How many times have your salespeople visited a potential lead’s workplace only to discover that they had already spoken to another person from your business?
What about the times your reps travel far into the countryside to meet with a lead, only to discover when they get back to the office that they could have met with another lead a few miles away?
Studies show that sales representatives only devote 34% of their time to selling. The remaining time is divided between administrative duties; for field salespeople, this involves manually outlining their travel routes to interact with leads and clients.
This is obviously not a productive way to work. The good news is that there is a solution that will save managers and field reps a tonne of time and work.
Why use CRM mapping?
CRM mapping is the process of examining sales areas using information from a person’s CRM tool. Your field staff will be able to literally see where your clients and leads are physically located on a digital map after you invest in CRM mapping. They will find it much simpler to arrange their travels as a result.
Additionally, CRM mapping makes it simpler for field sales personnel to identify trends. This is so that reps may make the most of their territory by having access to more useful data that is provided on a geographic map.
What Exactly Is CRM Mapping Tool?
CRM mapping represents prospects and customers on a map, allowing sales teams to make the most of their customer relationship management solution.
Once you begin utilising this kind of solution, you will be able to quickly and easily examine your prospects’ and customers’ geographic locations, where each is in the sales pipeline for your business, how much income they provide to your firm, and more.
CRM mapping software is becoming a necessary tool for the majority of field sales teams. Without one, managing your region will be difficult for you.
Read: Why Businesses need Dynamics CRM Consultants
How Using a CRM Mapping Tool Can Boost Sales Performance
#1. Map Out Customer Information
To start, CRM mapping software enables you to visualise client data, making it simpler for your reps to comprehend and, more crucially, use. Reps will be able to build out more effective paths between leads and clients if they can see them on a digital map.
Sales representatives will close deals more frequently if they have access to data about each lead and/or customer, such as their position in the pipeline or previous purchasing patterns. It also benefits sales managers to visualise.
You may quickly determine which sales territory works best and which is underserved by looking at your CRM mapping software. Using this knowledge, you can then modify your plan of action.
#2. Create More Efficient Sales Routes
Since you are in charge of an outside sales team, sales routes, or the route that your representatives take from one prospect to the next, are crucial. The more prospects your reps can meet with each day, the more effective their routes need to be.
The more prospects they encounter, the more chances they’ll have to close transactions and increase sales for your business. Planning effective sales routes is quite simple with CRM mapping software. Reps will be able to see exactly where their prospects are situated on a digital map by using CRM data to design sales routes.
They will be able to know which prospects are most likely to make a purchase. With this knowledge in hand, they may efficiently arrange direct sales pathways from one hot lead to another.
#3. Enhance Area Management
As a sales manager, managing your territory is a crucial aspect of your job. Using CRM mapping software will make the process easier and more effective.
You’ll have all the information you need to manage your territories once you can quickly and easily view all of them on a digital map, along with the customers that are located there and the sales agent that is responsible for managing them.
#4. Automated Sales Activity Capture
Every CRM mapping tool will inform you of the whereabouts of your leads and clients. Only half the battle is won by knowing where your prospects are and what stage of the sales pipeline they are in.
The next step is for your representatives to take action on this information by calling, emailing, texting, or physically visiting prospective clients.
#5. Identify Current Clients
As said throughout this post, CRM mapping tools will show you where your current clients are, not simply the hot prospects you’re attempting to convert.
Why is this crucial?
Selling to existing consumers is simpler. They’ve already purchased a product or products from your business. They might also be open to purchasing your new product.
Just get in touch with them and explain the advantages to their representatives. As you can see, understanding the whereabouts of your current consumers is really valuable.
#6. Find Real-Time Trends and Opportunity
The data in your CRM is visualised via a CRM mapping tool. So long as your preferred CRM is current, you can access the data it contains through your digital map, making it simple to see patterns and new opportunities in real-time.
Making wiser judgments that lead to increased sales is possible when you are fully aware of everything that is occurring and where. The secret is CRM mapping software.
#7. Don’t Let Leads Slip Through the Pipeline Hole
When you’re continuously moving, it’s easy to overlook leads. By reminding sales representatives which leads are on their current journey and gathering all the necessary data in one location, CRM mapping tools prevent leads from slipping through the pipeline hole.
You won’t need to switch between several tools in order to access the information you require because the CRM mapping tool stores crucial lead and customer data in one location. By doing this, leads won’t slip through the gaps.
#8. Work With Your Current Systems
The best CRM mapping software will be easy to use with the applications you and your team are currently accustomed to. What does this actually appear to be like?
It implies that a decent CRM mapping solution will interface with the existing customer relationship management tool you employ. Simply put, you won’t need to buy new CRM software and mapping tools.
Leverage a CRM Mapping Tool to Boost Sales Performance
Your sales staff will increase efficiency and close more deals with the aid of a CRM mapping solution. As a sales manager, it will give you more control over your agents and aid in the creation of more successful sales plans.
- Map Visibility: By displaying your CRM data on a digital map, you can give it life. You will constantly be aware of the whereabouts of your prospects and clients.
- Capabilities for Filtering: Leads and customers are represented by CRM tools as pins on a map. To separate leads from opportunities, make clear pipeline stages, and reflect additional information, said pins can be color-coded. Then, you (or your salespeople) may rapidly locate prospects that satisfy particular requirements by sorting pins by data point.
- Constant Access: A computer, tablet, or smartphone can all be used to access the CRM solution. Basically, you and your reps may use any device that has internet connectivity to display CRM data and enhance your sales operations.
