Remmers, a family-owned company specializing in the manufacture of chemical construction products, wood paints, coatings, and industrial lacquers, relies heavily on its field sales team. The personal relationships they maintain with customers are crucial to the business. However, maintaining these close ties requires structured sales route planning and regular contact, which can be challenging in larger territories where customers can easily fall off the radar. Remmers had previously used portatour for route planning but had put the project on hold after integrating a new CRM system, SAP C4C, which included a sales route planner. However, the new route planner lacked the range of features that the field sales team was familiar with from portatour.

Sinimplante, a Brazilian company specializing in dental implant solutions, faced the challenge of managing a large portfolio of customers spread across a wide geography. The company's field representatives struggled to organize their daily sales activities and were unable to serve all customers, often visiting the same customers repeatedly. The market intelligence department provided a list of customers to be visited each month and each representative received an Excel spreadsheet with relevant sales history. However, the representatives had to manually prepare a weekly sales route, which was a time-consuming process. They often spent half a day each week on this procedure, resulting in excessively long routes, wasted time in traffic, and failure to reactivate inactive customers. Furthermore, any immediate service request from an important customer would disrupt the entire week's plan.