Our services
A quick and successful portatour® rollout – we help you get there. Benefit from the experience we have gained in over 100 successful rollouts each year.
Data Check
Ensuring your data's compatibility
Setup Workshop
Getting you up and running with portatour®
User Training
Learning daily usage of portatour®
Q&A Session
Answering your open questions
Starter package
Quick start for up to 9 users
Data Import-Export Workshop
Automating data import/export
API Developer Workshop
Basic principles of the portatour® Anywhere API
Introduction to territory planning
Getting started with portatour® Territory Optimization
Additionally, read our 12 tips for deploying portatour® successfully in your company.
Data Check
In this online workshop, we jointly analyze the data you export from your CRM/ERP system. We provide hints and suggestions for improvement to ensure compatibility with portatour® and overall completeness for effective route planning.
- Target audience: IT/CRM management and field service sales management
- Topics: analysis of the exported files, review and editing of your workflow definitions (e.g. adapt SQL query), answers to your questions about portatour® data formats, preliminary discussion of the following workshops
- Data Check: Availability of necessary fields, availability of recommended fields, unique field names, unique key fields, address quality, number of records, encoding and escaping, format and value ranges, unnecessary data fragments
- Participation via online meeting
- Duration: approx. 1 hour
- Price: excl. VAT.
- Preliminary work by you: Configure a repeatable export workflow in your CRM/ERP system. This should export all relevant customer and user data to CSV or Excel files. Send us this data in advance. Read the article: Data preparation for automatic route planning: What to do? What to think of?
- Exclusive: The workshop is held exclusively and individually for you.
- Procedure: After ordering and setting the appointment, you will receive a link to the online meeting. During the workshop, we call you or you dial into a conference call if participants are in more than one location.
Setup Workshop
In this two-part online workshop, you will first prepare your CRM/ERP data for import and define the general parameters, then we'll help you configure portatour® and populate it with your customer data.
- Target audience: outside sales director and IT administrators
- Topics Part 1 - Preparation: Analysing exported data, reviewing and editing your workflow definition (e.g. adapting SQL Query), Q&A session about portatour® data formats, and preliminary discussion of Part 2 of the Setup workshop - approx. 1 hour.
- Topics Part 2 - Implementation: User management, preparing and quality checking customer data, defining your visit strategy, setting your route-planning parameters, software configuration, additional fields for customers and visit reports, data import and export, test, and preliminary discussion of user training - approx. 2 hours.
- Participation via online meeting
- Prerequisite: portatour® user licenses purchased in the online shop.
- Duration: approx. 3 hours
- Price: excl. VAT.
- How to prepare: Prepare all relevant customer and user data as an Excel or CSV file. Required: customer name, full address and unique ID/reference number, plus unique employee (i.e. sales rep) ID/reference number. Recommended: visit interval in days, and date of last visit. You can also add other fields that are useful for the sales force, e.g. phone number, email address, contact person, sector and sales volume. Export the current data from your CRM/ERP system if you have one. Before you start, read this article: Preparing data for automatic route planning: what to do and what to consider.
- Exclusive: The workshop is held exclusively and individually for you.
- Procedure: After ordering and setting the appointment, you will receive a link to the online meeting. During the workshop, we call you or you dial into a conference call if participants are in more than one location.
- Optional topics: API interface for export/import, Dynamics CRM setup, Salesforce setup
User Training
During the online user training, your field reps learn how to use portatour® effectively every day for route and appointment-planning and call reporting.
- Target audience: field reps, IT-support team, field & sales management
- Topics: Logging in, user interface, route planning, planning parameters, appointments, working through a day's route, call reporting, customer management, statistics, data synchronization, options, …
- Participation: via online meeting. Connection is possible from multiple locations, with a maximum of 25 participants.
- Duration: approx. 2 hours
- Price: excl. VAT. for the group of all participants
- Optional: Video recording for internal use + excl. VAT.
- Prerequisite: portatour® user licenses purchased in the online shop, users created and customer data already imported. We recommend previous participation in a setup workshop.
- Exclusive: The user-training is presented exclusively and individually for you.
- Procedure: After ordering and setting the appointment, you will receive a link to the online meeting. For the training session, we call you (please provide the number in the conference room to call) or you call into a teleconference, if participants are in more than one location.
Q&A Session
In one or more Q&A sessions, the field reps get the answers to their questions. Additional usability tips for portatour® are also provided.
- Time: First session approx. 1 to 2 weeks after the start of the portatour® project.
- Target audience: field reps, IT-support team, field & sales management
- Participation: by conference call
- Duration: approx. 1-2 hours per session
- Costs: excl. VAT per hour
- Topics: Any issues and questions will be discussed and resolved. Based on the feedback, the configuration is continuously improved and thus refined for other users. In the spirit of "do good and talk about it", positive observations will also be discussed: How has everyday work been made easier? How has planning been simplified? What tips can I give my colleagues?
