Mapping Software for Salesforce. Optimize Territories and Routes

Why Use a Mapping Tool With Salesforce Data?

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

Whether you're doing account mapping in Salesforce or planning visits, maps clarify every sales move. Map integration in Salesforce provides you and your team with immediate, powerful benefits:

Seamless access: Combine your CRM's insights with the power of mapping in one unified workspace. With full integration, switching between Salesforce and your mapping tools is effortless.
Easy data syncing: Quickly add contacts, accounts, leads, reports, and custom objects from Salesforce, plus external data like Excel files, to create a complete, actionable view.
Smarter prioritization: Interactive maps highlight which accounts need attention and where in-person support can drive results, making field sales more efficient.
Territory planning made simple: Integrated territory mapping helps sales teams make faster, better decisions using the latest CRM data.
Enhanced customer service: Integration supports a higher standard of service for your clients, and your mapping provider should match that standard with responsive support.

Why Choose eSpatial Over Salesforce Maps?

eSpatial is a Salesforce mapping tool built for high performance and flexibility:

Share interactive maps via URL, even with non-Salesforce users
Visualize Salesforce and external data together
Create advanced territory maps in minutes, not hours
Perform multi-variable analysis with heat maps and filters
eSpatial is fully supported by a dedicated success team

See full comparison

Territories: Create, balance, and optimize territories using location or account data. Collaborate with hierarchies, exports, and direct Salesforce updates.
Routing: Plan and optimize trips with start/stop times, and export to Google Maps or CSV.
Map types: To visualize data, use pin, radius, drive time, bubble, hotspot, and heat maps.
Data styling: Customize pin size, shape, color, and basemaps.
Collaboration & sharing: Share maps, export them to PowerPoint, PDF, JPG, or CSV, or publish them via URL or embed.

With eSpatial for Salesforce, you're not limited to CRM data alone. Easily upload external data to uncover deeper insights and spot new opportunities. Streamline prospecting across your territories.

Demographics: eSpatial has a library of over a hundred boundary and demographic datasets for you to use in your analysis. Pinpoint market gaps and growth potential. Whether you look at population, gender, income, or housing, you can find a dataset to help highlight opportunities in your markets.

Points of interest: This is particularly useful for field sales reps prospecting within their territory. The eSpatial business search allows you to look for a brand or a type of business, showing up to 20 results. Then, you can add these businesses to a table to export to CSV and add them as new leads to Salesforce.

eSpatial includes templates for routing, account mapping, Salesforce data, and territory planning. Your team can instantly customize these for quick wins. It’s a map tool for Salesforce CRM that’s easy for anyone to adopt:

Create your map: Import the data you want to display and build your map just like you usually would.
Style and brand it: Use icons, colors, and labels to make key data easily readable. Add helpful annotations with usage instructions or branding, including your company logo, for a professional, consistent look.
Share as a template: Share your map template with specific users, teams, or your entire organization. Recipients are notified automatically and can find the template in their "Shared With Me" library.
Personalized views, instantly: When users open the template, a custom map is generated for them, showing only their assigned accounts, leads, or opportunities. It’s a fast, user-friendly way to drive adoption and ensure every team member sees the data that matters most.

Interact with Salesforce directly from the map. Update records, assign tasks, or log meetings, without leaving your mapped view. With this Salesforce mapping tool, action and insight are finally connected.

Log activity: Log calls, tasks, or events directly from any map point to keep Salesforce updated
Bulk update records: Use boundaries or custom shapes to update or reassign multiple records at once
Add to campaign: Target contacts within a radius or drive-time zone and add them to a Salesforce Campaign
Create new records: Add non-CRM points as new leads—ideal for prospecting and expanding your database