Geopointe for Salesforce vs RO Innovation | Customer Reference Management

Salesforce mapping made actionable. Geopointe turns Salesforce data into clear geographic insight—so teams can plan smarter, execute faster, and continuously optimize field activity. SALES TEAMS ✔ Plan efficient routes and reduce windshield time ✔ Capture meeting details and activity directly in Salesforce ✔ Stay productive when plans change OPERATIONS & REVENUE OPERATIONS ✔ Manage territories and assignments at scale ✔ Analyze geographic performance trends ✔ Automate updates without manual work MARKETING & LEADERSHIP ✔ Build geo-targeted campaigns ✔ Identify optimal event locations GEOGRAPHIC INTELLIGENCE & MAPPING ✔ Map standard and custom Salesforce objects ✔ Search by proximity, radius, or custom shape ✔ Visualize trends with advanced filters and layers ✔ Use multi-point driving directions ✔ Apply custom markers and geographic boundaries ✔ Enrich analysis with U.S. Census demographics ✔ Support KML, KMZ, and GeoRSS overlays EXECUTIVE VISIBILITY ✔ Analyze performance and coverage by region ✔ Identify geographic gaps and growth opportunities Geopointe is fully Lightning-enabled and built natively on Salesforce.

Upland RO Innovation is a leading customer reference management solution, helping organizations harness customer voices in sales and marketing activities to win new business faster. A central library of reference customer contacts and content enables sales with the most effective assets at every stage of the sales cycle. Workflows streamline reference approvals, tracking prevents reference overuse, and microsites simplify content sharing, all while analytics prove revenue impact.