CRM Mapping Software

What is CRM Mapping Software?

CRMs have become an important tool for sales teams. They allow you to store information for customers and leads, organize contacts, and stay on top of important accounts.

However, when planning routes for sales calls, analyzing your data and managing territories, CRMs are rather ineffective. Plus, it isn’t easy to spot important trends when you’re simply looking at a list of names and addresses.

CRM mapping software takes the information stored in your CRM and plots it onto an interactive map. By visualizing your customers’ locations, you’re able to plan more effectively and discover key insights that were hiding in your data.

Benefits of CRM Mapping Software

When you use CRM mapping software, you’ll unlock several key benefits that will allow you to get the most out of your customer data:

Spot Trends: See the locations of your customers and sales. Double down on regions producing the most sales and focus on areas that aren’t performing.
Route Planning: Stop manually planning your routes. Use CRM mapping software to optimize routes between multiple locations, so your sales reps use their time more efficiently.
Manage Your Sales Territories: Create a territory map based on the distribution of your customers. Then, easily track the progress of each region to ensure they’re hitting their targets.
Identify Potential Prospects: Use Google Places technology to see what types of businesses are within your service area. For example, does your company target retail stores? Then, instantly bring up all the retailers in your area to identify new prospects.
Find Existing Customers: When meeting with prospects, use CRM mapping software to find existing customers nearby. Telling leads that you already work with their neighbor or other businesses in the area makes a great first impression.

How to Get Your CRM Data in Maptive (Options)

Connect Your CRM to Maptive

Upload a Spreadsheet

Manual Entry

We support integrations with the most common CRM software, including Salesforce, Zoho, Keap, Pipedrive, HubSpot, and more. If your current CRM isn’t listed, simply contact Maptive to have the integration set up. Once connected, your interactive map will receive real-time updates whenever you add new data points to your CRM.

CRM Integrations Coming Mid 2024 – API Access Available Now

Export your data into an Excel spreadsheet and then upload it to Maptive.

Upload or copy and paste your data directly into the mapping software.

Once your data is imported, your map will automatically be generated.

Maptive CRM Mapping Software Features

Maptive offers several valuable CRM mapping tools and features for your business:

Sales Mapping: Mark the locations of your customers and sales with customizable pins. Change the color and look of your markers and sort them into groups.
Route Optimizer: Maptive’s route optimizer tool automatically calculates the quickest route between two or more locations, making it ideal for field sales. Your team can now find the most efficient route between meetings to maximize their time.
Drive-Time Radius: See which locations are within driving distance of any location on your map. This is perfect for quickly determining the service area of your salespeople.
Heat Maps: Instantly see where the majority of your sales are coming from and spot areas that aren’t performing as well.
Territory Management: Create boundaries based on zip codes, counties, and states, or use the drawing tool to build custom territories. Track sales and performance within each territory to ensure every area of your business is meeting expectations.
Google Places Integration: Maptive uses Google Maps API, giving you access to Google Places data. See businesses within your service area and find new prospects.
Cloud-Based: Access your data anywhere, whether you’re in the office, on the road, or with a customer. Your sales reps can now update maps and plan their routes from their smartphones, tablets, and other devices.
Sharable: Export your map data to a spreadsheet, send a link to team members, or embed maps on your website.
Secure: We use 256-bit SSL encryption and work with the best security partners to keep your information safe.

What is CRM Mapping Software?

Benefits of CRM Mapping Software

How to Get Your CRM Data in Maptive (Options)

CRM Integrations Coming Mid 2024 – API Access Available Now

Maptive CRM Mapping Software Features

CRM Integration Feature Coming Mid 2024

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