How Kreussler Improved Field Sales Route Planning and Account Visibility with Geopointe

Problem

Kreussler’s North American business relies on technical sales representatives who visit distributors and customers across the United States and Canada to ensure cleaning solutions are used effectively. These reps were also responsible for visiting a set number of prospects each week. However, before implementing Geopointe, there was no standardized process for planning routes or organizing field activity. Some representatives relied on static Google Maps created from Salesforce data, while others depended on memory to visit key accounts. This lack of structure made route planning inefficient and difficult for management to oversee. At the same time, although Kreussler had built a service cadence in Salesforce that scored accounts based on revenue and priority, the company lacked the visualization and routing capabilities needed to easily act on that information.

Solution

Kreussler implemented Geopointe to bring mapping, routing, and geographic visibility directly into Salesforce. As a Salesforce-native application, Geopointe provided the customization, control settings, and shape-building functionality the team needed to organize their accounts more effectively. With Geopointe, sales representatives can now visualize their accounts geographically, plan routes based on customer priority, and integrate prospect visits into their schedules more efficiently. The platform also allows the team to create shapes, identify datasets, and interact with account data in a single interface, improving how field activity is planned and executed.

Result

With Geopointe, Kreussler’s sales team can now build optimized routes that reduce windshield time and improve daily productivity. Representatives can easily identify nearby strategic accounts and incorporate prospect visits into their routes rather than postponing them until later in the day. The platform has also helped centralize account visibility by providing a single place to visualize data sets, create shapes, and manage account information. New hires benefit from faster onboarding as they can quickly understand how accounts are distributed across their territories. Looking ahead, Kreussler expects consistent use of Geopointe to reduce unnecessary drive time and mileage reimbursement by enabling representatives to plan their routes more efficiently in advance.