The Benefits of CRM Mapping Software: CRMs are excellent tools for sales teams because they offer a convenient location to store customer information and enable easy access from anywhere. CRM mapping software is a great addition to the traditional CRM because it allows sales teams to visualize their data geographically.
It may seem overwhelming to get started with a CRM and CRM mapping software given that there are many options on the market to choose from, and each product has its own strengths. Therefore, to make the most out of these tools, you must select the CRM mapping software that best fits your team’s needs, your budget, and your current CRM.
In this article, we’ll look at the uses of CRM mapping software and why you should add it to your toolkit.
The Definition of CRM Mapping Software
CRM mapping software, like Maptive, is a specially designed tool that allows you to visually and geographically look at your team’s data. Using this tool, you can visualize prospect and customer address information as well as revenue data. In doing so, sales reps are better able to keep track of their customer relationships and manage their territories better. Additionally, mapping lets you better oversee your territories and designate and assign territories to specific reps. Furthermore, you can ensure that sales routes are adequately planned so no one loses time on inefficient routing.
Mapping software also lets leaders see precisely where the most customers are currently and where there are opportunities to find new customers. They can also see whether there are areas that are underrepresented by their sales teams that they can focus on expanding. This information can be difficult to interpret from a list of names and addresses. Therefore mapping is the quickest way to visualize this data and come up with an effective sales strategy.
The Benefits of CRM Mapping
Being able to visualize data on a map has many advantages for businesses. It’s not only valuable for sales, but it can also offer opportunities for the entire company.
- View Your Customers as Pins on a Map
With visualization, leadership can see and understand things on a larger scale. For instance, you can improve your sales strategy using insights gained from mapping technology. Whether it’s recognizing high-performing areas, creating better territory management, or finding opportunities to expand, mapping gives managers better opportunities for improving sales.
- Increase Efficiency in Routing and Planning
Rather than planning sales routes at random, mapping software allows sales reps to plan their route efficiently so they can take the fastest routes and make the most of their sales trips. Furthermore, they can optimize the time spent in a specific area by viewing what prospects they can visit while they’re there.
- Improve Rep Management
While micromanaging is not an effective leadership technique, workers do need some oversight. When you have sales reps traveling outside the office, oversight is difficult because you can’t pop in quickly to see how things are going. With CRM mapping, leaders can check where their reps are and how efficiently they’re working without having to call them constantly.
- Define and Manage Territories Effectively
CRM mapping lets you view your territories laid out neatly on a map and know immediately which customers are assigned to which reps. To define and assign territories to sales reps, all you have to do is drop a pin and draw out areas on your digital map. Additionally, you can view your prospects by location and based on their demographic information or target profile.
- Improve Account Management
Using CRM mapping software, you can manage your customers and prospects more effectively. For instance, you can quickly check to see who you haven’t connected with in a while.
The addition of CRM mapping software to your outside sales toolkit is a great investment. It allows you to visualize data geographically and enables sales teams to use the data they collect out in the field more productively and efficiently.
CRM mapping software lets you view customers as pins on a map, increase efficiency in routing and planning, improve your rep management, define and manage territories effectively, and improve your account management.
There are a lot of different mapping solutions available, so you must consider all of the factors when selecting a tool for your team. For instance, you will want to make sure the tool is compatible with your current CRM, your budget, and the specific needs of your team.