Geopointe for Salesforce vs QLE+ RCA, CPQ Visual Intelligence, Google/Excel Sync, Zero Copy ERP, AI Insights

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.

1. Visual intelligence that guides users to the right action - Conditional Formatting, Instant filtering, User Based Column Management, Multi level grouping and subtotaling 2. Zero Copy real time ERP or backend data visibility at the point of decision. Surface data easily from NetSuite, SAP, MS Dynamics or any backend / Fulfillment system without need for complex middleware 3. Agentforce Insights at the Point of Work leveraging data from both; Salesforce and your Backend Systems without ingestion in to Data Cloud 4. Turbocharged Salesforce with embedded Excel and Google Sheets with bi-directional sync. Now you have both, Excel and Google integrated visually and contextually to your quoting process 5. Scalable quote management with multi user collaboration. No quote line limits Highlights Data remains within Salesforce: Not taking any data outside of Salesforce User remains within Salesforce: Not taking the User outside of Salesforce Complement, not replace Adding capability, not replacing or recreating existing core RLM & CPQ capability No Change to existing implementation There is no change needed as this is literally plug and play.