In this post, we are going to take a deeper look into the geographic data platform “RealZips”, a third-party application available for your Salesforce Organization. For many Orgs, managing your records from a geographic perspective is a constant battle. Trying to figure out who should own leads, accounts, and contacts – seemingly never ends. On top of this, sales territories seem to always change as sales teams increase/decrease head count; new markets become available, etc. This is where RealZips can provide real solutions. The RealZips application can help solve those territory & ownership headaches once and for all. Once the RealZips app is installed & enabled in your Org – you can immediately link your existing records to their zip codes, in which each zip has 50 geographic data points assigned to them. CRM data is now structured by territories, counties, time zones, etc. You can set up lead assignment in a matter of minutes & re-assigning record ownership can be accomplished in 30 minutes, rather than weeks or months!
Lets dig into some of the key features:
· Geographic platform
o Plug your existing CRM data into our geographic data platform to structure and enrich customer data.
o Thousands of hours are often lost as team members struggle with unstructured and rapidly growing CRM data. However, companies implementing RealZips can deliver marketing and sales success as their customer data becomes organized in its full geographical context.
· Territory Management
o Upgrade to a robust and flexible territory solution powered by zip codes.
o Most organizations struggle with lost time, sales reps, customers, and territory management workarounds. Conversely, business utilizing RealZips can successfully manage territories by integrating CRM data, geographic layers, drive zones, and market data.
· Lead Routing & Ownership
o Set up lead routing and automated ownership rules for accounts, contacts, opportunities, and cases.
o Few things will demotivate a sales team faster than uncertainties around lead and customer ownership. Companies risk losing millions of dollars unless they can prove to their sales team that ownership is sound and correctly implemented. RealZips was originally built to solve this core problem.
· Distance Zones & Market Data
o Create distance zones for locations. Rank geographic areas based on market data and your key metrics.
o CRM data must be put into a context before it can be used to power your business. Distance zones around your sales reps will immediately make your CRM data actionable. Market data across geographic areas will guide every action taken by marketing and sales teams.
· Sales & Marketing Enablement
o Combine geographic data, market potential, and CRM data. Roll out data-driven business processes.
o Corporations using RealZips energize their teams by saving them thousands of hours as they are now able to target geographic areas with the highest market potential. This allows for a connection with more potential customers and greater possibilities to generate more closed opportunities.
Additionally, RealZips is 100% Salesforce native tool & available for download through the Salesforce AppExchange. It should be noted that RealZips does come at a cost, at $25 a month/per user. However, based off the product value & customer service provided by this company – we see this as being a real value for your dollar. RealZips also offers a 30 day trial, if your Org wants to assess the tool before committing to it long-term.