Boost Your Team’s Revenue and Productivity with Salesforce Maps
Learning Objectives
After completing this unit, you’ll be able to:
- Explain how your team can boost productivity with Salesforce Maps.
- Describe how Salesforce Maps helps your reps visit more customers faster.
- Describe how mapping and geographic information system (GIS) data helps your team make informed decisions.
- Articulate how your team can maximize its sales coverage through forecasting field capacity.
Introduction
Whether you’re using a GPS, checking the status of a delivery, or requesting a ride, location technology makes daily life easier in countless ways. What would happen if you applied that technology to your sales process?
With Salesforce Maps, your reps can use location and geographic data to boost productivity, organize and plan sales territories, optimize routes and schedules, and make the most out of every customer visit.
What’s Salesforce Maps?
It’s a map-based application that seamlessly integrates location technology into the Salesforce ecosystem, offering a robust solution for data visualization and route optimization. Your reps can optimize driving routes, find opportunities to fill their pipeline with high-quality leads, and gain deeper insights into their territories. All of which equip reps to engage with customers more deeply.
Salesforce Maps helps every rep contribute to your team’s success, which boosts team productivity and your sales results. Here’s how.
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Meet more customers in less time. Do your reps ever spend so much time planning the best route to a potential customer that they’re rushed during their visit? Imagine if you could give them what they need to identify the most efficient route and maximize every meeting. Maps does just that by providing the best itinerary so that your reps spend less time in traffic and more time with customers. Whether reps are on the road, in the office, or visiting customers, Salesforce Maps frees up schedules and facilitates a laser-focused approach to selling.
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Gain critical insights for generating leads. Salesforce Maps includes geographic information system (GIS) data from ESRI. That data leads to deeper insights into untapped markets and helps your reps determine where to focus their attention. With these insights, your reps tailor communications with prospects, build strong relationships across territories, and fuel their sales pipelines with high-quality opportunities.
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Guide teams toward success with field capacity forecasting. It’s not just about numbers. It’s about ensuring your team operates at its peak potential. Salesforce Maps helps you forecast visit capacity and understand reps’ performance, including meeting service-level agreements (SLAs) and how they work their territories. Real-time reports and dashboards provide visibility into territory coverage and areas of opportunity so you can plan your resources accordingly.
Salesforce Maps makes it easy for your team to prioritize customer segments, maximize their time with automated scheduling and visit planning, and create a personalized approach that resonates with customers.
Empower Sales Teams to Maximize Their Revenue Potential
Salesforce Maps gets sales teams to better prioritize which customers to sell to, schedule meetings with those customers, and connect with them more efficiently. This means your reps can spend more time growing your company’s business. Salesforce Maps helps your reps and teams make smarter selling and prospecting decisions that can accelerate your revenue growth. Here’s what you get.
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Location-based data visualization: Provide teams a way to view customer data within the context of their location so reps can plot opportunities, accounts, and other Salesforce records. By visualizing Salesforce data on a map, your reps discover new insights that enhance their understanding of the territories that matter and make decisions accordingly.
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External market data visualization: Give your team access to insights from trusted data providers that extend beyond the information in Salesforce. Market data gives your reps a more comprehensive view of their customer landscape.
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Account and opportunity prioritization: Help your reps focus their efforts and yield the best results by quickly highlighting accounts to review on the map. From there, they can quickly prioritize outreach based on potential revenue and Einstein scores, for example.
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Productive prospecting and territory research: Create a more productive process for prospecting and territory research and ensure that each rep contributes to the team’s performance. Make changes quickly to uncover new opportunities while maintaining high-performing territories.
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Automated routes and schedules: Ensure reps work efficiently with automated routes and schedules, whether they’re in the field or at their desks. Salesforce Maps creates schedules in minutes—which saves hours in administrative work—and features smart routes that use data from current and historical traffic conditions, which results in reduced drive times.
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Embedded guidance: Make it easier for reps to focus their efforts in the field with actionable recommendations that reflect guidelines and best practices. Onboard reps, reduce visit issues, and boost results tracking with step-by-step checklists built into the field engagement process.
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Access mapped data on mobile: Empower reps to take Salesforce Maps on the go to stay connected to Salesforce data and make faster decisions in the field. During onsite visits, your reps do far less paperwork when they capture field notes directly in the Salesforce mobile app.
Salesforce Maps is a strategic ally for sales leaders, managers, and modern sales teams. When you embrace it, you unlock a new era of success for your sales team. Good luck, and happy selling!
