Many competent sales teams are using sales territory mapping software to maximize their productivity and streamline operations. By integrating sales data with geolocation and mapping technology, sales territory management software allows outside sales teams to overlay spreadsheet data on maps, visually representing their sales territories.
On top of that, advanced versions of such software take things further by integrating CRM data and administrative tracking capabilities. Not only does this give sales teams a clearer picture of their customer base, but it also helps them to build the most efficient territories.
This saves time and helps reduce fuel and mileage costs, making it an attractive option for companies looking to optimize their resources.
So, what is sales territory mapping software?
Your sales territory mapping software is an innovative business tool that combines sales data with geolocation technology to create a visual map of your sales territories. It allows sales managers to efficiently design territories and visualize their leads and customers on a map.
On top of that, it also empowers sales reps to optimize their time in the field by creating better routes and schedules. With sales mapping software, you can streamline your operations and increase your overall efficiency and adopt a smarter way of doing business.
Additionally, many of these tools offer check-in capabilities, giving managers the ability to monitor their team members’ progress without making endless phone calls.
Why You Should Invest in Sales Territory Mapping Software
Investing in territory sales mapping software can bring several benefits to a business. For example, it can help RevOps and sales teams visualize and analyze data geographically, providing insights into areas of strength and opportunities for growth.
However, investing in sales territory mapping software offers more than just one advantage. Here are a few additional reasons to consider.
Enhanced Productivity: By assigning the right resources to the right opportunities, sellers are more productive and have a better chance of hitting their number. Furthermore, building the shortest routes between customers, sales mapping software saves time and minimizes fuel and mileage costs. Sales reps can visit more clients daily, increasing their productivity and sales performance.
Streamlined Sales Operations: Sales territory mapping software can integrate with CRM data, allowing sales reps to access customer information and track their activities in real time. This leads to better communication and collaboration between sales teams, resulting in more streamlined sales operations.
Improved Sales Management: Sales managers can use sales mapping software to monitor their reps’ activities and track their progress against sales goals. This allows them to identify areas for improvement and provide coaching and support to help their representatives succeed.
Enhanced Customer Experience: Sales territory mapping software enables sales reps to provide better customer service by arriving on time and being better prepared for their meetings. This leads to stronger customer relationships and increased loyalty.
Better Data Analysis: Territory mapping software provides valuable insights into customer and sales data, allowing businesses to make data-driven decisions and optimize their sales processes for better results.
Key Features to Look for in Sales Territory Mapping Software
Sales territory planning is a crucial aspect of running a successful sales team. Without proper planning, sales teams may struggle to reach their full potential. Thankfully, sales territory planning software can make this process much more manageable.
However, with so many options available, choosing the best one for your team can be challenging. This blog will explore the factors you should consider when selecting the right sales territory mapping software.
Compatibility
Compatibility is one of the most important factors to consider when choosing sales territory planning software. Does the software integrate with your current tools, such as CRM, calendars, and spreadsheets? Ensuring compatibility is crucial to avoid switching between different software platforms.
Ease of Use
The sales territory mapping software should be easy to use and navigate. Otherwise, your sales and RevOps teams may spend more time figuring out how to use the software than focusing on sales. An intuitive interface, clear instructions, and onboarding resources can help minimize the learning curve.
Data Visualization
Sales territory planning and mapping software should offer data visualization tools to help RevOps and sales teams understand their performance metrics. The ability to overlay various metrics from your CRM onto the map enables teams to balance territories using the criteria that matter most to their business. Visualization tools such as heat maps and color-coded maps make it easier to identify underperforming areas or opportunities for growth.
Reporting and Analytics
The software should provide comprehensive reporting and analytics features to help sales managers track the performance of their sales reps. Advanced reporting capabilities can help identify trends, monitor progress, and make informed decisions to improve sales performance.
When selecting sales territory mapping software, consider its compatibility, ease of use, data visualization capabilities, and reporting and analytics capabilities. Choosing the right software can help your sales team become more productive, efficient, and successful.
Here Are the 7 Best Sales Territory Mapping Tools You Can Use in 2023
- Fullcast
Fullcast is a complete territory management platform that seamlessly integrates your sales GTM planning activities with your tactical sales operations, allowing you to plan your strategy and deploy changes at any time continuously.
Unlike other platforms that integrate with Salesforce, Fullcast is fully automated. As a result, any changes you make to your GTM strategy will be instantly reflected in Salesforce with just a click of a button.
