Case Study: Benefit Bank Distributors saves 20 hours per week with Geopointe

Benefit Bank Distributors saves 20 hours per week on territory planning with Geopointe

Benefit Bank Distributors, a provider of employee benefits solutions, faced inefficient manual territory planning using spreadsheets, which lacked geographic visibility and hampered field prospecting. To address this, they implemented the Geopointe mapping platform within Salesforce.

Using Geopointe, the sales team automated territory planning and routing, gaining clear visual insights into advisor locations and coverage. This solution saved top users up to 20 hours per week, streamlined prospecting, and provided leadership with the tools for faster, data-driven strategic decisions.

Benefit Bank Distributors