Today we are pleased to announce that we have taken MapDotNet and built our first vertical offering to meet the needs of organizations that deal with territory management in Dynamics CRM and Salesforce.com. EasyTerritory.com is available as a cloud-hosted SaaS or for deployment on-premises and simplifies territory management by integrating directly with the two most popular CRMs on the market. With EasyTerritory.com we’ve taken the ‘Lean Startup’ approach and are excited about the process of using customer feedback to drive continuous innovation in order to build a successful product.
The problem we’ve observed over and over again with our CRM customers is that they have a geographically distributed sales organization and customer base but no ‘map-centric’ way to build and manage territories or visualize their CRM data. Larger organizations using a CRM typically have some sort of territory, whether it’s regions of sales rep or mid-level management coverage or franchise boundaries. We have found that a majority of these organizations are using Microsoft’s MapPoint to create and manage their territories and to assign territories to leads and other entity records. It is a very painful process of importing and exporting .CSVs between MapPoint and Dynamics CRM. This process is not only time consuming, but MapPoint itself isn’t user-friendly for drawing or selecting features.
EasyTerritory.com is our MapDotNet-based solution to territory management. We started with the powerful geospatial BI codebase, Open Intel II, which has three key features a territory management solution needs. Those features are: the ability to overlay any geographic data (e.g. county, zip code boundaries or account location data from CRM), the ability to easily draw and query the overlaid data in order to build a territory, and finally, direct integration and synchronization with CRM.
Overlaying data on the map is the first major building block to territory management. A user needs the ability to see all of the accounts or leads on the map combined with geographic boundaries. EasyTerritory.com integrates directly with the CRMs through their respective APIs giving the application the ability to map business data. In this example, the EasyTerritory.com map is embedded in a CRM dashboard with Account entity records and US county boundaries displayed for the user to query.
This YouTube video demonstrates how to build a sales territory using EasyTerritory.com in a matter of minutes by selecting geographic features (counties in this case) and a second example showing free-hand drawing.
Building territories at the sub-city level requires easy-to-use digitizing tools for tracing roads or rivers in metro areas. With EasyTerritory.com the user can seamlessly zoom and pan the map while drawing.
Another great feature of EasyTerritory.com is the ability to calculate real-time statistics as the user builds the territory. These statistics provide information about the CRM records within the shape. For example, in this screenshot you can see how many Accounts are in the territory with their average sales.
- Draw/Edit free-form polygons to define territories
- Build territories from pre-defined geographic boundaries (e.g. US States, Counties, Zip Codes, Area Codes, Census Boundaries)
- Overlay your target records from CRM (e.g. Accounts, Leads, Opportunities, custom entity records)
- Export to .CSV and Map Sharing
- Instant Statistics, Hotspots and Clustering for Business Data (i.e. Geospatial Business Intelligence)
An EasyTerritory.com map comes preloaded with this data.
- 2013 US Census State, County, Zip Tabulation Area, Tract, and Block Group Data
- 2014 US Area Codes (from the FCC)
- 2013 US Census American Community Survey Data with 200+ demographic indicators
- Bing Maps Street and Aerial Tiles
- MapQuest Open Basemap Tiles
- OpenStreetMap POI Data (Coming Spring 2014)
If your organization is using Microsoft Dynamics CRM or Saleforce.com and you have a problem with territory management, we would love to hear from you. Through www.EasyTerritory.com you can request a free 30-day trial of the cloud-hosted SaaS version. We will quickly send your instance information and schedule an initial call to give you an overview of the product and help you get started building your territories. During your 30-day trial our CRM experts will be able to assist you with questions or technical help for free, so there is no other investment other than your time.