portatour® is your personal route-planner software, trusted by sales reps, field sales force, consultants, and service team members. portatour® schedules calls to A, B, and C-priority customers in the right frequency – while also optimizing the driving route. portatour® is available on any device with a web browser: On a Desktop-PC in the (Home-)Office, as well as on the way on a Notebook, Tablet and Smartphone. The data is automatically synchronized. http://www.portatour.com

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my personal sales-route planner
more customers.
less miles.

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Who needs sales-route planning?
• Enterprises with field workers, sales reps.
• Consulting and Sales
• Industries: Pharma, FMCG, , …
• Each rep calls 100 to 1000 customers
• 5 - 20 calls / day

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Why sales-route planning?
• Sales reps are spending more
time in the car than at the
customer
• Time is money, which is
otherwise left on the road

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Goals of sales-route planning
• Decrease mileage on the road
• More time for customers
• Minimize effort of call planning
• Keep your call frequencies (targeting)
• Save fleet cost (gas, maintenance, …)
• Improved Controlling
• New reps get started with mileage-
optimized tours for unknown territories

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Outdated: long-term, centralized planning
Planning for a month ahead is unrealistic because:
• Customer appointments on short notice
• Rep work time changes – holiday, illness
• Calls that take too long, too short
• Customers change – new customers, bankruptcy
• Traffic

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Example case:“Pharma&Medical“
• Doctors offer very limited timeframes for calls
• Unexpected misses – holiday, conference, illness
• Uncontrollable delays in waiting room
• Different call frequencies based on targeting
• Calls only after prior telephone appointment

7. fast forward:
planning with portatour ®

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Planning with portatour ®
• Update your schedule anytime –> realtime
• Done by the rep -> mobile
• Plans for the overall situation -> holistic
current location, upcoming appointments,
working hours, priority of customers
• Goals&parameters set by sales management…
… adaptable by individual sales rep.

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The right customer at the right time
• A-, B-, and C-customers in the right call
frequency
• Customers with high priority are
visited more often
• No customer is forgotten
• Opening hours, call frequency,
holidays, call duration included in
calculations
• Appointments from Salesforce
calendar are definitely included in
schedules

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30 Day Free Trial
www.portatour.com

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portatour® USP
Optimized for field sales force reps – not service/logistics
Automated selection of customers and route optimization
Fast calculation of up to 28 days ahead in less than 10
seconds
Mobile available on smartphones and tablets
Realtime update of schedule on the road, when needed
Compatible with many platforms: Salesforce, Outlook,
Dynamics, SugarCRM
Easy installation in 15 minutes. Rolled out within a day.
Connectible to any system using CSV/SQL connector

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product variants
portatour® Anywhere (Web)
portatour® Outlook
portatour® for Dynamics® CRM
portatour® for Salesforce
portatour® Connector

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Requirements
portatour® is available as a web application for
devices with current browsers
CRM/ERPs: Outlook, Dynamics, Salesforce, …
Languages: English, German
Regions: Europe, North America
More regions and languages available on demand.

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Getting started with portatour®
• Pilot project with motivated early adopters,
import Excel data to portatour® Anywhere,
use it via Web
• Buy subscription,
yearly or quarterly payment
• Integrate with CRM to synchronize
Customers, Contacts, Leads and
Appointments

16. more information
www.portatour.com/
Get started today