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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Enhance your team's efficiency on every journey and at any location with features designed for intricate routing, territory optimization, and real-time field updates. By utilizing route optimization and automatic logging of activity data, you can save valuable hours in planning, administration, and driving time. This allows you to concentrate on high-priority nearby leads and service appointments within each field opportunity. You can effectively prioritize and scale daily customer visits by leveraging essential business data, including lead value and account type. For those requiring advanced capabilities, upgrading to Salesforce Maps Advanced provides additional features for complex geo-visualization, enhanced route optimization, and robust analytics. Effortlessly integrate vital account and user information with the territory planning and assignment process for streamlined coordination. By eliminating tedious manual planning tasks, you can efficiently explore multiple scenarios with ease and agility. Additionally, territories can be balanced automatically based on the most relevant attributes, allowing you to strategically plan daily routes according to accessibility for your teams, thereby maximizing productivity and efficiency in the field. Furthermore, this holistic approach ensures that your workforce is always equipped to tackle challenges as they arise, fostering a more responsive and adaptable operational environment.

Description

Increase revenue while reducing sales costs through a specialized solution that streamlines and enhances the design and planning of sales territories. Gain insights into customer and prospect potential to strategically position sales representatives where the likelihood of success is greatest. The integrated spatial analysis tool helps businesses pinpoint new sales opportunities effectively. Effortlessly import and merge third-party data to identify untapped market segments. The analytics engine built into the solution generates equitable and well-structured territories tailored to your specific criteria. Streamline territory alignment and leverage advanced market analysis with the optimization feature to maximize effectiveness. Manage sales territories efficiently by processing data from up to ten distinct sources simultaneously, including spreadsheets and ODBC databases. With Xactly Territories, adjusting and creating territories becomes a simple and efficient task, facilitating better sales strategies and improved performance. This comprehensive approach ensures that sales teams can adapt quickly to changing market dynamics, ultimately driving greater success.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Collate Yes 
Product Marketing Alliance No 
Xactly No 

Integrations

Salesforce Yes 
Collate No 
Product Marketing Alliance Yes 
Xactly Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/sales/mapping-software/

Vendor Details

Company Name

Xactly

Founded

2005

Country

United States

Website

www.xactlycorp.com/products/sales-territory-mapping-software

Product Features

Fleet Management

Dispatch Management Yes 
Employee Management Yes 
Fuel Management Yes 
GPS Tracking Yes 
Incident Reporting Yes 
Inspection Management Yes 
Inventory Management Yes 
Maintenance Management Yes 
Mileage Tracking Yes 
Motor Pool No 
Routing No 
Tire Management No 
VIN Lookup Yes 
Work Order Management No 

Location Intelligence

Behavioral Analytics Yes 
Data Visualization Yes 
Demographic Data Yes 
Geocoding Yes 
Geofencing Yes 
Location Tracking No 
Predictive Analytics Yes 
Trade Area Analysis Yes 

Route Planning

Capacity Planning Yes 
Drag & Drop Scheduling No 
Driver Management Yes 
Emergency Dispatch No 
GPS Tracking Yes 
Performance Metrics Yes 
Route Costing Yes 
Territory Management No 

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management No 
Document Management Yes 
Goals / Quota Management Yes 
Lead Management No 
Meeting Management No 
Performance Management Yes 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

Product Features

Alternatives

Alternatives