Bring Data to Life with Excel Integration
Transform lifeless Excel spreadsheets to map-based data visualization in real-time.
Feature-rich App with something for every user.
WeMapSales, a sales territory mapping software, allows you to import data stored in tabular file formats like CSV or XLS for jump-starting your sales data visualization and optimization journey.
Excel import integration features a simple drag-and-drop/upload interface that enables you to select the Excel spreadsheet you want to import and automatically map the data fields in WeMapSales. It takes only minutes to import your Excel data into the application, making it easier to create optimized sales territories, visualize data, and analyze your sales pipeline.
Once your data is imported into the application, you can visualize your accounts immediately on a map or play around with your data using a variety of features such as optimization with constraints, custom metrics, chart/map reports, etc. So if you are someone who is not using any CRM, have tons of rows in excel and are looking for sales planning, welcome aboard!
Key Takeaways For Excel Users
With Excel data import, you can quickly and easily transfer data from Excel spreadsheets into WeMapSales. You can even customize the data you import, such as column headers, to ensure it fits your needs. Once you’ve imported the data, you can then use it to create contiguous and balanced sales territories, visualize data, analyze results, and much more.
The full suite of WeMapSales tools can then be used to create new Territories, analyze them or create reports. Additionally, WeMapSales offers Lasso tools, Zip code radius tools, as well as reports that allow selection of accounts and regions independently.
Secure and Unified
Create and optimize sales territory models using multiple data fields.
Activity Based Sales Approach
Enable end users to take quick business decisions by providing real-time visual access to data.
Browser-based/No installation
Eliminate costs and complications with single-sign on using Pipedrive credentials.
Setting up the WeMapSales app
1. Log in to Wemapsales App.
2. Go to Dashboard > Data > Import.
3. Select the record type (Accounts, Contacts, Deals, Activities, Users)
to which you want to upload your data.
4. Drag and drop the file or click “Upload” to choose a spreadsheet.
5. Click “Continue To Next Step” to start mapping your data.
6. Choose which input file column should be assigned to each field in the
csv/xsl file and hit continue to the next step.
You can also create custom fields and assign them to the columns in the CSV and XSL files.
7. You are now ready to use WeMapSales.
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