Data visualization, location intelligence, and automation are essential for field sales teams to be as successful as possible. In today’s sales environment using the right software can give both reps and sales leaders a deeper understanding of their territories, help manage them more effectively, and supercharge reps’ productivity.
You know you want to empower your reps with everything they need to be successful, but you’re probably wondering which specific software is best for your team? Spotio may be one option that you are considering to help your team manage sales on the go. This field-friendly software serves as a sales territory mapping solution as well as a field sales engagement platform.
In this article, we’ve broken down everything you want to know about Spotio, as well as some alternatives to consider to help you pinpoint which tool may fit your sales team’s needs the best.
What is Spotio Exactly?
Spotio is a sales engagement and mapping software built for door-to-door sales teams. Designed for businesses that sell directly to consumers, Spotio helps rep that are canvassing residential neighborhoods and visiting their customers’ homes. The platform can enable reps to sell more effectively while out in the field and also help sales leaders keep track of their teams and manage territories more efficiently by centralizing all sales activity.
Spotio offers territory mapping, an activity tracking and reporting dashboard, Autoplays, prospecting, visual pipeline building and tracking, and more. For sales reps, Spotio helps automate several time-sucking manual tasks and optimize prospecting efforts by eliminating unqualified leads and showing which areas sell best. This allows teams to zero in on prospects that have a higher chance of converting to customers.
In the mobile-friendly platform, reps’ door knocks can be logged with GPS location in real-time, while dropped pins on the map automatically update sales numbers. This gives your team a visual representation of deals closed within the territories. Plus, sales presentations can be stored within the app to help reduce the time spent on prep work. The platform also offers sales routing capabilities, allowing reps to create an optimized sales route within their defined territory.
Spotio also gives sales leaders a birds-eye view of their team and territories. Managers can view color-coded representations of accounts and deals on the territory map to determine what is working and where more effort may need to be shifted.
All of these capabilities above can help improve sales team management, allow your reps to increase productivity, and improve your team’s sales performance.
Some of the industries of sales teams using Spotio include:
- Home Improvement
- Storm Restoration
- Pest Control
With Spotio, four different plans are available for sales teams: Team, Business, Pro, and Enterprise. Their Capterra listing states that those plans are priced as follows:
- TEAM: $39/per user/month
- BUSINESS: $69/per user/month
- PRO: $129/per user/month
- ENTERPRISE: for pricing on this plan, you’ll need to contact Spotio directly for details
All plans are billed annually, as Spotio no longer offers monthly billing. The platform does also require a one-time implementation fee which varies by team size, plan, and other criteria. Their website states that the implementation fees are similar to those from inside sales engagement platforms.
Spotio’s CRM Integrations
There are a variety of useful integrations available to connect Spotio with your CRM. Thus making it easy for your team to access prospect or customer data from within the territory maps and sync information.
Depending on the software, Spotio can be integrated either through a native integration, an open API, or by using Zapier.
Some of the popular CRMs that Spotio can be integrated with include:
Pros and Cons of Spotio
Of course, no sales software is going to fit the needs of every single business. Spotio may check all the boxes for one company but fail to meet the needs of another. So, to help find the best fit for your sales team, one essential step is to evaluate both the good and bad of the software.
Some of Spotio’s pros and cons include:
- Spotio does offer a straight-forward and user-friendly interface.
- Provides household data (homeownership vs rental, homeowner age, credit capacity)
- Door knocks can be logged in real-time with GPS location, reps can see which areas sell best, and sales numbers automatically update with dropped pins, giving your salespeople a visual of deals closed. Your team’s sales pitches can also be stored in Spotio to help save time on prep work.
- The platform offers visualization of sales activities and performance, which updates in real-time and can be easily accessed by everyone on the team.
- Reps can organize and sequence sales activities for each customer and/or prospect and customer, enabling reps to spend less time planning their days out.
- Sales teams, especially sales managers, can utilize detailed pipeline tracking within the platform.
- A mobile-friendly app that reps can easily use while out in the field.
- Built for door-to-door sales, Spotio is a good fit for reps selling residential services to consumers but not as good a fit for B2B sales.
- Spotio does not offer as many sales team and territory management capabilities that some other field sales software options do.
- Does not offer verified check-in reports
- The dashboard, mapping, and other functionalities/fields cannot be customized as much as some of the other alternative software options.
- There have been some reports of dropped pins overlapping, going to the wrong location, or not recognizing an address on the map when locations are very close in proximity.
- It does not have the option to auto-populate some data fields like other software options do.
- It does not offer as much in-depth reporting when compared to other sales map software options.
- Not all of the platform’s functions are available or work properly when out in the field and offline.
- For Hubspot or Zoho CRM users, a Zapier subscription will also be needed to integrate your CRM with Spotio.
Alternatives to Spotio
The goal is to find a tool that meets the specific needs of your outside sales team, your company, and your budget. Finding the perfect fit for your team will enable them to be more effective and more productive than ever while allowing your company to see an ROI from the software.
So to do that, you should also compare Spotio with other available options of sales territory mapping and enablement software. Here is a breakdown of some popular alternatives:
Map My Customers
Best for B2B outside sales teams who are looking for a mobile-friendly all-in-one sales solution.
Much more than just a simple sales mapping software, Map My Customers fills in the gaps that Spotio misses when it comes to valuable functions that successful B2B field sales teams need, whether reps are out in the field or in the office. Through a clean and easy-to-use design, this all-in-one sales solution optimizes field productivity and sales effectiveness for the entire team. The platform provides sales mapping as well as robust workflow tools, in-depth reporting, and team management capabilities.
