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13 Questions keeping
Sales Pros awake
See all the Salesforce1 mobile on the AppExchange > bit.ly/s1mobileapps
“RealZips is amazing for territory management and geo
reporting. Great App!” -Jen Engelhardt, Reading Plus
5 stars on the AppExchange
SMB, Mid-Market, Commercial, Enterprise
Territory management, lead ownership and
routing
Sales Team, Sales Management, Marketing
bit.ly/s1realzips
Instantly review all
customer data in
the area you’re
currently visiting
Maximize sell
time with zip code
data throughout
Salesforce1
Search all cities and
zip codes. Review
sales key metrics
and plan visits.
REALZIPS
By RealScenario
Healthcare &
Life Sciences
Get this app on the AppExchange > bit.ly/s1realzips
RealZips App for Salesforce. Built to:
Empower Sales Pros™
The RealZips App for Salesforce
solves these questions:
Question # 13:
What are the exact geographic areas
that make up my sales territory?
Question # 12:
Why can't everyone check which sales
person owns a certain zip code?
Question # 11:
Is there a history of territory changes, so
everyone gets the right sales credit?
Question # 10:
Is there any way to automatically check if
all my Accounts are still in my territory?
Question # 9:
Where in my territory can I find
Zips with many Leads?
Question # 8:
When changing territory borders,
do we have the right data per Zip?
Question # 7:
Which Zip codes in my territory
have limited or no potential?
Question # 6:
Why can’t I sort Leads by
County & City?
Question # 5:
How do we target
customers by county?
Question # 4:
How do we get business data &
demographics for all Zips,
to drive sales focus?
Question # 3:
How do I view ALL data
in one Zip code?
Question # 2:
How can we collaborate in Chatter
around Zip Code activities?
Question #1 :
How can I track Potential &
Performance in each Zip?
RealZips Features
Connecting CRM Data™
• Skip Data Entry™
• Real 360 Page™
• Real Social Zips™
Real Mobile Apps™
• Mobile First App™
Real Territories™
• Real Owner Check™
• RealZip History™
Real Key Metrics™
• Real Sales Potential™
• Real Activities™
• Real Sales Performance™
GeoData Platform™
• Real Concierges™
• Real Datasets™
• Real Weather Data™
• Real Demography™
• Real Geographies™
• Real Gov Info™
• Real Global Info™
Unique App Features
• Native Salesforce app.
• App type: Geographic data
enrichment across all CRM
data.
Rapid Deployment
• Basic install takes 30 mins,
including 3 million data points.
Rapid User Adoption
• No data entry for users.
• Deploy on Salesforce 1
Mobile.
• Minimal end-user training.
Get Started Now
• 30 day free trial
• Schedule free 30 min install –
Contact RealScenario.
RealScenario, Inc.
App: RealZips.com
Slides: GetRealZips.com
Web: realscenario.com
Email: sales@realscenario.com
Phone: 1-855-REAL-BIZ
1-855-732-5249
The company RealScenario, Inc. is marketed as: RealScenario - Cloud Business Apps™
Trademarks, taglines and dotcoms used to market the company, it’s apps and services are owned by RealScenario, Inc: RealScenario.com,
CloudBusinessApps.com, RealZips.com, GeoDataPlatform.com, RealZipsApp.com, SkipDataEntry.com, Real360page.com,
ConnectingCRMData.com, RealTerritories.com, RealOwnerCheck.com, RealDatasets.com, RealGeographies.com, RealWeatherData.com,
RealZipCodes.com, RealMobileApps.com, RealKeyMetrics.com, RealMapViews.com, etc.
RealScenario, Inc is a Salesforce AppExchange Program Partner.
© Copyright 2014 RealScenario, Inc. All rights reserved.

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13 questions keeping sales pros awake

  • 2. See all the Salesforce1 mobile on the AppExchange > bit.ly/s1mobileapps “RealZips is amazing for territory management and geo reporting. Great App!” -Jen Engelhardt, Reading Plus 5 stars on the AppExchange SMB, Mid-Market, Commercial, Enterprise Territory management, lead ownership and routing Sales Team, Sales Management, Marketing bit.ly/s1realzips Instantly review all customer data in the area you’re currently visiting Maximize sell time with zip code data throughout Salesforce1 Search all cities and zip codes. Review sales key metrics and plan visits. REALZIPS By RealScenario Healthcare & Life Sciences Get this app on the AppExchange > bit.ly/s1realzips
  • 3. RealZips App for Salesforce. Built to: Empower Sales Pros™
  • 4.
