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Review on Salesforce Maps: Territory Planning by Logan Tripp

Revainrating 5 out of 5

Good planning and management software

I like that you can customize your map to fit what is needed for each territory or account, it makes things much easier than if we had just one base plan without customization options which would be very difficult with so many territories/accounts in our organization! It's not easy as some of my colleagues are used to when they were working at other companies where all their plans could have been customized per client needs but here there isn't an option unless its pre-made templates available.

img 1 attached to Salesforce Maps: Territory Planning review by Logan Tripp

We've realized how important this feature has become now after trying out different platforms from Google maps (which was good) till google business directory - none seemed up to snuff compared to sales force mapping system. This tool allows us to know exactly who will do certain tasks within specific timeframes by using geofences created through various criteria such as location etc..

Pros
  • The ability create customer journeys.
  • Ability track progress thru stages / milestones & updates accordingly via excel files generated automatically every weekday morning before managers head into work..we use them everyday!! They make planning way more efficient especially considering everyone works remote nowadays due too COVID19 pandemic restrictions..I'd say 90+% uses these reports daily!!! :)
Cons
  • It is hard to say