Salesforce offers so many products. It's often difficult to figure out what add-ons will be most beneficial to your business. Everpeak can help.

One little secret we want to share: one of the most simple, yet effective Salesforce add-ons that can supercharge almost any business is Salesforce Maps.

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What is Salesforce Maps?

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At its core, Salesforce Maps allows businesses to visualize their data. Because Salesforce Maps is built into the CRM, maps data will always be in sync with your Salesforce records

See your Accounts, Opportunities, and Leads on a map and group records by any field. Essential visualizations include accounts by account owner or account type. But we can get creative with custom layers - what if you want a map of opportunities that haven't had activity in the past month? Or leads within a two hour drive of one of your reps?

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Managers love Salesforce Maps because it allows them to make data-driven decisions, and reps love it because it allows them to be more productive during business trips and canvassing. On top of that, Salesforce Maps can be a gold mine for finding new leads by area. 

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A game-changer for management to make informed decisions.

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Identify potential gaps: By visualizing leads, opportunities, and accounts on a map, managers can identify areas the business should expand to or pull back from.

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Create balanced territories: By understanding the volume of accounts and opportunities geographically, managers can create balanced territories that maximize sales resource capacity, and assign the right number of reps to the right territories.

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Targeted marketing campaigns: Quickly filter and then add leads or contacts to a marketing campaign specific to geographic area. For example, create promos depending on the customer’s city or state.

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Live Tracking: Advanced version of Salesforce Maps includes live tracking - track the location of sales reps, delivery drivers, technicians, and any asset in your organization.

A tool that your reps will love

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When Everpeak introduces this product to sales reps, they don’t see it as another manual task on their to-do list; instead, they see maps as a valuable tool to make their lives easier.  

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Optimize Routes for in person canvassing or business trips: Maps allow reps to manage their most valuable resource: their time. When on-the-go, reps can use the mobile version of Salesforce Maps. For example, they can choose an account they plan to visit, and then see a list of all accounts within an hour of that stop. Routes will automatically optimize based on transportation time. Or, reps can plan routes ahead of time, save them, and add their calendar. Salesforce Maps can make business trips so much more productive and efficient!

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Interact with and update data as needed: As reps visit accounts, they can quickly log calls and enter notes, and update data on-the-go, with the Maps mobile version. 

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Find new leads in the area: One fantastic feature of Salesforce Maps is the inclusion of public data. Use the “Data Layers” tool to map up-to-date information from public sources - Salesforce will automatically update layers when the data sources release new data. Access data points on over 14 million US businesses and filter by NAICS and SICS codes, as well as total sales, in order to drill down to your ideal customers. Additionally, create data layers on demographics, census data, or property data for prospecting or market segmentation. Use the Click2Create button to turn any of these data points into a lead record. 

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Nearby Accounts on record pages: With the built-in lightning component, reps can see nearby accounts, leads, and contacts at a glance.

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Conclusion 

Understanding your data geographically is essential to creating territories and allocating resources effectively. Salesforce Maps gives managers visibility they didn’t even know they needed. And for reps, Salesforce Maps is a tool they can learn to love, as it both helps them manage their business trips and canvassing, and offers a way to find new leads in the area.

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