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Salesforce Maps

Score10 out of 10

12 Reviews and Ratings

What is Salesforce Maps?

Salesforce Maps (formerly MapAnything) helps users map their CRM data. Users can:
  • View customer, prospect, employee, partner, & competitor locations
  • Build routes, call lists, campaigns, & event invite lists directly from the map
  • Map wins & losses and visualize team activities & performance
Maps is Salesforce-integrated & was built on Force.com. According to the vendor, the software has 1400+ customers so far. Use cases include:

Field Sales
  • Identify nearby customers & opportunities in the field
  • Optimize schedules & routes to book more appointments & fill schedule gaps
  • Enable teams to self-source leads in Salesforce
  • Drive Salesforce adoption with the easy-to-use, MapAnything Mobile
Inside Sales
  • Visualize & prioritize customers & leads
  • Build targeted call lists directly from the map
  • Enable your team to self-source leads in Salesforce
  • Update record fields from the map with inline editing
Field Service
  • Boost customer satisfaction & cut operating costs
  • Assign work orders & preventive maintenance by location & add to routes
  • Optimize routes to account for weather & traffic
  • Enable easy account record updates
Marketing
  • Improve marketing campaign effectiveness & ROI
  • Build targeted campaign lists by adding contacts by location, en masse
  • Visualize campaign performance & market share by region & territory
  • Identify customers & prospects for event invites by proximity to venues

My experience with Salesforce Maps.

Use Cases and Deployment Scope

We are working on a project where we are supposed to show the location of Doctor House, which is near the area, or the senior citizen building in the locality. With the help of Salesforce Maps, we achieved this. With this, a user can easily navigate to locations and identify the address and other useful information for each location.

Pros

  • Advanced Territory Planning.
  • Route Optimization.
  • Data Visualization.
  • Visit Planning.

Cons

  • Custom Report Flexing.
  • Pricing and Licensing.
  • Limited Real Time Data.

Return on Investment

  • Increased Field Productivity.
  • Better Territory Balance and Revenue Distribution.
  • Licensing and Implementation Cost.
  • Training Time.

Usability

Other Software Used

Salesforce Agentforce Field Service, MuleSoft Anypoint Platform, Salesforce Data 360

Plot your Course Away from Maps

Pros

  • Drilling down from the map point, to account/work order/opportunity.

Cons

  • Clear communication on expectations and delivery of product.
  • Clean pricing structure and development costs.
  • Ongoing support during deployment and integration.

Return on Investment

  • ROI was zero. We spent weeks of time and whatever license cost for a product that did not deliver.
  • Support for the product IS mediocre at best.
  • I can not get a refund on time wasted for this implementation process.

Usability

Other Software Used

FieldService360, Apptoto

Great tool but now expensive

Pros

  • Color coding different accounts or data fields.
  • Ability to see travel time and not just distance.
  • Lots of data fields to pull from - big recent improvement.

Cons

  • They just restructured their pricing model and we are ending our contract because of it - you have to pay for 10 users.
  • The crossover with accounts and contacts are hard to map.
  • The window sizes when navigating the maps are difficult to work with.

Return on Investment

  • For the first time, we were able to see donors on a map which was life-changing.
  • Its allowed us to target donors on trips and other email campaigns when we haven’t been able to before.

Other Software Used

Google Forms, Typeform, DonorDrive

Maps for layering

Pros

  • Layers allow for visibility
  • Check-in feature helps to monitor team activity
  • Activity feed helps for quick look at team activity

Cons

  • Lots of glitches
  • Get signed out often, which interrupts the day
  • Could be more intuitive

Most Important Features

  • Layers
  • Check-ins
  • Activity feed

Return on Investment

  • Increased efficiency
  • Reduced labor time
  • Improved visibility

Alternatives Considered

Google Maps API

Other Software Used

Google Analytics, Google Maps API, Asana