Geopointe for Salesforce vs Certinia Services Analytics

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.

INTELLIGENT, PREDICTIVE, & ACTIONABLE INSIGHTS Your business has captured more structured and unstructured data about your customers and financial trends than any human, spreadsheet, or traditional analytics tool could realistically process. Turn that valuable data into action with Certinia Analytics & Reporting. Run a more predictable, efficient business and exceed customer expectations. CUSTOMER INSIGHTS Get rich analytics on patterns of customer behavior, sentiment, and product usage data. Know exactly which customers are likely to renew and upgrade, and which ones need proactive outreach to prevent customer churn. ANALYTICS FROM OPP TO RENEWAL Crunch millions of transactions in seconds and generate comprehensive business insights based on sales, orders, service delivery, and financial data across the entire customer lifecycle. MILESTONE MANAGEMENT Use a scenario-based approach, applying the appropriate delivery curves and weighting system for true outcomes, to track critical milestones and corresponding business impact. EXTENSION OF CERTINIA PSA Optimize resource planning and project profitability with analytics powered by Einstein.