Field Sales Productivity for Salesforce1
You’ll know where your nearby leads, accounts, and contacts are at all times. Log calls, check in and out of appointments and update records from the field. Cancelled appointment? Stop and see a prospect with an open opportunity instead. Maximize your productivity and crush your quota!
Prospecting & Lead Generation
Leverage Points of Interest search (powered by Google) to identify new prospects and quickly add them to Salesforce with Click2Create™. See where prospects are located in relation to existing customers and gain additional insight with tools such as shape layers and US Census data overlays.
Route Planning & Optimization
Develop and optimize routes containing dozens of waypoints to ensure you visit the maximum number of customers/prospects possible. See your arrival and departure times for each appointment and be alerted when you book something you won’t be able to make on time. Take control of your schedule!
MapAnything™ provides the visualization and reporting you need to make informed decisions. Quickly compare existing territories and identify new opportunities in under-serviced areas. Streamline record management from the map with mass actions (reassign entire territories in seconds). Track sales efforts and analyze aggregate data by territory. Secure greater visibility into your team’s account coverage and open opportunities.
Targeted Marketing Campaigns
MapAnything™ enables you to target specific demographics by geography (e.g. accounts in New York City, with over $500M in year to date sales, under 1,000 employees and contacts whose role is decision maker).
Use drive time and distance proximity overlays to identify the ideal event location. Then, add leads and contacts to an email marketing campaign in seconds.
Assign Leads and Change Record Owners
Quickly assign leads to the correct sales person using mass assign functionality. No more checking off 200 records at a time in a multiple page list view. One click is all it takes.
Manage Cases by Geography
Ensure cases get assigned to the correct service professional based upon location and other variables. View escalated cases in a heat map overlay and reallocate resources to the most vital areas.
Track Assets by Territory
Know where your service trucks are at all times. Managers can quickly review and compare territories as well as create new territories using boundary information.