How to Build Your Own Badger Maps

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

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

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

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

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

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

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

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