The document discusses how RealZips can help Salesforce admins by allowing them to easily add zip code and geographic data to CRM records to better organize data, manage territories, route leads to the correct sales people, identify potential customers in different geographic areas, and track sales performance metrics by location. RealZips enables admins to display geographic data on records, set up lead assignment rules based on zip codes, and reassign accounts and contacts to the appropriate owners faster.

1. How do Salesforce Admins use RealZips?
WEBINAR

2. Life of the Salesforce Admin
• Daily pain: Find data | Reporting | Ownership.
• How do we get CRM data better organized?
• We built RealZips to avoid getting punched!

3. Use RealZips to instantly add Zip codes and
3,000,000 points of GeoData across Salesforce

4. RealZips Feature Benefit
Enrich CRM Data Speed up sales, marketing and admin workflows
Manage Territories Empower the organization with shared territory data
Route Leads Connect instantly with prospective customers
Align Ownership Assign customer records to the right sales people
Identify Potential Rank geographic areas based on market potential
Target Locations Run activities in areas with top potential. Close more
deals
Track Performance Identify key metrics driving marketing and sales success
Mobilize Sales Use actionable sales intelligence in the field

5. Manage territories on a Zip code level;
Sales team members, support team, and channel partners.

6. Add GeoData to Views
• Everyone can check ownership
• Make calls by time zone
• Sort data by county

7. Display GeoData on all records.
Provide instant owner check for all Salesforce users.

8. Set up powerful Lead Assignment Rules in minutes, not days.
Help sales connect faster with customers.

9. Reassign leads, accounts & contacts to right owner in minutes, not weeks.
Improve trust in your organization’s CRM data.

10. Unique
view of all
business
data by
zip code

11. Add customized business and demographic metrics to every Zip code.
Show potential by city, county, metropolitan area, and sales territory.

12. Enable your field
team with action
lists, territory
structure, and
maps

13. Give your team reports with
geographic structure and
actionable icons.

14. Stop the pain. Start free trial: RealZips.com