Why Your CRM Needs Geolocation

Integrating location-based services with existing CRM data provides tremendous value for your sales team. Traditionally, Salesforce has focused on the “who” (prospect), “what” (lead source), and “when” (schedule of upcoming demos, etc.).

Geolocation gives you the power of what we refer to as geoanalytics, and it provides the missing “where” to your data. Your CRM is crying out for geolocation technology. 

Visualization and mapping insights can elevate your CRM to another level of performance. Salesforce geolocation tools enable your sales team to dynamically map current and future customers, optimize sales travel, create geographic-centric marketing campaigns, and, ultimately, connect to/see your customers in a whole new light. 

Geopointe founded the geolocation space on Salesforce, and it happens to still be the premier geo-mapping solution available. Available on the Salesforce AppExchange, Geopointe integrates your data with leading location-based technologies to reimagine your data from a geographic perspective.

Search, Map and Route Salesforce Data

Every day is different for your sales team. They may deliver product demos to their leads, meet with existing clients, or network with previous customers. By directly integrating Salesforce data with industry-leading mapping technology, you gain a better understanding of how to organize your day and come up with a better plan of attack

Geopointe enables your sales team to increase productivity by building routes, adding business listings on the fly, and optimizing routes in real-time. Additionally, Geopointe can add leads and contacts to a campaign directly from the map and is capable of crossing Salesforce data relationships to do so.

The Salesforce mobile app allows full connectivity to your apps, devices, data, and customers while you’re on the go. Geopointe’s mobile readiness allows you to perform geographical searches from the road, natively inside of the app. It’s a powerful tool to search sales or marketing data near your location and post location check-ins to Chatter.

Whether you are searching for prospects within a 15-mile radius of your current location or defining premium-tier SLA accounts by major metropolitan regions, Geopointe offers multiple tools to help isolate exactly where to search for information.

Beyond Location: Advanced Insights

Unlike simple “find nearby” type apps for Salesforce, Geopointe allows your sales team to advance beyond basic map listings to gain potentially new market insights and trends. 

The insights from Geopointe — what we refer to as Geoanalytics — offer visualization and analysis of Salesforce data for better decision making. Let’s say you’re starting with a base map of a metropolitan area’s central business district. With Geopointe, you could simultaneously visualize individual prospects and lead sources with aggregate business opportunities by ZIP code. 

You can also pair Salesforce data with US Census data to glean local understanding. This could look something like mapping prospects layered with median income demographics for a metropolitan area.

To gain more meaningful market insights, geospatial data layers can be applied to the map. These external sources reveal potential weakness in your prospect and customer accounts and visualize the geographic areas where you could potentially strengthen your business presence.

Bringing geolocation data to Salesforce is a powerful next step towards becoming a customer-centric company. Geolocation data and geoanalytics from Geopointe allows you to fully visualize the “where” – from future customers and business opportunities to fundamental geographic understanding of the marketplace. 

This type of data visualization allows you to understand customers in a new way. Simply put, Geopointe disrupts the market’s traditional understanding of a CRM. 

To learn more, contact our team for a Geopointe demo.