Case Study: RATIONAL AG achieves efficient trip planning and lead growth with Geopointe

Rational AG uncovers the path to lead growth with Geopointe

RATIONAL AG, a global leader in professional cooking systems based in Landsberg am Lech, Germany, needed a geolocation solution that integrated with their new Salesforce CRM to optimize routes for 300 sales managers, find nearby accounts and leads, and simplify location-based marketing and service dispatch. Their manual route planning and lack of visibility into spatial data made trip planning and territory coverage inefficient.

Geopointe (on the Salesforce AppExchange) delivered Google Places search, Nearby Search, routing optimization, calendar-based scheduling and multi-layer mapping directly inside Salesforce, enabling quick route planning, on-map lead creation and targeted marketing invites. As a result, sales managers cut travel time, populate visits into calendars easily, identify new accounts in territory, streamline service technician assignment, and use accurate distances for reimbursements — all while gaining greater transparency into their Salesforce data.

Rational

Christoph Ordner

Director Customer Experience Management