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features
design
support

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Description

Achieve Your Sales Goals. Eliminate the hassles associated with sales processes. LeadPlotter offers a comprehensive suite of tools designed to enhance your business operations within a user-friendly interface. Continue reading to discover why it stands out as the superior choice for your company. With LeadPlotter, you have access to a Personal CRM and Account-Based Marketing (ABM) system that effortlessly organizes your leads and clients while allowing you to efficiently plan your daily activities based on your locations. It also enhances customer satisfaction, all accessible from any device at any time. Utilize LeadMapper to identify, locate, and transform potential leads in your sector into loyal clients, including medical and dental practices, firms, and various organizations. By using LeadMapper, you can close more deals and reduce time-consuming tasks throughout the sales journey. This innovative tool empowers sales representatives and technicians to maximize their efficiency and effectiveness in the field, enabling them to visualize and track potential leads and existing customers on an interactive map. In this way, LeadPlotter not only streamlines your sales efforts but also contributes to overall business growth and success.

Description

Enhance your team's efficiency on every journey and at any location with features designed for intricate routing, territory optimization, and real-time field updates. By utilizing route optimization and automatic logging of activity data, you can save valuable hours in planning, administration, and driving time. This allows you to concentrate on high-priority nearby leads and service appointments within each field opportunity. You can effectively prioritize and scale daily customer visits by leveraging essential business data, including lead value and account type. For those requiring advanced capabilities, upgrading to Salesforce Maps Advanced provides additional features for complex geo-visualization, enhanced route optimization, and robust analytics. Effortlessly integrate vital account and user information with the territory planning and assignment process for streamlined coordination. By eliminating tedious manual planning tasks, you can efficiently explore multiple scenarios with ease and agility. Additionally, territories can be balanced automatically based on the most relevant attributes, allowing you to strategically plan daily routes according to accessibility for your teams, thereby maximizing productivity and efficiency in the field. Furthermore, this holistic approach ensures that your workforce is always equipped to tackle challenges as they arise, fostering a more responsive and adaptable operational environment.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Collate No 
Salesforce No 

Integrations

Collate Yes 
Salesforce Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Lead Plotter

Founded

2018

Country

United States

Website

leadplotter.com

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/sales/mapping-software/

Product Features

Field Sales

Activity Tracking No 
CRM No 
Channel Management No 
Collaboration Tools No 
Controlled Access No 
Dashboard Management No 
Expense Management No 
Fast Estimates No 
Inventory Management No 
Invoices No 
Lead / Opportunity Management No 
Online Payments No 
Order Management No 
Quoting No 
Reporting / Analytics No 
Route Optimization No 
Territory Management No 
Time Tracker No 
Visit Scheduling No 
Workflow Management No 

Field Service Management

Billing & Invoicing No 
Contact Database Yes 
Contract Management No 
Customer Database No 
Dispatch Management No 
Electronic Signature No 
Inventory Management No 
Mobile Access Yes 
Payment Collection in the Field No 
Quotes / Estimates No 
Routing Yes 
Scheduling No 
Service History Tracking No 
Time Clock No 
Work Order Management No 

Route Planning

Capacity Planning Yes 
Drag & Drop Scheduling No 
Driver Management No 
Emergency Dispatch No 
GPS Tracking No 
Performance Metrics No 
Route Costing No 
Territory Management Yes 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management Yes 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management Yes 
Training Management No 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Product Features

Fleet Management

Dispatch Management Yes 
Employee Management Yes 
Fuel Management Yes 
GPS Tracking Yes 
Incident Reporting Yes 
Inspection Management Yes 
Inventory Management Yes 
Maintenance Management Yes 
Mileage Tracking Yes 
Motor Pool No 
Routing No 
Tire Management No 
VIN Lookup Yes 
Work Order Management No 

Location Intelligence

Behavioral Analytics Yes 
Data Visualization Yes 
Demographic Data Yes 
Geocoding Yes 
Geofencing Yes 
Location Tracking No 
Predictive Analytics Yes 
Trade Area Analysis Yes 

Route Planning

Capacity Planning Yes 
Drag & Drop Scheduling No 
Driver Management Yes 
Emergency Dispatch No 
GPS Tracking Yes 
Performance Metrics Yes 
Route Costing Yes 
Territory Management No 

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management No 
Document Management Yes 
Goals / Quota Management Yes 
Lead Management No 
Meeting Management No 
Performance Management Yes 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

Alternatives

Alternatives