Tourviaformerly RouteForce
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Use cases Field teams that already work in Salesforce

Salesforce field sales use cases that benefit most from Tourvia

Tourvia is built for field teams that already work in Salesforce and need to plan visits faster, cover more accounts, and keep field execution inside the CRM. It connects route planning, visit execution, and territory coverage to the records that drive revenue.

  • Teams: field sales, service, distribution, and territory-driven operations already running inside Salesforce.
  • Main gain: better route density, stronger visit quality, and less planning friction before reps hit the road.
  • Access and price: complete 30-day trial, then €30/user/month excluding tax, billed monthly.
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Where Tourvia fits

Where Tourvia fits

Tourvia is designed for recurring field visits managed from Salesforce.

  • Teams

    Field sales, account management, merchandising, inspections, and planned customer visits.

  • Workflow

    Select Salesforce records, optimize the day, create Events, and complete visits from Salesforce Mobile.

  • Pricing

    €30 excluding tax per licensed user per month, billed monthly.

  • Trial

    Request 30-day access with every feature enabled. Your Salesforce admin handles installation and configuration.

Salesforce workflows

Recurring visits managed in Salesforce

Tourvia removes the handoffs between Salesforce lists, route planning, calendar entry, mobile execution, and reporting.

Recurring coverage

Recurring field coverage inside Salesforce

Reps or technicians plan visits every week, managers care about territory coverage, and Events/reporting need to stay native in the CRM.

Typical signal: lost time comes from choosing accounts, sequencing the day, and recreating visits manually.

Validate during the trial

Multi-team Salesforce deployments

Use the trial to validate permission assignments, data quality, page placement, mobile access, and reporting with each user profile.

Admin scope: installation and configuration are customer-managed using the published documentation.

Limited use

Occasional field work or weak CRM discipline

If visit planning is infrequent or execution happens outside Salesforce, a standalone navigation tool may be sufficient.

Not designed for: emergency dispatch, technician skill matching, parts inventory, or SLA scheduling.

Sector index

Five field teams, five ways to use the same package

Each entry names the operational problem first, then what Tourvia does about it inside Salesforce.

Sector 1 Distribution, retail, hospitality

Food & Beverage

The challenge

Your sales reps cover hundreds of points of sale: bakeries, restaurants, supermarkets. Delivery windows are tight, routes are complex, and wasted mileage adds up fast.

The Tourvia solution

  • Visualize all clients on the map with filters by type (retail, hospitality, wholesale)
  • Automatic visit order optimization with lunch break scheduling
  • Time constraints: departure time, end of day, visit duration
  • Direct navigation to Google Maps or Waze

Sector 2 Medical reps, delegates

Pharmaceutical industry

The challenge

Large territories and recurring visit targets make it difficult to see which accounts need attention and when they were last visited.

The Tourvia solution

  • Filter by last visit date to identify priority accounts
  • Weekly route planning with automatic Salesforce event creation
  • Complete visit history linked to doctor/pharmacy accounts
  • Native Salesforce territory coverage dashboard

Sector 3 Wholesalers, suppliers, trade

B2B Distribution & Wholesale

The challenge

Large portfolios, difficult prioritization between prospecting and retention, and too much rep time lost on weak route planning.

The Tourvia solution

  • Filter by open opportunities to prioritize high-potential accounts
  • Visual distinction between prospects, direct and indirect clients on the map
  • Saved filter configurations by geographic area
  • Avoid tolls/highways options to control travel expenses

Sector 4 Inspections, scheduled checks, installers

Planned inspections and service visits

The challenge

Teams need to schedule planned visits across scattered customer sites and keep the resulting activity in Salesforce.

The Tourvia solution

  • Plan the route from a current or configured starting point
  • Configurable visit duration by intervention type (15 min, 1h, 2h...)
  • Automatic workday overflow detection
  • Salesforce event creation linked to client accounts for service tracking

Sector 5 Audits, installations, inspections

Energy & Environment

The challenge

Sites scattered across the territory, mandatory regular audits, small teams covering large areas. Travel logistics consume a disproportionate share of the budget.

The Tourvia solution

  • Nationwide map with all sites, filters by status and priority
  • Multi-day route planning with configurable starting points
  • Satellite and terrain map layers to locate remote sites
  • Visit export to Google Calendar for team synchronization

Next stop

Is your industry not listed?

If your team plans recurring account-based visits in Salesforce, test the full workflow with your own records for 30 days.

Get it on AppExchange

Questions

Frequently asked questions

How does Tourvia optimize routes for food & beverage sales?

Tourvia lets food & beverage sales reps visualize all their points of sale on a map, optimize visit order with lunch break scheduling, and navigate directly via Google Maps or Waze.

Is Tourvia suitable for medical representatives?

Yes. Filter accounts by last visit date, plan weekly routes with automatic Salesforce event creation, and ensure complete visit traceability.

Can Tourvia be used for field maintenance and service calls?

Yes. Teams can reorganize routes mid-day using GPS context, configure duration per intervention type, and review workday overload risks inside the planning workflow.

What does Tourvia cost for a field sales use case?

Tourvia costs €30 per licensed user per month excluding tax, billed monthly. The complete product is available during the requested 30-day trial.

Last stop

Test the workflow with your own records.

Review the complete workflow, annual price, installation steps, and Salesforce integration during a 30-day trial.

  1. Get It Now on the AppExchange

    Open the Tourvia listing and start the 30-day trial. Questions first: write to contact@gettourvia.com.

  2. Your admin installs the package

    with the setup guide and configuration guide.

  3. Your team runs 30 days with every feature

    Subscribe at €30 per user per month, excluding tax and billed monthly, to keep access.

Start the 30-day trial

Get It Now on the AppExchange listing installs the 30-day trial in your Salesforce org. No public free plan, no custom-quote threshold: the same €30 per user applies at every team size.

Get it on AppExchange Pricing

TourviaApp 7.36.0. Salesforce Security Review passed 22 May 2026. Salesforce does not endorse or recommend Tourvia.