Skip to Main Content
CRM Idea Center
Status Future consideration
Categories Accounts & Contacts
Created by Bryan Costreie
Created on Apr 27, 2023

Interactive Map with Account Pins by Address

Similar to the market spotlight Map but focused on users BoB Accounts. This would show ALL Accounts in a reps BoB. When they select the pin they should have an option for Details and Schedule Event.

  • Attach files
  • Christina Dunham
    Mar 16, 2026

    Currently, the CRM map function only displays accounts that a sales representative has already scheduled on their calendar. The map helps with navigation and directions but does not provide visibility into other nearby healthcare facilities that may represent new business opportunities.

    This feature would introduce a Facility Heat Map layer that pulls facility data from the MarketScape master database using facility address coordinates.

    When a rep opens the map view, they would see:

    • Accounts already scheduled for visits (current functionality)

    • Additional facilities nearby (hospitals, SNFs, RCFEs, physician offices, etc.)

    • Facility markers that can be filtered by facility type

    • Patient volume indicators (optional heat map intensity)

    • Ability to click the facility to view details or create a visit

    This allows reps to quickly identify other high-value facilities within the same geographic cluster and plan additional visits while they are already in the area.

    Example workflow:

    1. Rep schedules visit to Good Samaritan Hospital

    2. Opens CRM map

    3. Map displays all nearby facilities within a defined radius

    4. Rep identifies 3 nearby SNFs and 2 physician groups

    5. Rep adds additional visits or drop-ins to maximize territory coverage

    Why Is This Needed? What Business Problem Does It Solve?

    Sales reps often travel significant distances across territories. Without visibility into nearby facilities, reps may miss opportunities that are physically close to where they already are.

    This feature would:

    • Increase territory efficiency and route optimization

    • Increase account penetration in high-density markets

    • Help identify untapped facilities in the MarketScape database

    • