Infographic: Mapping and Routing Apps for Salesforce

Finding the right mapping or routing app within the Salesforce ecosystem can feel like trying to boil the ocean. When you search for ‘mapping’ or ‘routing’ on the Salesforce AppExchange, you get around 300 different apps that fall into five categories. 

While this is a lot to sift through, it’s powerful that the Salesforce ecosystem has different apps to solve the different mapping and routing use cases that businesses encounter. This post will categorize and evaluate the mapping and routing apps that are available for Salesforce users, with the goal of helping Salesforce Admins find the app that they are looking for.

Here is a simple breakdown of how the mapping and routing apps on Salesforce are categorized:

The Mapping and Routing Apps on Salesforce

Each category of mapping and routing apps provides a different solution for a different end user in Salesforce. Here’s a clear breakdown of what each category does and who uses it:

App Category	Mapping and Routing Need
GeoAnalytics / Territory Balancing and Design	Sales operations teams need to build fair and balanced territories for sales teams. Also, marketing, operations, sales, and strategy teams need to do map-based data analysis and make data-based decisions that involve where things are located.
Mapping and Routing for Field Reps	Field sales or field service reps need to map their data, optimize their routes, and gather information from the field on a mobile device.
Org Charts and Account Mapping	Sales reps need to build and collaborate with other team members or partners on an org chart at a prospect company.
Fleet Management, TMS, and Dispatch	Trucking, fleet managers, and dispatchers want to make more efficient decisions, improve deliveries, and manage their fleet.
Lead Routing and Assignment	Sales management and operations teams need to assign leads, cases, or work orders to the appropriate team members or partners.

Here is a summary of the mapping and routing apps available on Salesforce in each category, who they are designed for, and what they do:

GeoAnalytics / Territory Balancing and Design

Salesforce Maps

Salesforce Maps is the leading solution in the geoanalytics / territory balancing and design category (and also a leader in the fleet management, TMS, and dispatch category). Their robust territory design tools enable users to build and balance fair territories across a geographic area for their sales team. 

In addition, Salesforce Maps provides powerful geoanalytics tools that enable users to make better decisions with their geographic data and gain powerful insights about their customers. It integrates with external data sources to overlay with your customer data such as property level and demographic data, allowing sales and marketing teams to focus and prioritize their efforts efficiently and optimize their outreach and engagement. Compliant data gathering tools allow rules and regulations to be enforced in heavily regulated industries.

Galigeo

Another leader in the geoanalytics category, Galigeo has powerful tools to enable users to leverage meaningful insights from their Salesforce data. It has a special focus on Point of Sales (POS) analysis for businesses with POS systems distributed across many locations. This allows users to segment revenue and customer data in order to better focus their marketing and sales efforts. 

eSpatial

eSpatial boasts a 90% reduction in time spent on territory alignment and balancing. It enables users to enrich their customer data with powerful geographic insights, and also incorporates marketing campaign analysis allowing users to leverage geographic data. Robust heat mapping capabilities allow deep insights into geographic data. Plus, they offer a free trial.

Geopointe by Ascent Cloud

In addition to their popular gamification software, Ascent Cloud also has a feature rich and well reviewed geoanalytics and territory design product, Geopointe. Users can leverage geographic data insights for the sales, operations, executive, and marketing teams to drive efficiency. Allows the builders of territories to avoid data governance limits. 

ProsperVue by Valgen

ProsperVue has a special focus on enabling customer facing employees to make phone calls with an understanding of who the other companies are in a particular area on a map. This supports referral selling and helps your customer facing employees gain insights into the customers and market that they are selling into, which can lead to a 30% increase in call conversion. A free trial is available.

MapBusinessOnline

A powerful suite of GeoAnalytics tools, MapBusinessOnline enables users to visualize and analyze their Salesforce data by building heat maps, displaying charts, and coloring areas on a map. These capabilities drive business insights and better decision making. It also brings in external data sources, such as demographic data, and allows for analysis of the geographic information to bring context into Salesforce. 

The tool includes territory building and management capabilities, although it doesn’t have the same level of features as some of the leaders in that space. They offer a free trial.

Map Plotter by Extentia

Extentia, an IT consulting firm, built Map Plotter to help users visualize Salesforce data in a mapping environment. The functionality may be simpler than some of the leaders in the space, but it helps manage customer visits and optimizes travel routes.

GeoSales

GeoSales allows you to gain insights into your Salesforce data. It has a special focus on risk analysis capabilities that allow users to make better decisions, and enables users to build dashboards for real time understanding. The functionality of this tool may be simpler than some of the leaders in GeoAnalytics, but they are certainly worth looking at if you need their specific risk analysis tools.

Customer Compass by Samurai System

Customer Compass enables users to visualize Salesforce data on a map and colorize by record attribute. A less robust feature-set than the leaders of the space, but at a lower price-point. Allows users to structure and balance customers by territories and save time with easy territory visualization.

RealZips

Enriches customer data with geographic data for geo-targeting and instant analytics. RealZips has special capabilities including building geographically overlapping territories across multiple channels. They also offer a free trial.

