Field Sales

Map Views & Route Planning

Picture this: Your next client meeting just ended downtown. Who else is nearby that you should visit while you’re in the area? With Map Views, you’ll instantly discover three hot prospects within walking distance.

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Beyond basic navigation

This isn’t just Google Maps with your contacts plotted on it. This is strategic territory management.

Find opportunities nearby

When a conference brings you to a new city, quickly identify which customers and prospects are within reach.

Automate route planning

Save time planning and traveling by optimizing routes for time and distance. Save routes and locations and send them to your phone.

Improve territory management

Eliminate overlapping efforts! See coverage at a high level to manage territory and onboard new sales agents or field reps.

simplify

See your relationships, not just your data

Your CRM contains gold: relationships waiting to be nurtured.

See your customers on a map to get better insights, faster
Use optimized route planning and spend less time planning and more time selling
Discover nearby opportunities while visiting existing clients
Spot business hotspots easily with clusters you can click to expand
Search specific locations and identify if there is business in that area

Optimize Route Planning

Your entire customer landscape, mapped

Optimize Route Planning
Automatically calculate the most efficient routes and spend less time planning and more time selling. Save favorite routes and locations like your office or airport for quick route planning. Send them directly to your phone or the Pipeline CRM app.
See market opportunities
Identify where to focus marketing and resource allocation with geographic insights. Discover clusters that reveal market concentration, industry hubs or business parks with multiple prospects. See and analyze patterns in location to support delivery or distribution strategy.
Use travel time wisely
Amplify value from each trip with effective planning. Discover new opportunities for visiting prospects located near scheduled appointments. Maximize travel expenses with an optimized schedule. Strategically plan business development around upcoming events or travel.

Map Views & Route Planning Demo

Map your way to more sales with
Map Views and Route Planning

FAQs

How many locations can I select for a route?

Up to 10 locations.

Why are not all locations shown on the map when zoomed out?

We display up to 60 locations to ensure usability. Use filters or zoom in for more.

Do you support roundtrips?

Not currently.

Is Map Views and Route Planning available on all the plans?

Yes, however there is a quota on route creation on user level:

– Start – 5 routes per user per month
– Develop – 15 routes per user per month
– Grow – 45 routes per user per month

There is no rollover of unused quota. The quota is allotted at 1st day of each month
Map views are accessible to all accounts without any limits or quotas. Users can explore maps freely, with no restrictions on how many times they view them.

See how Pipeline CRM can boost your sales