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portatour® Salesforce Connector

Discover state-of-the-art automatic route planning with the portatour® Salesforce Connector. Stop wasting time and optimize the route plans of your sales force at the touch of a button.

The portatour® web app remains an independent system. The routes are not displayed in Salesforce, but are displayed and managed exclusively in portatour® Anywhere. The app was specially developed for mobile route planning and the (offline) input of call reports.

More customer visits,
fewer miles

Automatic scheduling cuts up to 25% of miles driven to client locations, reducing fleet costs and CO2 emissions.

portatour®
always at your side

portatour® transforms every smartphone and tablet into a personal route planner, regardless of whether the device is an Apple iPhone, iPad or Android. You are always fully connected on the road. Automatic synchronization with Salesforce® included.

portatour® Salesforce Connector

Discover state-of-the-art automatic route planning with the portatour® Salesforce Connector. Stop wasting time and optimize the route plans of your sales force at the touch of a button.

The portatour® web app remains an independent system. The routes are not displayed in Salesforce, but are displayed and managed exclusively in portatour® Anywhere. The app was specially developed for mobile route planning and the (offline) input of call reports.

Optimized routes at the touch of a button

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The portatour® Salesforce Connector enables the regular automatic import of relevant entities (accounts, contacts, leads, appointments, users) to portatour®.

  • Plan optimized routes to your existing Salesforce customers and appointments in portatour® at the touch of a button.
  • portatour® automatically suggests customers that are suitable for your plan. Importance, visit frequency and distance are taken into account.
  • Call reports are automatically exported to Salesforce.
  • Hosting and ongoing support of the Salesforce Connector is provided by the portatour® team. The portatour® Salesforce Connector is installed within our data center and connects to the portatour® SaaS server via the API.

Up to 25 % more customer calls with the portatour® Salesforce Connector

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Do you waste your time planning routes? Would you rather have more time for your customers? Then the portatour® Salesforce Connector is the right solution for you.

  • Plan and optimize your routes in seconds, minimize your planning effort and spend more time with your customers.
  • You drive up to 15 % fewer miles, save fuel and protect the environment.
  • Faster onboarding of new sales employees and effective working from day one.

The right customer at the right time

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It is a major challenge to successfully implement your sales strategy and visit all customers at the right intervals. But not with the portatour® Salesforce Connector:

  • Customers with high priority are scheduled more frequently and no customer is ever forgotten.
  • Gaps in your calendar are filled with automatic suggestions from the surrounding customers.

For optimal suggestions, specific business hours, vacations and the priority of customers are taken into account when calculating the route.

Technical requirements

The portatour® Salesforce Connector is available in several languages, is supported internationally and is compatible with the following Salesforce editions:

  • Professional (only with activated API access)
  • Enterprise
  • Unlimited

The portatour® Connector App is installed within Salesforce. This primarily supports the authorization process (OAuth) for the connector.

Is all of this new to you? We have changed our Salesforce integration. Contact us at for more information about the portatour® Salesforce Connector.

Not using Salesforce?

Increase customer visits by up to 25% with portatour® - your route planner for Salesforce®

Full version. No credit card required. Automatic termination.

Frequently asked questions

How much do I save with portatour®? How soon does it pay off?

Will portatour® record the routes I drive?

Can I use portatour® with Salesforce, Dynamics CRM or other CRM/ERP systems?

Can I integrate the portatour® route planning algorithm into my own field rep app?

Somebody calls and wants to have an appointment – how does portatour® react?

Can portatour® help me avoid traffic jams?

Does the portatour® route planner help me win new leads?

Is there an offline version of portatour®?

For which industries is route planning suitable?

How do I get help and support for portatour®?

Which use cases is portatour® suitable for?

I'd like to get a demonstration of portatour®.

Can I try portatour® without obligation or cost?

Is portatour® for centralized or decentralized route planning?

Can I use portatour® for districting or geo-marketing?

Can I buy a perpetual portatour® license?

How secure is portatour®?

Is portatour® compliant with GDPR?

Is the route planner portatour® available 24/7?

Where is the login? How do I get my access link?

Is portatour® the best route planning software for me?

Contact us!

Our sales and support team is looking forward to hearing from you

Available by phone from Mon-Fri, 9-17h CET

I am already a user and need

Support

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This is how Support works at portatour®.

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