How Benefit Bank Distributors Eliminated Manual Territory Planning and Saved 20 Hours per Week with Geopointe

Problem

Benefit Bank Distributors managed thousands of advisor territory plans manually using spreadsheets and guesswork. Without geographic visibility into their data, sales representatives spent hours identifying prospects and planning outreach without an efficient way to visualize advisor locations or territory coverage. The lack of mobile-friendly tools made it difficult for reps to access relevant information while in the field, and leadership lacked clear visual insights into team activity, territory coverage, and growth opportunities. Executives needed a faster way to understand where advisors were located and where the team should focus next.

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Solution

Benefit Bank Distributors implemented Geopointe to integrate mapping, routing, and territory insights directly into Salesforce. With Geopointe, the sales team gained a single platform for prospecting, route planning, and reporting, accessible from both desktop and mobile devices. Features such as routing, assignment plans, shapes, and thematic maps replaced manual territory planning processes and allowed teams to visualize advisor locations more effectively. The platform’s ease of setup and user-friendly interface helped drive adoption across the organization, while Geopointe’s customer support provided assistance for troubleshooting and advanced use cases.

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Result

Geopointe dramatically reduced the time required for territory planning and prospecting. Some top users now save up to 20 hours per week by replacing manual processes with automated routing and geographic insights. Sales representatives can identify previously untouched advisors and schedule more strategic meetings based on location data. Leadership also benefits from clearer visibility into territory coverage through tools such as shapes and thematic maps, allowing executives to evaluate opportunities and make faster strategic decisions. As the organization grows and territories evolve, Geopointe continues to support flexible territory management and scalable sales operations.