How Howard Capital Management Improved Territory Planning and Advisor Coverage with Geopointe
"Our team is in Geopointe every day. It’s easy for them to use, they’re comfortable, and it just makes their jobs easier."
Problem
Howard Capital Management’s internal sales team supports ten external wholesalers responsible for managing large, multi-state territories. Without strong geographic visibility into advisor locations and travel distances, the team struggled to coordinate territory coverage effectively. Missed meetings and inefficient travel planning were common, and much of the territory management process relied on spreadsheets and basic Salesforce functionality. This approach lacked the flexibility and geographic insights needed to plan outreach efficiently or ensure wholesalers were maximizing their time in the field.
Solution
Howard Capital Management implemented Geopointe to bring territory planning, advisor visualization, and travel coordination directly into Salesforce. As a native Salesforce application, Geopointe integrated seamlessly with the firm’s CRM environment and created a unified workflow for the sales team. Internal representatives could map advisor locations and build shared zones and data sets, allowing external wholesalers to easily see where advisors were located and plan outreach accordingly. Geopointe’s mapping capabilities also helped align travel plans with territory priorities, while the platform’s support resources and help documentation made adoption and ongoing use straightforward for the team.
Result
With Geopointe, Howard Capital Management improved territory alignment and gained clearer visibility into advisor opportunities across its markets. Optimized travel planning helped reduce missed meetings while enabling wholesalers to identify and connect with nearby prospects more efficiently. Advisor outreach increased as teams were able to uncover untapped contacts and add them to targeted call lists. Sales teams also streamlined territory planning across the United States and Puerto Rico, improving coordination between internal and external teams. Because the platform is easy to use, new hires can quickly adopt the tool and gain a clear understanding of their territories, making onboarding faster and more effective.
