Bring Salesforce data to life to effectively plan, manage, and maintain territories and service zones. Easily communicate configurations to the field and modify alignments with maps and reports found within Salesforce to create actionable insight and get more out of your CRM data.
Model different territory scenarios before creating the territory to ensure maximum efficiency. Use historic data and results for continued learning and development. Adjust territories without impacting current operations with staging areas for scenario testing.
Use local data and field manager input to ensure you have the information necessary to build the right territory. The more information you have, the more mathematical opportunity you have to create territories that tend to all accounts and prospects, even those currently unknown.
Easily visualize where you need to add more field reps based on number of account vs number of reps assigned to ensure your territories and service zones are operating at full efficiency.
Visualize high-performing territories to implement similar structures, plans, routes, and more to other low-performing territories to maximize cross-territory efficiency.
Build long-term territory schedules and routes based on prospect or customer priority level to ensure accounts with the highest potential return are at top of mind.
Easily plan, optimize, and launch routes in targeted areas to align sales and marketing efforts to drive the highest impact and ROI.
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