← All Solutions

Sales Territory Mapping & Field Team Solutions

Turn your CRM data into actionable territory maps. Balance workloads, optimize routes, spot coverage gaps, and put your field teams on the fastest path to revenue.

Map Your Territories Free

The Cost of Poor Territory Design

Research shows that optimizing territory design directly impacts revenue. Yet most sales managers still rely on gut instinct and outdated spreadsheets.

7%
Sales increase from optimized territories
Harvard Business Review
30%
Higher performance with balanced territories
Xactly Research
25%
Reduction in travel time with route optimization
Industry Average

What CSV2GEO Delivers

15 min To map entire customer base
$0 Per-seat software fees
100K+ Accounts mapped at once
1-click Export to Google Maps/GPS

Real-World Use Cases

Territory Realignment for Growing Sales Teams

When you add reps, territories need to be rebalanced. But how do you split a territory fairly? Account count alone doesn't tell the story. Geography, drive time, and revenue potential all matter.

Scenario: A medical device company is adding 3 new reps to the Midwest region. The current rep has 847 accounts across 5 states. Leadership needs to split this into 4 balanced territories before the new hires start in 6 weeks.

With CSV2GEO: Export accounts from Salesforce, geocode in minutes, and visualize the entire territory on a map. Color-code by revenue, account type, or call frequency. See clustering patterns that spreadsheets hide. Draw potential territory boundaries and instantly see account counts, revenue totals, and drive-time estimates for each proposed split. Share interactive maps with leadership for approval without endless PowerPoint iterations.

Field Visit Planning & Route Optimization

Field reps waste hours every week planning routes, often visiting accounts in inefficient order. That's hours not spent selling.

Scenario: A pharmaceutical rep has 12 accounts to visit this week across a metro area. Between traffic, parking, and appointment times, planning an efficient route manually takes 45 minutes every Monday morning.

With CSV2GEO: Export this week's target accounts, geocode them, and see them on a map. Cluster nearby accounts together, identify the optimal sequence, and export coordinates to Google Maps or your GPS. What took 45 minutes now takes 5. More importantly, you spot that two high-priority accounts you thought were far apart are actually 3 blocks from each other, perfect for a lunch meeting.

Prospect Mapping for Account-Based Selling

When you're already visiting an area for an existing customer, wouldn't it be great to know which prospects are nearby? Most CRMs don't show you this view.

Scenario: A B2B software company has 2,400 prospects in their CRM and 180 existing customers. Reps frequently drive past prospect offices without knowing it. Leadership wants to increase "while you're in the area" prospecting.

With CSV2GEO: Geocode both customers and prospects. Create a map showing customers as one color, prospects as another. Now every rep can see: "I'm visiting Acme Corp on Thursday. What prospects are within 2 miles?" Filter by industry, company size, or lead score. Turn drive time into pipeline.

Trade Show & Event Planning

Before a regional trade show or industry event, smart teams map attendees against their prospect list. Who's coming that we should meet?

Scenario: Your company is sponsoring a conference in Chicago. The organizer provided a list of 3,500 registered attendees. You need to identify which ones overlap with your target account list and prioritize booth conversations.

With CSV2GEO: Geocode the attendee list and your target accounts. Map both and identify overlaps. Create a prioritized outreach list of attendees from target companies. Share the map with your booth team so they know exactly who to look for. Post-event, geocode business cards collected to see geographic patterns in interest.

Coverage Gap Analysis

Where aren't you selling? It's hard to see white space in a spreadsheet. On a map, gaps are obvious.

Scenario: A regional distributor sells to contractors across the Southwest. Revenue has plateaued. The VP of Sales suspects there are underserved areas but can't pinpoint them from the CRM reports.

With CSV2GEO: Geocode all customers and overlay with market potential data. Instantly see: "We have zero customers in this growing suburb despite 47 licensed contractors there." Identify the 10 highest-potential zip codes with no current penetration. Focus new business development where the opportunity is, not where it's convenient.

Built for Sales Operations

📊

CRM Export Compatible

Works with exports from Salesforce, HubSpot, Zoho, Pipedrive, and any CRM that exports to CSV or Excel. No API integration needed.

🎯

Color-Code by Any Field

Visualize accounts by revenue tier, industry, lead score, account owner, or any custom field. See patterns instantly.

🗺

Territory Boundaries

Draw territories on the map and instantly see metrics for each: account count, total revenue, geographic size.

📱

Mobile-Friendly Maps

Share maps that work on phones. Field reps can pull up their territory while in the field, no app download required.

📥

Export to GPS

Download KML files for Google Earth/Maps or export coordinates for any GPS navigation. Plan routes in your preferred tool.

🔒

Secure & Private

Your customer data is processed and deleted. We don't store your CRM exports or share data. Enterprise-grade security.

Ready to Optimize Your Sales Territories?

Stop guessing at territory design. See your accounts on a map and make data-driven decisions. Free to start, no credit card required.

Start Mapping Free Talk to Our Team