The Ultimate Introduction to Salesforce Maps: Features and Benefits

Salesforce Maps is a multi-cloud application that leverages location intelligence technology to boost your sales reps’ efficiency and improve customer experience with your service. Think about how food delivery apps track drivers and suggest the fastest routes to bring a meal to your home as quickly as possible. With guidance from an experienced SFDC Consultant, your team can leverage Salesforce Maps to turn geographical insights into real-time advantages using the same location technology within Salesforce Cloud.

This powerful product delivers value to organisations through 4 main features:

Data Visualisation

Salesforce Maps enable sales and service reps to visualise customer and lead data on a map, giving them a clear view of opportunity distribution and sales coverage. This geographical view illustrates opportunities by stages, spots customer clusters, and plans site visits strategically so that reps can identify the order of visits. Together with call logs and note entries, the visual data representation allows your sales reps to access and update quick insights as they go.

Territory Planning

Companies can effectively design and assign accounts by geographical boundaries, ensuring that each rep is assigned a well-defined area to reduce overlap and prevent missed coverage. Additionally, sales managers can monitor territory performance and dynamically adjust assignments to maximise sales resources and better align with business goals.

Real-Time Location Tracking

Live location tracking, an add-on for Salesforce Maps, enables managers to monitor the real-time location of field technicians, drivers, and assets, and show these locations in relation to customer sites on the map. This feature can improve response times and provide accurate estimated times of arrival (ETAs) to customers. It also automates several business processes such as work order status updates, time-on-site calculations, inventory management and geofencing accountability, promoting rep productivity and asset efficiency.

Route Optimisation and Scheduling

One of the standout features of Salesforce Maps is its route optimisation capability. Unlike planning routes for an individual, optimising routes for an organisation’s sales team requires complex calculations that compare multiple route options to prioritise visits for the right customers and prospects. By generating the fastest and most efficient routes, the app helps reps avoid traffic and increase the number of visits per day. This not only saves time and reduces transportation costs but also amplifies your organisation’s impact by ensuring meaningful and timely connections with more customers and prospects.

These amazing features can be enjoyed and appreciated by departments across your organisation.

Reduction of Administrative Tasks and Increase in Sales for the Sales Team

First and foremost, your Sales Team will thus have more time to spend with customers by reducing administrative tasks such as route and customer visit planning, driving, and call logging. Besides, because updating records, creating events, and checking in/out of appointments can be done quickly from the Salesforce Maps interface, your rep team will have a real-time view of customers and generate more leads with Click2Create and increase sales with sales route optimisation and nearby accounts when there is a cancellation.

Boost in Service Team Efficiency and Customer Satisfaction

While Salesforce Maps is often associated with sales, its features also have significant benefits for service teams. With tools like Live Tracking, service teams can pinpoint the location of field reps in real-time, improving response times and customer satisfaction. Additionally, the app helps optimise route planning, service area coverage, and call dispatch, ensuring that service requests are handled efficiently by the closest available technician. This leads to improved field service management, higher productivity, and better service delivery.

With the expertise of Salesforce Implementation Partners, your organisation can unlock the full potential of Salesforce Maps, empowering both teams to improve operational efficiency and deliver exceptional customer experiences.

About Author

Natalie Thuy Ngan Nguyen

Natalie is a dedicated Marketing Analyst with a knack for writing engaging content, crafting visually appealing assets and designing intuitive user experiences. As a certified Salesforce Marketing Cloud Email Specialist and HubSpot Marketing Hub Specialist, she loves planning impactful marketing strategies, mapping seamless customer journeys and sending personalised communications. Natalie is passionate about harnessing technology and using the right tools to help companies foster meaningful and lasting connections with their stakeholders