With Fullcast, you can continuously orchestrate and sync your GTM strategy in real time, keeping it aligned with changes in the field, no matter where you are in your RevOps journey.
Here are some of the USPs Fullcast offers:
Create Your Perfect Territory Plan
Get your go-to-market strategy right from the beginning by designing your plan using a single source of truth. Sales territory mapping with Fullcast allows you to carve geographic territories and visualize these on a map. You can easily overlay any metrics from your CRM onto the map to balance your territories and instantly view ratios and heat maps. For example, you may decide to optimize your territories by number of accounts, ARR, or propensity to buy. These metrics are easily visualized by territory on the map. When you are satisfied with your plan, you can instantly deploy these territories to your CRM with the push of a button.
Efficiently Implement Policies and Automate Tasks
Align your sales operations with your go-to-market strategy by automating policy enforcement and task execution (like lead routing, holdouts, and account hierarchies). Use pre-built policies to ensure everything runs smoothly and save time by automating manual tasks.
Optimize Territories with Scenario Modeling
Use Fullcast’s “what if” planning feature to perform intricate scenario modeling and optimize your GTM plan. Then, deploy your optimized models directly to Salesforce with just a click of a button. With Fullcast, building a successful plan that meets your business needs is easy.
Source, Analyze, and Execute on Real-Time Data
With Fullcast’s custom control panels, you can easily track KPIs and make changes in the field. The platform’s pre-scrubbed data lets you quickly source and analyze the information you need to make informed decisions. Keep stakeholders in the loop with customized dashboards, and execute your plans confidently.
- BatchGeo
BatchGeo provides a platform to share maps with stakeholders or embed customized maps into your website for customers’ use.
While it wasn’t explicitly designed for sales, the software’s general functionality is adequate for creating sales maps. Users can try the free tier, but upgrading to the Pro edition is necessary to eliminate map ads.
Additional benefits of the Pro edition include heat maps, quicker data processing, street view overlay, and heightened security.
BatchGeo also offers a native app for all payment levels with built-in filtering features and driving directions to minimize the need for multiple apps while driving.
Advantages of BatchGeo:
- Facilitates map creation, saving, and sharing.
- Provides location data analysis capabilities to aid in decision-making.
- Offers step-by-step instructions for easy utilization.
- Enables detailed data uploading and formatting.
Disadvantages of BatchGeo:
- The free version of BatchGeo includes ads.
- The Pro version has a user limit of 10, making it potentially unsuitable for large enterprises.
- Badger Maps
Badger Maps offers automatic territory management software to help field sales representatives streamline their processes and expand their clientele.
With universal compatibility, Badger is a top sales mapping player, allowing you to report from the app, target customer segments, and find new lead opportunities.
The app is designed with dispersed sales teams in mind, providing a mobile interface that plots the fastest route and live traffic updates to avoid delays.
Sales reps can use their extra time to search for new leads, the check-in feature keeps managers informed, and the software stores client visit information for follow-ups.
Advantages of Badger Maps:
- Offers insights into field performance and rep activities for businesses.
- Provides visualization capabilities to identify potential growth areas, such as underutilized leads and undersold accounts.
- It boasts an easy set-up process and an intuitive user interface.
Disadvantages of Badger Maps:
- The initial learning process for new users can be challenging and require significant effort.
- Lacks employee scheduling features.
- Has limited reporting capabilities in comparison to other options.
- Callproof
Callproof’s mobile mapping software is a flexible solution for sizable outside marketing teams that need the ability to adapt to rapidly changing schedules while providing managers with the necessary oversight.
With Callproof, you can easily upload customer information to build optimized routes using Google Maps, even utilizing Street View to locate clients in unfamiliar areas. Plus, you can create and save multiple routes simultaneously for added efficiency.
With its flexible features, Callproof allows you to add new customers on the fly quickly, and reps receive customer-specific notifications, ensuring they never miss a necessary appointment. Plus, with geo-tagged check-ins, managers can easily oversee all sales movements. The software also provides a newsfeed of all check-ins and movements, keeping everyone in the loop.
Callproof also allows managers to import or export data from the app, making it easy to analyze team performance and productivity. The direct integration with Wufoo provides reps access to business forms and contracts and updates completed forms in real-time.
Advantages of Callproof:
- Seamlessly locate new customers and stay connected with existing ones.
