How Trader Interactive Improved Field Sales Activity Tracking and Route Planning with Geopointe
"What I’ve learned from Geopointe about territory building in the last few months has been immeasurable in terms of how I can pinpoint my accounts, how I can define my territories, and how I can qualify that information."
Problem
Trader Interactive needed a more efficient way to manage field sales operations, including route planning, activity tracking, and mileage reporting. Employees were using different mapping tools to plan their routes, creating inconsistency across the organization. At the same time, the company required a reliable method for tracking mileage to support expense reimbursement. Sales representatives were also responsible for logging activities such as meetings and visits, but the process was manual and inefficient. Reps often had to remember their interactions and enter notes hours after their workday had ended. In addition, portions of the organization lacked clearly defined sales territories, making it harder to manage coverage and accountability.
Solution
Trader Interactive implemented Geopointe to consolidate mapping, route planning, and activity tracking directly within Salesforce. The platform allowed the company to roll out a single mapping solution across the organization while also providing capabilities beyond basic route planning. With Geopointe, representatives can plan routes, check in at locations, and log activities in real time while on-site. The solution also supports mileage tracking by capturing routes and travel information as part of the workflow. Geopointe’s shape library enabled the company to define territories more clearly, while the ability to collaborate with solutions engineers allowed Trader Interactive to tailor the platform to its specific operational needs.
Result
With Geopointe, Trader Interactive improved the accuracy and consistency of field activity tracking while reinforcing key sales behaviors. Representatives can now log activities and meeting notes at the time they occur, eliminating the need for additional administrative work at the end of the day. The platform has also driven broader adoption across the organization by making it easier for employees to plan routes and travel between accounts strategically. Managers benefit from enhanced visibility through dashboards that track mileage, activities, and check-ins with time stamps, providing a clearer view of team performance. At the same time, the organization gained stronger territory insights by defining coverage areas with Geopointe’s shape library, giving leadership more transparent, data-informed visibility into how territories are structured and managed.
