Mapping software


Relax. Visualizing your data and optimizing territories and routes just got easy. Mapping software for sales, marketing, and operations teams

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What is mapping software?

Mapping software helps you understand how geography impacts your organization by providing interactive maps, demographic data, and other tools from location data so you can quickly analyze and share information.

The eSpatial mapping program helps improve your understanding and decision-making through advanced styling and analysis options, including heat mapping, territory optimization and much more. Its a powerful way to visualize your Excel, CRM, or ERP data and gain insights that would otherwise be hidden in thousands of lines of information.

Popular mapping software use cases

When used as a data and process mapping tool, eSpatial can provide a wealth of insight into your sales performance, territory alignment, customers and competitors without slowing down day-to-day operations. But getting the most out of this type of process mapping may require a bit of thought. What are you trying to accomplish? Which pain points can zip code mapping software fix? How can eSpatial help optimize your sales plans? Below are a few popular use cases for eSpatial's mapping app that help illustrate how the platform can directly support your business goals.

Sales performance


An effective concept for sales territory alignment is key to any winning strategy. With eSpatial's territory map maker, you can balance your sales team's workload, drive revenue and maximize profitability. By keeping territories aligned, you can ensure existing customers are fully supported and new lines of business can be acted upon in real time. When every member of your sales team can access detailed territory maps, it's much easier to track performance against sales targets, improve selling strategies and forecast future revenue-generating opportunities.

Cost control


Efficiently managing a field sales team requires more than a balanced workload. Knowing where your clients and prospects are located can cut costs without compromising coverage.

eSpatial's route planning tools allow your sales reps to calculate the fastest route to client meetings, even when multiple stops are scheduled. This can not only help reduce travel times and fuel costs, it can also enable your team to make the most of their time on the road. With spot-on spatial analysis conducted with our software, you can optimize travel routes with up to 100 individual stops, ensuring your sales reps can focus on what really matters: cultivating profitable relationships.

Business growth


Growing your business can be difficult without a top-down view of your sales territories and customer distribution. That's why eSpatial's mapping software features a variety of visualization tools that can help you identify under-served regions and customer groups. Zip code mapping software lets you dive deeper into your business data to create accurate demographic profiles for each sales territory.

By combining these regional profiles and territory heat maps, you can expand into new markets without relying on guesswork. Get a complete view of your sales performance, market penetration and competitors by integrating the eSpatial data diagramming tool into your workflow.

Recruitment


As your business expands into new markets, your existing territories may become overloaded or start to underperform. With data mapping software, you can locate these inefficiencies and balance your territories based on sales volume and earning potential. Creating a process map focused on territory optimization is particularly useful when onboarding new team members, as it allows you to focus your recruitment efforts in regions that need additional support.

eSpatial's app can also help you split territories to provide sales reps with equal footing and earning potential. Build your dream sales team and keep your top performers engaged with a flexible mapping tool tailored to your unique business requirements.

012%

Boost in revenue

050%

Saving in administration time

030%

Improvement in sales productivity

Essential mapping software features

The eSpatial mapping tool empowers businesses of all sizes to create, manage and analyze interactive snapshots of their data. This is made possible through a unique set of features that are indispensable to today’s field sales and service teams.
Import data from multiple sources

1. Add data from multiple sources


Uploading and geo mapping data from multiple sources is quick and painless. You can combine large datasets from siloed spreadsheets, databases, CRM, ERP and POS systems to create live, interactive territory maps that scale alongside your business growth. Whether importing data manually or through the eSpatial Data Uploader, you can ensure critical information is organized, up to date and available within the interface. Once imported, your data is stored in a library that contains over 100 third-party boundary and demographic datasets. Use it to enhance the accuracy of your data mapping and create more balanced and actionable sales territories.

Mobile route app in a person's hand

2. Mobile compatibility


eSpatial was designed to actively support sales and service teams in the field by offering intelligent route planning, scheduling and data management features. With eSpatial Mobile, your field teams can access customer data on the road, optimize their travel routes and spend more time meeting with customers and prospects.

This mobility can help staff in the field prioritize their accounts and plan out their entire week in advance. Using radius or drive-time buffers, sales reps can organize their days based on the proximity of client meetings to a particular location, like your office or the airport. What's more, users can quickly open a Google Map for turn-by-turn navigation.

Getting started

3. Create custom maps


Businesses don't always follow a set template in their operations, so neither should your maps. With eSpatial, you can import datasets to create unique, individualized sales maps for different products, services, customers, and other custom attributes. Simply upload the data you would like to visualize, whether it's customer and office locations or sales territories, and generate a base map to provide context. Then, set your geographic boundaries by:

  • Postcodes
  • ZIP codes
  • County
  • State
  • Account (or point based)
  • Territory

Once you've created your custom map, you can further personalize it by organizing your data by each unique attribute you'd like to display. With each attribute type loaded as a different dataset, you can add it to maps in separate, easily manageable layers.

