Sales mapping software has just been introduced to the tech industry, and integrating sales data and geolocation with mapping is rapidly becoming a standard practice for outside sales. The simplest versions of sales mapping software overlay spreadsheet data onto maps. The most advanced versions integrate CRM data and administrative tracking capabilities.
This software should be praised by your accounting department. The shortest route between customers allows your sales team to spend more time with clients and reduces fuel and mileage costs. Many tools include check-in features, which allow managers to keep track of their reps without having to make half a dozen calls.
This list contains a variety of sales mapping software options that you can choose from depending on your business requirements. Some products offer advanced features and wide horizontal integration while others only cover the basics.
5 Best Sales Mapping Software
1. Badger Maps
Badger Maps is an automated territory management program that aids field sales reps in streamlining their work and expanding their client base. Badger Maps is compatible with virtually every CRM. It also works well with spreadsheets and calendars. This makes Badger a formidable competitor in the field of sales mapping. The app also allows you to report directly from the app, allowing you to target customers and identify new leads.
BadgerMaps created its app with a dispersed sales team in mind. Live traffic updates and a mobile interface that plots the fastest route between customers help to avoid delays. You can also use the app to find new leads in your local area with all this extra time. A check-in feature keeps managers and other stakeholders updated as sales reps move along a route. To prevent follow-ups from falling through the cracks, the check-in feature stores information about client visits.
- Companies can gain insight into the activities of reps and their performance in the field
- Visualization tools make it easy for you to identify potential growth areas such as underutilized
- leads or undersold accounts
- Simple set-up
- Intuitive User Interface
- New users will need to learn quickly
- No employee scheduling features
- Reporting capabilities are limited compared to other options
- Lasso This feature allows users to create routes by simply circling a certain number of points on the map. It’s easy to locate the best routes, and you can instantly reassign geographical accounts so that your workers can work in their designated regions.
- Route Statistics: Workers have access to important information such as the mileage, travel time, and full-day times of their routes. This allows them to quickly generate accurate mileage reports.
Also read: What Is a Sales Strategy: A Complete Guide
Portatour connects to your CRM to create sales territory maps and driving routes. It pulls in existing customers, calls, and appointments and creates the most direct routes possible for your sales team. Automated schedule updates can be automated so that maps automatically reroute teams according to the most recent data. Managers can create custom reports to keep them informed about the progress of sales goals and accounting status.
Portatour’s strength lies in its ability to plan. You can prepare your routes up until 28 days ahead of time and the software will automatically adjust for missed calls or schedule changes. Portatour recommends its software to sales teams with over 100 clients; it can plan large territories and overnight stays in the middle.
- Drag-and-drop calendars
- Automated suggestions to plan business situations, such as overnight stays, customers nearby, and customer appointments
- Easy data syncing with CRMs and third-party solutions through integrations
- Other sales mapping solutions often lack lead generation features.
- There is no 24/7 support
- Customer Database This built-in database can hold up to 1000 customers and schedules up to 125 calls simultaneously.
- Surrounding customers: This feature automatically suggests nearby customers making it easier for you to find and arrange opportunities within a single area.
Callproof’s mobile mapping software works well for large marketing teams that have changing schedules and need flexibility. However, it also allows managers to monitor the team. You can upload customer information to create routes using Google Maps. Street View is also available to help you locate clients in unfamiliar locations. Managers can save multiple routes and have visibility to all sales transactions with geo-tagged check-ins.
The software’s flexibility allows you to add customers quickly and alerts reps based on customer-specific notifications. Everyone is kept informed by a newsfeed that includes all check-ins, and movements and can be accessed by managers to import and export data. Reps have direct access to Wufoo business forms, and contracts and can update completed forms in real-time with a Wufoo integration.
- It’s easy to find new clients, and follow up with existing ones.
- Low-end, affordable pricing
- Time tracking features
- A mobile app that supports speech-to-text
- Challenging search feature
- Time-consuming set-up
- Business card scanning: This feature allows users to take a photo of a customer’s business card and automatically fill in their information.
- Integration With Google Workspaces & Office 365: These connections enable data to be
- synchronized between systems and will allow workers to keep in touch about updates to business plans.
- Places: Users have the ability to add new clients and color-coordinate contacts based on customer status.
Yellowfin is a software platform that allows for visualizations of business intelligence (BI). Yellowfin is able to create multiple visualizations for different departments. Yellowfin is a BI-oriented system that connects data from all sources to help you create maps.
The main benefit of this software is its connections marketplace. Yellowfin has many integrations with top business brands. These include geocodes and MailChimp. You can use the API access to create custom connections with your own databases if you don’t find what it is you are looking for.
- Action-based dashboards
- Platform documentation available for user reference
- Flexible pricing model without hidden fees
- Augmented analytics allows users to gain insight into their business data
- A bit confusing reporting system
- A cloud option is required
- Action-based Dashboards – Yellowfin provides fully customizable dashboards that can be tailored to meet your needs.
- Automated Business Monitoring: Create thresholds to send you alerts in case of any business changes.
Also read: Top 15 Sales Prospecting Tools
eSpatial uses Microsoft Azure to overlay data points on drawn or existing territories in order to create sales maps. You can use either your own data or free global census and government data to create your maps, All of it can be segmented and filtered.
eSpatial integrates seamlessly with Salesforce and is available via the Salesforce AppExchange. Salespeople will find all the features they need, including turn–by–turn driving directions. Route planning comes with all the bells & whistles. Businesses based in territories will appreciate visualizations that extend beyond route mapping and territory, and can even combine different types of chart data to provide complex analysis.
- It is easy to use once you have mastered the software
- Data visualization tools that can be used to help you visualize your data
- Map configuration is simple and robust
- Simple and fast employee onboarding
- You have limited options for file uploading and customizations
- eTerritory This territory alignment system feature allows salespeople to map out their sales data in order to minimize time lost, create alignment territories, and share alignments among their team members.
- Visual maps: Insights can be accessed through visual maps that use data to show information about marketing costs, sales costs, and ROI. This allows sales and marketing staff to plan and control their spending.
Last Line — Choose the Best Sales Mapping Software
Sales mapping software reduces travel time and improves productivity for dispersed teams. It allows you to plan better strategic routes, create more effective territory maps, share data easily with accounting and management, and make it easier for you to collaborate with them.