Royal Brass & Hose
- 29Reps on one sales process
- ZeroSpreadsheets in the sales workflow
“Our reps are no longer mobile customer service people. Where you're going is where the opportunity is.”Read the story
Distribution reps cover hundreds of accounts, and the ones that slip are the ones a competitor picks up. Map My Customers helps your team know which accounts need a visit, plan the day around them, and capture every conversation without the paperwork.
Industrial distribution runs on relationships and reliability. Reps check in on stock, talk through reorders, solve problems on site, and earn the trust that keeps a customer from calling someone else.
The hard part is scale. With a large book of business, it is easy for reps to default to familiar stops while important accounts go too long without a visit. Managers often find out only when an order goes missing.
Account knowledge also tends to live in notebooks and spreadsheets. When a rep leaves or a territory changes hands, that history leaves with them.
“It had to be a tool the sales rep found valuable. If I was the sales rep, I wanted it to be something I'd want to use in the field.”
Joe AndersonVP of Sales, Royal Brass & Hose Field sales software for industrial distribution helps distributor sales teams decide which accounts to visit, plan efficient routes, capture visits and conversations as they happen, and give managers a current view of territory coverage. Map My Customers does this alongside your CRM and ERP, not instead of them.
Set cadence rules by tier, revenue, or product line, and see which accounts are overdue so reps always know who to see next.
Account segmentationPlan a multi-stop day in minutes, then add nearby drop-in visits around anchor appointments to get more from every trip.
Advanced routingCheck in at the account and log notes, calls, and follow-ups by voice with AI Field Agent. Activity syncs back to your CRM so the record stays current.
AI Field AgentNative integrations with Oracle NetSuite, Salesforce, HubSpot, Microsoft Dynamics 365, and Zoho. Other ERPs connect through scheduled file imports, the REST API, or Zapier, so reps can see fields like last order date or open orders before they walk in.
See integrationsSearch the map for businesses near your existing customers that do not buy from you yet, and add them to the route.
Lead FinderDashboards show visits, coverage, and activity by rep and territory, so managers can coach from what is happening in the field instead of chasing updates.
Live dashboardsFrom hose and fittings to HVAC equipment and wholesale goods, distribution teams use Map My Customers to cover more accounts with the reps they have.
“Our reps are no longer mobile customer service people. Where you're going is where the opportunity is.”Read the story
“I attribute part of my team's success over the past two years to this tool, because we've developed some processes that just work for us.”Watch the webinar
“It's like having my own little assistant.”Read the story
It helps distributor sales teams decide which accounts to visit, plan efficient routes, capture visits as they happen, and give managers a current view of territory coverage. Map My Customers does this alongside your CRM and ERP.
Set visit cadence rules by account tier, revenue, or product line. Map My Customers shows which accounts are overdue, so reps can build routes around the customers that need attention instead of the most familiar stops.
Oracle NetSuite connects natively with two-way sync. Other ERPs, such as Acumatica, Epicor, or Infor, can bring data in through scheduled file imports, the REST API, or Zapier, so reps see fields like last order date or open orders.
No. Map My Customers is a field sales execution platform that works alongside your CRM. It has native integrations with Salesforce, HubSpot, Microsoft Dynamics 365, and Zoho, and field activity syncs back to the CRM.
Most teams are live in 2 to 4 weeks, starting with a kickoff and data audit, then CRM and ERP setup and territory build, a pilot and training, and full team go-live.
Adoption follows value for the rep. Royal Brass & Hose chose Map My Customers because reps found it useful in the field, and Pacific Smoke International doubled the calls logged in its CRM.
Book a demo and we'll show you cadence, routing, and visit capture with your own territories in mind.
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