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RealZips: Territory Management, Zip Codes, Owner Assignment, Lead Routing

$25 USD per user per month Learn what is included. Visit RealZips.com/Pricing

Discounts available for nonprofits

Rating

(21)

Listed On

11/11/2013

Latest Release

5/18/2018

CATEGORIES

Analytics
Global Territory Management, Geographic Data Automation, Market Data

RealZips GeoData Platform™ - Accelerate Sales####The native RealZips app delivers global territory management based on zip codes, geographic data, market data & ownership automation across all objects.####SUMMER '18 RELEASE NOTES: Ownership Automation

  • ENRICH DATA. ROUTE LEADS. AUTOMATE OWNERSHIP: Automatically reference zip code, MSA Metropolitan area, county, territory, sales team, sales rep and distance data. Improve data quality. Dramatically simplify lead routing and account ownership and sharing.
  • TERRITORY MANAGEMENT: Optimize global territories, manage overlapping territories and multiple sales channels. Set and track sales quotas. Align ownership and track territory changes. Enable collaboration across sales teams and sales channels.
  • REALDATASETS.COM Store: Get market data and pinpoint geographic areas with top growth potential. Focus marketing and sales resources in hotspots that will generate sales. For all industries such as automotive, government, retail, technology, nonprofits.
The RealZips app enables your team to drive sales & marketing success. RealZips simplifies geographical administration. RealZips adds deep geographic data points based on zips & postal codes.####RealZips GeoData automatically connects with existing CRM data, enriching & structuring customer data with geographic data. Real-time geographic metrics describe your geographical operations, market potential and quota attainment across all geographic levels.####Search, analyze and report on CRM data across :##- USPS zip code, city, county, MSA metropolitan metro area##- Sales territory, sales region, channel partner territories, franchisees, resellers ##- State, census region, federal region & demographic census population data####The RealZips app speeds up workflows for assign leads, territory management, account sharing, ownership alignment, identifying market potential, targeting locations & tracking performance.####Assign zip codes to sales team & channel partners. Set up territories, sales quotas, lead routing & automate ownership. Roll out RealZips globally across countries such as United States, Canada, Mexico, United Kingdom, Germany, Italy, Spain, India, Japan, Australia, etc.

Highlights

  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Enterprise, Unlimited, Developer, and Performance EditionsEnterprise & Up
  • Optimized for the Salesforce1 mobile appSalesforce1 Mobile
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 5
  • Custom Applications: 1
  • Custom Tabs: 3

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0

Requirements

Other System Requirements
No additional system requirements

Support For help and installation guidance: https://realzips.helpdocsonline.com/home

Additional Information

Package Name
RealZips GeoData Platform
Version
RealZips GeoData Platform - Summer 2018 - Global Mass Update / 6.0.0
First Release
11/11/2013
Latest Release
5/18/2018
Languages
RealScenario - Cloud Business Apps™
Fort Lauderdale, FL
Phone
1-855-732-5249

RealScenario - Cloud Business Apps™ is committed to empowering your sales and marketing teams in their daily activities. ####We enhance your organization's Salesforce CRM data with Zip codes and GeoData, delivered through our unique RealZips GeoData Platform™. The GeoData is auto-connected to all your existing CRM data. ####Our customers experience immediate improvements in their geographic workflows. We are seeing customers saving 100+ hours, just days into their free trial.####RealScenario is looking forward to support you and your team, while you trial RealZips at no risk and with no commitment.####Based on experience from our growing customer base, we are confident your team will quickly speed up geographic marketing and sales workflows with the RealZips app.

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