Automated alerts pops up as a result of insights pulled from a call transcript between a customer and two sales reps.

Salesforce Maps

Sell efficiently with CRM-based sales mapping software. Make smarter prospecting decisions with customer record visualisation. Streamline account planning while in the field, optimise field routes, and save time by automating record-keeping tasks.

Increase sales productivity with Salesforce Maps.

Spend more time with customers and less time on planning with sales mapping software.

Bring customer data to life through visualisation.

See customer data in context of location — not in rows and columns. Plot accounts, opportunities, and any Salesforce object on an interactive map. Surface insights and select only what's relevant. Quickly highlight top-performing accounts, filter newest prospects to follow up on, and select contacts by titles in an user-defined area.

Clients are color-coded by the length of time since they were last visited between 0 and 90 days.

Augment customer data with third-party information to improve account planning and execution. Embed business, property, and demographic data into a mapped view. Import information with prebuilt database connectors. Fuel business decisions and drive efficiency in every territory — all the way from prospecting to ongoing post-sale relationship management.

A map overlays the location of colleges in an area, household income, and recruiting opportunities.
Clients are color-coded by the length of time since they were last visited between 0 and 90 days.
A map overlays the location of colleges in an area, household income, and recruiting opportunities.

Build smart engagement strategies.

Highlight accounts to review on a map. Prioritise customer outreach based on filters such as Einstein score, potential revenue from leading indicators, when the last connections took place, or proximity to an address.

A pop-up on a map color codes clients by score. With a click into individual clients, a user sees more detailed information.

Ensure each rep contributes to the collective team results. Make quick adjustments to plans to maintain high-performance territories. Uncover new opportunities with built-in prospecting features. Fill open calendar windows with suggested options if schedules change. Use field time efficiently by connecting with high-value leads, existing customers, and outstanding service appointments — all informed by location.

An automated alert suggests filling an open calendar spot with an appointment with a prospect that’s on a rep’s route.
A pop-up on a map color codes clients by score. With a click into individual clients, a user sees more detailed information.
An automated alert suggests filling an open calendar spot with an appointment with a prospect that’s on a rep’s route.

Optimise time in the field.

Help every rep build efficient plans — no matter if they are working at a desk or in the field. Create schedules in minutes to save hours of admin across the team each week. Reduce drive time with smart routes that use both current and historical traffic conditions, which allows for more customer meetings and lower travel costs.

Visit plans optimize a driving route for a rep’s schedule.

Direct efforts in the field with actionable recommendations that reflect corporate guidelines and best practices within Maps. Onboard reps, reduce visit issues, and boost results tracking with step-by-step checklists built into the field engagement process.

A pre-meeting checklist tells a rep about safety precautions needed to make a meeting go smoothly.

Make faster decisions in the field. Stay connected to the most relevant and up-to-date Salesforce data. Capture field notes while onsite and remove the need for redundant field paperwork — right inside Maps.

A phone view of a calendar, key contacts, location, route, and check-in notification.
Visit plans optimize a driving route for a rep’s schedule.
A pre-meeting checklist tells a rep about safety precautions needed to make a meeting go smoothly.
A phone view of a calendar, key contacts, location, route, and check-in notification.

Get the most out of Salesforce Maps with partner apps and experts.

Accelerate revenue growth with thousands of prebuilt and consultant offerings on AppExchange. Check them out today.

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Carol Liao, Sales Operations, Vanta

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Salesforce Maps Frequently Asked Questions

Sales mapping software is a tool that helps businesses visualise and analyse sales data geographically. It enables businesses to map accounts and opportunities, plan sales routes, and optimise sales activities to increase sales productivity and efficiency.

Salesforce Maps enables businesses to visualise their sales data, plan sales routes, and optimise sales activities. It integrates with Salesforce CRM to provide real-time insights into sales performance and help businesses make data-driven decisions.

Sales mapping software is important because it helps businesses increase sales productivity and efficiency by optimising sales activities. It enables businesses to visualise sales data geographically, identify new sales opportunities, and plan sales routes more effectively.

Besides helping sales reps become more productive, Salesforce Maps helps sales leaders boost CRM adoption and data quality. Improved visibility into field activity allows leaders to coach, identify and share best practices, ensure adherence, and make more data-driven organisational decisions.