Do you spend too much time organizing your sales visits or identifying opportunities around your appointments? Good news! The new feature of geolocation of contacts and companies in Webmecanik Pipeline lets you visualize the geographic distribution of your prospects on a map, optimize your trips, and improve sales efficiency.
A new view to reveal your on-the-ground opportunities
? Fully leverage your geographic potential
A new view to reveal your on-the-ground opportunities
With its new geolocation feature for contacts and companies, Webmecanik Pipeline adds a new “Map” view designed for sales teams. In the blink of an eye, you can see where your prospects and customers are, filter by your criteria, and organize your trips and sales actions accordingly. There are two ways to use the map:
From the contacts or companies list
- Go to the Contacts or Companies
- Filter according to your usual criteria
- Select the contacts to display
- Click the Map, and your contacts appear instantly on the map!
From the “Map” view
- Go directly to the Map View
- Apply your filters to target the right contacts or companies
- Then the map updates to show your contacts!
Is a prospect of interest to you? Click their point on the map: in an instant, you access their contact record and key information, itinerary included!
Simple, fast, incredibly effective.
Fully leverage your geographic potential
This map view gives you a clear, operational overview of your activity. It helps you target more precisely, act faster, and optimize your sales efforts where they matter most. Concretely, you’ll get a:
- Better responsiveness and local opportunities
Instantly spot nearby prospects or customers and seize each opportunity to grow your pipeline. - Optimization of your sales travel
Plan your routes intelligently by grouping appointments by geographic area, reducing travel time and boosting productivity. - Optimized decision-making
Identify high-potential areas, adjust your sales strategy, and focus your efforts where they are most profitable. - Better team coordination
Share a clear view of contacts with your team to avoid duplicates, optimize territory allocation, and improve overall efficiency.
Make the most of your geographic position to target the right opportunities and maximize your sales.
Available right now in your CRM
This new feature is available as of today in Webmecanik Pipeline for all users of Pro and Enterprise plans.
Already a customer? Log in to try the feature now.
Not a customer yet? Create an account or upgrade your plan to take advantage of it.
