Not too long ago, sales reps traveled to their customers and prospects without a driving plan. They had a difficult time managing the volume of leads to nurture and the customers to visit. All they had was an Excel spreadsheet of names, addresses, zip codes, and phone numbers. It was time-consuming to sort and organize their data. Finding a faster way to get to each customer was a chore.
With today’s technology, CRMs can now address those concerns with the integration of mapping software. Save time with features that provide visual data with heat maps and allow more efficient routes.
CRM Mapping Functionality
Most CRM solutions leverage 3rd party apps such as Google Maps to get mapping functionalities. These maps use a simple API call to the 3rd party app based on address fields (city, state, zip code, etc.). The resulting map is embedded in the record. Typically, the maps are more accurate and up-to-date when using 3rd party apps. Several CRM systems with this functionality can display a map on Lead, Contact, and Account records.
Benefits of CRM Mapping
CRM mapping tools provide geographical analysis of customer and prospect information. This data benefits many departments of any organization.
CRM Mapping is great for field sales that spend a lot of time on the road. It allows CRM users to plan their trips ahead of time and manage their territories. It’s an easy tool to incorporate into your sales process to produce bigger sales pipelines.
- Sales reps minimize travel time and cost (gas & mileage)
- Step-by-step driving directions allows more time selling & less time behind the wheel
- Plan trips according to the largest sales potential by viewing locations by revenue
- Map other accounts within a geographical area in real-time
- Map sales opportunities by geography to ensure sales territories are getting proper coverage
- Analyze win/loss rates by sales regions
- Create sales territories by territory alignment
- Review prospects and customers in specific regions to plan events (use email marketing to send and track invitations)
- Customize messaging based on regions
Your customer service teams create quicker response times based on customer locations.
- Track location by the customer’s products/assets
- Assign support technicians by the proximity of account
In the Office or On The GO
Most CRM software systems are available for both desktop and mobile applications. For CRM’s with mobile apps, the mapping is straight forward because of the built-in GPS. Desktop-only applications allow users to map and print their destinations. If your CRM mapping has both options, your plans can be saved and shared between both devices.
C2CRM Mapping Capabilities
C2CRM has robust mapping capabilities in both its desktop and mobile applications. It is powered by Google Maps with advanced geolocation map features.
C2CRM Key Mapping Features:
- Multi-point pinning and mark clustering for planning many visits
- Route planning with best route options and step-by-step directions
- View radius proximity for target marketing of accounts and leads
- Multiple terrain types with customized maps and drawing capability
C2CRM displays custom customer data onto maps for easier planning and analysis. Drill-down options allow users to access key data like opportunity and activity transactions. Create detailed sales reports from your geo-based data. After your plan is complete, you can access your data from your C2CRM mobile app, or you can print your information.
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