We all have data, and it usually covers more than just customer name and address, this is probably one of the main reasons we built a native real-time connector for Salesforce and Mapsimise.
Granted we are not alone, but we are with Mapsimise one of the only ones that you can use your Salesforce credentials and map data in real time with in just a few minutes, no sales team, no need for services, consulting and setup, you can do it all yourself.
If you did not know and this is your first visit to Mapsimise then welcome, today we are looking at connecting and using your Salesforce CRM as a data source so that you can build and create maps around sales, marketing, service, and customer activity.
But what is Mapsimise, well you might have seen GIS (geographical / geospatial Information system) tools in the past and thought they look complicated, and to be fair most are designed for GIS and data experts along with developers.
Mapsimise has been designed to challenge this and be one of the first to create an easy-to-use solution that enables you to understand quickly and easily what is happening where.
In this demo blog we are looking at 5 simple steps of connecting and using your salesforce data on a map, to understand customer activity based on location.
Step 1
So, let’s get started, first lets show you how to connect with Mapsimise and your Salesforce, all you need is your credentials and your private security key from your settings in Salesforce.
In the video demo below we step through the steps to get connected
Step 2
Once connected let’s take a look at building a map to and view your customer accounts and contacts, most systems don’t allow you to overlay multiple sets of data, but with Mapsimise you can see relationships, proximity and gain an understanding of customer location, using multiple layers of data.
In this short demo video below, we show how to create a map, adding your salesforce contacts and accounts all by location.
Step 3
Now that you have displayed all your customer accounts and contacts, you may want to identify and filter records by location to track sales ownership and activity by location.
You may want to create and view sales regions or territories and in the following short demo we give an example of how to do this using a KML file of postcodes to create filtered views of accounts by location.
This could be contacts, opportunities or sales orders as related data from your salesforce can also be mapped.
Step 4
Sales regions might not be enough, you may want to filter and segment your Salesforce data in different ways, using location landmarks or just general areas.
Mapsimise is a data platform that enables visualisation and filtering of data, so that you can get the right data by a given location.
In this next short demo video, we are looking at drawing and filtering data by location. Mapsimise has several drawing tools to enable you to draw and filter data
Step 5
But we know you might not just want to filter and view data, so with Mapsimise and our Salesforce connector we have created the steps to build campaign lists by location and add members to a campaign in Salesforce
In this short demo video we look at selecting a few contacts naming a new campaign and adding those contacts as members to the campaign list directly in Salesforce.
As you might have seen, Mapsimise brings a new dimension to easily understanding your customer data by location and gaining location intelligence from the data you already have.
If you would let to get and account and get started, then just click the button below
Thanks for reading and we hope you find the solution useful
