January 24, 2024

Top 8 Sales Mapping Software for Territory Planning

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Sales mapping software is a fairly new addition to the tech world, but integrating sales data with geolocation and mapping is quickly becoming a best practice for outside sales. The least technical versions of sales mapping software overlay spreadsheet data on maps. The most advanced integrate CRM data and administrative tracking capabilities.

Also read: 5 Ways Business Mapping Improves Sales

Your accounting department should be shouting for this software. Building the shortest routes between customers gives your sales team more time to meet with more clients and cuts fuel and mileage costs. Many of these tools also include check-in capabilities, so managers can keep an eye on their reps without making half a dozen phone calls.

Our list focuses on standalone sales mapping software, but keep in mind many customer relationship management (CRM) software solutions also offer sales mapping tools.

This list gives you several sales mapping software options to choose from, depending on your business needs. Some products provide advanced features and broad horizontal integration, while others just cover the basics. 

Top sales mapping software

Badger Maps: Best for dispersed sales teams


Pros

  • Businesses can gain insights into rep activities and field performance
  • Visualization capabilities make it easy to uncover potential growth areas, like underutilized leads and undersold accounts
  • Easy set-up
  • Intuitive UI

Cons

  • Steep learning curve for new users
  • No employee scheduling features
  • Limited reporting capabilities compared to other options
  • Lasso: The Lasso feature lets users generate routes by circling a set of points on the map. This makes it easy to find the best routes and instantly reassign accounts geographically, so your dispersed workers can take jobs in their assigned regions.
  • Route Stats: Workers can view important information about their routes, such as seeing the mileage, travel time, and full-day time of your routes, so they can generate accurate mileage reports quickly and easily.

Business: $49/user/month

Enterprise: $95/user/month

Badger Maps has emerged as the top choice for dispersed teams with its user-friendly interface, advanced routing, and data visualization capabilities, which are particularly suited for modern-day selling and field teams. Its recent updates have further solidified its position as a leader in this domain.

Notably, Badger Maps offers optimized routing and scheduling, which is a significant upgrade from Microsoft Streets and Trips, the software it aims to replace. This feature allows for efficient planning and time management, enabling sales reps to cover more ground and close more deals. The integration of check-ins and follow-up reminders enhances customer interaction tracking and ensures that no follow-up opportunities are missed, a crucial aspect for dispersed teams needing to coordinate and maintain consistent communication with clients.

Additionally, Badger Maps has introduced several new features that give it an edge over competitors. Verified check-ins for CRM-integrated teams allow managers to track the activity of their reps in the field with greater accuracy. The heat map feature on the web app provides a visual representation of check-in activities, helping teams identify areas of high engagement and untapped territories. Collapsible filters have been added for more efficient use of the web app, and the introduction of a Counties Layer in the web app aids in more effective territory management.

Compared to Portatour and Yellowfin, Badger Maps offers a more comprehensive and user-friendly experience, particularly for field sales teams. While Portatour focuses on automated route planning for daily business trips, and Yellowfin excels in business intelligence and analytics, Badger Maps provides a more holistic approach to sales mapping. Its features are designed not just for route optimization but also for enhancing team coordination, customer relationship management, and strategic planning, making it a more suitable choice for dispersed teams.

Pricing: 3.1/5

Core features: 4.7/5

Usability and interface: 4.4/5

Support and training: 4.2/5

Integration and compatibility: 4/5

Security and innovation: 4.4/5

Badger Maps is an automatic territory management software that helps field sales representatives streamline their processes and expand their clientele. It has universal compatibility with almost any CRM, as well as spreadsheets and calendars, making Badger a strong contender in the sales mapping space. You can also report from the app to target customer segments and find new lead openings.

Badger Maps designed their app with dispersed sales teams in mind. The mobile interface plots the fastest route between customers, and live traffic updates help you avoid delays. With all that extra time, you can use the app to search for new leads in your area. As sales reps work their way through a route, a check-in feature updates the system to keep managers and other stakeholders informed. The check-in feature also stores information about client visits to keep follow-ups from falling through the cracks.