Purpose-built for outside reps, Map My Customers empowers reps to be more productive through features that include visualization and filtering of customers/prospects on a map, optimized multi-stop route planning, automated check-ins, quick logging of daily sales activities like calls and visits, and the ability to add new records and take notes wherever — even if reps are offline. The platform also includes the Smart Planner functionality which provides reps recommendations for certain sales activities to add to their calendar, preventing reps from having gaps in their workday and from accounts from falling through the cracks. Your team can then plan their days much faster and more effectively and then turn that plan into an optimized route in seconds.
The Lead Finder feature within the platform enables reps to optimize their prospecting efforts like never before. They can search the map for new leads that may be near their current location, along their sales route, or near current customers that they are visiting that day. These new leads will show as pins on the map and can provide detailed business info in just a tap. They can then be easily imported into your account and synced back to your CRM.
Map My Customers also offers sales managers valuable team-management capabilities. The comprehensive, visual manager dashboard gives managers a birds’-eye view of the entire team, allowing them to easily see their team, the sales territories, and their daily activities via the mobile or web application. This enables managers to coach from afar without constantly interrupting their reps’ days. Plus, with all field and territory data stored in one place, new reps can be onboarded much faster.
The platform also includes much more in-depth reporting capabilities compared to other software options, giving sales leaders deeper insights through simplified views of all of the most important sales data. The reporting even includes pipeline metrics that can be updated in real-time to show the latest deal statuses and a geographically-based revenue heat map. Managers can surface data around sales activities in ways like never before.
Sales leaders can also get the Weekly Scorecard sent straight to their email, which gives quick updates on their team’s latest sales performance. The weekly email can be customized and includes key sales stats like activities completed, pipeline created, deals won, and more. Within the Scorecard, the Team Leaderboard shows the top-performing sales reps and who may need more coaching/training.
Map My Customers offers native integrations with Salesforce, Hubspot, Zoho, and Microsoft Dynamics.
Do you want to enable your reps to spend more time selling and increase their effectiveness? Then Map My Customers is the right choice for your team.
Personal = $60/month per user – billed monthly, Team = $105/month per user – billed monthly.
Best for independent field sales reps who don’t need team management functions.
For reps out on their own and don’t need the in-depth team management functions that other software options offer, Badger Maps is another option. The mobile-friendly app enables outside sales reps through location intelligence and geographically displays sales data for more effective selling and improved insights. Badger Maps helps automate some common field sales activities, including lead generation, schedule planning, sales route optimization, and more.
Badger Maps offers some native integrations and integrations through Zapier with several popular CRMs. It’s important to note that with some of the integrations, Badger Maps can only map contact records and not companies or deals.
Pricing: Business= $49/month per user – billed annually ($59/month per user – billed monthly, Enterprise= $95/month per user – billed annually ($105/month per user – billed monthly). A 7-day free trial is available.
Best for B2C door-to-door sales teams looking for a sales territory mapping tool that offers basic sales insights.
SalesRabbit is a canvassing and sales map software that meets the needs of many door-to-door B2C sales teams. Reps can easily see which houses have been visited, track leads, monitor and report progress through the day, and graphically visualize customer data, enabling your team to work more productively and effectively. When integrated with your team’s CRM, the app can help make the best use of CRM data when reps are out in the field.
With SalesRabbit, sales leaders can more effectively manage the team’s sales territories. Within the platform, managers can create territories, assign them to reps, and visually track reps’ progress. The overall performance of the team as a whole as well as individual reps can easily be monitored.
You can also see which reps have been previously assigned to a territory and the history, allowing current reps to quickly pick up from where they left off.
Team= $25/month per user – billed annually ($32/month per user – billed quarterly), Pro= $35/month per user – billed annually ($45/month per user – billed quarterly). Enterprise= $59/month per user – billed annually (No quarterly billing with this plan). Additional add-ons are available separately.
Best for sales teams that want a more economic sales territory mapping software and are okay with more limited capabilities compared to other options.
Geopointe is another option when it comes to tools for mapping sales data. This software helps your reps gain insights and apply geography to their sales efforts by location-enabling your team’s CRM data, helping to streamline sales processes and increase effectiveness. The mobile-friendly platform allows your team to visualize customers and prospects geographically on territory maps. Geopointe also helps automate their multi-stop route planning efforts by enabling reps to create optimized sales routes per day or they can pre-plan sales routes weeks or months in advance (available as an add-on feature to the regular plan).
For sales managers, Goepointe also provides visualization and filtering capabilities that give a bird’s-eye-view of the team’s sales data, helping to uncover sales trends and patterns that can guide sales management decisions. Though the platform does not offer the advanced data filtering capabilities that some of the other field sales software options have.
Annual Plan = $55/month per user – billed annually, Enterprise = Contact For Pricing (includes optional add-on features). A free demo is available.
Best for field sales reps on the go who are looking for a lighter mapping solution.
For sales reps who want a light, purely mobile mapping solution with some basic automation functions, Mapsly is a good choice. This geo-intelligence sales platform offers sales territory management, customizable maps for sales, customer record search by distance, a visit planner, routing, and more.
Mapsly does integrate with several popular sales CRMs. Depending on the CRM the integration will either be through a native API-based bi-directional connector or through Zapier.
Essential= $25/month per user, Pro= $45/month per user, Enterprise= $70/month per user. A free 14-day trial is available.
A Sales Territory Mapping Software Can Give Your Team the Direction It Needs
A field sales team will never be successful if they can’t visualize where they need to be and what areas to target. For optimal success, a sales territory mapping and visualization software that meets the needs of your team is a necessity. Having one will help your reps streamline sales planning and processes, supercharge efficiency, and boost sales effectiveness.