Connecting consumers with the right sales representative is an essential step in the sales process that can make or break the customer experience. A great way to help lead buyers down the right path is through locator software. Locator software for sales representatives can have a big impact in the sales pipeline if done correctly.
Customers want to be connected to the right sales representative the first time they reach out. Nothing stunts customer satisfaction like a series of phone calls, voicemails and emails to find the right sales rep that sells, services or advises in their territory for the products they are looking to purchase. If this initial contact breaks down, the customer can easily move to a competitor who is easier to engage with.
For the business, locator software can lead to better-targeted sales opportunities. Businesses can identify potential sales opportunities based on the location of specific sales reps and the products they sell. If one sales representative is near a potential client or services their territory, the rep can be automatically assigned to that opportunity. This helps businesses increase revenue, boost sales and reduce administrative overhead..
One benefit of a locator for sales reps is the efficiency in sales coverage. Businesses can easily identify the location of sales reps, allowing them to make sure the sales territories are all adequately staffed. Managers can then optimize their deployment of sales reps.
Territories can play a large role in some sales rep business models. When territories are created and mapped properly, it can help an organization optimize their sales by ensuring sales resources are appropriately allocated and motivated. . MetaLocator allows for users to create and manage sales territories by geography, product or both. Utilizing MetaLocator’s territory mapping service allows your sales reps and managers to spend more time on sales instead of administrative tasks. Don’t let your sales reps stress about the technical details of sales territories, when a good locator should handle that for you. MetaLocator’s territory suite includes essential features such as:
- Create territories of all sizes and types including counties, countries, postal codes, states and arbitrary polygons.
- Combine territory types (E.g. The entire state of Wisconsin and a few counties in northern Illinois)
- Create territories that apply only to one or more product lines
- Build exclusive or non-exclusive territories
- Allow or prevent geographic matches in addition to territory results/
- Sort territory-based results above geographic results
- Create custom boundary polygon territories.
To learn more on setting up territories for MetaLocator, see the support article.
Businesses can also gather data on which sales representatives and territories are performing well by using our Lead Optimization features. This can help businesses find different strategies to best optimize business, whether it be shifting sales reps, or changing territory lines.
Features a Locator for Sales Reps Should Have
Any locator should have the basic functions of providing information on locations. It is vital for contact information such as phone numbers and email addresses to be provided for sales reps to go with their locations and territories.
Lead capture and lead optimization are two crucial features to any locator in sales. Lead capture provides users with trackable lead notifications to prevent any potential sales from slipping through the cracks. MetaLocator’s lead optimization features work to track and increase the response rate of customer inquiries with the goal of preventing ignored or lost leads.
A map view should also be a common feature for any locator, this allows the user to visualize where each sales rep is along with the territories they reside in. It also allows for the locator to be more interactive with the user, improving the overall experience the customer has with your brand.
Filter and search options in the locator software can help customers find which sales rep easily, increasing the chances of a sale. The locator software should allow for users to filter by territory, region, product availability, and other various criteria.
Locators can involve tracking sensitive consumer information, making data security and privacy a vital part of the software. MetaLocator is proud to be SOC 2 Type I and Type II certified, providing the much needed data security any locator software should have.
Internally, it is important that a locator software provides reporting and analytics. This will provide significant insights into the performance of the sales reps, sales territories, and business as a whole. MetaLocator provides advanced analytics to give users the best possible insights to help optimize business.
To learn more about MetaLocator’s offerings, visit our features page.