Starter package
This three-part workshop designed for 1–9 people will get your field sales team up and running quickly and effectively.
- Target audience, parts 1+2: Field Sales management and IT/CRM management
- Topics in part 1 – Setup preparation: Analysing exported data, reviewing and editing your workflow definition (e.g. adapting SQL Query), Q&A session about portatour® data formats, and preliminary discussion of Part 2 of the Setup workshop – approx. 1 hour.
- Topics in part 2 – Setup implementation: User management, preparing and quality checking customer data, defining your visit strategy, setting your route-planning parameters, other aspect of software configuration, additional fields for customers and call reports, data import and export, test, and preliminary discussion of user training – approx. 1 hour.
- Target audience, part 3: Sales reps, IT support team, back office sales, sales managers
- Topics in part 3: Logging in, user interface, route planning, planning parameters, appointments, working through a day's route, call reporting, customer management – approx. 1 hour.
- Participation via online meeting
- Prerequisite: portatour® user licenses purchased in the online shop.
- Duration: Approx. 3 hours in total
- Price: excl. VAT.
- How to prepare: Prepare all relevant customer and user data as an Excel or CSV file. Required: customer name, full address and unique ID/reference number, plus unique employee (i.e. sales rep) ID/reference number. Recommended: visit interval in days, and date of last visit. You can also add other fields that are useful for the sales force, e.g. phone number, email address, contact person, sector and sales volume. Export the current data from your CRM/ERP system if you have one. Before you start, read this article: Preparing data for automatic route planning: what to do and what to consider
- Exclusive: Exclusive workshops tailored to your specific needs.
- Procedure: After placing your order and agreeing the date, you will receive a link to the online meetings. On the day, we will call you, or you can dial into a conference call if participants are in more than one location.
- Optional: Video recording for internal use + excluding VAT.
Data Import-Export Workshop
In this online workshop, we work with you to configure scripts for automatic data import and export. Exporting data from your system and importing data into your system is not part of the workshop. You will also receive tips on automation.
- Target audience: IT/CRM administrators
- Topics: Download data exchange scripts, check or set permissions, check or completion of portatour® configuration and import configuration, configuration of scripts according to your requirements, first-time execution of scripts, tips for automating the data exchange process
- Participation via online meeting
- Prerequisite: portatour® user licenses purchased in the online shop. We recommend previous participation in a data check and setup workshop.
- Duration: approx. 2 hours
- Price: excl. VAT.
- Preliminary work by you: Log in as an administrator on the PC or server on which the data exchange scripts provided by us should be executed via PowerShell. The required PowerShell version 3 runs, e.g., on Windows 8 and later or Windows Server 2012 and later. The network configuration (firewall, proxy) must allow access to https://my.portatour.net. Access to the files stored by the repeatable export workflow (see data check) must be possible from this PC/server.
- Exclusive: The workshop is held exclusively and individually for you.
- Procedure: After ordering and setting the appointment, you will receive a link to the online meeting. During the workshop, we call you or you dial into a conference call if participants are in more than one location.
API Developer Workshop
In this online workshop we explain the basic concepts of the portatour® Anywhere API and answer your questions.
- Target Audience: Developers, IT architects
- Topics: Explanation of basic concepts, advice for use in your specific use case, presentation of API functions required for this, notes on error handling
- Participation via online meeting
- Languages: German, English
- Prerequisite: Active test, partner or purchased license
- Duration: min. 1 hour
- Price: excl. VAT per commenced hour
- Preliminary work by you: Provision of a brief description of the use case and the technology employed to enable us to prepare
- Exclusive: The workshop is held exclusively and individually for you.
- Procedure: After ordering and setting the appointment, you will receive a link to the online meeting. During the workshop, we call you or you dial into a conference call if participants are in more than one location.
Introduction to territory planning
In this online workshop, we will walk you through your first territory optimization and give you tips and pointers on how to make the most of portatour® Territory Optimization.
- Target audience: outside sales director and IT administrators
- Contents: Analyzing the existing situation; manually assigning specific customers; settings for automatic optimization; interpreting the results (including possible adjustments); using the Reallocation feature in portatour®
- Participation via online meeting
- Prerequisite: portatour® Anywhere + Territory Optimization user license activated. We recommend previous participation in a data check and setup workshop for portatour® Anywhere.
- Duration: approx. 1 hour
- Price: excl. VAT per commenced hour
- How to prepare: Give some thought to your territory optimization objective. Do you need to add or remove any field reps? Which of your customers cannot be rescheduled?
- Exclusive: The workshop is held exclusively and individually for you.
- Procedure: After ordering and setting the appointment, you will receive a link to the online meeting. During the workshop, we call you or you dial into a conference call if participants are in more than one location.