
Insightly
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Sales teams often schedule important meetings at a client’s location to show off their products and services in person. While first impressions matter, being on-time for product demonstrations can also positively impact the success of a salesperson.
It’s equally important to efficiently navigate the surrounding sales area and make as many meetings as possible for a productive day. And for teams who cover a large geographic area, this may include several individual sales territories.
A sales mapping system can organize all of these factors into a single map that managers and sales professionals can use to evenly divide territories, add pins and details for specific clients, and optimize driving routes to increase sales and manage valuable client relationships.
Here’s what we’ll cover:
Sales mapping software gives sales teams customizable maps to manage customer and prospective client locations across a large geographic area, including contact and demographic details for customers, established territories for each sales person, and collaboration tools.
Mobile sales people can use the system to plan out their day of appointments and generate an optimized route with turn-by-turn directions to meet with as many valuable customers as possible each day.
Many systems also include mobile accessibility through a native app or via an internet browser on a smartphone or tablet. This allows salespeople in the field to collaborate with managers at the main office, and adapt routes and information to client schedules quickly.
Sales mapping | Generate a map for the sales area for use by mobile salespeople and managers. |
Geographic information system (GIS) | Capture spatial and geographic data to create customized maps in the system with multiple customizable layers. |
Route optimization | Select customer locations to get an optimized route to each stop, considering traffic patterns and priority clients. |
Reporting and analytics | Analyze data entered into the sales mapping system to reveal trends that may impact routes and sales goals. |
Map drawing tools | Allow users to add custom icons, additional layers, and notes on existing sales maps. |
Data integration | Integrate data from calendars, sales systems, ERPs, and other software. |
CRM integration | Integrate customer data into the mapping system to assign customer profiles to specific locations. |
Turn-by-turn navigation | Provide sales professionals with turn-by-turn directions for the optimized route. |
Access management | Manage which roles or individuals in your company can access and modify public and custom maps. |
Sales tracking | View and track the sales progress of each employee via a map. |
Appointment scheduling | Schedule appointments with clients for multiple salespeople that can feed into maps and inform the most efficient routes. |
Territory management | Establish boundaries for territories for each salesperson to efficiently cover an area in a city or state. |