Sales teams constantly talk to prospects and customers, so customer relationship management tools are crucial for tracking and monitoring interactions. But if you’re always on the road, tracking those customer touchpoints with a traditional CRM is tougher.
That’s where Badger Maps comes in. (No, it’s not an app for tracking badgers.) It’s a routing and mapping platform built for field sales, enabling teams to capture customer interactions and sales data on the go.
Instead of plotting your sales routes on Google Maps, Badger Maps automatically organizes your stops for the most efficient use of your time. Instead of tracking phone calls and emails, sales reps can check in and mark off completed visits. Managers can even reassign accounts based on their team members’ locations so they can have more face time with customers.
Badger Maps also comes packed with other features like route optimization, data visualization, and lead generation. But what if you want to do more bespoke analysis on check-in data but don’t have more time to park yourself in front of a computer?
Fortunately, you can create a simple Zap (our word for Zapier’s automated workflows) that automatically tracks check-ins in a Google Sheet. You can build bespoke reports in real time without sacrificing field time.
The challenge: You want to do a deeper analysis of sales data, which means sacrificing time you could spend in the field.
The solution: Build reports on the go. Automatically track Badger Maps check-ins with Google Sheets.
Ready to try it yourself? To get started with a Zap template—our pre-made workflows—just click on it, and we’ll guide you through the set-up process. It only takes a few minutes.
Zap rating: Beginner
Pro tip: If you don’t use Google Sheets to track sales info, Badger Maps also connects with tons of spreadsheet and database tools through Zapier, so you can easily build reports while you sell.
Zapier supports thousands of apps so that you can automate almost any task at work. Start building your Zap now with Badger Maps, and see what you can create.
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