How to Create a Customer Sales Map using CRM Data

crm

CRMs are a powerful tool for sales teams. They allow salespeople to optimize their daily schedules and prioritize tasks to ensure that critical prospects are contacted on time and that their current customers get regular attention. In fact, CRMs facilitate the sales process so that salespersons can spend more time with their customers, which leads to more deals being closed and a more substantial customer base. Furthermore, CRMs help people in sales to segment data and identify valuable opportunities through criteria based selections. However, CRMs are not only a valuable tool for storing data and contacting customers they can also provide insights to further the sales process.

CRM mapping software is a specially designed tool that helps you view your sales team’s data visually and geographically. Using this tool, you can visualize prospect and customer address information, as well as revenue data from the information collected through your CRM. This will allow sales reps to keep better track of their relationships and manage their territories better. Furthermore, you can designate and assign territories to specific reps.

Other advantages of CRM mapping software include:

  • Being able to see your customers as pins on a map:

Whether it’s recognizing high performing areas, finding expansion opportunities, or creating more effective territory management, mapping provides you with favorable circumstances for increasing sales.

Read: What ROI Should Be Expected After Investing in CRM?

  • The ability to improve routing and planning efficiency:

Mapping technology ensures that your sales team is taking the fastest route possible to get to their prospects or customers. Furthermore, it is possible to optimize a sales rep’s journey by finding additional customers or prospects in the same area they can visit.

  • Check-in on the progress of sales reps:

CRM mapping lets you quickly check to see where your sales reps are and how efficiently they’re working.

  • Effectively manage territories:

With CRM mapping, your territories are laid out neatly on a map. This tells you which customers are assigned to which reps and allows you to define the areas assigned to each of them. It also shows you demographic information about your customers so you can make strategic decisions about how to target prospective customers.

Creating a customer sales map with your CRM data is a two-step process:

Find Customer Locations

The first thing you need to create a customer sales map is your customers’ locations. You will need the following information:

  • Street address
  • Zipcode
  • City name
  • County name
  • State name
  • Country name

However, if you don’t have this information, you can also use your customer’s IP address. If your customers have visited your website, you will likely have a record of their IP address. This series of numbers identifies a customer’s computer, their network, and their internet service provider. In most cases, this information can be converted into a regional location. 

Alternatively, you can try to get location data from customer email addresses. Companies such as FullContact and Clearbit can take a list of email addresses and offer you back the person’s name and location using said address.

Export Data From Your CRM

Any decent CRM will have the ability to export your data. If it doesn’t, you may want to invest in a different CRM. Some CRMs will have an API that will allow you to import your data directly into the CRM mapping software. However, if this isn’t the case, you will need to export your CRM as a CSV, tab-delimited, or Excel file.

Once you have your customer sales data mapped out, you can analyze this information using the mapping software tools. This can include highlighting areas of customer density or filtering customers by revenue. You can also plan routes to reach customers and view demographic information about them to understand who your customers are.

Conclusion

Adding CRM mapping software to your sales toolkit is a great investment. It allows you to visualize data geographically, which provides insights into your customers so your sales team can make strategic decisions. Using CRM mapping, you can see customers as pins on a map, which will allow you to improve efficiency in routing and planning, oversee reps easily, effectively manage territories, and check-in with accounts regularly. In this way, you will have added to the effectiveness of your CRM.