Closing the Performance Gap
Account Segmentation
Group accounts by tier, revenue, industry, or any custom field. Set smart cadence rules so reps always know which accounts deserve attention and when.
Group accounts by tier, revenue, industry, or any custom field. Set smart cadence rules so reps always know which accounts deserve attention and when.
Define visit frequency by segment: weekly for Tier 1, monthly for Tier 2, quarterly for Tier 3. The app alerts reps when accounts are overdue.
See segments color-coded on the map. High-priority accounts stand out visually so reps never accidentally skip their most important customers.
Filter and segment by any field in your CRM: industry, annual revenue, product interest, contract renewal date, or custom attributes.
Select an entire segment and apply bulk actions: reassign to a rep, add to a route, update a field, or export for outreach campaigns.
Create segments based on tier, revenue, geography, or any combination of CRM fields. Name them and assign color codes for easy identification.
Assign visit frequency targets to each segment. The system tracks compliance and flags accounts that are falling behind schedule.
Reps see their overdue and upcoming accounts ranked by priority. Build routes around the highest-value visits first.
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Map My Customers helps field sales teams run the day-to-day work that drives revenue. Learn how teams reduce admin, improve coverage, and create stronger field performance.