Portatour: Best for planning


Pros

  • Drag-and-drop calendars
  • Automated suggestions for planning business situations such as overnight stays, nearby customers, and customer appointments
  • Integrations with popular CRMs and other third-party solutions for easy data syncing

Cons

  • Lacking lead generation features often included in other sales mapping solutions
  • No 24/7 live support 
  • Customer Database: The built-in customer database holds up to 1,000 customers and schedules up to 125 calls at once.
  • Surrounding Customers: The surrounding customers feature provides automatic suggestions of surrounding customers, making it easy to reach out and arrange opportunities all within one area.

$79.95/user/month

Portatour’s strength is its focus on planning. Prepare your routes up to 28 days in advance, and they’ll automatically adjust to missed or deferred calls and schedule changes. Portatour suggests its software for sales teams with more than 100 clients in an area; it can plan for large territories as well as overnight stays in the middle of routes.

Pricing: 3.1/5

Core features: 4.7/5

Usability and interface: 4.4/5

Support and training: 4.2/5

Integration and compatibility: 4.4/5

Security and innovation: 4.4/5

Portatour’s mobile interface connects with your CRM to build sales territory maps and driving routes. It pulls existing customers, calls, and appointments, and builds the fastest and most direct routes for your sales team. You can even automate your schedule updates so the maps reroute your teams based on the latest data. Custom reports keep managers informed of progress on sales goals and accounting status.

CallProof: Best for flexibility


Pros

  • Easy to find new clients and follow-up with old ones
  • Affordable low-end pricing
  • Time-tracking features
  • Speech-to-text friendly mobile app

Cons

  • Challenging search feature
  • Time-consuming set-up
  • Business Card Scanning: This feature lets users take a picture of a customer’s business card to automatically fill in their data and save their contact information.
  • Integration with Google Workspaces and Office 365: These connections allow data to be synced between systems, and will make it easy for workers to stay in the loop about business plan updates.
  • Places Feature: Users can automatically add new clients, and the feature also color coordinates contacts based on their customer status.

CallProof Lite: $30/user/month

CallProof Plus: $40/user/month

CallProof Voice: $40/user/month

CallProof’s flexibility, particularly in route planning and automation, positions it as a top choice for sales teams looking for a customizable and efficient sales mapping solution. Its ability to integrate seamlessly with everyday tools like Google Maps and its focus on minimizing manual work through automation make it a more flexible choice over Badger Maps and Yellowfin for sales teams requiring adaptability in their operations​.

One big plus for CallProof is how it handles route planning. Salespeople can quickly find and visit more customers thanks to its smooth integration with Google Maps. This means less time figuring out where to go and more time actually meeting clients. Badger Maps also offers route planning, but CallProof takes it a step further by making it super easy to adjust plans on the fly.

Another great thing about CallProof is how it automates a lot of the usual sales tasks. For example, it can automatically log calls and set up follow-up reminders. This saves a lot of time because sales reps don’t have to manually enter this information. There’s also a feature to quickly scan business cards, which is handy for adding new contacts without the hassle.

CallProof also offers a unique feature for internal communication within sales teams. Instead of regular phone calls, it uses video, which can be less distracting and more engaging. This is especially useful for teams spread out in different locations.

Pricing: 3.1/5

Core features: 4/5

Usability and interface: 4/5

Support and training: 3.8/5

Integration and compatibility: 4.4/5

Security and innovation: 3.1/5

CallProof’s mobile mapping software is great for large outside marketing teams with rapidly changing schedules that need flexibility, but also manager oversight. Upload customer information to build your routes through Google Maps, and even use Street View to locate clients in unfamiliar areas. Create and save multiple routes at the same time, and give managers oversight of all sales movements with geo-tagged check-ins.

This software’s flexibility lets you add new customers on the fly and alerts reps based on customer-specific notifications. A newsfeed of all check-ins and movements keeps everyone informed, and managers can import or export data from the app. A direct Wufoo integration gives reps direct access to business forms and contracts and updates completed forms in real-time.

