5 Best Sales Mapping Software Tools In 2021

Combining sales data with geolocation and mapping is fast becoming a best practice for sales teams. This process is known as sales mapping, and it allows sales teams to optimize their sales routes, divide up territories, and learn information about their prospects and customers. However, instead of doing sales mapping by hand, sales teams are best served by utilizing software that does this for them. Sales mapping software takes raw, location-based data and plots it on a map. Then, depending on the tools the software offers, you can perform a variety of analyses.

Image result for Best Sales Mapping Software Tools

Read on to learn about several mapping software options that you can choose from depending on your business needs.

Portatour

Portatour features a mobile interface that connects with your CRM so you can build sales territory maps and driving routes. It does this by pulling existing customers, appointments, and calls to create the fastest and most direct sales teams’ routes. It’s even possible to automate your schedule updates so that the maps will reroute your team based on the latest data. Additionally, custom reports keep managers up-to-date on the progress of sales goals and accounting statuses. Other features of this software include:

  • The ability to prepare your routes up to 28 days in advance
  • Maps will automatically adjust to missed or deferred calls and schedule changes
  • Built-in customer database holds up to 1000 customers and can schedule up to 125 calls at once

Yellowfin

The Yellowfin software is more than just mapping, it also offers business intelligence (BI) visualization. As a result, it connects all sorts of data to help you build your maps, not just CRM data. It also features a number of integrations with tools and major business brands such as MailChimp, Zendesk, geocodes, Expensify, and Salesforce. However, if you can’t find the integration you need, you can use the developer API to build custom connections with your in-house databases. Other features of this program include:

  • Dashboards
  • Data discovery
  • Data visualization
  • Signals
  • Data prep
  • Data storytelling
  • Mobile BI

Maptive

Maptive functions as an overlay on the Google Maps enterprise platform. They offer multiple options for uploading data, such as uploading directly from a CSV file, through automatic API sync, through a CRM, or through Google Sheets. It allows you to customize your maps and share them with stakeholders, as well as create segmentations and plot the fastest driving route. The Maptive platform is browser-based and exists in the cloud, so you don’t have to download it. Furthermore, it is protected by 256-bit SSL encryption and is accessible from any device, be it mobile, tablet, or desktop. Other features of this software include:

  • Google street view
  • Turn by turn navigation
  • Pie chart clusters and markers
  • The ability to upload custom markers and images
  • Google geographic search
  • Satellite image mapping software
  • Google places search
  • Filtering
  • Polygon territory tool
  • Demographics/Census mapping tool
  • Heat mapping tool
  • Radius map tool
  • Lasso tool
  • Geographic boundary territory tool

Badger Maps

Designed with dispersed sales teams in mind, Badger Maps features a mobile interface with live traffic updates and can therefore plot the fastest route between customers. It allows you to use the app to search for new leads in your area. There is also a check-in feature that will enable a sales rep to update the system to keep managers informed as they work their way through their route. Additionally, the check-in feature stores information about client visits to prevent client follow-ups from falling through the cracks. Other features of this app include:

  • Universal compatibility with almost any CRM, and spreadsheets and calendars
  • Built-in calendar integration so teams can ad optimized routes as appointments on their calendars
  • Customer mapping with filter and coloring features
  • Places feature that allows reps to discover new leads in the sales territory

Callproof

Callproof is ideal for large outside marketing teams with schedules that change rapidly and need flexibility and management oversight. It allows you to upload customer information to create routes on Google Maps. You can also use Google Street View to find clients in unfamiliar areas. You can build and save multiple routes simultaneously and give managers oversight of all sales movements using geo-tagged check-ins. Other features of this app include:

  • Adding new customers on the fly
  • Rep alerts based on customer-specific notifications
  • A newsfeed of all check-ins and movements so everyone is kept informed
  • The ability for managers to import or export data from the app
  • A direct Wufoo integration, so reps have direct access to business forms, contracts, and updates

LEAVE A REPLY

Please enter your comment!
Please enter your name here

This site uses Akismet to reduce spam. Learn how your comment data is processed.