Are you spending too much time planning your sales visits or trying to find leads near your appointments? Good news! The new geolocation feature in Webmecanik Pipeline shows you where your prospects are located on a map. This helps you streamline your sales tours and boost your sales efficiency.
A New View to Uncover Field Opportunities
? Fully Tap Into Your Geographic Potential
A New View to Uncover Field Opportunities
With the new map view, Webmecanik Pipeline provides your sales team with a powerful visual tool for organizing field operations more effectively. You can instantly spot where your leads and clients are located, apply filters based on your criteria, and plan smarter sales routes and actions. There are two easy ways to use the map:
From the Contacts or Companies List:
- Go to the Contacts or Companies tab.
- Filter based on your usual criteria.
- Select the contacts you want to display.
- Click the Map icon, and your contacts instantly appear on the map!
From the “Map” View:
- Go directly to the Map tab.
- Apply your filters to target the right contacts or companies.
- The map will update to display your contacts!
Interested in a prospect? Click on their pin on the map to instantly access their contact profile, key info, and even directions! It’s simple, fast, and incredibly effective.
? Fully Tap Into Your Geographic Potential
This mapping view provides a clear, actionable overview of your sales territory. It enables you to target more accurately, act faster, and focus your sales efforts where they matter most. Specifically, you will gain:
- Faster Response Times and Local Opportunities: Spot nearby leads or customers quickly and take immediate action to grow your pipeline.
- Optimized Sales tours: Plan your routes intelligently by grouping appointments by geographical zone. This cuts down on travel time and boosts productivity.
- Enhanced Decision-Making: Identify high-potential areas, adjust your sales strategy, and focus your efforts where they’re most profitable.
- Improve team coordination: Share a clear view of contacts with your team to prevent duplicate entries, optimize territory assignments, and enhance overall efficiency.
Use your location to your advantage. Target the right opportunities and maximize your sales!
? Available Now in Your CRM!
Starting today, this new feature is available to all Pro and Enterprise plan users in Webmecanik Pipeline.
? Already a client? Log in to try the feature now!
? Not yet a client? Create an account or upgrade your plan to start leveraging this power!