  • 5. The RealZips App for Salesforce solves these questions:
  • 6. Question # 13: What are the exact geographic areas that make up my sales territory?
  • 7. Question # 12: Why can't everyone check which sales person owns a certain zip code?
  • 8. Question # 11: Is there a history of territory changes, so everyone gets the right sales credit?
  • 9. Question # 10: Is there any way to automatically check if all my Accounts are still in my territory?
  • 10. Question # 9: Where in my territory can I find Zips with many Leads?
  • 11. Question # 8: When changing territory borders, do we have the right data per Zip?
  • 12. Question # 7: Which Zip codes in my territory have limited or no potential?
  • 13. Question # 6: Why can’t I sort Leads by County & City?
  • 14. Question # 5: How do we target customers by county?
  • 15. Question # 4: How do we get business data & demographics for all Zips, to drive sales focus?
  • 16. Question # 3: How do I view ALL data in one Zip code?
  • 17. Question # 2: How can we collaborate in Chatter around Zip Code activities?
  • 18. Question #1 : How can I track Potential & Performance in each Zip?
  • 19. RealZips Features Connecting CRM Data™ • Skip Data Entry™ • Real 360 Page™ • Real Social Zips™ Real Mobile Apps™ • Mobile First App™ Real Territories™ • Real Owner Check™ • RealZip History™ Real Key Metrics™ • Real Sales Potential™ • Real Activities™ • Real Sales Performance™ GeoData Platform™ • Real Concierges™ • Real Datasets™ • Real Weather Data™ • Real Demography™ • Real Geographies™ • Real Gov Info™ • Real Global Info™ Unique App Features • Native Salesforce app. • App type: Geographic data enrichment across all CRM data. Rapid Deployment • Basic install takes 30 mins, including 3 million data points. Rapid User Adoption • No data entry for users. • Deploy on Salesforce 1 Mobile. • Minimal end-user training. Get Started Now • 30 day free trial • Schedule free 30 min install – Contact RealScenario.
  • 20. RealScenario, Inc. App: RealZips.com Slides: GetRealZips.com Web: realscenario.com Email: sales@realscenario.com Phone: 1-855-REAL-BIZ 1-855-732-5249 The company RealScenario, Inc. is marketed as: RealScenario - Cloud Business Apps™ Trademarks, taglines and dotcoms used to market the company, it’s apps and services are owned by RealScenario, Inc: RealScenario.com, CloudBusinessApps.com, RealZips.com, GeoDataPlatform.com, RealZipsApp.com, SkipDataEntry.com, Real360page.com, ConnectingCRMData.com, RealTerritories.com, RealOwnerCheck.com, RealDatasets.com, RealGeographies.com, RealWeatherData.com, RealZipCodes.com, RealMobileApps.com, RealKeyMetrics.com, RealMapViews.com, etc. RealScenario, Inc is a Salesforce AppExchange Program Partner.
  • 21. © Copyright 2014 RealScenario, Inc. All rights reserved.

Notas do Editor

  1. RealScenario.com. LLC has developed the RealZips App for the Salesforce.com Sales Cloud. We call it a GeoData Platform™, since it’s a platform for all types of geographic data. When you install the Realzips App, your CRM data is structured and enhanced with over 3,000,000 GeoData points. Each Customer record is connected to geographic information and GeoData point. RealZips comes with a robust Territory Management solution. All RealZips are assigned to an Owner. Ownership of Accounts is checked against the RealZip Owner. All changes in Territories are permanently documented. RealZips can be rolled out quickly. There is no data to be entered by your team. The app is built for everyday mobile use.
  2. Here’s how to get in touch with us. We’re looking forward to be part of your Sales Success! The RealScenario Team
  3. Here’s how to get in touch with us. We’re looking forward to be part of your Sales Success! The RealScenario Team
  4. Connecting CRM Data™ The RealZips App connects all your existing CRM data to the RealZips GeoData. The RealZips App geographically structures and enhances your existing data.