Optimized territory map

4. Intuitive data visualization


Any mapping tool is only as strong as its data visualization and styling features. That's why eSpatial allows you to create a range of eye-catching, interactive maps that can be tailored to your unique needs. You can customize the symbol, size and color of individual data points, create distinct labels and insert annotations for added context.

No matter what your goals are, eSpatial has a style to suit the occasion: pin maps, heat maps, bubble maps, radius maps and more. When paired with location analytics, these data styling features can help you visualize your business performance in extraordinary detail.

Optimized sales routes

5. Route planning designed for business users


Today's field sales and service teams rely on real-time customer data and location analytics to organize their daily tasks. eSpatial's intelligent route mapping software can help field staff minimize travel times and reduce fuel costs by plotting out the most efficient trip. With this feature, field teams can easily add multiple stops to their routes, block off time for in-person meetings and create a flexible snapshot of their weekly schedules. You can also create, edit and share route maps with other internal stakeholders, ensuring your field teams' activities are both productive and cost-effective.

Territory map

6. Territory mapping and alignment


Effectively managing territories is essential to any sales team, but this is easier said than done. eSpatial’s territory mapping solution enables you to design, align, optimize, and build sales territories in no time. Not only does this offer a better way to structure sales resources and activities, but it also boosts profitable selling time with your highest-potential customers. By balancing and aligning your territories to focus on high-priority clients, you can maximize sales productivity and utilization to unlock hidden revenue and reduce selling costs.

Easy-to-use professional mapping tools

Professional mapping projects require professional capabilities

Filter pins on a map

1. Filter data in a live map


Upload all of your data to the map. Then you can use filters to see the information you want. For example, you can filter to see only customers with sales over $1,000 or who have purchased a particular product.

Share a route with colleagues

2. Effortlessly share and export


Want to select a group of pins or areas at the same time? Just draw a shape (known as a polygon) that touches the areas or encloses the pins. Then you can export the selected data, re-assign a territory to a new person or add a sales stop to a route.

Mapping software custom drawing

3. Custom drawing & selection tools


eSpatial analysis functions help businesses map their coverage, find gaps in service, identify wasted effort, compare regional or territory performance and a whole lot more.

Mapping software - Advanced analysis mapping

4. Advanced analysis mapping


eSpatial analysis functions help businesses map their coverage, find gaps in service, identify wasted effort, compare regional or territory performance and a whole lot more.

Mapping Software - Color Points and Areas by Value/Size

5. Color points & areas by value/size


Effectively visualizing your data points or areas by color will help your map tell its story. This can include color by opportunity rating, status, product line and so on, to help you more easily understand how value is distributed.

Mapping Software - Versatile In-Map Labeling

6. Versatile in-map labeling


Without strong labeling, your map can be difficult to navigate. eSpatial has the most versatile labeling toolkit in the industry.

Mapping Software - Flexible Map Point Styling

7. Flexible map point styling


You need full control over how your data appears on your map. Pins can be customizedin many ways, including by color, transparency, size and clustering. You can also upload custom images or logos to use on your map, or combine several mapping styles to view multiple metrics on each point.

Mapping Software - Proximity / Drive Time Analysis

8. Proximity / drive-time analysis


Need to understand how your data points geographically relate to each other? Check how far apart they are, find your nearest neighbor or identify points within your maximum drive-time zone before adding them to your route.

What type of map do you need to create?

With our cloud-based mapping software, you can easily upload, visualize and analyze multiple layers of data. Rapid visual insights take the guesswork out of decision-making. Below are the eight most common map types created by our customers.

Regional heat map

1. Regional heat maps


Regional heat maps are most often used to compare performance and activity across boundaries such as states, ZIP codes or territories. They allow you to quickly identify areas where performance varies and then zoom in on the details to aid your decision-making.

Hotspot heat map

2. Hot spot heat maps


Hot spot heat maps are commonly used to show geographic density. They can help you track down areas with a significant customer population and relate them to the location of other items (e.g., retail stores or service teams).

Territory map

3. Territory maps


Territory maps help you manage geographic areas of responsibility. Often used by sales teams and service providers, they employ balancing tools to divide and align duties among personnel. Territory optimization can help maximize productivity and evenly distribute team workloads.

Pin map

4. Pin maps


Pin maps are useful for understanding where things are located (such as customers) in relation to your retail stores, or service team locations. You can map multiple locations by using basic pins or by employing different visuals for different components on the map.

Optimized route map

5. Route maps


Making a basic route from one place to another is a pretty simple task. But what if you want to visit multiple stops? Route mapping allows you to choose which locations you should visit, and plan the most efficient route to minimize drive time.

Radius map

6. Radius/buffer maps


Radius maps, also known as buffer maps, are commonly used as coverage maps to see where you may have gaps or overlap of coverage of your shops, services, and operations.

How is data added to the map?

