Utilize account prioritization models to ensure schedules include all accounts and prospects based on custom prioritization, not just regulars. With account prioritization, Service Level Agreements (SLAs) and Visit Frequency Agreements (VFAs) are guaranteed to be met.
Use proximity circles to find nearby prospects or customers to fill gaps due to missed or cancelled appointments. Hold field reps accountable with dedicated time built in for prospecting to uncover new opportunities within their territory and build pipeline.
Easily update all Salesforce custom and standard objects and communicate easily with leadership. Automate administrative tasks and cut planning time down from hours to minutes so field reps can spend more time with customers and less time behind the windshield.
Take into consideration Pardot® Score, Einstein® Score, potential revenue, and more to ensure your teams are hitting accounts and prospects with the highest ROI.
Fill schedule gaps due to missed or cancelled appointments. Automatically adjust the schedule to accommodate any changes in route or timing.
Give your team a seamless experience with a robust mobile interface that adjusts on-the-go and provides you visibility into schedule progress.
Automatically update accounts and contacts with next steps after a meeting, activity logs, and easily share performance via custom dashboards.
Set designated times in schedules to ensure your reps spend a certain percentage of time on current account management and a certain percentage of time on prospecting.
This product helps our company with metrics, analytics, scheduling, routing, sales alignments, and strategic planning...I can't imagine our company without Salesforce Maps.
Gary Criscione, Manager - Sales Data Analysis, Suneva Medical