Yellowfin: Best for integrations


Pros

  • Action-based dashboards
  • Platform documentation available for user reference
  • Flexible pricing model with no hidden fees
  • Augmented analytics allow users to gain insights about their business data

Cons

  • Reporting system a bit clunky
  • Needs a cloud option
  • Action-based Dashboards: Yellowfin offers fully-customizable dashboards that can be built to your specific need.
  • Automated Business Monitoring: Set thresholds for alerts to let you know of any changes in your business over a long list of options.

Starting at $50/user/month

Yellowfin distinguishes itself in the sales mapping software market through its comprehensive integrations, user-friendly approach, and focus on combining spatial data with powerful business analytics. These features make it a particularly good choice for businesses that are looking to enhance their sales strategies through in-depth data analysis and seamless integration with existing tools and platforms.

While competitors like Badger Maps focus on field sales efficiency with features like route optimization and customer interaction tracking, Yellowfin excels in providing a more data-driven, analytical approach to sales mapping. It combines location intelligence with robust BI features, like augmented dashboards and automated business monitoring, to offer a holistic view of sales data and performance.

Yellowfin also offers a user-friendly and no-code interface, which is a significant advantage for teams without technical expertise in SQL. This makes it accessible for small to mid-sized businesses, allowing them to leverage the power of advanced analytics and data visualization without the need for specialized skills.

Pricing: 3.1/5

Core features: 3.8/5

Usability and interface: 4.7/5

Support and training: 4.2/5

Integration and compatibility: 4.1/5

Security and innovation: 4.4/5

Yellowfin’s software platform extends well beyond mapping into business intelligence (BI) visualization. However, if you need a system capable of many visualizations for multiple departments, Yellowfin meets that need. Because it caters to the BI crowd, Yellowfin connects all sorts of data to help you build your maps, not only CRM.

This software’s major benefit is found in its connections marketplace. Yellowfin has built lots of integrations with major business brands and useful tools, including geocodes, MailChimp, Salesforce, Zendesk, and Expensify. If you can’t find what you need, use the developer API access to build custom connections with your in-house databases.

eSpatial: Best for salesperson support


Pros

  • Easy to use once you get the hang of the software
  • Helpful data visualization options
  • Simple, yet robust map configuration capabilities
  • Fast, straightforward employee onboarding

Cons

  • Limited file uploading options and customizations
  • Learning-curve
  • eTerritory: This territory alignment system feature helps salespeople map out their sales data to minimize time wasted, generate alignment territories, and share alignments with their other team members.
  • Visual Maps: Insights are revealed through visual maps, which use data to display information about sales costs, marketing costs and ROI, so sales and marketing teams can plan and control their expenditures.

Pro: $1,495/year

Pro territories: $4,995/year

Complete solution: Contact eSpatial for a customized quote

eSpatial has gained recognition as the best sales mapping software for salesperson support, particularly due to its exceptional customer support and user-friendly interface.

Customers have consistently praised eSpatial for its responsiveness and helpfulness in addressing their needs. Users have reported that the support team is quick to understand and assist with their specific requirements, providing practical guidance for using the software effectively.

eSpatial’s ease of use, even for those not highly tech-savvy, has been highlighted as a significant advantage, allowing sales teams to utilize the software’s full capabilities without a steep learning curve. This combination of strong customer support and user-friendliness positions eSpatial as a top choice for sales teams seeking an accessible and supportive sales mapping tool.

Pricing: 3.1/5

Core features: 5/5

Usability and interface: 4.7/5

Support and training: 3.8/5

Integration and compatibility: 3.8/5

Security and innovation: 4.7/5

eSpatial is powered by Microsoft Azure and overlays data points on existing or drawn territories to build sales maps. Whether you bring your own data or use free worldwide census and government data to inform your maps, all of it can be segmented, filtered, and analyzed.

eSpatial offers seamless Salesforce integration and is available on the Salesforce AppExchange. Route planning is built with all the bells and whistles required by salespeople including turn-by-turn driving directions. Territory-based businesses will enjoy the visualizations that go beyond territory and route mapping and even combine other types of chart data for complex analysis.