Leaders in GeoAnalytics / Territory Balancing and Design

The leader in GeoAnalytics / Territory Balancing and Design is Salesforce Maps (demo). Galigeo (demo), and eSpatial (demo) are also top contenders. Learn more about Salesforce Maps:

Mapping and Routing for Field Teams

Badger Maps

A leader in mapping and routing for field teams, Badger Maps is a well reviewed app built to be used on the mobile phone. Designed for Salesforce users who are actively on the move in the field, it enables users on the field team to reduce wasted time and busy work through efficient routing, better organization, and automated data gathering. 

This app populates Salesforce with up-to-date information gathered from the mobile workforce for better management and insights into field activities, there are capabilities specifically for field sales teams. They have a free trial available.

Mapsly

A leader in the category, Mapsly is feature-rich and well reviewed for territory analysis, efficient routing, and management of field teams. It offers prospect discovery, embeddable live maps to share with your customers, a robust visit planner, and they offer a free trial.

Opti-Time Tour by Geoconcept

A leader among apps for mapping and routing for field teams, Opti-Time Tour is a highly customizable suite of solutions to enhance your Salesforce with mapping, routing, and scheduling for the field team. Their mobile app includes route and schedule optimization, appointment scheduling, and equipment management to enable more visits and meetings.

The Field

This well-priced, simple-to-use app has effective routing and mapping tools to optimize your team in the field. The Field supports contactless payments, custom reporting, and they have a free trial.

Vision-e

In addition to their popular business card capture application, Vision-e has a mapping and routing product to build efficient trips to your custom and standard objects. Colorize your accounts on a map by the record attributes that you choose. Plus, they offer a free trial.

tourManager24

A budget friendly app to find what is important nearby with defined location-based search of your Salesforce data. tourManager24 offers route building, account filtering, and data visualization. A less robust feature-set than the leaders of the space, but at a lower price-point. They have a free trial.

Mappist

SkyVenn’s Mappist app allows you to map Salesforce data on a Google Map directly within Salesforce. You can use ad-hoc criteria on the mapping panel to visualize data from standard and/or custom objects.

Map My Customers

Focused on mapping and routing for sales people with a mobile app, Map My Customers enables visualization of the biggest opportunities in the pipeline. However, users may not find the functionality comparable with some of the leaders in the space.

Roadmap

Focused on routing, mapping and analytics to help field teams make decisions and be more efficient. Roadmap may have less functionality than some of the top solutions in this category, but is focused on customizing mapping solutions for your unique problems.

Mapping and Routing for Field Teams

The leaders in Mapping and Routing for Field Teams are Badger Maps (demo), Mapsly (demo), and Opti-Time Tour from Nomadia (demo).

Org Charts and Account Mapping

Lucidchart

A leader in this category, Lucidchart is not just for account mapping, but also provides charting, mapping, and visualization tools used by an array of different business functions. 

You can build org-charts of your prospects and customers to gain insights that help close deals and create upsells. It aligns sales teams to share information and better cross-sell different product lines across an organization. 

Org Chart by Demandfarm

A leader in the space with great reviews, it’s important to note that unlike some competitors, Demandfarm is specifically focused on helping sales teams with their account charting and planning. To underscore this focus, they describe themselves as a Visual Relationship Mapping and Organization Chart tool. 

This makes it easy to get information from salespeople into a chart where it becomes institutional knowledge – map out the champions, promoters, and detractors of your deal to build relationship maps.

Crossbeam

A different kind of account mapping than the org chart mapping companies, Crossbeam enables you to map your accounts against the accounts of your partners – basically creating an escrow for data. 

This well reviewed app allows you to see where you share customers and prospects with your partners and other companies that you work with. Cross-selling, co-selling, and learning where you have overlapping customers can unlock opportunities for both sides, while keeping customers that you don’t share private. They have a free trial.

PartnerTap

Also a tool for mapping accounts with your partners, PartnerTap’s well reviewed app is built to map accounts with your partners and channels in a secure way to share data, map CRM data, and collaborate. Collaboration and working together with your partner to cosell an account is a focus here. A free trial is available. 

Arpedio

Not just an org chart but an account planning and activity list, with this app from Arpedio users can map their customer relationships with org charts and generate actionable task lists. It enables reps to better understand their blind spots with an opportunity to lose fewer deals, driving better conversations between reps and managers and across the whole customer facing team. They offer a free trial.

Loom

This is account and relationship mapping in yet another way. Loom allows users to create a visual web of their own relationships and connections and the relationships between those people. This allows a better understanding of your path to an introduction and a better understanding of account coverage.

Squivr

Squivr helps users better manage their accounts and opportunities through org chart mapping, relationship insights, and engagement scoring. Features may be limited compared to some of the leaders in the space, but it also has opportunity playbook building and account planning capabilities.

OrgChartPlus

Allows users to create org-charts of prospects and customers that can help align sales teams and lead to a better understanding of relevant stakeholders. With OrgChartPlus, users get greater visualization, collaboration, and a better understanding of the relationships between decision makers. However, users may not find the feature set comparable with some of the leaders in the space. A free trial is offered.

