Badger Maps

Get insights into your territories and team's performance to drive better business decisions

View a dynamic display of your sales teams activities and results

Create and track custom metrics for team performance

Overlay demographic data on territories

Dynamic leaderboards showing team performance

Gamification features to drive team engagement and performance

Dashboard showing sales cycle insights

Insights into territory performance and metrics

Customize conditional fields that get triggered when you check-in to an account

Manage contact information and details

Import contacts from CSV or Excel files

Create forms with fields that conditionally appear based on responses

Edit and update account or customer information directly from the field

Customize an automated form that you fill out when you visit a prospect or customer

Add photos to your check-ins

Receive a prompt to gather data after a meeting

Add voice notes and photos to check-ins

Use voice-to-text to add notes

Get real-time, bi-directional updates by connecting directly to full featured CRMs like Salesforce, HubSpot, and others

Add records to your CRM views or lists

Pick fields to serve as the object's address

Advanced CRM integration with additional capabilities

Sync Badger with multiple objects in your CRM like Accounts, Contacts, and Opportunities

Set up automations like triggering SMS or email with Zapier

Use filters to narrow down pins on the map or filter record list based on CRM fields or properties

Create a record in your CRM from anywhere on the map using GPS coordinates

An Integration Specialist will help design the best set-up for your data in Badger

Export your data into a spreadsheet and import it into Badger's web app

Connect Badger to custom CRMs or wherever your data lives through FTP and REST API integrations

Addresses or GPS coordinates changed in the app will update to your CRM

Click a button to quickly access specific records on the mobile or web version of your CRM

View objects related to a record or add new relationships to a record

2-way, native, real-time CRM integration

Connect Badger to 5,000+ apps including Pipedrive CRM, Get Response, Copper, and more

Hire Badger's lead generation specialists to uncover new leads, like a specialized SDR on-demand

Use the best data available on local businesses to generate new leads in your vicinity

View leads on a map according to business type and overlay onto existing customer list to see who is new

Generate and map out qualified leads in your immediate vicinity

Save new leads or import them as an object in your CRM

Save your favorite lead generation searches for future use

Automatically match addresses to territories for lead assignment

Set custom assignment rules for lead routing

Route leads to the right rep instantly and automatically

Receive notifications when new leads are assigned

Route accounts, contacts, opportunities and other objects

Automatically assign leads based on territory

Push your route to your calendar of choice with the touch of a button

Sync with external calendar applications

Mark accounts for follow-ups and easily add accounts that need attention to your route

Receive alerts when you will be early or late to a meeting so you can make adjustments

Set default appointment length or customize the length of an individual meeting

Edit the stops on your route to start at a specific time

Receive reports on individual reps or the whole team summarizing activity in the field

Automated reports and analytics on activity and calls

Generate reports on your routes that make submitting your mileage easy

Activity reports with location and time stamps

Generate verifiable mileage reports on your routes without challenges of breadcrumbing tracking

Track and report on mileage for route optimization and expense reports

Time and location stamped check-ins and notes verify your rep's location at the time of a meeting

Review your reps' past activity or upcoming routes and make adjustments

Get suggestions of whom to visit near your route

Intelligent recommendations for customer visits based on location and route

Put Badger Maps on your car display to navigate to all your stops

Set defaults for where you start and end your day

Push individual stops or entire route to a GPX file

Push individual stops or entire route to a PDF

Locate and center yourself on the map relative to your pins

Get turn by turn directions from apps like Google Maps, Waze, and Apple Maps with ability to set preferred app as default

Execute routes with live traffic updates and real-time navigation

Simplified workflow in the field that eliminates distractions and shows only important information

Badger reorganizes map points to create the fastest routes with up to 120 stops

Pick points on a map to visit and plan your day in advance

Save important places like hotels, restaurants, or coffee shops and include them in your route

Plan your day in advance or save routes to visit on a recurring basis

Save and reuse routes for recurring visits

See real-time traffic as you plan your route or navigate your territory

Authorized users can manage data and export data as CSV

Colorize accounts according to custom data fields like next steps, last order date to make key accounts stand out

Set a radius around a point to see all records within a given area

Use any data field to segment customer data including business type, product lines, last order date, sales stage

Create a new account or other record type by dropping a pin on the map

Filter customers on the map according to business type, follow-up status, revenue, or other data fields

