Su Screenshots TTT SAMSUNG d SCHEDULE GE
16. ntly planned up to 28 days Customers Appointments Sales Rep Data Street Maps ahead Personalized Geocoded Address Fixed customer home location street level Schedule Planned call appointments current location details drop customer interval Business and working hours frequently updated calls Date of last call private appointments and breaks distances add calls Opening hours Important phone calls accommodations shortest drive set planning expected between all customers parameters call duration respond to schedule updates Microsoft n Dynamics Products portatour is available in the following versions Anywhere portatour for the web portatour Anywhere runs in your web browser on your desktop PC notebook tablet and smartphone Create your account upload customers and start driving on your optimized sales route today You dont have to install anything no need for extra software portatour for Salesforce The portatour app seamlessly integrates with Salesforce and Force com applications and uses your existing accounts contacts leads and appointments in your calendar The installation in your Salesforce organization via Salesforce AppExchange can be done in less than 15 minutes your administrator can make all necessary adjustments on the first day portatour for Microsoft Dynamics CRM For both on premise and on demand versions of Dynamics CRM 2011 2013 and 201
17. rmation on how you can improve your strategy In the long term you will also see how many visits per day you need to do to actually achieve your desired call frequency Start today The installation in your Dynamics CRM can be done in 5 minutes your administrator can make all necessary configurations You are ready to go within an hour Later you can easily install updates To ensure the smooth implementation of automated sales route planning with portatour in your business please contact our consultants and partners who will help you with best practices to get you started Technical Requirements portatour is available for Dynamics CRM 2011 2013 and 2015 in both variants On Premise and On Demand Rollup 12 is required for Dynamics CRM 2011 Languages English German Supported regions Europe North America Australia South Africa Other languages and countries on request Not using Microsoft Dynamics CRM Other supported platforms Route Optimization Intelligent multi optimization Minimized driving distance Maximized calls visits Automatic customer selection Manual customer selection Optimized call visit schedule Optimized call visit frequency Fast calculation Long term planning Multiple stops per route Optimize anytime Overnight routes Daily view Weekly view Monthly view Map view Driving time and distance Include new customers Reminders Scheduled appointments Flexible appointments
18. rn of investment calculation in the portatour shop Will portatour record the routes I drive No portatour does not store GPS records Can I use portatour with Salesforce Dynamics CRM or other CRM ERP systems Yes portatour works with Salesforce Microsoft Dynamics CRM 2011 2013 and 2015 Siebel CRM Sugar CRM and other CRM ERP systems A customer calls and wants to have an appointment how does portatour react You can enter the appointment directly into portatour or into Microsoft Dynamics CRM portatour detects conflicts in your schedule and optimizes your itinerary to reflect the revised schedule That way you still have an optimized route even if your schedule changes Can portatour help me avoid traffic jams Current traffic situation is not taken into account use the navigation system of your vehicle or smartphone portatour can start your smartphone s navigation system at the push of a button Does portatour help me win new customers Yes Import your new customers with Microsoft Dynamics CRM and portatour calculates optimized route plans for you to reach new customers in the most efficient way in addition to attending to your existing customers Which uses cases is portatour suitable for portatour is used for field sales with regular client calls one time visits as part of a product launch pricing and inventory control in outlets mystery shopping new customer
19. t portatour for Dynamics CRM My personal sales route planner With portatour for Dynamics CRM discover the future of fully automated Sales route planning for your field sales force consultants and service team members SCHEDULE CUSTOMERS APPOINTMENTS www oortatour com daynamics crm More customer visits fewer miles more time Are you spending more time in the car and planning than with the customer Is it hard to put together a meaningful itinerary with all of your customers ranked by priorities honoring call frequency and scheduled appointments using a road map portatour plans your trips within seconds at the push of a button giving you back valuable time which would otherwise just be left on the road Visit more customers drive fewer miles Automatic itinerary planning cuts up to 25 of miles driven to customer locations reducing fleet costs and CO emissions Especially new employees will be efficiently integrated into your company You start on the first day in your new sales territory with optimized routes saving miles on the road up to 25 more customer calls The right customer at the right time Reach your sales goals by focusing your work on important customers Use portatour to visit A B and C customers in the right frequency portatour automatically selects which customers to call while also optimizing the driving route Customers with high pr
20. ynchronize data of portatour users between Dynamics CRM and portatour Anywhere a Logs Periodic Sync Define portatour custom properties in order to make Logs Manual Synch additional Dynamics CRM attributes available to wi Custom Properties hal portatour Anywhere Workplace Ska Manuals About portatour portatour Administrator Manual Display information about portatour for Dynamics CRM S ortatourz User Manual 2011 and your current portatour license Marketing D 2011 and your current portatour license Service Resource Center Jia Workplace portatou x W gt C https impactitgmbh crm4 dynamics com main aspx di Microsoft Dynamics CRM Max Mustermann 4 impactit GmbH File Home Sign Out CEA EIER New New Import Advanced Activity Record Data Find New Tools E portatour Anywhere 4 My Work Dashboards e A Activities D Synchronize Ha Calendar Deg Imports portatour 44 Duplicate Detection eren Bik https my portatour net About portatour E Queues Username nono1b4 portatour User Manual Articles 3 n P Last synchronization Wednesday June 05 2013 11 31 AM 02 eports Next periodic synchronization Periodic synchronization is not enabled g Announcements Customers Manage Account 3 Accounts 83 Contacts Send login data Email address Max mustermann example com Sales E g 45 664 125456 M
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