Salesforce Maps isn’t the only way to combine the market-leading CRM platform with mapping software built for sales teams.
Sales teams today use a variety of tools to manage their data and support their operations. At the center of things sits a CRM, such as Salesforce, that captures, stores and organizes information about clients and leads.
But to bring that information to life, innovative sales teams connect up their CRM to specialist third-party apps. Mapping software is an excellent example of a tool that can make a CRM like Salesforce even more powerful for sales. It allows you to visualize sales and customer data, supporting quicker, better decision making.
Salesforce is the CRM market leader, used by more than 150,000 businesses worldwide. It ranks first for sales, productivity and CRM capabilities.
If your sales team uses Salesforce, integrated maps are a must-have. They’ll give you and your sales team the power to instantly access all your key Salesforce data in an intuitive format. A good Salesforce map integration can represent a game-changer for field sales, supporting better customer service, revenue and efficiency.
Why use a Salesforce mapping tool?
Your CRM is one of the most impactful tools in your sales toolkit. This powerful platform provides your sales team with a wealth of essential information, such as:
- Your current customer contacts
- The details of their accounts
- Reports on customer activity
- Other leads and opportunities your sales team captures along their routes
All of this data is critical to your customer service capabilities, as well as your sales process efficiency. But keeping these details separate from your mapping software creates additional steps and more work for your employees.
Benefits of Salesforce map integration
There are a number of advantages that you and your team will notice once you successfully integrate your chosen Salesforce mapping tool:
- Seamless access: Through seamless integration, you and your sales team will have access to an all-in-one Salesforce mapping tool. This combines the knowledge and insight of your CRM with the power of your sales territory mapping solution. Once set up, you’ll be able to seamlessly switch between your full Salesforce CRM and your mapping software.
- Directly add data: With Salesforce map integration, it’s an easy process to add data from Salesforce to your mapping software. CRM data sources like your contacts, customer accounts, leads and opportunities, reports and custom objects can be directly added to your mapping software. You can also choose to add external mapping data or data sources from Excel to ensure that you have everything your team needs in one place.
- Improve decision-making and prioritizing: Sometimes it’s difficult to see which accounts need immediate attention and which leads could benefit from in-person sales support. Access to maps in Salesforce helps eliminate these challenges while enabling you to maintain efficiency in your field sales process.
- Salesforce territory mapping: Speaking of prioritizing, decision-making around your territory planning is a breeze when you and your team have access to your critical CRM and mapping software data in one, completely integrated solution.
- Deliver best-in-class customer service: Integrated Salesforce maps build on the capabilities of your mapping software, and enable you to elevate your customer service across the board.
A Salesforce map integration empowers your field sales teams, providing them with the access and features they need to better manage their time, prioritize their work and enhance sales process efficiency. This is eSpatial’s Salesforce integration works.
All the great features of eSpatial within Salesforce
eSpatial for Salesforce is built to give you the full power of a complete mapping solution within your Salesforce Org. With seamless data loading of common Salesforce objects such as Leads and Opportunities, as well as Custom Objects, geographically visualizing and analyzing your data could not be easier.
All the features eSpatial is renowned for such as territory management, heat mapping, proximity analysis and sharing of maps are all still included and in fact, we’ve added in some extra features just for Salesforce users such as logging calls, events, and tasks as well as the much sought-after map templates which will facilitate a much easier roll out among your team.
Empower your team with the tools to manage their day, optimize their time in the field, and update Salesforce on the go with eSpatial for Salesforce.
Full mapping solution within Salesforce
eSpatial in Salesforce is different to all other mapping solutions available in the Salesforce App Exchange as we offer the full eSpatial experience within the Salesforce platform. You get all of eSpatial’s innovative and powerful features to analyse your business data and communicate your findings to your colleagues
These features include:
Map types – Visualize and analyze your data using multiple map types including: pin, radius, drive time, bubble, hot spot and regional heat maps.
Data styling – Customize every part of your map from the pin size, color and shape, to the basemap your pins sit on.
