Geopointe for Salesforce vs Territory Management by Ortoo | Enterprise Territory Planning and Assignment

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.

Territory Management, by Ortoo, is an advanced Salesforce-native app, designed to revolutionize your Sales and Support teams. With features like flexible territory definition & address normalization, it brings unparalleled clarity to your operations. Empower your teams with data-driven territory assignment that boosts productivity & effectiveness. From automated logic to real-time analytics, Territory Manager is your fully optimized territory management solution. KEY FEATURES • Flexible Territory Definition: Tailor your sales & support territories to meet your unique business objectives. • Territory Stamping: Automatically categorize leads & cases to streamline your territory management. • Address Normalization: Ensure uniform & standardized address formats for seamless operations across territories. • Channel Management: Coordinate distributors & resellers (and suppliers) within a unified territory framework. • Real-Time Tracking & Reporting: Fully integrated with Salesforce reporting tools for immediate analytics and insights. • Advanced territory assignment rules – Deploy dynamic rules which assign the work item to the right Salesforce user at the right time www.ortooapps.com