The App Assessor – Geopointe

Overview – Group edition and up
– Doesn’t count towards object / tab limits
– Lightning Ready
Highlights – Amazing native extension for Salesforce1
– Geographic visualisation masterpiece
– Powerful route planning
– Extensive amount of features
Notes – Launches Google Maps for specific directions
– Value increases with the quantity of address data
– Minor user/admin training required


Geopointe
is one of the most popular Salesforce app providers and currently the most reviewed geolocation solution on the AppExchange! Geopointe has been on the AppExchange since 2010 and delivers 3 to 4 major feature updates each year to meet the growing customer requirements and requests. The app has evolved as Salesforce has evolved, including support for Lightning and Salesforce1 (one of the areas the app really shines).
Geopointe has a 5-star AppExchange rating (with over 400 reviews!). Not only has the app earned this rating, but their team follows up on low scores, an effort great to see from a customer perspective.

Recognisable brands using Geopointe include Wyndham Hotel Group, Charter Communications, and UnitedHealthcare.

Features

Performing a comprehensive review of Geopointe’s solution is a challenge given its breadth of features, so it’s worth exploring these further if anything appeals to you. You can also view more popular features on the Geopointe website. There’s a free 15-day trial that can easily be tested in a sandbox (no credit card required) or test directly in your production org.

The core component of Geopointe is the ability to visualise and interact with data in a view that’s integrated with Google Maps.

On this page, you’re able to add layers of Salesforce data based on the address or coordinates and manipulate the view using display tools such as a heat map, traffic overlay, and Google’s satellite view.

These visualisations are simple to build, powerful to use, and invaluable to see without exporting data from Salesforce.Thematic View

Google Visualisations

External KLM Layer View

Heat map View

Demographic View – Average Household Income by County

The app makes it easy to group and segment your current and potential customers (or any other object you configure) and then perform a bulk action against the data, including adding it to specific marketing campaign! I did this using the simple shape building function. Geopointe can even replace your territory assignment and management tools with automated assignment rules based on shape boundaries and record locations on the map!

Search options include shape boundaries, the map view, a nearby radius, and an everywhere search.

Beyond the search types, your data can be filtered based on your Salesforce record data in what Geopointe calls data sets, a query builder similar to list views and reports. SOQL filters can also be used to exclude data from the map altogether (on the setup page).

Using these data sets, you’re able to drill down to each record on the map, make changes to the data, or perform actions directly on the map view itself (including logging a call, mass editing, and more).

 

Everything built in Geopointe can be saved and shared with other users, either globally or with sharing rules and a folder structure. The data is kept in custom objects, which means your analysis can be exported to different Salesforce environments.

Chart visualisations are also available straight on the Map screen, similar to report charts. It makes it easy to grab a snapshot of analytical information.

The other core of Geopointe’s offering native Salesforce1 integration and mobile navigational support.

In Salesforce1, (SF1) you have the same Google map and simplified visualisation features, but this can also assist with navigation when you’re on the road or planning to travel.

Other mobile-specific features include support for rideshare apps (like Uber) or check-in/check-out data capturing. Check out Geopointe’s website for more detail on these features and use cases.

Searching records on a mobile device is currently limited to within a 500km radius of your current position or designated location, however this is more than enough for mobile usage.

After results are returned, you’re able to build routes to these locations. A route can be optimised by both time and distance to make the most out of your day and downtime between meetings.

 

 

Like the desktop version, you’re also able to perform actions, view information directly on the map, and edit information from the record’s SF1 page.

Any route created in SF1 is also available on the desktop version (and vice versa). This makes it easy to use your computer to plan your journey in the office, then use your phone as a navigational tool when mobile. Routes can be created and saved in advance for planning purposes and used in both versions of the map interface.

The desktop route builder is more robust than its SF1 counterpart and includes additional features. Share routes with colleagues, print them as a PDF, or export the route to CSV are among the desktop-only functionalities.

Both routing interfaces show your route on Google Maps. The route detail appears on the desktop as a tab below the map. For the mobile, it instead prompts you launch navigation, automatically launching your preferred navigation application.

 

 

Impact

Given the number of features above, there are endless use cases for installing Geopointe. Any Salesforce instance that captures address information can benefit from this app.

A geographical view of the records allows for powerful analytics. When grouped further by specific record-based criteria, it becomes invaluable to any executive, marketing team, sales team, especially with larger organisations.

From a Sales perspective, the ability to plan and optimise business trips to make the most out of a journey sells more business and saves time. It could also show the value of the trip if you’re having difficulty getting that five-star accommodation approved!

This tool can also be a wonderful way to determine the target for your next marketing campaign and choose a location for your next major event. Analysing customer and prospect concentration ensures that attendance objectives are met, and aims to make it convenient for key individuals.

For developers, Geopointe can be a dream, granting the ability to set up your Salesforce Org for delivery services, location based job requests, and geographical automation.

These are just a sampling of Geopointe’s key user groups, and it appeals to almost any industry; this app’s potential impact on your company is massive, and every use case could be different. Even for a project such as opening a new office, Geopointe could prove invaluable!

Setup

In order to configure the application, there’s a few things to note and a couple of areas to upskill in, but nothing that’s difficult.

There’s also an extensive resource center which includes plenty of webinars, documentation, and links for self-service, as well as submission forms to get in touch with the support team. The app also features a quick setup wizard and interactive guided help to help both admins and end users learn basic functionality quickly. With the documentation and interactive help, it only takes a few hours, if that, to configure and is something any admin can do.

There’s also interactive walkthrough features in the setup view, so you’ll be able to have a guided experience directly in your browser.

Installation requires inputting company details and setting up the mapping for the objects that you’re wanting to visualise.

The main challenges are learning the jargon and understanding the impact of back-end configurations on data storage and mapping accuracy. However, there’s plenty of guidance on this and it shouldn’t come as a surprise.

You’re also able to limit mapped data using SOQL filtering.

The same concept applies for setting up the automated assignment rules, with SOQL filters adding additional support when setting these up.

Another consideration is the background jobs that create geographic data and the frequency in which records will be kept up to date, which can be seen in the batch jobs tab. Just to note these do consume API callouts, but these shouldn’t be a concern for Group and above Salesforce editions.

In terms of enhancing the map view, there’s the ability to add custom map styling and the API for Geopointe is completely open. If developing on top of this platform is something you might be interested in, see this link for more information, but be aware it’s a page built with developers in mind.

Pricing

The cost is by user and either by month or annually, with non-for profit and quick start implementations offered. Options are flexible solution for purchasing a license for specific individuals that need access to the app, or your entire user base.

In terms of overall costs, given how many features this app has, it’s cheap and well worth the investment.

My advice here would be to test the trial version to see if there’s value in the application, and if so, it will become a necessity in SF orgs heavily dependent on geographic location.

There’s also an additional analytics add-on which might be worth exploring if you prefer more in depth statistical analysis that goes beyond the core features. For more information on pricing, you can visit Geopointe’s pricing page.

Conclusion

Geopointe is a visualisation masterpiece and adds an improvement to Salesforce1 that’s almost compulsory!

If you are enticed by what you’ve seen so far, check out the AppExchange listing or the website provided for more insight, as I can’t do it justice. This is one of those apps that is worth experimenting with that will generate images that will impress any executive.

Interested in having your app reviewed by the App Assessor?

Send an email to appassessor@outlook.com for further information and pricing!

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