Routing – Plan, optimize and share trips with start and stop times. Export route legs to Google Maps and export stops to CSV.
Territories – Balance and align territories built manually or from a file, collaborate on territory management with hierarchies, sharing and exporting.
Collaboration & sharing – Create, save, and share maps, collaborate with other users, publish maps via public URL or embed on your website, and export maps to PowerPoint, PDF, JPG, and CSV.
One of the biggest benefits of eSpatial for Salesforce is that you have direct access to your Salesforce data within eSpatial.
You can import any records that you have access to within Salesforce. eSpatial follows the same permissions laid out by your salesforce admin for different users. You can filter the data before importing so that you have an always up to date map of this month’s opportunities, for example.
You can also create new Salesforce records from within eSpatial. This is particularly useful when sales representatives are in the field and come across a new lead. They simply drop a pin on their location and create a new lead from the information pop up box.
Salesforce records can be updated from within eSpatial as well. You can update any of the fields for that record from the information pop up.
Use non-Salesforce data to enhance analysis
Using eSpatial for Salesforce does not mean that you are limited to using only data that exists within your Salesforce Org. You can upload data from many other sources such as ERP or POS systems as long as they are in an Excel or CSV format. Many of our users overlay their Salesforce data with non-Salesforce data such as demographics or points of interest to enhance their analysis and improve decision-making.
Demographic – eSpatial has a library of over a hundred boundary and demographics datasets for you to use in your analysis. Whether you’re looking at population, gender, income, housing and more, you can find a dataset to help highlight gaps and opportunity in your markets.
Points of interest – This is particularly useful for field sales reps who are prospecting within their territory. The eSpatial business search allows you to search for a brand or a type of business and it will show up to 20 results and add them to a table that you can export to CSV. You can also add these businesses as new leads to Salesforce.
Rapid roll-out of maps
We’ve made the adoption of eSpatial across multiple users much easier in Salesforce with the introduction of map templates. Rather than creating lots of the same maps with different views of data for each user on your account, you can now create a template that displays only the users leads, contacts, opportunities on their map when they open it. It’s just like creating a regular map, but you just share it as a template to others instead.
Create map – Set up your map by importing the data that you want to be displayed on it.
Style map – Make your data easy to understand with different size, color and shaped icons for each data set. Add labels to give further information on the pins at a glance. Add an annotation with instructions on how to use the map. Add your logo in another annotation so that your users know it’s your organization’s map with your organization’s branding.
Share as template – Share your map as a template to specific users, groups of users, or the entire organization. The users you have shared the template with will be notified within the workspace and by email. The templates can then be found in the Shared with Me Section of their Library.
When users open the template – When your users open the template in their own workspace, it will create a new map for them. On this map, they will see only the leads, opportunities, contacts and accounts assigned to them, so each user gets a custom map ready to analyze and use.
Salesforce actions from map
One of the great features of having eSpatial embedded in Salesforce is that you can take Salesforce actions from within your map, making life on the road easier for field sales reps. You can do the following, all from within your map:
Log a call, task, or event – From a single point on a map, you can keep Salesforce records up to date by logging calls, tasks, or events.
Bulk update or reassign records – You can bulk update Salesforce records from within a map by using a polygon, either hand drawn or a boundary such as territory or region. You can also reassign records to new owners quickly and easily during staff changes.
Add records to a campaign – If you’re running a campaign or an event based around a geographic location, you can run a radius or drive time buffer around a center point and add all records that fall within that zone to a Salesforce Campaign.
Create new Salesforce records – If you are adding new non-Salesforce points to your map, you can create new leads from these points. This is a particularly useful prospecting tool.
Give non-Salesforce users access to maps
eSpatial exists as a standalone mapping solution as well as a mapping solution embedded within Salesforce. This means that you don’t have to limit usage to your Salesforce users. You can give an eSpatial account to people within your organization that don’t have a Salesforce account. These are likely to be analysts, or even marketing teams that don’t deal with the CRM on a day to day basis.