Map customers, leads, and assets

Our map tools make it easy to see your sales information in new ways. You will find trends, hot spots, and cold zones that help you take action. Where should you target next? Where are your most successful accounts? These questions will be easy to answer when you visualize your sales data using our tools.

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Where are your leads?

Map your customer leads

Aggregated results like the above are useful for reporting, but our tool can be even more powerful when you map the full addresses of leads or customers. While an address is most precise, our fast and accurate geocoder can also convert city, state, zip code or postal codes into mappable coordinates.

Whatever geographic information you have from leads, including IP addresses returned from many web forms, can help you learn more about where to focus your efforts. For example, you could use advanced map marker clustering to sum the value of all potential deals in a region. Or use our mobile app to find your nearest customers while you're on the road.

Once your data is in a spreadsheet, there's no end to the ways you can visualize it in BatchGeo. Export from Salesforce or other CRMs, or drag and drop any Excel or similar spreadsheet file into our easy to use tool. Try BatchGeo today.

 

Frequently Asked Questions

How can I use BatchGeo for sales territory mapping?

Paste your CRM data (including customer addresses, deal values, rep names, and sales stages) into BatchGeo. Use the grouping feature to color-code markers by rep, deal size, or status. This reveals geographic patterns like underserved territories and high-concentration areas.

Can I import data from Salesforce or other CRMs?

Yes. Export your CRM data to CSV or Excel format, then copy and paste it into BatchGeo. Most CRMs including Salesforce, HubSpot, and Zoho offer CSV export options. You can also drag and drop Excel files directly into our Pro tool.

How do I visualize sales performance by region?

BatchGeo's advanced clustering feature can sum or average deal values within geographic regions. Use the grouping feature to filter by date range, product line, or rep to compare performance across territories visually.

Can my sales team access maps on the road?

Yes. BatchGeo maps are fully mobile-optimized with GPS support. Reps can open the map on their phone to find the nearest customers, get directions, and review account details from marker popups while traveling.

What sales data fields work best for mapping?

Include customer/lead addresses (or city/zip at minimum), deal values, close dates, sales rep names, product categories, and lead sources. These become filterable map layers. For example, filter to show only leads above $50K assigned to a specific rep in the last quarter.