Autocorrect errors in addresses and fill in missing zip codes or postal codes

Easily add accounts you want to visit to your route or quickly select accounts in a geographic area for mass update

See a list of records on the left side of the map, click into record to see or edit details, export as CSV

Always see who is in close proximity to your route and never drive by an account

Easily edit and update fields across multiple accounts within a certain geography

Automatically group nearby pins on the map at different zoom levels to reduce visual clutter

Overlay satellite imagery on your map including 5-digit zip codes, 3-digit zip codes, postal codes, points of interest, and counties

Access to API and developer keys for custom integrations

Data backups retained for up to 12 months

Protection against brute-force attacks

Fully compliant with Health Insurance Portability and Accountability Act

HIPAA compliance and dedicated support

Data secured with HTTPS SSL/TLS encryption

Enforce password complexity requirements

Single Sign-On with SCIM support for enterprise security

Personal point of contact for onboarding and support

Free trial setup integrated with your CRM without IT involvement

Dedicated account manager and priority support

Assistance with deployment and onboarding of new users

Free team pilots and specialized training for your use case

Personalized training for individual users and teams

Phone and chat support for customer issues

Self-service video training and knowledge base articles

Assign and reassign accounts to team members

Generate verifiable mileage reports and assign pins to reps

Create or take an existing route and assign it to a new rep

Ensure each person in your org only sees what you want them to see

Define hierarchies and grant hierarchy-based permissions, or respect your CRM's existing permissions

When a rep leaves, the new rep can inherit all saved routes

Lock out a user from their account while maintaining control of their data

Manager view with team hierarchies and customizable roles and permissions

View your team's territories or pins on a map

Tools for team collaboration and coordination

Create teams and quickly add or remove team members

Optimize for certain metrics by applying weights to the metrics you want to prioritize

Automatically create a territory model by setting number of territories and optimizing for desired metrics

Create and align territories that maximize coverage and minimize overlap with the click of a button

Create territories from zip/postal codes, states, county names, or other geo-library areas

Create territories with the lasso tool to include all zip codes or postal codes within lassoed area

Create territories with the radial tool to include all zip codes or postal codes within chosen area

Cut territories based on zip/postal codes, existing boundaries, or multiple custom metrics

Exclude legacy or core accounts from territory realignment

Control for core assignments

Manually move or create a new territory

Minimize changes to your team and respect either your whole team or an individual's location

Respect prior territory models while optimizing for a new metric

Plan different territory scenarios and compare them

Optimize each market individually and quickly switch between them

Create fair and balanced territories that eliminate overlap, maximize coverage, and meet business goals

Optimize territory alignment for efficiency and coverage

Use weighted and custom metrics for territory alignment

Easily visualize the magnitude of one location's data relative to another

Generate variety of charts like bar, line, or pie charts based on geography or territory model

Compare two reports side by side

Get a report based on the current time period

Export reports as PDF and XLS

Quickly see zip/postal code count, population, square miles, and company count

See customer data distributed across a geographic area to determine where to increase efforts

Pop out a single territory to see performance metrics and various map visualizations

Quickly see your territory map next to model and quarterly stats

See total territories, total zip/postal codes, total accounts, total revenue and best performing territory

See accounts per territory and zip/postal codes per territory in a pie chart

See average revenue per territory, number of accounts, and number of reps compared to prior quarter

Map topography with metric data to uncover insights

Drill down from charts to get details on accounts, assignments, open deals, won deals, lost deals

Save a report based on a current or custom time period

See your best performing territory in terms of revenue, travel time, and optimization %

Use territory pop outs to see and compare two territories side by side

Get a report based on a custom time period

View travel time, revenue, number of accounts, or zip/postal codes for a specific territory over the past year

See a map focused on a specific theme or metric

Add operators to metrics to create your own formulas and KPIs

Filter your territory list according to zip/postal code or accounts

Apply geographic or rule-based filters to drill down to a specific area or set of accounts

View a list of territories next to your map and quickly search and toggle to individual territory

Map the KPIs or custom metrics that matter to you

See demographic data like zip/postal codes, population, age, gender mapped against territories

Manually or automatically cluster or decluster points on map based on account concentration

Create a radius from a particular point on your map calculated by distance

Search drill-down lists to quickly find an account

Import the territories in your CRM and view them on a map

Bound the areas or metrics you want to see on your map

Manually change account details and send updates back to your CRM

View territories assigned in Excel on a map

Import territories assigned in Badger Maps