For sales teams, location intelligence can help fill in gaps that line item CRM data can leave and complete the “big picture” by providing geography-based visualizations. With these new insights, reps can supercharge their sales effectiveness and managers can make informed decisions to help optimize their team’s success.
But, where do you start when it comes to implementing sales mapping for your team? What software choice is going to be the best fit for your team? Geopointe is one popular option when it comes to geoanalytics software platforms, especially for sales teams using Salesforce. This software gives outside sales teams actionable insight they can use to optimize performance.
In this article, we’ve broken down everything you want to know about Geopointe, as well as some alternatives to Geopointe to consider.
What is Geopointe Exactly?
Geopointe is a geolocation app that integrates geography through Google Maps with your Salesforce CRM data. This provides outside sales teams the opportunity to more effectively map and manage territories, see more customers and prospects, and grow revenue.
With Geopointe, teams can utilize location intelligence gleaned from their sales data, gain valuable insights, streamline processes, and optimize sales effectiveness. The platform offers a visual Shape Editor that enables teams to optimize their territory mapping processes and create balanced and contiguous territories for reps. These can then be easily assigned and shared through the Automated Assignment feature.
By geographically visualizing your team’s CRM data, the platform allows reps to visualize their prospects and customers on a map, as well as utilize thematic mapping, heat mapping, and geographic search and visualization capabilities to gain further insight into opportunities.
Geopointe also enables teams to plan their sales efforts to maximum efficiency with features like Calendar-Based Scheduling tied into your Salesforce calendar, multi-stop Routing, and Nearby Search. Reps can pre-plan optimized sales routes daily or weeks and months in advance (available as an add-on feature to your core Geopointe plan).
With data visualization and filtering features, the platform also provides sales managers a bird’s-eye visualization of the team’s sales data. This helps uncover untapped opportunities and sales trends that can drive data-backed management strategies. Though Geopointe does not provide as high a level of advanced data filtering that some of the other software options do.
The most common users of Geopointe are mid-size companies, especially from the healthcare and life science, manufacturing, and financial services industries, as well as non-profit fundraising teams.
Of course, you’re probably also wondering about the pricing for Geopointe. Understandably, the cost is always a concern when it comes to adding a new sales software, especially for smaller businesses. There are two different plans available for Geopointe as well as several add-ons to fit the needs of different sales teams.
Annual Plan =
$55 per month per user, billed annually
Discounted pricing is available on the Annual Plan for non-profit organizations.
Enterprise Plans =
Contact for pricing based on user count. This plan does also include optional add-on features.
Additional Add-Ons Available:
Geopointe also offers features you can add to your team’s core plan to further customize the software to meet specific needs. You will have to contact Geopointe’s sales team to get specific pricing for these add-ons.
Available add-ons include:
- Additional assignment areas
- Live vehicle and asset tracking
- Route planner
- Performance scorecard
Geopointe does offer a free demo to get an inside look at the app in action and get an idea of how it would work for your team.
Pros and Cons of Geopointe
Very few sales software tools will fit the unique requirements of every single business. So, you should factor in your team’s needs, opportunities for improvement, and current challenges when deciding which location-intelligence software you choose. GeoPointe may check all the boxes for one company but fail to meet the needs of another.
Some of the pros and cons of using GeoPointe include:
- GeoPointe makes it easy for sales teams to visualize their CRM data in terms of their geographic sales territories.
- The routing add-on helps create the most efficient and effective sales routes, optimizing the opportunity for increasing sales revenue.
- Reps can utilize a variety of valuable features from their mobile devices while out in the field.
- Sales managers can easily create, adjust, and assign the sales territories to their reps.
- Geopointe lacks the level of advanced data filtering that some of the other mapping tools offer (see below).
- This software is not a stand-alone sales solution and must be integrated with the Salesforce CRM to utilize all of the app’s capabilities.
- For several valuable features that other software options include in their core plan, you have to add as an additional cost with Geopointe (ie. route planning).
- This software does have somewhat of a more complicated setup and steeper learning curve compared to other software options.
Geopointe’s CRM Integration Capabilities
GeoPointe operates on direct integration with your team’s Salesforce CRM. The software can be added directly from the Salesforce AppExchange to location-enable your sales data.
Unlike some of the other mapping and territory management software options we cover below, GeoPointe does not integrate with any other CRMs.
Alternatives to Geopointe
To allow your team to be more productive and more effective than ever, when evaluating GeoPointe it is important to also look at some of the alternative options. This will help you pinpoint what mapping tool will be the best fit for your team.
Some popular alternatives to GeoPointe include:
Map My Customers
Best for outside sales teams looking for a powerful, all-in-one outside sales solution that is fully accessible out in the field as well.
Map My Customers is an all-in-one outside sales solution that fills in the gaps that Geopointe leaves open with powerful features that successful teams need. With a clean and user-friendly interface, this platform helps outside sales teams optimize productivity and sales effectiveness through powerful sales mapping, robust workflow tools, streamlined team management functions, and in-depth reporting capabilities.
Purpose-built for field sales reps, Map My Customers stores all sales and territory data in one central location and empowers sales teams to be more productive, even while on the go out in the field. The platform offers geographic visualization and advanced filtering of customers/prospects, optimized multi-stop route planning, fast logging of visits and calls, automated check-ins, the ability to easily add notes and new records, and more.
