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Use cases

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 annually.
Use case
High-coverage field teams
Reps decide who to visit, sequence the day, and record the outcome without leaving Salesforce.
Annual cost
Per-user pricing
Broader deployment is easier to model with a public €30 per-user monthly rate, billed annually.
Workflow
Planning plus execution
The value comes from routes, visits, reporting, and coverage living together instead of across scattered tools.

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 annually.

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.

✓ Less mileage
✓ More visits per week
✓ Less time spent planning
✓ Salesforce Events created from the route

Food & Beverage

Distribution, retail, hospitality

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
✓ More visits per day
✓ Reduced mileage
✓ Per-user price for all

Pharmaceutical industry

Medical reps, delegates

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
✓ Better territory coverage
✓ Full traceability
✓ Faster planning

B2B Distribution & Wholesale

Wholesalers, suppliers, trade

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
✓ More clients visited
✓ Optimized travel costs
✓ More prospecting meetings

Planned inspections and service visits

Inspections, scheduled checks, installers

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
✓ Planned visits in Salesforce
✓ Reduced travel time
✓ Account-linked visit history

Energy & Environment

Audits, installations, inspections

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
✓ Better site coverage
✓ Optimized travel budget
✓ Audits kept on track

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.

Request a 30-day trial

Evaluate Tourvia

Review the complete workflow, annual price, installation steps, and Salesforce integration.

Salesforce Maps alternative

See the comparison page →

Integration and extensibility

See the Screen Flows + LWC use case →

Works everywhere in Salesforce

See native integration details →