Sales Territory Management Tools for 2023 You Should Consider
Sales representatives were once expected to know their territories inside and out. However, times have changed, and memorizing territory is no longer a requirement for sales representatives. Today’s most successful salespeople use technology to understand their environment and make strategic decisions. Businesses need sales territory management tools to grow.
Territory design is one method of improving sales performance. According to research, optimizing territory can increase sales by up to 7% and productivity by 10-20%. Companies that optimize their sales territory design have been found to have 30% higher sales performance.
Data is essential in territory optimization. With leads constantly changing and sales figures fluctuating, sales teams must have proper direction. Without data, sales teams lack focus and are vulnerable to competition. Businesses require access to high-quality, detailed data to make efficient, informed, and high-yield decisions.
Importance of Territory Management Tools
Sales territory management software is a potent tool that can assist businesses in streamlining their sales efforts and increasing their bottom line. These tools are especially useful for real estate and delivery businesses, but they can benefit any company that needs to manage field sales activities.
One of the primary advantages of sales territory management tools is that it provides a clear picture of a company’s market coverage.
Businesses can ensure that areas are distributed equally across reps and teams and that no opportunities are missed by including features such as visualizations of sales rep territories and the ability to divide bigger areas into regions. Businesses can also use data visualization to plan routes for face-to-face meetings and determine each area’s profitability.
Another benefit of sales territory management tools is increased operational efficiency. Businesses can manage their entire process in one place by connecting with other platforms like lead generation tools and video calls, making more time for prospect interaction. This also allows sales representatives to collaborate in real-time on the same map from any location, saving time and increasing productivity.
The best sales mapping software also offers advanced insights into sales activities, allowing businesses to Invest more in profitable areas while addressing issues in underperforming areas. This can assist companies in gaining a competitive advantage and increase productivity, revenue, and profitability.
Top Sales Territory Management Tools to Grow
These products are frequently cited as among the best sales mapping programs available. Reading the sections below, find out more about each solution and whether it will work for your company.
eSpatial is a sales territory mapping software for all sales and marketing teams. It has a mobile app, making it ideal for field sales reps. The platform provides a variety of plans as well as a bundling option, allowing you to tailor a package to your specific needs.
One of the most important features of eSpatial is eMapping, which allows you to visualize, compare, and analyze data from various sources in simple maps. Custom drawing, filtering data by value or size, and creating heatmaps and hotspots all aid in gaining insights to optimize sales processes and routes for maximum ROI.
According to the company, another feature, eRouting, the platform’s route planning feature, can help increase daily meetings with customers and prospects by up to 15%. It enables you to plan and optimize up to 20 routes per day, ensuring that no time is wasted traveling. Artificial intelligence manages to schedule and determines the best daily route for your sales representatives on the ground.
eSpatial also provides advanced recommendations for creating a new route when a meeting is canceled and the ability to realign territories to avoid overlaps manually. It also allows you to bundle only the features you require to concentrate on tasks.
- Exceptional customer service
- Numerous functionalities available
- Intuitive user interface
- Sluggish performance
- Limited personalization options
- Not beginner-friendly
- Inadequate CRM integration
Maptive is a territory mapping software that streamlines the process of converting Google Sheets and Excel spreadsheets into sales-routing maps for field sales teams. Its user-friendly interface, which does not require coding skills, can be accessed from any device and customized to reflect your brand.
You can upload branded images, change the color of your pins, and choose a specific map style. The platform also enables simple route planning and territory optimization. Sales representatives can modify their route by dragging and dropping pins on the map, with the ability to create up to 70 stops.
Additionally, the “Location Finder” and “Distance Calculation” features allow for mapping the following steps and calculating distances from the current location. Maptive also helps you understand your geographic data by enabling you to convert any spreadsheet data into a customized Google Map in minutes and create heat maps, color-coded pin maps, demographic maps, territory maps, and optimized routes with directions.
- Abundant map customization options
- Inadequate customer support
- Slow-performing application
- Outdated user interface
- No mobile app version available
Yellowfin is an enterprise analytics and discovery tool ideal for data analysts, developers, and software companies. Key features include data storytelling, collaboration, exploration and visualization, and automated data discovery. The platform’s straightforward interface and action-based dashboards make it easier to get the most out of your data.
While Yellowfin does not have any sales-specific features, it is still a valuable tool for sales-related data analytics, assisting businesses in increasing productivity and selling to new prospects while retaining existing customers.
It’s an appealing option for businesses with the resources to invest in territory mapping. Yellowfin allows you to quickly and easily find relevant and insightful data, making it easier to develop effective sales strategies.
- Ideal for data analysis
- Simple user interface
- Excellent customer service
- Limited reporting capabilities
- Slow performance
- Lacks sales-related features
- No cloud-based option, requires installation
It’s a robust route field sales teams’ planning tool that allows you to assess reassigned accounts quickly, drive time and manage upselling opportunities. The app lets you visualize your sales territory, organize your calendar, prioritize prospect meetings, and look for potential drop-in opportunities in case an appointment is postponed. With interactive training, you can quickly learn the ins and outs of the app and start using it like a pro. It’s compatible with desktop, Android, and iOS devices.
The app is mobile-first, making it ideal for sales reps on the go. It provides representatives with a full-featured app that includes a live territory map with real-time traffic updates, streamlined administrative tasks, and an automatic check-in feature to keep managers informed.
Badger Maps excels at route optimization, but it may be difficult for some users to implement, and some may wish for more features. Furthermore, it is unsuitable for comprehensive data-driven sales insights, big-picture forecasting, and customization.
