Find nearby customers and prospects, get directions between scheduled appointments, log meeting notes, and replace cancelled appointments with new ones, all without losing valuable time! Select Get or Install. The tool provides a location-based view of critical customer data easily accessible from mobile or desktop, empowering reps to cut down on time spent planning and more time building meaningful, long-term relationships with their customers face-to-face.Field sellers now have a clearer picture into their territory. It helps to ask questions!
For service organizations, accessing live technician locations allows them to notify customers of their anticipated arrival time, removing the frustration we all feel when waiting for a repair person to arrive. Itâs a known truth that as new generations enter the workforce, they bring higher expectations of the tools they use with them.
Visible Area restricts the results of any marker layer a user plots in Salesforce Maps Mobile to the current visible map area. You can access the new Calendar-based scheduling feature from the Salesforce mobile app.
Now she can enter notes and log her next For more information, check out the Routing on Salesforce Mobile App document. We’re envisioning technology that goes beyond, “Help me find a nearby coffee shop,” to “Show me nearby customers that I haven’t visited this quarter, and route me to three nearby leads with my two hours of free time in the afternoon.” She taps Prior to Salesforce Maps, she drove to the closest coffee shop and entered notes about each visit in Salesforce.
Imagine it’s Monday morning and she’s ready to start her work day.
Salesforce is a fantastic software that helps you gather and store important details of your clients. credentials. Tap Candace uses routes and schedules with Salesforce Maps. Is there something that salesforce 1 does not like in the javascript or with google maps in general? Salesforce Maps. She selects the Salesforce Maps app on her smartphone and logs in using her Salesforce Use Apex code to run flow and transaction control statements on the Salesforce platform. The schedule pulls in any upcoming meetings on the map. Sales territory planning is now available within Salesforce Maps – the #1 field service and mobile workforce management software.
Introducing, the Badger Maps. Requires Salesforce and Salesforce Maps license.
Once the route has loaded, she taps the map icon at the bottom of the phone to view her route on the map. Secure Your Small Business On the Cheap, 5 Cybersecurity Tips But instead, she selects each marker, taps By the end of the day, Candace added three additional stops to her previously planned route. Salesforce Maps can be accessed on a mobile device in a number of ways, including:If this is your first time using Salesforce Maps on a mobile device, we recommend installing the Salesforce Maps mobile app from the
At this point, Candace is proficient when using Salesforce Maps on her smartphone.
Excited about this additional feature, she decides to test Click2Create. The next day, a scheduled appointment takes less time than expected, so Candace has a few hours before her next appointment. Now let’s look at how she executes these routes or schedules using Salesforce Maps on her smartphone. asks her manager if she can use Salesforce Maps to prospect and add leads to Salesforce using the Maps mobile interface. Natively built into Salesforce, users have access to valuable Salesforce data on the map while in the field. You’ve learned how to use Salesforce Maps to plan and save efficient routes and schedules. I have a VF page that displays a google map for the address of a contact.
We will review it shortly and merge the ideas if applicable.Salesforce takes abuse situations very seriously. Once entered as a lead, Candace follows her company’s sales process to convert these leads into opportunities.Click2Create can be configured to add records for any object in Salesforce, including standard and custom objects.Throughout this badge, you followed Candace as she used Salesforce Maps to plan effective routes and schedules, then executed those plans in the field.
She’s successfully found nearby accounts within her Salesforce org, but now she would like to extend the mobile functionality by prospecting with Salesforce Maps. Salesforce Maps Mobile helps field teams spend more time with customers & less time planning, driving, & recording activities.
She also increased her potential As the recommended app, users have access to advanced … The schedule tab can be selected to execute routes for scheduled events in your Salesforce calendar. to close deals by using location intelligence to find nearby records and prospects for leads with Click2Create.
Salesforce Maps Mobile helps field teams spend more time with customers & less time planning, driving, & recording activities.
They can click right into Maps right from Salesforce and access everything they need while on the road,â says Mike Coutts, Product Owner for Salesforce Sales Cloud at Michelin. When she arrives, she opens her Salesforce Maps app and taps During the meeting, Candace reviews inventory and discusses a new product line with the store manager. Natively built into Salesforce, users have access to valuable Salesforce data on the map while in the field.Discover countless opportunities to drive more revenue with map-based visualization of your Salesforce data.Actions like exporting, adding to a campaign, mass updates, and creating leads from the map are built-in to Geopointe.Plan, build and execute your travel plans in Geopointe using any mappable data, optimizing travel time.“Geopointe has turned me into a hero.
Before leaving, she schedules a follow-up meeting with the manager for next month. With Salesforce Maps, she’s already saved time by logging her activity in Salesforce after each visit.
Increase sales & service appointments, improve time management, & drive Salesforce adoption with a map-centric Salesforce user experience on mobile devices. When she encounters a cancellation or change in schedule, she plots a marker layer to find and visit accounts within a specific radius.