Stop managing territories with fragmented dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. and static spreadsheets. Pipeliner’s powerful Map View transforms your Accounts, Contacts, Leads, and Opportunities into an actionable, geographical heat map. Instantly see where your most significant potential—and your next appointment—is located, making sales route optimizationOptimization Optimization is the process or act of altering a system, design, or procedure such that it 1) attains full functionality or efficiency, or 2) generates maximum output, benefit, or impact. and territory planning intuitive and highly effective.

Key Selling Points & Benefits

1. Instant RevenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. Heat Map

The Map View doesn’t just show locations—it shows potential. Our pins are engineered to provide instant sales intelligence:

  • Prioritize Instantly: Opportunity pins are dynamically sized to reflect their deal value. Focus your time and travel budget on the most significant opportunities you can drive to.
  • Track Success: Green pins instantly highlight Won Opportunities. Use this visual cue to analyze your most successful territories and pinpoint market conditions you can replicate.
  • Spot Economic Hubs: When records are clustered, Pipeliner CRM intelligently displays the total aggregate value of all opportunities in that location, helping you identify high-potential economic centers at a glance. Click to zoom in and see individual pins.

2. Full-Scope Geographical Analysis

Gain a strategic advantage by seeing your entire sales landscape, past and present.

  • View Everything: Seamlessly access the Map View for all key entities: Accounts, Contacts, Leads, and Opportunities.
  • Strategic Insight: Access the Map View from the Archive tab to track the locations of Lost Opportunities. Uncover geographic market gaps, analyze competitive weaknesses, and identify untapped regions based on historical performance.
  • Scalable Visualization: Display up to 5,000 records at a time. Need to focus? Easily apply filters by Country, City, or State to drill down for hyper-targeted sales campaigns or specific travel planning.

3. Actionable Insights, Zero Friction

Pipeliner CRM’s Geolocation is designed for usability and action, ensuring you spend less time searching and more time selling.

  • Live Data Interaction: Click any pin on the map to open the Preview Pane. You can update the AccountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company., Contact, or Opportunity record instantly without ever leaving your geographical view.
  • Route Optimization: Planning your day? Use the “Location” link within any Account or Contact to pull up a single map pin and leverage standard Google Maps features for instant directions.
  • Reliable Data: The feature seamlessly integrates with the default Pipeliner CRM address fields (Street, City, ZIP, etc.), ensuring reliable, accurate mapping automatically synced with your existing CRM data.

Get Started: Activation and Data Requirements

The Geolocation feature is a powerful, chargeable add-on for all tiers. It integrates Google Maps intelligence directly into your Pipeliner CRM experience.

  • Activate Now: Navigate to the Admin Module and open the Automation Hub. Find the “Geolocation” card and click Request to activate this essential tool for superior sales planning.
  • Data Integrity Note: To ensure your data maps are ideally, confirm all Leads and Opportunities are linked to a primary Account, and that the Account uses the Pipeliner CRM default address fields.

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Frequently Asked Questions (FAQ)

The main benefit is superior territory management and route optimization.

The Map View transforms static data into a visual Revenue Heat Map. This allows sales managers to instantly identify high-potential areas (based on clustered Opportunity value) and allocate resources efficiently. Field reps can use the map to plan the most efficient travel routes between clientClient A client is an entity who pays another entity for products purchased or services rendered. Also called a customer. meetings, saving time, fuel costs, and maximizing face-to-face selling time. It’s the fastest way to turn geographic data into a revenue-generating strategy.

You can visualize all four core CRM entities:

  1. Accounts
  2. Contacts
  3. Leads
  4. Opportunities

Crucially, you can also access the Map View from the Archive tab to geographically analyze Lost Opportunities. This is a powerful feature for identifying market gaps, competitive hotspots, or regions with historically high churnChurn Churn is a term that describes the percentage of customers that leave or cancel a service or product within a given period of time. rates.

The Geolocation feature relies exclusively on the Pipeliner CRM default system address fields being completed on the linked Account record.

The system uses any of the following fields for geocoding: Street Address, City, State/Province, ZIP Code, and Country.

  • For Accounts and Contacts: The address must be complete on the record itself.
  • For Leads and Opportunities: They must be linked to a primary Account record that contains the required address information.

Note: The system does not use custom address fields for geolocation.

Geolocation is a powerful, chargeable add-on feature available for all Pipeliner CRM tiers.

You can easily request activation from your administration console. Navigate to the Admin Module, click on the Automation Hub, find the “Geolocation” card (Google Maps integration), and submit a request. Once activated, the system begins the geocoding process immediately.

Geolocation is a background process that utilizes a secure queueing mechanism to analyze and geocode your data.

For a large initial data set or a bulk import of new Accounts/Contacts, it can take some time—potentially several hours or even a few days—for the map locations to appear fully. Pipeliner CRM prioritizes system performance, ensuring that extensive data processing doesn’t impact your day-to-day CRM usage.

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