How would you like to plot your customers, prospects and leads on a map based on specific criteria? Let’s say you have a sales person who is going to be traveling to Houston, TX to either see one customer or maybe just there for a conference. To get the greatest ROI on their time, you can do a quick search on that geographic location to see what other customers, prospects or leads are nearby and then schedule appointments to see them as well!
Describing it on paper doesn’t do it justice to how it works. Take a look at this this really quick 7 minute demonstration of our Territory Management component that comes with CRM for Oil & Gas.