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HOW-TO GUIDE

Set Up a Comprehensive Sales CRM
That Tracks Everything

  • How To Guide
  • Set Up a Comprehensive Sales CRM That Tracks Everything

How many leads have slipped through the cracks because your team took note but forgot to follow up? Worse yet, you find out months later because there’s no intuitive, automated system to catch those missed opportunities.

You need a system that centralizes all your data in one place, instantly spots discrepancies, and highlights geographic insights that your current CRM can’t handle. Plus, you need seamless data flow between every system and platform you use, allowing you to integrate lead management with your CRM, marketing automation, and other departments in your organization.

Combine these capabilities with automated communications between leads, sales, marketing, and customer support teams, and you get a custom powerhouse that takes your customer relationship management to the next level.

Ditch the question marks and set up a comprehensive CRM that tracks opportunities, contacts, notes, and next steps like a pro. With a wave of your magic wand (or computer mouse?), you’ll achieve the end-to-end sales management you’ve always dreamed of.

Let’s get started now–you won’t want to miss this!

TRACK & AUTOMATE ENTIRE LEAD CYCLE

Automate lead scoring and assignments and watch as your team closes more deals than ever! Auto-assign leads to reps, create custom notifications for your team, and generate geo-intelligent routes that minimize expenses and ensure no minute is ever wasted!

Reduce human error and ensure that no lead ever falls through the cracks, boosting your team’s efficiency and effectiveness. Plus, empower your team to capture key information while out in the field, including new leads or customer notes, which then get factored back into your daily visits.

This is a fantastic way to empower your team to focus on what they do best—building relationships and closing deals at lightning-speed.

Automate sales team reporting and data collection
magnifying glass with a checkmark inside

Pro Tip: Upgrade today for full access to your end-to-end, all-inclusive sales operations powerhouse! Know exaclty who should be doing what each and every day. Mapline’s proprietary geospatial engine leverages the power of distance and location in your data. See what all the fuss is about.

SALES PERFORMANCE TRACKING

Gain real-time visibility into your team’s activities and location 24/7. Get the insights you need to optimize performance so you can blow ROI through the roof!

With real-time performance tracking, you’ll quickly identify high-performing reps, new opportunities, and areas needing improvement, enabling you to make data-driven decisions that enhance your overall strategy and performance.

Visualize performance by territory, adjust rep assignments based on the factors that make the most sense, and free up valuable time that would otherwise be spent on tedious reporting.

Example chart showing revenue by region

CUSTOMIZE TO FIT YOUR SALES CYCLE

Tailor your custom CRM to fit you and your team like a glove. Add your own deal stages, add as many dataset columns as you’d like, manage multiple pipelines at once, and more.

Plus, create intelligent sales forecasts that take market demographics and geography into account, giving you a crystal ball that empowers you to pivot with market changes and stay ahead of the competition.

And the best part? You can set all of this up without any development help! With an intuitive interface, you’ll have access to all of the most recent capabilities in a user-friendly environment that anyone can take advantage of.

Leverage charts in your sales forecasts

SEAMLESSLY INTEGRATE YOUR FAVORITE TOOLS

Who said you can’t have all of your apps and use them too?

Bring all of your essential processes and data into one CRM for the smooth workflows possible. Reduce the need to switch between platforms. Instead, increase productivity when you seamlessly integrate your favorite tools with Mapline, giving you access to all of your data in one place.

A unified system keeps your team on the same page, enhances collaboration, and provides a comprehensive view of your sales activities, empowering you to manage and grow your business.

Screenshot of a purple radius circle on a grayscale map. Four blue pins and one yellow pin lie within the circle. Two blue pins lie outside of the circle.

KEEP A BIRDS-EYE VIEW OF EVERY SALE

Gain insights into the status of every deal, expected revenue, team performance, and more! Easily build custom dashboards that give you a birds-eye view of any metrics you need to track, allowing you to identify trends and make informed decisions on the spot.

Drive sales success with real-time dashboards that ensure your team stays aligned and focused on hitting their targets. Now, that’s some powerful stuff!

example sales dashboard
Have questions? Want to see any of these in action?