Getting Started

Galigeo for Salesforce directly integrates into your CRM, allowing field forces to meet their performance objectives. It allows you to visualize key data on a map to better organize sales initiatives and optimize routes.

Steps

1. Create a Map, you can skip this step if already done
2. Familiarize yourself with the interface
3. Learn to use filters

Then :

• Plan events
• Analytics
• Dashboards
• Actions
• Related lists