Unique app for Salesforce.com
- RealZips adds Zip codes to Salesforce.
- Structures and enhances all CRM data.
- Immediate deployment on Mobile and web.
- 100% native app on the Salesforce platform.
3. What is RealZips?
Unique app for Salesforce.com
• RealZips adds Zip codes to Salesforce.
• Structures and enhances all CRM data.
• Immediate deployment on Mobile and web.
• 100% native app on the Salesforce platform.
Rewards and certifications
• Rewarded “App of the Week” by Salesforce.
• No. 18 to receive Salesforce1 Mobile certification.
• Nominated for Informatica Innovation Award 2015.
4. RealZips solves critical CRM data
issues
Pain points of not having Zip codes and GeoData:
• Unbalanced territories and incorrect data issues
– Misconceptions regarding local market potential, creating
unbalanced sales territories.
– Lack of shared data on territory ownership, leaving thousands
of customers owned by the wrong sales reps.
• Incorrect commissions paid
– Incorrect payment of sales commissions and bonuses,
demotivating sales teams.
– Sales team unhappy with process, not given a clear picture of
territories, territory potential and customer ownership,
commissions and quotas.
• Leads unreliably assigned. Marketing activities are
ineffective.
– No reliable method to assign leads and customers to the right
salespeople, leaving the field open for the competition.
– CRM data geographically unstructured, rendering marketing
and sales activities ineffective.
6. Drive Sales with RealZips
• Enrich CRM Data
– Speed up sales workflows with
GeoData.
• Manage Territories
– Empower everyone with shared
territory data.
• Route Leads
– Connect instantly with prospective
customers.
• Verify Ownership
– Immediately align customer records
with the right sales people.
7. RealZips on Salesforce1 Mobile
Empowering field teams
• Maximize sell time with Zip code data.
• Search all cities and Zip codes.
• Review sales key metrics and plan visits.
• Instantly review all customer data in the area.
Compatibility
• RealZips Mobile runs inside Salesforce.
• Runs on Apple iOS and Android.
9. Drive sales with key metrics
Review business key metrics by Zip code
• Identify areas with greatest growth
potential.
• Track performance, using aggregated Zip
code data in real-time.
• Develop business in each area, using key
metrics for immediate guidance.
10. Search CRM data in the field
Search CRM data geographically
• Search by Zip, city, county and more.
• Review ownership and key information.
• List CRM data by city or Zip.
Connect with the right customers in the right
geographical areas. Faster.
11. Check and adjust ownership
Ensure ownership across all CRM data
• Visual guidance shows if records are own
by the right person.
• Instantly correct ownership across all CRM
data.
• Drive trust in CRM data throughout the
team.
Make sure commission is paid fairly across
the sales team.
13. Real-time
graphs
Visualize key metrics
across sales potential,
lead generation,
activities, marketing
spend, opportunity
pipeline and revenue
growth for the
RealZip.
Instantly jump from
the graph to a list of
leads or customers.
14. Sales teams must have
mobile territory data
Issues avoided with RealZips:
• Territory: Have my territory borders been
changed? How can I instantly check who is
calling on a Zip code or a town?
• Leads: When leads come in, are they
instantly and properly assigned?
• Prospects: Where in my territory will I be
able find the best prospects?
• Account ownership: Are customers
assigned to me based on my new territory?
• Commission: How can I check if I am getting
sales credit and commission for all sales?
15. Instant territory information
Share Zip code territory data across org
• List sales team members, support teams,
channel partners, franchise partners for all
Zip codes.
• Eliminate questions related to territory
ownership.
• Instantly connect customers with the right
sales person.
16. List Leads across geographic
areas
Instantly plan visits and calls:
• View data across exact geographic areas.
• Powerful search and sort.
• Ensure owners are assigned correctly.
• Check sales performance.
17. Connect with legacy systems
• Connect RealZips to existing data
– Connect to Oracle, SQL Server, Amazon, SAP,
Netsuite, Microsoft Azure, Concur, Google
Analytics and more.
• Push data to RealZips Mobile
– Real-time connectivity to existing apps.
– Channel Partner data by Zip.
– Sales and shared commission.
– Shipped Products analytics.
– Service contract location and status.
18. Prepare for Sales Success
• Identify Potential
– Rank geographic areas based on
market potential.
• Target Locations
– Focus on areas with greatest
potential and close more deals faster.
• Track Performance
– Identify and track key metrics that
drive marketing and sales success.
• Mobilize Sales
– Use geographic data before, during,
and after each call.
Enrich CRM Data: Speeds up marketing, sales and admin workflows with GeoData.
Manage Territories: Empower the organization with shared territory data.
Route Leads: Connect instantly with prospective customers.
Verify Ownership: Continuously align customer records with the right sales people.
Identify Potential: Rank geographic areas based on market potential.
Target Locations: Focus on areas with greatest potential and close more deals faster.
Track Performance: Identify key metrics that drive marketing and sales success.
Mobilize Sales: Use geographic data before, during, and after each call.