BatchGeo: Best free option


Pros

  • Map generation, saving, and sharing
  • Location data analysis capabilities
  • Step-by-step instructions
  • Easy data uploading and formatting

Cons

  • Free version of BatchGeo comes with ads
  • Pro version is limited to 10 users so it may not be the best option for larger organizations
  • Grouping fields: The free and Pro versions of BatchGeo let users discover insights geographically by grouping data within territories on the platform’s map.
  • Map clustering: Free and pro account users can access the basic map clustering capabilities to gain insights from their clustered datasets.

Pro: $99/10 users/month

BatchGeo has earned its reputation as the top free option for sales mapping software. For a free software, it boasts impressive customization features. Users can tailor their maps with different styles such as street, satellite, or terrain views and personalize them with unique colors and markers. This flexibility allows for the creation of maps that are both functional and engaging.

BatchGeo’s recent updates have further enhanced its usability. The integration with the Google Maps API and the introduction of a simpler interface make it more accessible. New features like the ability to remove maps and a reverse geocoder interface have been added, improving the overall user experience.

While Callproof, another competitor, focuses more on CRM integration and tracking sales activities, BatchGeo remains dedicated to providing a solid, map-focused tool. This focus, coupled with its recent improvements and the fact that it’s free, makes BatchGeo an ideal choice for individuals or small businesses looking for an effective, no-cost solution to their mapping needs.

Pricing: 4.4/5

Core features: 3.9/5

Usability and interface: 4.7/5

Support and training: 3.8/5

Integration and compatibility: 3.8/5

Security and innovation: 4/5

BatchGeo lets you share maps with stakeholders or embed a custom map in your website for customer use. This option wasn’t specifically made for sales, but the general functions work well enough to build sales maps with. Try out the free tier, but if you don’t want ads on your maps, you’ll need to upgrade to the Pro edition. 

Other Pro edition extras include heat maps, faster data processing, streetview overlay, and enhanced security. BatchGeo also offers a native app for all pay levels with built-in filtering capabilities and driving directions to keep your sales team from using multiple apps while driving.

Maptive: Best for security


Pros

  • Intuitive
  • Easy sharing and collaboration features
  • Great support and free enterprise-level training offered to users
  • User-friendly functionality

Cons

  • Pricey for smaller organizations
  • Customization options are lacking
  • Geocoding: Maptive data is geocoded through Google and secured using 256-bit SSL encryption to ensure security.
  • Backup and Recovery: The platform performs fully redundant backups on stored data and offers disaster recovery so all data is protected in case of emergency.

Free trial available

  1. 45 Day Pass:
    • Price: $250 (valid for 45 days)
    • Features: Powerful Mapping for Short Term Projects, 1 User License
  2. Pro:
    • Price: $1,250/year (billed annually) or $110/month (billed monthly)
    • Features: Powerful Mapping for Individuals & Small Businesses, 1 User License, Additional License(s) at $750
  3. Team:
    • Price: $2,500/year (billed annually) or $220/month (billed monthly)
    • Features: Powerful Multi-User Mapping For Your Business, 5 User Licenses, Additional License(s) at $500
  4. Enterprise:
    • Price: Contact for pricing
    • Features: High Volume Data Capacity and Team Users, 10+ User Licenses, Volume-Based Pricing for Additional Licenses.

Maptive’s approach to security, with its high-end encryption and customizable access controls, makes it an excellent choice for businesses that need to keep their sales data secure.

What makes Maptive strong in security is its use of advanced technology to protect data. It uses 256-bit SSL encryption, which is a way of making sure that information sent over the internet is safe throughout its journey. Plus, Maptive has backup systems and constant monitoring to prevent and quickly respond to any security issues. This is especially important for companies that have a lot of sensitive information.

