Case Study: Sani Marc Group achieves 25% more weekly customer visits and 400% more time selling key products with portatour

25% More Customer Visits Per Week and 400% More Time Spent Selling Key Products

Sani Marc Group, a Canadian sanitation and maintenance company with more than 500 employees and roughly 200 customer-facing staff, struggled with inconsistent, manual route planning, poor visit documentation and missed contractual visit intervals. After reviewing options, Sani Marc Group chose portatour’s route planning and field-force management solution to gain consistent scheduling, visit tracking and integration with their back office systems.

portatour implemented a dynamic route planner that schedules by call intervals, allows real-time adjustments, and integrates with CRM and analytics (including QlikView) following a six-month pilot and training rollout. The result: 25% more customer visits per week, a 400% increase in time spent selling key products, a 30% reduction in new-hire training time, annual visits rising from 1,000 to 3,000 across a 47,000-customer base, and much better visibility into field activity and ROI.

Sani Marc Group

François Belisle

Vice President Strategic Management