Your map is only as good as the data it's representing. Here are the most common approaches to turning your information into detail-rich visualizations:

  • Add existing Excel data: Many customers create maps with data they already have organized in Excel. Just export a file in CSV, XLS or XLSX format that includes location information and upload it to eSpatial. For example, if you wanted to map your recent sales, you might wish to include the customer name, sales value for last year and address information. The mapping engine will figure out where those address points should be placed and create the first version of your map. Then you can get into analysis and the creation of different maps or workflows.
  • Integrate with Salesforce: eSpatial can be fully integrated with Salesforce through the AppExchange, as soon as it's been set up on your network. Import any records that you have access to from Salesforce and use them to generate your maps. This includes leads, contacts, accounts, opportunities, reports, custom objects and anything else you may have configured in the CRM.
  • Automate upload from another CRM / ERP / data warehouse: Uploads from these tools can be configured to run on an automated basis using our automated upload tool. That said, many customers find that the most straightforward means to initially add data from their existing CRM or ERP system is to simply export from that system to a CSV file, and quickly upload to eSpatial.
  • Integrate through a REST API: We also offer a REST API that can be configured to manage your access to another dataset. Get in touch with our sales or customer success teams to discuss your specific needs.

Overlay additional data from our extensive dataset library

While your information is the most important component in any eSpatial process, we provide additional data sets that you can overlay with your own to make mapping tasks easier. Here are some of the more popular datasets:

US ZIP code

US ZIP code capability empowers businesses and organizations to pinpoint ZIP code locations of customers or product users. Thousands of regional sales and service managers use zip codes as their territory boundaries. Our mapping software is designed using ZCTAs, offering support for both five-digit ZIP codes and three-digit ZIP codes.

We provide postcode boundaries based on areas, districts and sectors. From there, you can easily map postal codes. You can also analyze it using our suite of tools and map types.

Adding demographic information to your map can hugely grow your market understanding. For example, it can help you see how your performance matches demographic profiles, and bring you to further pockets of opportunity. Our dataset library holds a huge volume of demographic information that you can add to your map.

There are over 100 total third-party datasets built into eSpatial that you can use to enrich your map.

Best mapping software - Why choose eSpatial?

  • Simple to use — create your map in three steps.
  • Range of styling options - make the heat, pin, route or territory map you need.
  • Available where you work - get eSpatial in Salesforce, Apple App Store and Google Play.
  • Free trial including world-class eSpatial support to get your map started.
  • Easy sharing and publishing options to make your map available to others.
  • Named one of the best mapping software tools by windowsreport.com.

Available solutions

Every organisation is unique, so eSpatial offers you three solutions. Start with one and scale. Or invest in the complete package for sales and sales operations.

Support from our experts when you need it

You're the expert on your data and line of work, but to get your project completed, you may need some backup. That's why our support team includes geographic information system (GIS) experts who can assist with mapping and data integration needs, during onboarding and through your time as an eSpatial user.

Customer support

Frequently asked questions

Can I analyze my sales data and see trends and patterns?

Yes. eSpatial is packed with data analysis features like heatmaps, bubble maps, proximity maps, and drivetime analysis. All offer invaluable new insights into your sales data. You can easily spot trends and patterns.
Yes. eSpatial is packed with data analysis features like heatmaps, bubble maps, proximity maps, and drivetime analysis. All offer invaluable new insights into your data. You can easily plan marketing campaigns.
One of eSpatial's export options is direct to a PowerPoint presentation.
What-if-analysis is a core feature of all our products. It is perfect for sales, sales operations, and marketing.
Yes. You can add all of your datasets directly as layers to your maps.
eSpatial is a perfect solution for your approvals process. As an administrator, you can set up user access rights.
Yes. You can overlay a dataset as a separate layer that shows your competitor's locations.
Density heatmaps show you the hotspot/ cluster areas of your data geographically like a weather map. A regional heatmap aggregates and color codes your data by regions, such as Counties or ZIP Codes.
It is a way to visualize your data in the form of bubbles. For example, If you wish to see how many customers you have in each US State, a bubble will be in the center of each state and sized bigger or smaller based on your customer volume.
Yes, you can select a territory or ZIP code, county, etc. And filter your data to that region.
If you open the table, you can filter by any verticals in your data.
Yes, you can filter all the data within a sales rep's territory on the map or filter the data from the "Account Owner" column in the table.
We have many styling options. You can change the color, size, and label of your data. Click on the "Style" button in the control panel to see all your options.
Our polygon tool allows you to draw freehand custom areas.
Click on the point, and the information pop-up box appears. From here, you can edit the record and delete it.
All data must be imported via an Excel file. Please ensure that you have separate columns for street address, city, and state information. Plus, separate columns for all other metrics you wish to add.
Yes. Admins can set up groups and assign users to each group(s). Each group may or may not have specific permissions that the admin also controls.
Yes. All are included with eSpatial.
Yes, you have access to our nearest neighbor functionality with eSpatial.