Maptive also allows businesses to control who can see their maps and data, which is great for keeping things confidential. They have password-protected maps, and they make sure that these passwords are strong.

Pricing: 3.1/5

Core features: 4.8/5

Usability and interface: 5/5

Support and training: 4.2/5

Integration and compatibility: 3.8/5

Security and innovation: 5/5

Like many other options on this list, Maptive runs as an overlay on the Google Maps enterprise platform. They offer a couple of options for uploading data: directly from a CSV file or through automatic API sync. The entire platform is browser-based and lives in the cloud, protected by 256-bit SSL encryption.

While Maptive doesn’t include a lot of the extras found in other sales mapping solutions, its simplicity is appealing in itself. Customize your maps and share them with stakeholders. Use easy segmentation to build sales territories, and drive quickly from one location to another along the fastest route.

Mapline: Best for customer management


Pros

  • Beneficial integrations for data syncing
  • Good data visualization options
  • Users can consider capacity constraints as they make dispatch plans
  • Access control for securing sensitive data

Cons

  • Non tech-savvy beginners may struggle
  • A bit pricey for smaller companies
  • Spatially-enhanced forms: Mapline’s configurable, spatially-enhanced forms let sales teams communicate quickly and efficiently with customers.
  • Dynamic Data Automation: Businesses can set their dynamic data columns to update data changes automatically. This enables easy access to relevant real-time information about customers, sales, and more.

Contact Mapline for a customized quote

Here’s what makes Mapline stand out: It’s got a remarkable ability to create detailed maps. This means businesses can see exactly where their customers are and manage their sales territories more effectively.

Unlike BatchGeo, which is great for making simple, customizable maps, Mapline offers more detailed features for managing customers. And while Yellowfin is fantastic for analyzing data and integrating different tools, Mapline is more focused on helping sales teams manage their customer relationships directly on the map.

Mapline also helps salespeople plan their routes more efficiently. This is useful for saving time and making sure they can visit as many customers as possible. Plus, it’s got strong tools for analyzing data, like heat maps and territory reports, which can help businesses understand their market and plan better strategies.

Recently, Mapline has added some new features. They’ve improved how teams can work together on the maps and made it easier to share insights and data. These updates all focus on making sure sales teams can use Mapline easily and effectively.

Pricing: 3.1/5

Core features: 4.4/5

Usability and interface: 4.7/5

Support and training: 3.3/5

Integration and compatibility: 3.5/5

Security and innovation: 4/5

Mapline is the most basic of all of the mapping solutions on this list. It’s not designed specifically for sales, but would adapt well to a sales team. Companies using spreadsheets for client data can import from Excel to overlay on a map of their area. You can draw territories according to custom shapes, client concentrations, or government areas.

Once you’ve built your map in Mapline, your data can live there for future route mapping. You can embed and share reports, or assign information to map pins. But if you want to analyze your maps based on client location, proximity, activity, or other segments, you’ll need to export all or part of the data back into Excel. Mapline is a stripped-down solution for basic mapping tasks.

Choosing the Best Sales Mapping Software

Sales enablement software eases travel times and increases productivity for your dispersed teams. You can plan more strategic routes, build more effective territory maps, and easily share your data with management teams and accounting . . . or you can blindly dispatch your sales team and let them find their own way.   

Featured partners: Sales software

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FAQs

Sales mapping software for territory planning is a tool that uses geographic data to help sales teams organize, analyze, and strategize their sales territories for optimized coverage and performance.

Sales mapping software enhances territory management by providing visual insights, helping to balance territories, allocate resources effectively, and identify untapped opportunities, leading to more efficient sales operations.

Jan. 24.2024: Provided scoring for each vendor based on a comprehensive rubric. Updated vendor information.

Oct. 11, 2023: Updated layout to current standards. Verified links and pricing. Copy edits.

TechnologyAdvice is able to offer our services for free because some vendors may pay us for web traffic or other sales opportunities. Our mission is to help technology buyers make better purchasing decisions, so we provide you with information for all vendors — even those that don't pay us.
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