Sales
Salesforce Maps Quick Start
Salesforce Maps is a location-based intelligence tool that helps sales and service teams optimize territory planning, route efficiency, and customer engagement. By visualizing CRM data on interactive maps, users can identify geographic trends, prioritize visits, and plan smarter routes — all within Salesforce. It enhances productivity by enabling real-time insights for field reps, supporting location-based decision-making, and ensuring more effective coverage and scheduling across territories.
Project Kickoff & Alignment (5 Hours)
Stakeholder Workshops
- Align on goals (e.g., route efficiency, field visibility)
Implementation Plan
- Define timelines, roles, and data access requirements
Data Audit
- Validate account hierarchies, location data, and user roles
Deliverable
- 1-page project charter with success metrics
Core Configuration (15 Hours)
Data Layers (5 Hours)
- Create 5 layers (e.g., accounts, service territories, opportunities).
- Configure hover fields and related lists for key objects.
Routing Setup (7 Hours)
- Optimize routes for 2 regions (max 50 stops/route).
- Set transportation modes (driving/walking) and scheduling rules.
Permissions (3 Hours)
- Assign role-based access (field reps, managers, partners)
Customization (10 Hours)
Route Templates
- Build 2 reusable route templates
Folder Structure
- Organize maps/layers for team collaboration
Visual Branding
- Customize markers, radii, and measurement units
Training & Enablement (5 Hours)
User Training
- 2x1-hour sessions (map navigation, route optimization)
Admin Training
- Manage layers, permissions, and updates
Deliverable
- Quick-reference guide for end users
ROI Review & Feedback (5 Hours)
30-Day Analysis
- Report on route efficiency, fuel savings, and visit rates
Feedback Workshop
- Plan optimizations (e.g., new layers, automation)
Key Deliverables
- Configured data layers and routing rules.
- Branded maps with role-based permissions.
- Training materials and ROI analysis report.
Your Configuration
Base Package
$3,375
Total Investment
$3,375
Need a custom solution?
Contact our team
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