Does your organisation have customers or contacts spread out across a city, region or even the globe? Workbooks CRM's mapping module allows you to plot the locations of your leads, contacts, and customer accounts on an interactive map for a powerful visual representation.
The mapping functionality integrates seamlessly with the core CRM data in Workbooks. With a few clicks, you can map all the contacts, leads or customer accounts within a particular geographic area, market segment, industry, or any other criteria. Quickly spot clusters and densities to identify opportunities for targeted campaigns or sales territory realignments.
The mapping module features:
Interactive maps with zoom, pan and search capabilities
- Choice of map views including road, satellite and terrain
- Customisable map markers/pins with tooltips displaying key CRM data
- Radius/circle overlays to illustrate geographic territories or drive-times
- Heat maps to visualise concentrations and densities
- Ability to map from any CRM list view, report or MS Excel export
- Tight integration with CRM records like contacts, leads and account
Mapping for Strategic Planning
As an example, a telecommunications company can use Workbooks mapping to analyse their customer base across a metro area or region. They can layer other spatial datasets like competitor locations, demographic data or network infrastructure to make informed decisions about new market opportunities, service areas and investment priorities.
The circle overlay feature allows them to map out potential coverage areas and service territories for strategic planning. Marketing can use the mapping data to guide campaigns, promotions and sales follow-up activities by geography.
Overall, the mapping module helps make data-driven decisions by visualising your CRM information on a map. It's a powerful tool for territory planning, prospecting, customer analysis and geographic marketing. Integrate your business coordinates into Workbooks today!
