👋 Stuck Record Dan here again – pitching my favorite SF tool – Maps! I wanted to share a quick video that could be a game-changer for anyone with field reps. If you’re in manufacturing and looking to optimize your road trips, this one’s for you!
In this video, I dive into how Salesforce Maps allows field reps to use not only CRM data, but also ERP data and even generally available demographic and business data to really hone in on their routes. Imagine empowering your reps to schedule meetings with new prospects just because they’re on the way! 🌟
Here are some highlights:
- Creating Data Layers: Categorize businesses by SIC or NAICS codes, even if they’re not in your CRM.
- Real-World Scenario: Adjust routes on the fly when plans change—no more wasted trips!
- Adding ERP Data: Target customers who have bought vehicles but not parts.
- Using Drawing Tools: Build routes with prospective customers in the area.
Check out the video here:Â https://youtu.be/oV101hNSP9o
I genuinely believe this tool can help you overcome some of the challenges you might be facing with field reps. Let’s make those road trips more productive and efficient! 🚗💼
Feel free to reach out if you have any questions or need more info. I’m here to help! 😊
#SalesforceMaps #FieldReps #CRM #ERP #DataIntegration #RouteOptimization #Manufacturing #Productivity #SalesTips