Did you know sales reps spend just 30% of their time selling?
Instead of closing deals, they’re swamped with administrative tasks, like manual sales route planning, tracking where leads are in the pipeline, and figuring out the best follow-up times.
It’s an inefficient system that drains time and energy.
The good news? CRM mapping software can reduce that burden by simplifying how reps and managers manage sales territories, leads, and customer data. With it, you can organize leads, opportunities, and existing customers, access critical data like interaction history and customer preferences, and gain real-time insights into your sales performance.
The result? Sales reps can plan routes more efficiently, reduce unnecessary drive time, and stay focused on selling.
What is CRM Mapping?
CRM mapping transforms your CRM data into an interactive map, streamlining sales territory management. Field reps can easily view customer locations, leads, and prospects, simplifying route planning and operations.
By integrating CRM data with tools like Google Maps, field sales teams gain valuable insights. They can analyze customer information, ZIP codes, and other demographic data to identify new prospects, uncover opportunities, and refine marketing strategies in real time.
Additionally, CRM mapping software tracks where each lead or customer stands in the sales pipeline and highlights their revenue potential for your organization.
What is CRM Mapping Software?
CRM mapping software helps sales reps fully capitalize on their customer relationship management solution by representing prospects and customers on a geographical map.
Once you start using this kind of tool, you’ll be able to easily see where your prospects and customers are located, where each is in your company’s sales pipeline, and how much revenue they represent for your organization.
11 Benefits Of CRM Mapping Software For Sales Teams
1. See Customer Locations at a Glance
CRM mapping software displays customer locations on a digital map, helping reps plan efficient routes. Filtering data points like pipeline stage or buying habits allows reps to prioritize leads and close deals more consistently.
Visualization helps sales managers, too. A quick look tells you which sales territories are performing well and which are underserved. You can then adjust your strategy based on this information.
2. Organize Leads, Opportunities, and Customers with Ease
CRM mapping software makes it easy for reps to organize customers by pipeline stage using color-coded markers. For example, leads could be yellow, opportunities green, and existing customers red.
Then, reps can see which prospects need immediate attention, helping them prioritize tasks by manually sorting through sales data.
3. Plan the Most Efficient Sales Routes
For outside sales teams, efficient sales route planning (i.e., the path your reps take from one prospect to the next) is extremely important. The more efficient your reps’ routes, the more prospects they can meet, and the more opportunities they’ll have to close deals and boost revenue.
CRM mapping software simplifies route planning by showing exactly where prospects are located on a digital map. Reps can see which prospects are the closest to making a purchase and create direct routes from one high-value lead to the next.
But it gets better. Tools like SPOTIO will plan efficient routes for your reps and automatically track their mileage, turning them into productivity superheroes.
4. Improve Territory Management
As a sales manager, territory management is an essential part of your job. CRM mapping software helps visualize sales territories, customers, and assigned maps on a digital map — in one quick glance.
This data gives you the information you need to manage your sales team properly. You may find that one territory is bursting with potential customers and decide to split it into two territories so multiple reps can work the area. Or you may see that the rep you assigned to a territory is underperforming, which could mean they need additional training.
Tools like SPOTIO make it easier to create territories by allowing you to draw boundaries on a map or use geographic data like state, county, city, and ZIP Codes. Then, you can assign the territories to the most qualified rep on your team.
You may find that one territory is bursting with potential customers and decide to split it into two territories so multiple reps can work the area. Or you may see that the rep you assigned to a territory is underperforming, which could mean they need additional training.
We should mention that tools like SPOTIO make it easier to create territories, too.
Quickly create new territories by drawing on a map, or by using geographic boundaries like state, county, city, and ZIP Codes. Then quickly assign the territories to the most qualified sales rep on your team.
5. Automate Sales Activity Capture
SPOTIO automatically captures sales activities so sales managers always know what reps are up to in the field. Rep benefits, too, because they won’t have to enter this kind of data into your CRM manually.
With up-to-date sales data, your team can act faster by making calls, sending emails and texts, or visiting potential customers in person to ensure no sales opportunity is missed.
6. Identify and Upsell Existing Customers
CRM mapping software shows you where your current customers are, not just the red-hot prospects you’re trying to convert.
Why is this important?
- Easier Upsells: Current customers are more likely to buy again. They already trust your business, so offering them new products or services can boost sales with less effort.
- Social Proof: Imagine how many more sales you’ll make when your reps say, “Your neighbor, Company ABC, just purchased from us, and they’ve been able to accomplish XYZ.” This builds trust and increases the chance of closing new deals.
With CRM mapping tools like SPOTIO, your team can visualize customer locations, simplify route planning, and gain valuable insights all from one platform.
7. Discover New Opportunities in Real Time
An up-to-date CRM system allows you to visualize key data on a digital map, making it easy to spot trends and new opportunities in real time. For example, heat maps can highlight high-performing areas. If one territory shows a surge in closed deals, you can assign a second rep to the area to boost coverage and increase revenue potential.
When you know exactly what’s happening and where, you can make smarter decisions that lead to more sales.
8. Prospect Smarter with Google Business Integration
SPOTIO integrates with Google Business Profiles, allowing reps to quickly find top leads in their assigned territories and streamline lead generation.
For example, if restaurants are your target market, reps can search for all nearby restaurants and view contact information like addresses and phone numbers, business hours, and other key details. They can then use SPOTIO’s route mapping tools to plan their visits to each restaurant.
9. Move Prospects Directly into the Sales Pipeline
CRM mapping software connects your interactive map directly to the sales pipeline, allowing reps to manage prospects easily.
When a rep contacts a new lead, they can assign them a color-coded status that instantly appears on the map. Reps can also attach new events (e.g., upcoming meetings or follow-up emails) to every lead, and events automatically sync to their Google Calendar and help them stay organized.
10. Keep Leads from Falling Through The Cracks
It’s easy to forget about leads when you’re constantly on the go. CRM mapping software prevents leads from being overlooked by reminding reps which ones are on their current route and storing all important information in one place.
For example, if a rep talks to a lead who isn’t ready to buy, they can mark the lead as “Follow Up Later” and set a reminder to re-engage with them in a few months. Since all leads stay on the map, reps can also view disengaged leads or opportunities that have failed to move through the pipeline without switching between multiple tools to find information.
11. Integrate with Tools You Already Use
The best CRM mapping software integrates seamlessly with the tools you and your sales team already use. That means you won’t have to invest in new mapping software and a new CRM. CRM mapping software can also integrate with other tools, like Google Calendar, Dropbox, Docusign, etc. In fact, using Zapier, you can connect CRM mapping software to over 2,000 different tools.
Hit Bigger Numbers With SPOTIO
A CRM mapping solution helps outside sales teams work more efficiently and close more deals. It gives sales managers greater oversight over reps and helps identify bottlenecks in the sales pipeline.
When it comes to sales mapping software, you can’t go wrong with SPOTIO.
SPOTIO is specifically for outside sales teams. As such, it’s loaded with features you and your reps actually need, including advanced route optimization technology for planning the fastest, most efficient routes.
SPOTIO is ranked #1 in the Field Sales category, and was recognized as a G2 Leader for Winter 2024, earning 31 awards, including Sales Engagement – Leader: Best Results and Most Implementable and Field Sales – Leader: Best Mid-Market Results and Customer Relationship Index. Request a demo today to see what all the hype is about.
