Trupanion provides simple, fair, and high-value medical insurance for pets. In their pet-friendly office, they are surrounded by dogs and cats inspiring them to do great work.
A network of over 100 territory partners form the vital link between Trupanion and veterinary hospitals. They build relationships and educate veterinarians, veterinary technicians and office staff regarding the importance of insuring pets. The field force’s work is the foundation for the growth of Trupanion’s business. It is the most important way to explain the impact medical insurance has on the lives of beloved animals.
Why dynamic route planning?
Before portatour®, Trupanion’s territory partners were tasked with the laborious chore of planning their sales routes manually. Each partner in the field spent about one day each week planning which addresses to visit. In addition, management spent one day each quarter working on an Excel spreadsheet for each field representative. For managers, about a month of planning work accrued each quarter.
A month full of manual work to create routes for all reps is not a sustainable model.
What’s more, the resulting routes were suboptimal: one group used to visit all accounts based on geography, regardless of status. The other group visited customers based only on status, but ignoring geography. The ensuing problem was a large number of accounts being neglected.To help their territory partners work more effectively, the Trupanion IT department began to look for a route planning solution. Several route planning products were evaluated. Eventually, portatour® was the only option that combined geographical route optimization with the desired call frequencies. Furthermore, portatour® also delivered out-of-the-box integration with Trupanion’s Microsoft Dynamics CRM.
Implementing portatour®
Trupanion rolled out portatour® step by step. It began with pilot project in March and resulted in the full rollout in July. Setting up the portatour® Dynamics CRM solution and putting it into actual service was straightforward.One challenge was to overcome field partners’ established habits and another was to address initial scepticism toward algorithm-based planning.
Regional managers provided hands-on training to the first pilot users. Once successful and confident, the first users turned into change ambassadors and role models for the others.
They shared their experiences with the entire field force at a national sales meeting. A newsletter was distributed with how-to articles to showcase the benefits of portatour®. Once the reps realized the advantages, they didn’t want to go back.
The portatour® route planner is user friendly and something that you can experiment around with without fear of breaking anything. We got excellent support every step of the way.
The result: 95% coverage of addresses and 20% more visits
With the portatour® route planner, the field force is now far more effective. Before portatour®, only about 50% of a territory was actually covered, leaving many animal hospitals neglected. Now, 95% of such customers are consistently visited.With the easy user interface, the representatives are able to significantly improve the documentation of customer calls. The difference is an increase from 50% to almost 80% of visits being properly logged. Moreover, the data is automatically fed from portatour® into the Dynamics CRM system, where it is used for further reporting.Most importantly, Trupanion saved one day of planning time per person per week. This freed-up time is now used for visiting veterinarians. The results are 20% more visits to accounts in any given week. Trupanion sees steady 25% annual revenue growth , with portatour® being a key contributing factor.
Now we are able to make our actual customer calls adhere to the desired frequencies and priorities. Every business with a field service faces this challenge. I would absolutely recommend portatour®.
Pretty great hoping they offer some discounts because it is a bit pricey but the product is excellent mabye just a little less off the monthly bill.
Clint Mallum
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This is an amazing appication but it's a bit costly.
Murray Godden
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The best system Sales and Marketing could ever purchase for hitting those execution goals, been using it for over 6yrs and would be totally lost with out it.
Alberto Abbiati
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Excellent, intuitive and very practical.
Marvin Heiß
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Very easy to handle
Steffen Lis
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It makes work enormously easier. The route is planned super quickly. You can create reports and tasks.
Instalador Sur 2
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Very good app! 100% recommended.
Snap-on Tools Ingo Schmidt
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I'm totally satisfied
Adrian von Gunten
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Great program, use it briefly for Corona-related delivery services in dozens of towns. I was able to do more with the trial version. Too expensive in the short term, probably ok in the long term.
Steffen Ohlendorf
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Top.
Cyril VIEILLY
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the tool is extremely effective, as are those who ensure its marketing and user monitoring! the interface and functionalities have been designed pragmatically and the settings allow you to organize your time according to all commercial priorities and logistical constraints! special mention to P.
Philippe SAUNIER
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Just awesome ! Time saving, savings, optimization, efficiency, performance... No hassle. The only downside is the cost but after all it's money.
Carsten Conrad
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Great software, you just need more time to test it. Or you have top customer data from the start...
Giovanni Casciello
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Practically perfect application. 🔝👍
judith bonnemaison
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Really practical. I'm in the trial version but I will definitely buy the full version
Ralf Kron
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Best route planning app I've ever used!
Tobias Grasmeier
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Excellent service, we've been using it for years
Julien Buffetrille
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Really powerful application! Everything is configurable, customer support is assured and nothing can escape your notice. Your customers will thank you! Save time on the road thanks to intelligent route calculation! Well done !
Alberto Bertamino
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unique
Frank Burek
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Relaxed route planning!
Maik Donner
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I've been using it for years and don't want to be without it anymore
Google Play user
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Great app for reps
Google Play user
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Great app for field sales force
Google Play user
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Works very well!
Google Play user
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Nothing to say, complete top
Google Play user
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"Route planning It's a great program that provides me with excellent support in the field."
Google Play user
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"Very satisfied I can recommend this app to any field service"
Google Play user
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Help me organize my week! Excellent tool!
Google Play user
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Excellent tool helping to maximise customer contact time.
Google Play user
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Very satisfied, can recommend this app for every field service
Google Play user
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great program for route planning
Google Play user
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Does what I want. Excellent
Google Play user
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perfect for field service
Google Play user
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Top Service
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This app has made my life so much easier and better. It has good customer tracking and reporting. And the customer service support is amazingly awsome.
Google Play user
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Very good app
Google Play user
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So far so good excellent customer service
Google Play user
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Extremely useful, ergonomic and complete.
Google Play user
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One of the best apps of its kind! Many thanks to the developers, it helps me a lot professionally!!
