Is your field team looking to rev up new deals with strategic accounts?

We’re bringing together strategic account planning and account mapping with Prolifiq and Badger Maps. 

Prolifiq brings strategic account planning to your Salesforce CRM. Create and execute new strategic plans that help you get bigger and better deals. 

Badger Maps allows you to map and route all your accounts in Salesforce. See all your strategic accounts on an interactive map, spend less time planning, and get more meetings. 

Read on to discover how using Prolifiq and Badger Maps together will allow your sales team to be strategic, save time, and sell more.

Start by creating a strategic account plan. The goal of strategic account planning is to win more business and grow existing accounts. Prolifiq.ai is a great tool to help you create a strategic account plan.

Musts for Strategic Account Planning:

• Know your customer
• Document and align on the top goals and objectives for the customer
• Lay out roles and responsibilities across your organization
• Engage with key stakeholders
• Get everyone on board
• Develop a broader overview of where to cross-sell and upsell (Matrix)

When creating strategic account plans you’re crafting a guide of where you want to go and how to get there. 

Account planning also includes planning around the sales cycle, taking into account the buyer’s own view including their budget, purchasing timelines, and anything else that impact them closing the deal.

Use Prolifiq’s account planning outline to set up your strategic account plan:

Next, map out relationships within your strategic accounts in Prolifiq. Create a map that identifies supporters, champions, and blockers within the company. 

Include details about how influence works within the company, avoid just mapping out a general org chart without these important details.

Map out all relationships between people on a team. Note down who makes decisions within the company, what these decision-makers care about, their upcoming goals, etc.

You’re now ready to execute your strategic account plan. Start by measuring your current performance so you have a baseline to compare your new plan’s performance. 

Identify which accounts are the priority for your new plan and go after them first. Breakdown your plan in actionable steps so you and your team can get started. 

Steps in Strategic Account Execution:

• Create Timelines
• Assign Responsibilities
• Define Goals 
• Establish KPIs

Develop a detailed guide to execute your plan so you can reach your new goals.

Badger Maps has a bi-directional integration with Salesforce, allowing you to mobilize your CRM data and your Prolifiq strategic account plan. By connecting your Salesforce CRM to Badger Maps you can add new information to your CRM from anywhere and keep all your data in sync on the go. This will allow you to access your strategic account plan from the field and make new updates at any time. With your data in Badger Maps, you’re ready to see your accounts on a map and plan your days in the field.

“Badger Maps integration process with Salesforce CRM has significantly streamlined our sales team's route planning and note-taking processes. By recording and syncing notes from Badger Maps directly onto Salesforce after every sales visit, we not only save valuable time but also maximize the productivity of our sales team. With fast loading times and essential features, Badger Maps is a great app for efficient customer visits and note-taking in the field.”

Adrian Cruz - Salesforce AppExchange Review

Use Badger Maps to see your strategic accounts on an interactive map based on their location, industry, revenue, or any other criteria. The colorize and filtering tools allow you to effortlessly plan your days. With a quick look at the map, you can visualize your top accounts, mass update information, see who’s generating revenue, and much more.

You can also filter your prospects to segment them into different groups or priorities so you can focus on your accounts with the most potential.

Use the Badger Maps route planning feature to create optimized routes for visiting your accounts in person. 

You can add prospects to your route manually or by using the lasso or radius tools to quickly add many accounts to a route. You can also optimize your route at any time to find the shortest or fastest way to visit all your accounts.

With Badger Maps you can track field performance on the go. Capture data and notes in the field so you’ll never forget important account details. 

Record check-ins with notes about your visit and any other information you'd like to collect including information like, business type, products bought, sales YTD, and more. These notes can automatically sync to your Salesforce CRM, keeping all data up-to-date without added admin work.

Note down strategic account information from the field to use in Prolifiq. Take notes on relationships between team members, necessary stakeholders, and anything that’s impacting your deals.

Badger Maps makes it easy to gather data from the field with our Check-in feature.  Keep all your strategic account data in sync with your Salesforce CRM and track your sales activities. You can track how many miles you drove, how many visits you made, how long you spent with each account, how much revenue you generated, and more.

Badger Maps integrates with major CRM platforms including Salesforce CRM, so it enables reps to easily capture data from the field, right from their mobile device! Teams using Badger Maps have increased CRM usage by up to 50%.

Using Badger Maps, Managers can gain insights into their team’s activity while they’re out in the field. Badger Maps can keep everyone on the same page, help the team understand what’s working and what isn’t, manage territories with a few taps, and help allocate resources effectively. 

Gather meaningful information on-the-go with Badger Maps and use it in Prolifiq. Measure your new strategy against your baseline and see exactly what activities are helping you get ahead in the field and identify where you can adjust your approach. 

With Prolifiq and Badger Maps get in front of your best opportunities and close bigger and better deals.

Interested in learning more about how you can use Prolifiq and Badger Maps? 

Looking for a tool for Strategic Account Execution?  

Get more info on Prolifiq's account mapping, check out this interactive demo

Are you already using Prolifiq and want to know more about Badger Maps? 

Sign up for a 7-day free trial.