A comprehensive guide to eliminating inefficiencies for sales, service, and operations teams
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Our Customers Love Mapping With eSpatial
Whether a sales operations, operations, or service manager is mapping out an optimal route or a field-based rep is trying to give a client an accurate ETA, you will want to eliminate these challenges with route mapping software. eSpatial's powerful routing optimization software can transform your planning.
High-performing sales and service teams know their time with the right customers is their greatest resource. Maximizing time spent selling or servicing is the objective for everyone. Under-performers may suffer from over-servicing customers and valuing quantity over quality.
You need more analysis and research before hitting the "get route" button. New reps may lack experience or knowledge leading to sub-par results. As they gain experience, they'll see the value in estimating sales potential (if they are in a sales role), understanding their highest-value customers, and prioritizing those over others.
Sales and service reps must analyze their schedule on days with numerous planned in-person meetings. One long meeting can throw your whole day's schedule, forcing you to push or cancel other appointments.
Real-time location tracking helps adjust schedules on the fly, giving you a competitive advantage.
Service and sales reps have daily call targets. One customer requires more service time than planned. Another customer needs a contract clarification, while another wants a new product demo. It can be challenging to prepare for each meeting.
Lack of preparation can impact performance. The fewer delays you have, the more time you can spend preparing. Access to a routing and planning software solution that integrates with your CRM data to see customer data is a game-changer.
You have more headspace and time to plan and execute.
Route planning is time-consuming and clunky when done by hand. It's vital for traveling reps but takes time away from meetings. Simply put, there's a better way.
Intelligent route planning software eliminates the heavy lifting for field-based reps. With automatically optimized routes, you spend more time on revenue-generating activities.
Where there is a disconnect between field and office teams, you have a problem. But you can solve this by providing access to route planning software for sales, operations, and support staff. eSpatial makes sharing this information between team members simple and intuitive.
Sales managers can make effective decisions about sales territory management. It supports decision-making and planning for office admins but also improves efficiency for sales staff and customer service for clients. If a red-hot sales lead needs immediate attention, office staff can quickly and easily contact the closest sales rep who creates the shortest route. All of which lead to more sales deals and happier customers.
Sales and service managers balance resources and workloads with improved visibility of routing. Active territory management is critical. Uneven workloads lead to several problems. Some reps need more time to meet their quotas, but time is finite. Others have spare capacity. That leads to burnout for some and lost sales opportunities for organizations.
Territory Mapping software lets managers and revenue operations create optimized sales territories. Reps can then maximize opportunities or customer service without being overwhelmed.
When paired with route optimization, it ensures sales reps are spending more time with customers and less time in a vehicle. In turn, customers and prospects receive the right level of focus.
Unlike many consumer-level apps, eSpatial's routing planning software makes sharing easy, so updating your manager, team, and colleagues is simple and intuitive. eSpatial's route mapping software differs from other solutions in several ways:
Route optimization uses intelligent route planning. Specialized route sales software can automatically optimize route plans. And this isn't just from point A to point B — you optimize the route for every stop along the journey.
eSpatial's route optimization software can reduce trip planning time by 90%. It allows you to optimize a one-way route or round trip, saving time and money while adhering to your meeting schedule. Best of all, it eliminates manual planning.
Unlike other navigation or map apps, eSpatial's route mapping software works with your CRM. It unifies customer data across your tools so sales and service reps can easily access correct, up-to-date information. Your field team has all the information they need for appointments at their fingertips. Stops will display any data you enter, like customer names or order history. Prepared reps are proven to achieve higher revenue and customer satisfaction. Drivers can directly explore address locations and measure distances within the system, gaining complete control over the design of their routes. This functionality, designed to optimize efficiency, ensures they stay on schedule, meeting customers and completing deliveries effectively.
Look for a solution that combines mapping software with territory mapping software and sales route optimization. For many managers, their process starts with data analysis. Heatmaps, ZIP code maps, and pin maps are perfect for visual analysis. Combining route optimization with mapping lets managers create balanced geographic sales territories. And perform visual analysis efficiently.
Planning territories with geography in mind makes it easier to create an efficient route later. Creating manageable territories helps sales team leaders balance workloads and improve customer service.
Visualizing sales data is a huge benefit. It allows decision-makers to better understand the market, including your competition and growth opportunities. For example, managers can easily see coverage gaps or whitespaces with sales territory maps. Lost opportunities and overlapping coverage are eradicated while new revenue is unlocked.
Our team is here to help you every step of the way
Sales data can be mapped in minutes, which has saved customers countless hours which leads to faster more efficient alignments in less time
“We wanted to know for each of our plants. What is the plant's low-cost service area? What is the geographic region around that plant? And whether that plant is the most cost-effective option to ship concrete. We wanted to take advantage of that. We also wanted to know the most costly delivery areas in central Texas. And which of our customers are in those areas.”
“The first quick win for us was that eSpatial was so easy to use. After using so many other applications, eSpatial was the easiest for importing our data and identifying the fields and hierarchies that would deliver efficient alignments. At the end of the day, you are finalizing the sales territory in front of their eyes. It is much more real to the key stakeholders, which has been transformational for Thermo Fisher.”
“Sales data can be mapped in minutes. That has saved us countless numbers of hours. And we have eliminated steps from the design and approvals process leading to faster more efficient alignments in less time. The findings in our eSpatial visualizations are definitely going to inform 2022 strategy for the better. 100%, we're going to renew our eSpatial license.”
“We're always trying to improve our output and what we're putting in front of executive management teams and boards. We started looking around at different data visualization and mapping software programs and did a fair amount of due diligence on multiple companies. After vetting various platforms, eSpatial rose to the top of our list. I personally can say that we've loved it ever since.”
“I've been in this industry for 35 years, and to have a tool that I can pick up and use quickly just means the world to me. With eSpatial, I can create reports and make changes in 20 minutes, it's easy to log in and update things quickly. You wouldn't think in mapping software you would have someone so responsive in technical support. That was the prime reason I settled on eSpatial.”
“eSpatial has been an awesome tool for Starkey. From our territory planning; splitting territories, adjusting for local details, communicating and mocking up options. Then giving that updated detail to our sales team along with live access to CRM and trip planning. And then representing everything in a beautiful way that we love to use in presentations - it is truly a very impressive package.”
“eSpatial is an irreplaceable tool for our business, for example we are now able to run one of our key processes 32 times faster and have been able to double the number of customers we can visit in a given week by making better decisions. You can't control how much time you have in a given day, but you can control how it is used and eSpatial has certainly helped us significantly with that.”
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