It is an excellent choice for large teams as well as individual field sales representatives looking for a tool that allows them to automatically log calls, update records, save notes, and receive personalized onboarding and training.
- Efficient route planning
- Custom check-in creation
- Automated weekly reports
- Mobile app support for iOS and Android
- User-friendly interface with free training and resources
- Excellent customer support
- Internet connection necessary
- No invoice generation on mobile
- Availability only in English
Pipedrive is a CRM platform for sales and marketing teams. Users can visualize their entire sales process, customize pipelines, and collaborate on deals with this tool. Lead management, personalized touchpoints, and detailed performance reports are available on the platform.
It is popular among international teams and is integrated with Google Maps and Mapsly to provide real-time sales territory solutions. It also includes several integrations and add-ons, including LeadBooster, Web Visitors, and Campaigns. It also offers analytics, reporting, and support through Pipedrive Academy tutorials and webinars. It is appropriate for small businesses and enterprise organizations.
- User-friendly interface and process-oriented workflow
- Robust mobile app
- Limited features for its cost
- No differentiation between a new contact list and a lead
BatchGeo provides a flexible mapping solution for a wide range of professionals. Its basic features are free, but for more advanced capabilities, users can upgrade to BatchGeo Pro for a monthly fee of $99. This application benefits data analysts, marketers, journalists, real estate firms, and sales teams. It allows users to embed maps on their websites and provides useful sales data visualizations. It also allows users to view spreadsheet data on a map, which makes it simple to copy data and create informative and colorful maps. It should be noted, however, that the features available to salespeople are limited to mapping sales information such as customers, leads, and assets.
- Free base plan
- Limited capabilities for sales
- No integration with customer relationship management systems
- Lack of check-in and routing functionality
- No real-time traffic updates
SPOTIO is a cutting-edge platform aiming to increase field sales teams’ productivity. It automates manual data entry work and recommends the best routes for daily meetings. This tool allows sales representatives to manage and organize appointments and leads, automatically capture field data, and visualize their sales maps to identify overlaps and gaps. Reps can also use the platform to plan their routes, automate the recording of communications with prospects, and take notes in the field using its talk-to-text feature.
Managers gain valuable insights into the activities of remote teams using custom reports and location tracking, a problem experienced by 67% of sales managers. The app also provides data filtering choices based on last-visit results, integration with popular CRMs, and the ability to track mileage and export data to reimburse expenses. It also allows you to create maps by country, state, city, or ZIP code and plan routes based on criteria such as distance, meeting length, and schedule.
- Intuitive interface
- Provides household data to aid sales efforts
- Mobile-friendly app
- Limited fit for B2B sales
- Some issues with mapping functionality
- Limited offline functionality
Maptitude is an application that assists you in visualizing accounts and managing opportunities more quickly. Sales managers can easily evaluate the potential of new territories with its user-friendly interface before devoting resources to lead generation in the area.
To determine market value, managers can use the app to filter by demographics and track changes in status, such as an increase or decrease in sales over time. Maptitude also has route planning and global mapping features to help you save time on the road. Maptitude’s ability to create region charts from spreadsheets, plan new regions by accessing data through the platform, and offer a one-time payment or subscription model is one of its key benefits.
- Easily operated
- Large collection of maps
- One-time payment; no ongoing subscription
- No mobile application
- Limited capabilities for sales
Geopointe is a sophisticated sales mapping tool designed for sales, operations, marketing teams, and executives. The app, which is available on the Salesforce AppExchange marketplace, enables users to analyze and manipulate data by allowing Salesforce locations.
Geopointe is an excellent choice for sales teams that already use Salesforce, thanks to features such as geographic searching and analysis, CSV layers, and actionable data. Furthermore, the tool includes many optional add-on features for route optimization that can be purchased separately.
- Simple to operate
- Excellent compatibility with Salesforce
- Ideal for organizing leads and clients
- Limited options for reporting
- Lacks advanced data filtering capabilities
- Mobile app is slow to load
- Can be difficult to learn at first
Map Business Online
Map Business Online is the perfect tool for sales, marketing, and resource management teams looking to streamline their operations. With its advanced business map visualization capabilities, you can easily manage sales territories, analyze markets, and optimize logistics.
Additionally, it provides access to premium content layers, helping you quickly make data-driven decisions. This cloud-based software is an affordable solution that can help you boost productivity by providing an all-in-one sales tool. Whether you’re a salesperson looking to increase your sales or a team manager looking to optimize your team’s performance, MapBusinessOnline can help you achieve your goals.
- Simple to operate
- Has CRM integrations
- Significant learning curve
- Does not have a mobile application
- Limited functionality for sales
- Outdated UI design
How to Choose the Right Tools
Choosing the best sales mapping tools for your company can be difficult due to the abundance of options on the market. Budget, company goals, and size are essential in determining the best sales mapping tools.
While some free tools are available, they may lack the advanced features you require. Some free tools provide a limited software version and a paid subscription option for more advanced features.
If you are on a tight budget, taking advantage of the free trials offered by some software providers to test the software before committing to a purchase is vital.
Consider all the features and integrations available when comparing various sales mapping software options.
Choosing the right sales territory management tools to grow is critical for increasing salespeople’s productivity and efficiency. To improve the performance of your field sales team, you must evaluate your business needs and list the essential features of the best solution. It is not a decision to be taken lightly, as selecting the best tool for your needs can help you increase revenue and scale your business.