realzips geodata for salesforce - product data sheet

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-- Two-page printable Fact Sheet -- RealZips GeoData Platform™ The RealZips™ app enables your team to drive Sales Success. RealZips adds 3 million points of GeoData, giving structure to your CRM data. Your team can identify sales potential and track performance in all geographical areas. Connecting CRM Data™ - 3 million GeoData points that auto-structure CRM data Mobile First App™ - running on the new mobile Salesforce1 Platform Real Territories™ - Revolutionary territory management, based on Zip codes DRIVING SALES SUCCESS RealZips will help target areas with the most potential; connecting with the right leads and staying in constant touch with the best customers. THE REALZIPS APP INCLUDES THESE AND MORE FEATURES: Skip Data Entry™ RealZips is a single-tab, native Aloha app. Roll out RealZips fast; minimal training and no need for data entry. Mobile First App™ The RealZip app is designed for everyday field use: before, during and after every customer meeting. Real Territories™ Powerful sales territory management tool, based on Zip codes. Empowering everyone in your company to instantly check who should be assigned to a customer. Real Owner Check™ Automatically compares the Zip code owner and the account owner. Ensures territories are aligned and sales are credited to the right salesperson. The RealZip History™ tracks all changes. Real Demography™ and Real Geographies™ Demographic info, city name, county, state, time zone, sales territory and region, federal regions and more added to all leads, accounts and contacts. RealZips GeoData™ Enriches all CRM data. Makes it possible to search, filter, report and analyze your data in completely new ways.

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Page 1: RealZips GeoData for Salesforce -  Product Data Sheet

RealZips GeoData Platformfor Salesforce

GeoData included in RealZipsRealZips GeoData automatically enriches Leads, Accounts, Contacts, Opportunities and Cases with geographic datapoints. Instantly put over 3,000,000 points of GeoData to use across Salesforce in searches, views, page layouts, report filters, report fields, charts, and dashboards. View all CRM data by zip code on a single page.

RealZips Feature Benefit

Enrich CRM Data Speed up marketing, sales and admin workflows

Manage Territories Empower the organization with shared territory data

Route Leads Connect instantly with prospective customers

Align Ownership Align customer records with the right sales people

Identify Potential Rank geographic areas based on market potential

Target Locations Focus on areas with greatest potential, close more deals

Track Performance Identify key metrics driving marketing and sales success

Mobilize Sales Use actionable sales intelligence in the field

GeoData | Actionable Sales Intelligence | Native Data Analytics | Territory Management

Challenge: CRM data becomes increasingly disorganized as data is added by users and connected systems.Solution: The RealZips app automatically structures and enriches your CRM data geographically, using our unique zip-code matching. With geographically enriched CRM data, sales and marketing workflows move faster. RealZips empowers your team to connect faster with customers in the right areas and close more deals.

Basic GeoData Structure Enriched GeoData Basic Business & DemographicsZip code, city, sales territory, sales region, reseller territory, channel partner territory, multiple territories, county, MSA metropolitan, state, time zone, census division, census region.

Area code, BEA region, Federal region, FEMA Region, MSA code, state abbreviation, full state name, square miles, zip code type, longitude and latitude, Federal Reserve Bank.

Business total, business density, households, population by age groups, income per capita, average household income, population density, Freddie Mac Region, Court of Appeals.

Global Regional Data Marketing GeoData GeoData Indexes and SearchIMF region, ISO country code, country calling code, country, international FSAs, and foreign country geographical structures.

Google Adwords target icon, Google Adwords DMA region (Designated Market Area), and DMA region coding across the US.

Multiple Geo-indexes and combined data fields for Salesforce-native search, sorting, reporting, analytical capabilities and ranking of areas.

Additional GeoData: Targeting for B2B and B2C - RealDatasetsChallenge: Market target data and federal data cannot instantly be matched with your CRM data.Solution: Add geographic datasets to RealZips and Salesforce. Instantly match all existing CRM data with GeoData: Business Count by NAICS code | 2013 Population estimates | Consumer behavior | US Sales tax by zip code | Weather risk and history | Medicare and Medicaid reimbursements | much more.Get GeoData for your industry : Automotive | Communications | Financial Services | Government | Health Care | Higher Ed | Life Sciences | Manufacturing | Media | Nonprofit | Retail.

Salesforce EditionsEnterprise, UnlimitedDeveloper and Performance

Salesforce Native RealZips is an 100% native Aloha app

Salesforce 1 MobileRealZips is a certified Salesforce 1 Mobile application

Contact us regarding custom RealDatasets

Page 2: RealZips GeoData for Salesforce -  Product Data Sheet

Manage Territories Route Leads Align OwnershipChallenge: Territories change and responsibilies across geographic areas are unclear.Solution: Manage one or multiple sales teams by zip code level in RealZips. Provide everyone in your company with instant reference to sales teams.

Challenge: Leads are not contacted fast enough, allowing the competition to make the first move.Solution: Improve speed and accuracy in routing leads with automated zip code lookup. Simplify the existing lead routing assignments with RealZips.

Challenge: CRM records are owned by the wrong salesperson, leading to lost time and missed quotas. Solution: Provide instant and visual checkpoints for CRM data ownership. Correct mistakes in minutes, not weeks. Ensure customer ownership, quotas and commissions are right.

“RealZips has easily been the most beneficial app I’ve downloaded to date” - Latoya Watson

Identify Potential Target Locations Track PerformanceChallenge: Marketing and sales teams spend time and effort in areas with little or no growth potential.Solution: Use GeoData to analyze and find areas with top growth potential. Use geographic patterns to identify local markets with similar characteristics.

Challenge:The team can not effectively target cities or parts of cities with the highest potential.Solution: Use RealZips to automatically rank areas based on potential and performance. Focus resources on growing sales in areas with top potential.

Challenge: Geographic performance tracking is not possible to make since the CRM data is unstructured.Solution: Use automated RealZips key metrics to analyze performance across all geographical levels. Make instant decisions on marketing spend and sales activity focus.

Hundreds of thousands of hours and millions of dollars are lost because of bad data quality in CRM systems

The team behind RealZips has 25 years of experience in CRM data. Our mission is to help your team organize the CRM data, enabling your organization to run targeted marketing, sell more and ultimately serve customers even better.

Start 30 day trial today RealScenario, [email protected] | realzips.com | phone: 1-855-732-5249

© 2015 RealScenario, Inc. All rights reserved. RealZips, RealDatasets, Actionable Sales Intelligence, All Data Connects and others are trademarks of RealScenario, Inc. The RealZips logo and other creative assets are owned and protected under copyright and/or trademark law.

“RealZips is so useful it makes you wonder why Salesforce hasn’t built this functionality within their application” - Brooke Treseder

Actionable Sales Intelligence™ All Data Connects™Challenge: The sales team is overwhelmed with CRM data and reports from other systems.Solution: Consolidate GeoData, ranging from market potential, CRM data and sales activities. Provide sales team with real-time reporting and analysis in RealZips.

Challenge: Your company draws data from multiple systems, but can not analyze the data in real-time.Solution: Connect existing systems to RealZips and aggregate data on a zip code level in real-time. Make instant marketing and sales decisions.

Real Weather Data™ Native Data AnalyticsChallenge: Weather is the single biggest external factor impacting business performance. Solution: Add historical, real-time and predictive weather data across Salesforce. Make weather-based decisions for marketing, customer communications and travels.

Challenge: CRM data can not be analyzed across cities, counties, metro areas or overlapping sales territories. Solution: Analyze existing CRM data, using the geographic structure provided through RealZips. Use real-time potential and performance key metrics to track sales progress.