  5. ‘Real Territories’ lets you add all Sales Territory information you need every day to run your sales and marketing operations. Add Support teams and people, internal and external channel sales and reseller information to the Real Territories section of RealZips. The Owner of the RealZip is automatically cross checked against the Owner of an Account. If the Zip Owner and Account owner is the same, a green check is shown on the Account page!
  6. ‘Real Territories’ lets you add all Sales Territory information you need every day to run your sales and marketing operations. Add Support teams and people, internal and external channel sales and reseller information to the Real Territories section of RealZips. The Owner of the RealZip is automatically cross checked against the Owner of an Account. If the Zip Owner and Account owner is the same, a green check is shown on the Account page!
  7. The Owner of every RealZip can be changed by the System Administrator, using Mass Transfer. All changes are permanently documented. The ‘RealZips History” is a permanent record of all territory changes. This function is a core feature of the RealZips App, since it creates a permanent and non-editable legal protection for all parties involved.
  8. ‘Real Territories’ lets you add all Sales Territory information you need every day to run your sales and marketing operations. Add Support teams and people, internal and external channel sales and reseller information to the Real Territories section of RealZips. The Owner of the RealZip is automatically cross checked against the Owner of an Account. If the Zip Owner and Account owner is the same, a green check is shown on the Account page!
  9. This sample Real Dataset makes it possible to identify areas with the best Potential across the United States. - Existing customers can be matched against the Real Dataset, to find areas with the high growth potential. - New geographical areas – with no or few customers – can now be targeted for marketing and sales activities.
  10. ‘Real Key Metrics’ are instantly calculated for every RealZip. The Metrics can be rolled up into city, county, sales district, etc. Real Key Metrics is an add-on feature of RealZips, that provides a competitive advantage for your team.
  11. ‘All Data Connects’, in ways never before possible Have a look at this report: - Leads are automatically structured into Counties and Cities! - The column ‘RealZip Owner’ shows a green check if the Lead’s Owner is the same as the Owner of the Zip code. - The Performance (last column) shows how your company is performing, based on sales.
  12. ‘All Data Connects’, in ways never before possible Have a look at this report: - Leads are automatically structured into Counties and Cities! - The column ‘RealZip Owner’ shows a green check if the Lead’s Owner is the same as the Owner of the Zip code. - The Performance (last column) shows how your company is performing, based on sales.
  13. GeoData is at the core of the RealZips App. GeoData is made up of datapoints in every Zip code. All GeoData automatically connects to your own data in Salesforce.com. For example, you can instantly filter customers that run their businesses in areas with a certain income level!
  14. The ‘Real 360 Page’ completely changes how everyone can instantly view geographical opportunities to drive sales. The ‘Real 360 Page’ shows a single RealZip’s all Leads, Accounts, Contacts, Opportunities and Cases! The’ Real 360 Page’ was first built for mobile devices, but is just as useful on any computer.
  15. Real Key Metrics is a unique and very powerful feature Potential used to rate all all Zip codes, based on the possibility to drive more sales in the area. Performance is continuously calculated, based on sales and activities in the area. Both indexes - Potential and Performance – can be customized to fit your exact business needs. - High Potential RealZips are areas where your team can build more business. - Low Potential RealZips are areas where your team should limit their engagement.
  16. Real Key Metrics is a unique and very powerful feature Potential used to rate all all Zip codes, based on the possibility to drive more sales in the area. Performance is continuously calculated, based on sales and activities in the area. Both indexes - Potential and Performance – can be customized to fit your exact business needs. - High Potential RealZips are areas where your team can build more business. - Low Potential RealZips are areas where your team should limit their engagement.
  17. The RealZips App helps your team Speed Up Sales Success The RealZips App GeoData Platform connects all your existing data: - GeoData is added and auto-connected to all Leads, Accounts, Contacts, Opportunities and Cases. - The RealZips App can be up and running quickly. Your team will not start with an empty App! These RealZips Features list is your roadmap to Sales Success.
  18. Here’s how to get in touch with us. We’re looking forward to be part of your Sales Success! The RealScenario Team
  19. Thank you for you time