- Reasonably priced, making it an affordable option for all.
- Efficient time-tracking capabilities to streamline workflow.
- Convenient mobile application that supports speech-to-text technology.
Disadvantages of Callproof:
- The search function can be a bit of a puzzle to navigate.
- The initial setup process may be time-consuming.
- Portatour
Portatour is a handy tool that works with your CRM system and helps you create optimized maps for sales territories and driving routes using your mobile device. With Portatour, your team can access all customer data, calls, and appointments in one place and get the fastest routes possible.
Portatour also offers automated schedule updates, which means the app can reroute your team based on the latest information. And with custom reports, managers can easily track sales goals and accounting status.
With the app, you have the flexibility to schedule your routes up to 28 days ahead, and it can adapt automatically to any missed or postponed calls as well as changes in your schedule. It can even plan for overnight stays in the middle of routes.
Portatour advantages:
- Plan routes with ease using drag-and-drop calendars
- Get automated suggestions for efficient trip planning, such as overnight stays, nearby customers, and appointments.
- Seamlessly integrate with popular CRMs and third-party solutions to keep data synchronized.
Portatour drawbacks:
- It doesn’t offer lead generation tools that some other sales mapping solutions provide
- No round-the-clock live support is available
- eSpatial
eSpatial leverages the Microsoft Azure platform to superimpose data points on pre-existing or manually drawn territories, creating sales maps. Whether you have your data or utilize free census and government data worldwide, it can be segmented, filtered, and analyzed with eSpatial.
The software offers effortless integration with Salesforce and is accessible through the Salesforce AppExchange. In addition, salespeople can take advantage of the comprehensive route planning feature, including turn-by-turn driving directions.
Territory-based businesses will appreciate extensive visualizations beyond territory and route mapping and even incorporate other chart data types for in-depth analysis.
Advantages of eSpatial:
- Intuitive and user-friendly interface, making it easy to use after familiarization.
- Offers helpful data visualization features for data analysis.
- Simple yet powerful map configuration capabilities.
- Efficient and swift onboarding process for new employees.
Disadvantages of eSpatial:
- Limited options for file uploading and customization.
- Relatively steep learning curve
- Yellowfin
Yellowfin’s software platform offers more than just mapping capabilities; it extends into business intelligence visualization. Yellowfin is a perfect fit if you require a system that can handle numerous departmental visualizations.
As a tool catering to the BI community, Yellowfin connects various data types to help you create maps, not limited to CRM data.
One of the significant benefits of this software is its connections marketplace, offering a plethora of integrations with renowned business brands and valuable tools such as geocodes, MailChimp, Salesforce, Zendesk, and Expensify.
Yellowfin provides developer API access, allowing you to build customized connections with your in-house databases in case you are unable to locate what you need.
Advantages of Yellowfin:
- Dashboards based on actions to enhance user experience.
- Platform documentation is readily available for user reference.
- Flexible pricing model with no undisclosed fees.
- Augmented analytics feature empowers users to gain valuable insights into their business data.
Disadvantages of Yellowfin:
- The reporting system can be a tad unwieldy.
- It lacks a cloud option, which can be a drawback for some users.
Final Thoughts
Sales territory mapping software is a powerful tool that can boost productivity for sales teams across various locations. Sales teams can chart more strategic routes, construct more efficient territory maps, and effortlessly share their data with management and finance departments. Without it, sales representatives might not be working the right accounts, leading to reduced efficiency and wasted time.
Fullcast is the best, most comprehensive, user-friendly, cloud-based sales territory management software that offers advanced analytics, customizability, and exceptional customer support.
With Fullcast, you will be able control the territory carving process and create a visual representation of the sales territories that your teams operate in. Advanced sales territory mapping enables you to go beyond the basic visualization of territories and create more complex territory plans. Here are some key areas where Fullcast can help you in creating an advanced sales territory map:
- You will be able to give your teams a clear direction and align the territories with your sales objectives at the helm.
- With Fullcast your sales teams will be able to focus on achieving their objectives rather than wasting time on mundane activities.
- It also enables you to create accurate sales territory maps using data from mapping capabilities, CRM systems, and data analytics tools.
- Finally, you will be able to monitor and adjust your territory mapping activities in real time and achieve your sales objectives in a more streamlined way.
To learn more about how Fullcast can transform your business, schedule a demo with our experts. You can also email us at info@fullcast.iofor any other questions.
