Introducing CARTO SalesQuest: Location-Based Sales Analytics

We’ve talked a lot on this blog about how different business functions use Location Intelligence in very different ways to solve very different problems.

This has led customers to ask us if we would ever build specific solutions for use cases. Today, with years of experience and thousands of customer applications deployed, we’re excited to announce our first solution built on the CARTO platform: CARTO SalesQuest.

CARTO SalesQuest is a location-based Sales Analytics solution that applies spatial analysis and location data streams to your company’s sales CRM data, boosting your team’s sales performance.

Analyzing sales data and making strategic decisions to improve your sales team’s performance has traditionally relied on sales analytics tools that focus on when sales happen: How long is my team’s sales cycle? What is our pipeline for the next three months? What is our win rate for last fiscal quarter?

These are vitally important questions for a sales team, but in order to truly optimize your sales performance in real-time, you need the ability to ask questions about where sales happens:

• Where are there high-value opportunities in my team’s sales territory?

• Where should I hire, assign, and deploy additional field reps based on opportunity value?

• Where might there be potential new customers based on open data about demographics or consumer trends?

CARTO SalesQuest puts the power of location right in your sales rep’s hands, helping them to find locations of nearby prospects, visualize their customers according to time of last touch, or even prioritize sales visits based on opportunity value.

Boosting sales performance with location

We’ve spoken with lots of sales leader about optimizing sales practices around: customer segmentation, sales territory design, and territory management.

While developing CARTO SalesQuest, we asked sales leaders what was most important for them in a sales analytics solution. Here’s what they said:

• Role-Based Access. Users can assign view access according to your organization’s internal structure to maintain workflows for existing sales territories.

• Mobile & Desktop Ready. Access SalesQuest in the office or in the field with a responsive design that adjusts to whatever size devices you and your sales team uses.

• CRM ready. SalesQuest is ready to plug and play with your existing CRM system.

These features are important, but we also knew that in order for sales teams to optimize in real-time, we would have to augment their CRM sales data with other location data streams.

What does this look like in the world of field sales?

A leading security company we work with was able to give their sales reps data about their opportunities that other companies weren’t able to provide. They used Open Data on crime statistics across the different cities their reps were assigned to in order to identify potential new business for alarm and security service sales.