Map My Customers also offers the Smart Planner functionality. With this, reps will receive specific recommendations for sales activities to plug into their daily calendar, preventing any gaps in the workday and eliminating the possibility of an account falling out of cadence. Daily planning can be done in half the time and much more effectively. Then reps can turn that plan into an optimized route in seconds.
In the platform, sales managers can also take advantage of valuable team-management capabilities. The comprehensive dashboard provides a full overview of the entire team where you can see your team’s territories, daily sales activities, and real-time sales stats, through either the web application or mobile app. This gives managers all of the most important data at their fingertips and eliminates the need to constantly interrupt their reps’ day.
Map My Customers also offers much more in-depth data filtering and reporting capabilities compared to Geopointe and other software options. With this platform, managers can uncover untapped opportunities like never before. You can gain valuable insights through clear and simplified views of the most critical sales data, like, for example, a geographically-based revenue heat map.
The Lead Finder feature within the platform enables reps to optimize their prospecting efforts like never before. They can search the map for new leads that may be near their current location, along their sales route, or near current customers that they are visiting that day. These new leads will show as pins on the map and can provide detailed business info in just a tap. They can then be easily imported into your account and synced back to your CRM.
The Weekly Scorecard from Map My Customers sends the latest updates on the team’s performance straight to sales leaders’ inboxes in an easy-to-read email. The update can be customized to include the data that is most important to you, including stats like the number of deals won, activities completed, pipeline created, and more. Within the Scorecard, the Team Leaderboard function displays the top-performing reps and also allows you to pinpoint reps who may need more coaching.
With Map My Customers, you can get out-of-the-box native integrations with Salesforce, Hubspot, Zoho CRM, and Microsoft Dynamics 365.
Help your reps simplify their day, optimize sales effectiveness, and grow your business with Map My Customers.
Personal = $60/month per user – billed monthly.
Team = $105/month per user – billed monthly.
Experience a hands-on demo of Map My Customers today!
Best for independent field sales reps who don’t need team management capabilities.
Badger Maps is a popular option for independent field sales reps who don’t need in-depth team management functions. This mobile-friendly app enables reps to gain better insights and improve sales effectiveness by location-enabling sales data through geographical visualizations. The software can also help reps automate some common sales activities like lead generation, schedule planning, sales routing, and more.
Depending on which CRM your team is using, Badger Maps can integrate either through a native integration or through Zapier. It’s important to note that with several CRM integrations, Badger Maps can only map your contacts and not companies or deals.
Business= $49/month per user – billed annually ($59/month per user – billed monthly).
Enterprise= $95/month per user – billed annually ($105/month per user – billed monthly).
A 7-day free trial is available.
Best for B2C door-to-door sales teams who need sales mapping and territory management software.
For door-to-door sales teams who are selling to residential consumers and looking for sales mapping and engagement software, there is Spotio. This platform can help outside sales reps increase effectiveness and help managers optimize team management and tracking efforts. With Spotio, reps can centralize all sales activity and data, create optimized routes within defined territories, build visual pipelines, and more.
Teams can also see which areas sell best, log door knocks in real-time with GPS location, and automatically update sales numbers with dropped pins, giving reps a geographical visualization of deals closed. Sales pitch content can also be stored within Spotio to help reduce time spent on prep work.
You have to request a free demo to get full pricing info. Four different plans are available: Team, Business, Pro, Enterprise.
Best for door-to-door sales teams who want a geo-intelligence tool that also provides basic sales insights.
Another option for business-to-consumer door-to-door sales teams is SalesRabbit. This canvassing and mapping app can help make the best use of your team’s CRM data when out in the field, while also syncing SalesRabbit data back to your CRM. Reps can graphically visualize sales and customer data, easily track leads, and monitor progress, enabling them to optimize efficiency and effectiveness.
SalesRabbit also empowers sales leadership to perform more effective territory management. You can create your team’s territories, assign them to reps, and visually track their progress in real-time, both individual reps and the team as a whole. The platform also allows you to see the reps who have previously been assigned to a territory, enabling the new rep to quickly pick up from where things were left off.
Team= $25/month per user – billed annually ($32/month per user – billed quarterly) plus a one-time setup fee of $399.
Pro= $35/month per user – billed annually ($45/month per user – billed quarterly) plus a one-time setup fee of $399.
Enterprise= $59/month per user – billed annually (No quarterly billing with this plan) plus a one-time setup fee starting at $999.
Additional add-ons are available separately.
Optimize Your Sales Team’s Performance with Geo-Intelligence
Today’s most successful outside sales teams all have one thing in common: they are taking advantage of the insights gained from optimized location intelligence. Utilizing software like the ones we’ve covered above will streamline your team’s sales processes, including your territory mapping and routing efforts, optimize efficiency, and boost sales effectiveness.
As you can see, there are a variety of options in mapping software to choose from. To pinpoint the best fit for your sales team, make sure to consider the size of your team, their specific needs, and your budget for sales tech.
Help your team optimize their effectiveness and performance with a new geo-intelligence software today!
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