Opti-Time for Salesforce

Opti-Time for Salesforce is a web application available on the Salesforce.com © AppExchange platform

See Opti-Time for Salesforce on the AppExchange

The Opti-Time for Salesforce app lets you perform geographical optimizations: locating customers, calculating mobile team call schedules…

Opti-Time for Salesforce enables decision-makers and operational staff to access powerful geo-optimization features directly within their Salesforce CRM.

The application provides comprehensive optimization of sales staff and technical service call schedules, from making the appointment to optimizing movements on the ground.

More appointments, fewer movements

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The full range of geographical optimization features in a single Salesforce application:

Location of customer files

Opti-Time for Salesforce's geocoding feature geo-locates your customers and accounts with impeccable accuracy.

Client locations are displayed on an interactive map: featuring different map scales, satellite view, real-time display of traffic and public transport networks, and manual repositioning of the contact.

Search around function

Opti-Time for Salesforce displays all customers located a certain distance from the reference point (home, branch, logistics centre). This distance is configurable.
It enables you to select the customers to be visited during the route.

Route optimization

The route is optimized: the sequencing of the calls to be made proposed ensures shortest distances are travelled and least time is spent on the road. The tour is displayed on an interactive map.
The distance and duration of the journey between each site are calculated automatically.

Integration with schedules

The route calculations are automatically recorded in the mobile resources' calendars.

The detail of each task can be displayed: customer name, task to be accomplished, mapped location …

Business Intelligence

Opti-Time for Salesforce supports your activity by generating a large quantity of analytical data:

Statistics on mobile resources: distance from the most profitable customers, idle time, distance covered…
Planning statistics: discrepancies between forecast and actual, number of rearranged and cancelled appointments, number of visits made…

These data are invaluable as an information resource and can be used to create reports directly within Salesforce.
The dashboards are then enhanced with the relevant geographical analyses required for analyzing performance.

A scalable solution

Opti-Time for Salesforce is available in 4 versions:

GEO

Mapping the client portfolio

Geographical Business Intelligence, contact database location and enrichment, targeting.

TOUR

Route optimization

Optimized call sequencing, search around function, route calculation.

OPTIM

Geo-planning

Optimization of mobile team schedules, factoring in of business constraints, optimized appointment booking.

OPTIM +

Geo-optimization

Optimization of mobile team schedules with advanced optimization engine.

	GEO	TOUR	OPTIM	OPTIM+
Mapping the client portfolio
Geocoding Creation of located objects (accounts, contacts, calls…) Amendment of geographical location Customization of geographical display
Geographical searches Geographical display and navigation
Route optimization
Search around
Route calculation Route display and management
Single route optimization Integration of simple constraints (working hours / operating times) Display and monitoring of the routes itinerary Link diary-calls-map
Geo-scheduling
Integration of complex constraints (priority, frequency, favorite days, night away…) Multiple routes optimization Generation of team route itineraries Planning statistics
Advanced optimization constraints (dispatching, skills…)
Administration
Data management User management Rights management
Management of constraint and optimization parameters and models

features available on smartphones and tablets within Salesforce mobile app.

Personalized services

GEOCONCEPT supports you in implementing the application. We aim to help you achieve perfect integration of geographical optimization features with your information system and to tailor the solution to the specific characteristics of the business.