Streamline the process of cutting and managing territories using professional mapping software. It makes it easy to visualize mountains of information in spreadsheets, allowing you to analyze customer, prospect, and opportunity locations and current sales pipeline opportunities.
Creating new territories can be done in minutes, with flexible, granular service areas that minimize overlaps in coverage. Keep up-to-date with the latest data through integration with CRMs or automatic data uploading.
Visualize Your Territory
Sales territory mapping software combines geolocation data with customer and prospect information to visually represent territories. This gives managers and field reps a better understanding of customers’ locations, which prospects and opportunities to focus on, and the best routes to cover.
Sales map visualizations make tracking and comparing performance easier, including quota attainment, revenue, and average deal size. This helps reduce travel costs, improve productivity and customer satisfaction, and support a data-driven decision-making process.
The most effective sales territories are designed based on a combination of data sets, including business and account performance metrics, customer data (including location coordinates and value), competitor information, and market trends and opportunities. Using territory mapping software to visualize and analyze this data can help you find better ways to allocate resources, right size territories, and maximize sales growth.
A good territory mapping tool offers a variety of boundary options and customization features to match your specific needs. For example, software like eSpatial allows you to divide territories into multiple layers based on criteria, including radius buffers centered on a specified address or driving time, state and county lines, postal codes for countries outside the US, and more.
Another advantage of a sales territory mapping tool is that it can easily create, realign, and optimize sales territories in minutes, with maps that are always up-to-date as data changes. This can reduce the risk of misalignment and ensure all team members have an equitable share of accounts and opportunities.
Track Your Routes
Sales territory mapping software enables field reps to map, plan, and track customer locations and CRM data. This eliminates the need for paper maps and spreadsheets, allowing your team to record notes from their mobile devices and increase productivity.
Visualizing and analyzing data is critical to successful sales territory management. The most valuable data includes:
- Information on customer demographics.
- The location of customers.
- Competitors.
- Potential growth areas.
- The performance of individual salespeople.
Using these types of insights helps you optimize your territories, maximize sales, and boost productivity.
Some sales territory mapping tools combine these insights to create and manage equitable sales territories for your team. Software like eSpatial, for example, is a simple-to-use tool that can create new environments in minutes and realign or balance existing ones to distribute accounts evenly. The solution can automatically update territory maps based on third-party data uploads or the Salesforce CRM.
Other territory mapping solutions are more sophisticated and feature a variety of advanced features to support your sales strategy. GeoMetrx, for example, offers a range of pre-set attributes that allow you to analyze and compare different datasets and make informed decisions.
Badger Maps, another popular choice, lets you import your customer list and visualize it on a map with color-coded pins to show each territory’s locations. The app can even optimize routes to help you minimize travel time for your reps and improve revenue.
Save Time on Data Entry
When a territory map is not visible to field techs, they easily miss work opportunities or become frustrated with their assignments. Using an end-to-end field service management tool that provides clear maps can help you reduce windshield time, increase productivity, and empower your teams.
Modern mobile mapping solutions allow workers to document conditions while completing asset inspections digitally, as-builts, and other tasks in their service territories. They can also update attributes and redline online maps while working offline, fueling back-office systems with high-quality data for sophisticated analytics. This enables incredible efficiency, with field techs able to complete their work anywhere without worrying about connectivity.
Sales reps and their managers must clearly understand their territory boundaries to manage and track work easily. This helps them stay motivated and maximize performance while preventing burnout. Sales leaders can also gain valuable insights into operations with territory performance analytics, such as identifying areas where work is overdue.
Several software tools, including Geopointe, Maptitude, and Spotio, can create sales territories and routing plans for you. However, some are more user-friendly, so you should consider the best features for your team.
Make Better Decisions
Territory mapping software makes analyzing data easier and helps understand what drives performance. This can help you discover inefficiencies in your territories that could cost you money and customers. It also lets you plan and optimize routes efficiently, reducing travel time and costs while covering the correct number of clients.
Managing field sales territories is difficult because business changes are always happening. Customers move, new competitors enter the market, and existing habitats may need to be realigned to meet revenue or service goals. Territory management software can quickly and easily layout, balance, and realign territories to keep your team on track.
When choosing a territory mapping solution, look for one that allows you to incorporate various business data into your map. For example, adding demographics into your territory design process can explain why some areas perform well while others struggle. It can also give you a better picture of the customer base you serve and help you create more effective, targeted marketing campaigns.
Choose a map creation tool with a wizard-driven interface that makes it easy for everyone on your team to use. You can also ensure the system is user-friendly by reading reviews on third-party platforms.