PolicyMap for Salesforce
Get the right data. Exactly when and where you need it.
Overview
Bring neighborhood-level data and maps into Salesforce to streamline decision-making, compliance, reporting, and grant-making.
See How PolicyMap for Salesforce Works
Determine if your standard or custom records meet program criteria or qualify for funding or tax credits such as CRA, NMTC, CDFI, or Opportunity Zones.
Generate and download reports of your records that meet certain market criteria without leaving Salesforce.
Streamline site selection and evaluation processes by embedding neighborhood-level data directly into your workflow.
Identify gaps and consider where additional investments or activities are needed by visualizing current records on a national map right within Salesforce. Easily identify the Congressional District or School District in which your records sit.
Access curated data packages for housing and housing finance, healthcare and population health, or demographics—refreshed regularly.
Need additional data? We have that! Just contact us to learn more.
PolicyMap simplifies accessing geographic data. To meet the demand for authoritative, relevant, current location data, PolicyMap offers a mapping and analytics platform, bulk data delivery, and custom solutions. Our tools are used across industries for market intelligence, site selection, impact evaluation, product development, and academic research. With PolicyMap for Salesforce, non-profit organizations, housing and economic development lenders, community development and non-profit banks, government agencies, and healthcare entities can quickly identify standard or custom records that sit in geographic areas that qualify for community-based investment incentives, meet specific program eligibility, or achieve program objectives. We power smarter decision-making, investing, reporting, and grant-making by connecting market data directly in your Salesforce workflow. We eliminate the need for you to go outside of Salesforce for critical information about the neighborhoods in which your accounts and leads sit. Visit https://www.policymap.com/salesforce for more information.
Categories
- Business Needs
- AnalyticsMarketing IntelligenceGrant Management
- Industries
- Financial ServicesHealthcare & Life SciencesNonprofit
- Personas
- Business UserData AnalystExecutive
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Accessible SolutionThis company indicates that their solution meets certain accessibility standards. To learn more, review the Accessibility Conformance Report provided by the company. We don't independently audit a solution's accessibility.
- No LimitsLightning ReadyPerson AccountsManaged PackageAccessible Solution