Our COO, Paul Battisson, recently got Salesforce Maps accredited. Here is his blog which provides an overview of the product and its features.
Meet Salesforce Maps
Although Maps is a new member of the Salesforce family, the MapAnything product has been going for a long time. Salesforce purchased MapAnything in 2019 and have re-branded the application as Salesforce Maps. The key idea behind Salesforce Maps is visualising your data on a map to make it location aware. For example, say you wanted to know if you had any leads nearby if you had free time following a sales call. You can use maps to allow your sales team to visualise this data, which can also be augmented with external data sets to gain more insights.
Map based actions such as registering a lead and checking into meeting can be enabled by an administrator. These actions are location aware and can then use this data to create and update relevant data in Salesforce.
Routing and Prioritisation
Another big use case is for routing and prioritisation. You can use Salesforce Maps to build an optimised route for sales and service team members out in the field. This can lead to greater efficiency for your teams as they spend less time on the road and more time with customers.
You can also prioritise the routing and scheduling based upon scores including from Salesforce Einstein and Salesforce Pardot. This helps teams focus on the highest value customers and leads. Scheduled events can then be synced to your calendar.
The solution is mobile ready out of the box and has add-ons for features such as territory planning and live tracking.
The accreditation process is slightly different to a certification process as requires invitation and a non-proctored test must be passed. The training was a nice refresher of some features I had used before in MapAnything. It’s also a good way to learn about some newer tools as well. The tool has come a long way and has some great new features. If you would like to learn more about how your organisation could benefit from using Salesforce Maps, send us a note using the contact us form.
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