Time is Ltd.

Org Charts of your customers and prospects is only one of things that Time is Ltd. does. They also provide users with sales analytics to understand how reps, customers, and employees are communicating with one another to uncover the best way to reach customers with certain characteristics. There is also a toolset to measure usage and interaction across your collaboration tools.

Leaders in Org Charts and Account Mapping

Depending on the specific use case, the leaders in Org Charts and Account Mapping are Lucidchart (demo), Demandfarm Org Chart (demo), Crossbeam (demo), and PartnerTap (demo).

Fleet Management, TMS, and Dispatch

Salesforce Maps

Salesforce Maps is a leading solution in the fleet management, TMS, and dispatch category (and also the leader in the geoanalytics category). It enables organizations to manage and optimize their fleet or dispatch field employees with powerful routing, mapping, and live tracking capabilities. 

Track equipment location and operating attributes like time on-site or traffic congestion to identify problems, optimize safety, lower costs and drive efficiency. Dispatch assets with the correct inventory that are properly trained to solve the problem at hand. Plus, you can tap into the power of AI by leveraging Einstein scores on a map to make better decisions and streamline field execution.

HyperTrack

A leader in this space, Hypertrack specializes in reducing hiring costs, eliminating no shows, tracking arrival/delivery times, automating reporting, and ensuring payments are correct. You can also dispatch your team to the right job with AI, and track that the job was done right. 

Freight Transportation Manager

A leader in the space that enables carriers, freight brokers, dispatchers, and transportation companies to better manage their customers, build quotes, partner with carriers, and manage their loads, drivers, inventory, and fleet. With a well reviewed app, users can automate paperwork, streamline communication, and build customized dashboards to drive efficiency in transportation businesses.

Check-fleet

Tracks, measures, and manages your fleet to gain better visibility and boost efficiency. Check-fleet highlights safety violations and exceptions across the fleet such as speeding, appropriate use of lights, aggressive driving, and lack of seat belt wearing. Uses geo-fencing for real time visibility into when vehicles arrived at sites. Also compares gas mileage across the fleet.

Leaders in Fleet Management, TMS, and Dispatch

Depending on the specific use case, the leaders in Fleet Management, TMS, and Dispatch are Salesforce Maps (demo), HyperTrack (demo), and Freight Transportation Manager (demo).

Lead Mapping and Assignment

Q-assign by Ortoo

In addition to their popular email automation app, Ortoo built Q-assign. A leader in lead routing and assignment, Q-assign leverages AI triggers to assign the right lead to the right rep with skill based assignment, territory based assignment, workload balancing, urgency prioritization. This enables users to make their team more productive by sending leads and cases to the best person for the job and captures lost revenue by automatically reassigning neglected leads. They offer a free trial.

Forward My Lead

A lead routing app specifically tailored for manufacturers that go to market with distributor partners, ForwardMyLead is focused on helping route leads to the best channel partner, distributor, dealer, rep, or agent. Identifying which partners are best equipped to serve certain verticals, prospect sizes, or product lines and routing leads to the right partner can result in a real uplift in sales.

PowerRouter from Ziguar

Simple to set up and easy to use, PowerRouter routes leads to the right rep at the right time. This cost effective solution may not have all the features of the leaders in this space, but for many teams this app is everything they need to build customized lead routing strategies. 

Dispatcher

Dispatcher sets lead routing rules and allows users to control the routing algorithm via round robin or weighted modes. Users may not find the functionality comparable with some of the leaders in the space, however, this app is free.

Leaders in Lead Mapping and Assignment

Depending on your specific use case, and noting that some apps in the category are focused on partner capabilities and some are not, the leaders in lead routing and assignment are Q-assign by Ortoo (demo) and ForwardMyLead (demo).

How to Evaluate Mapping and Routing Apps on Salesforce

There are many review platforms where you can read what the actual users of these different apps have said about their experiences, including the Salesforce AppExchange, G2, Capterra, the Apple App Store, the Google Play Store, and Google Reviews. For mobile apps, it is useful to read the reviews on the mobile platforms that your company will use the app on. 

One factor to keep in mind during an evaluation is that some apps are native, or built on top of the Salesforce Platform. Other apps are non-native, or built on another cloud such as Google Cloud Platform (GCP), Amazon’s Web Services (AWS), or Microsoft’s cloud (Azure).

Because native apps are already built on the Salesforce Platform, they have an advantage of not needing to have a connector put in place to share data in real time. However, many of the top applications are not built on Salesforce Platform because often the top applications don’t exclusively connect to Salesforce, but integrate with other CRMs as well. 

In either case, native or non-native, it’s important to test all apps and their connectors on your specific Salesforce configuration before making a purchase because Salesforce is so customizable that not all apps can cope well with all possible configurations.

Summary

While finding the right mapping or routing app within the Salesforce ecosystem can be complex, hopefully this guide and infographic has helped your search. There are a lot of different apps that solve different use cases, but by figuring out your business needs you can narrow it down to a certain category.