maps
What is Salesforce Maps?
Salesforce Maps is a location-based intelligence tool - built to be the easiest and best way to embed and use maps with the Salesforce platform. It’s accessible on mobile devices and designed to help optimize your sales process while helping you understand how your Salesforce data is mapped geographically. The platform allows you to optimize field service routes, plot accounts on maps for sales territory planning - otherwise known as technician site visits, prioritize schedules and receive live updates from the field. And, as a Salesforce product, it connects seamlessly with other products on the Salesforce platform.
Key Benefits:
Save Hundreds of Hours: Save hours in planning, administration, and unnecessary driving time with route optimization and auto-logging of activity data. You can also run multiple scenarios nimbly and seamlessly to have a backup route planned for any possible scenarios
Visualize Sales Territories: Manage geographic sales territories and divide them up by your Salesforce CRM data, such as new or existing customers, geography, product requirements, customer revenue, and sales type.
Visualize Sales Data: Easily visualize revenue, rep activity, and other sales stats within the sales territories on a map-based view to help you make location-driven decisions.
Build Smart Sales Routes: Prioritize customer visits using key business data such as defined sales territories, giving reps the fastest and most efficient way to visit specific prospects and customers.
Find Nearby Accounts: Through Salesforce Map your sales rep can easily find nearby accounts along their route to fill in any gaps that might occasionally occur in their day
Easily Plan a Reps Visits: With Salesforces’s Einstein Score or Pardot Score, you can easily create a 7-day sales schedule based on what’s easily accessible for your team, while simultaneously prioritizing the most promising prospects
Collaborate and Share: The schedules, routes, and territories can be viewed via exchange-based calendars and maps on desktop or mobile devices, making it easy to share important information with your team.
Salesforce Maps Services
Arketek’s consultants and developers have extensive knowledge and experience in CRM, Cloud computing, and Salesforce solutions. Our consulting services are built to support your sales, marketing, and customer service needs. We help deliver optimum outcomes for small as well as large businesses, helping companies in retail, manufacturing, finance, banking, healthcare, and other industries benefit from Salesforce use.
Salesforce Maps Consulting
No matter your business size, type, or model, we provide every business with the right solution for Salesforce Maps. We analyze your specific problems or needs and propose the best ways to solve or match them. Our Salesforce Sales Cloud services are provided by a team of dedicated and skilled professionals with years of experience in the industry. Our team will partner with your business to understand the history of your operations, your core requirements, and your challenges. We help you find vulnerabilities and loopholes within your platform and recommend the best way to implement Salesforce Maps so you’ll see quick results.
Benefits of Salesforce Maps Implementation by Arketek
Our team is made up of not just thinkers, but also doers. Arketek’s Maps consulting services cover Salesforce consulting, configuration, customization, migration, integration, user training, support, and more. Partnering with Arketek in Salesforce implementation means businesses of different industries have an opportunity to:
- Get a smooth and consistent automated business process that helps you better manage multiples sales territories, products, and services, follow up on prospects, and increase customer satisfaction
- Enjoy a seamless user experience, that makes working with Salesforce Maps easy and helpful for sales managers, sales reps, customer service managers and agents.
- Benefit from a phased approach that provides you with a core solution first and additional functionality rolled out later on. This keeps your project costs under control and gives you a solution as soon as possible.
Salesforce Maps Customization
Every Business faces unique challenges that need to be addressed with customized solutions. Partnering with Arketek means getting creative, innovative Salesforce Maps solutions to meet your business needs and challenges.
Salesforce Maps Key Features
Salesforce Maps brings together location data visualization to empower your business to track locations live and be able to constantly optimize routing in real-time
Marker Layers are a collection of Salesforce records that are plotted as location pins on the map based on the address information found in each record. Each layer can be toggled on or off of the map depending on your needs. Marker layers help you easily visualize data within Salesforce Maps. Users can plot layers to show where important Salesforce records are located, and begin planning how to service and manage these records as efficiently as possible.
Shape Layers and Boundaries allows you to draw a circle on the map that acts as a boundary. If the records are within the boundaries they are included, if they are not - they are excluded.
This feature is useful to set proximity boundaries in relation to a point of interest, ex: 10 km from an event venue. You can define boundaries in different ways such as travel time, so only prospects within a 15 minute drive time from the event venue are included.
Aggregate Data and easily calculate the sum, average, min, or max for the field data for each record within your specified boundaries. And you will be able to easily see specified data for each individual/account within that boundary.
Mass Action allows you to make specified actions on selected records within the boundary. For example, these actions include, but are not limited to “Add to campaign”, “Add to route”, “Follow on Chatter”, etc.
Live Tracking enables you to get field visibility anytime, from anywhere.
- Accurately track equipment location and operating attributes (time on site, traffic congestion) to identify problems, optimize safety and save on expenses
- Automatically log customer visits with geo-fencing, which will update your CRM data with accurate information to improve business processes and manage performance
- Boost customer satisfaction with better delivery experiences by optimizing your technicians’ time and improve billing processes
Work with us
Our team at Arketek can step in regardless of your stage in the Salesforce-related decision-making process, to provide consultation, solutions and enrich your customer experience. Once you decide to work with us, we take care of end-to-end implementation so you can focus on growing your business. We will help your business get the most from its Salesforce integration investment and empower your business to run more smoothly and efficiently.
If keeping customers happy is your top priority, Salesforce services by Arketek is what you need
Notes
- Manage your customer directory with a range of automated tools and features
- Easily work from anywhere at any time with just your login credentials and wifi
- Define the sales process and make it easily manageable with sales path
- Manage sales leads and workflows with automation
- Tailor the lead conversion process to fit your business needs
- Create customizable reports and dashboards to track key sales figures
MAPS