How do you plan and optimize outside sales routes with geolocation and mapping?

1 What is geolocation and mapping?

Geolocation and mapping are technologies that use GPS, cellular networks, or Wi-Fi signals to determine the location of a device or a person. They also allow you to visualize and navigate the geographic data on a map. For outside sales, geolocation and mapping can help you identify and locate your leads and accounts, plan your travel routes, track your mileage and expenses, and measure your results.

2 How to find and qualify leads with geolocation and mapping?

One of the benefits of geolocation and mapping is that you can find and qualify leads based on their location. For example, you can use a tool like Google Maps or Bing Maps to search for businesses in a specific area or industry. You can also use a CRM system that integrates with geolocation and mapping to filter and segment your leads by location, revenue, size, or other criteria. This way, you can prioritize and target the most relevant and profitable leads for your outside sales.

3 How to plan your sales routes with geolocation and mapping?

Once you have a list of leads and accounts to visit, you need to plan your sales routes with geolocation and mapping. You can use a tool like Route4Me or Badger Maps to optimize your routes based on distance, traffic, time, or other factors. You can also set your preferences, such as the number of stops, the duration of each visit, the working hours, or the territory boundaries. These tools can help you save time, fuel, and money by reducing your travel distance and avoiding congestion.

4 How to navigate your sales routes with geolocation and mapping?

After you have planned your sales routes, you need to navigate them with geolocation and mapping. You can use a tool like Google Maps or Waze to get turn-by-turn directions, voice guidance, and real-time updates on your location and travel conditions. You can also use a tool like MapMyRun or Strava to track your mileage, speed, and calories burned. These tools can help you stay on track, avoid delays, and monitor your performance.

5 How to update and manage your sales routes with geolocation and mapping?

As you visit your leads and accounts, you need to update and manage your sales routes with geolocation and mapping. You can use a tool like Salesforce or HubSpot to log your activities, notes, and outcomes. You can also use a tool like Spotio or Repsly to check in and out of each location, take photos, record audio, and capture signatures. These tools can help you keep track of your progress, communicate with your team, and collect valuable data.

6 How to analyze and improve your sales routes with geolocation and mapping?

At the end of the day, you need to analyze and improve your sales routes with geolocation and mapping. You can use a tool like Tableau or Power BI to visualize and report your data. You can also use a tool like Geopointe or MapAnything to measure and compare your performance by location, territory, or region. These tools can help you identify and address your strengths and weaknesses, optimize your sales strategy, and increase your ROI.

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?