The Best Territory Mapping Software for Streamlining Sales and Marketing Operations

Effective territory mapping is a critical component of successful sales and marketing operations. It enables companies to visualize and organize geographic territories, aligning them with sales and marketing teams to enhance performance and efficiency. In this article, we will explore what territory mapping software does, discuss popular tools in the market, and highlight features that make the best software options stand out.

What is Territory Mapping?

A territory is an area demarcated and visualized over a map using postal codes, regions, states, cities, counties, etc. This area is utilized for running and measuring sales operations, marketing programs, analysis, or other such practices. Territory mapping, on the other hand, is the process that enables users to form these territories or areas. This process is essential as it defines the flow of sales, marketing, or other operations. Each territory is assigned to a sales representative who is responsible for managing sales revenue, leads, campaigns, and more.

What Does Territory Mapping Software Do?

Territory mapping software is a powerful tool that automates the process of assigning leads or accounts to specific salespeople based on the territories they manage. This software integrates seamlessly with CRM systems, enabling users to visualize and manage their territories efficiently. Here are some features of top territory mapping software:

Popular Mapping Tools

Maplytics by Inogic

After extensive experimentation with various territory mapping software, I found Maplytics by Inogic to be the easiest to use. It integrates maps with Microsoft Dynamics 365 CRM and helps in visualizing records more effectively. The software enables users to align land regions into separate territories based on postal codes, countries, and other criteria. It also allows users to draw territories freehand over integrated maps, making the process more intuitive and precise.

Maplytics excels in its territory alignment tools, which allow users to select regions and create new territories. Users can create multiple territories automatically based on the count of records or use specialized tools to select required regions and create new territories. Additionally, users can save territories as drafts and edit them to meet specific requirements. This flexibility is crucial for businesses looking to refine their territory mapping strategies.

Mapsly

Mapsly is another excellent option for territory mapping. It allows users to build territories either by hand-drawing or using a geo-library. Users can select zip codes, counties, states, etc., using the lasso tool. Mapsly can then automatically assign records to the territories and save the assigned territories to CRM in real-time. This feature is particularly useful for businesses that need to keep their data up-to-date and integrated.

Key Features of Territorial Mapping Software

When evaluating territory mapping software, it is essential to consider several key features:

tAutomation: The ability to automatically assign leads or accounts to specific salespeople based on the managed territories. tIntegration: Seamless integration with CRM systems for real-time data updates and analysis. tCustomization: Flexibility in creating and managing territories, including the option to save territories as drafts and edit them as needed. tVisualization: Clear and intuitive visualization of territories and associated data to enhance decision-making. tTools: Advanced tools for territory alignment, such as drawing territories freehand and using geo-library for precise selection of regions.

Conclusion

Effective territory mapping is crucial for optimizing sales and marketing operations. Tools like Maplytics by Inogic and Mapsly stand out due to their ease of use and powerful features. Businesses can streamline their processes, enhance team performance, and achieve better results by leveraging these advanced territorial mapping solutions.

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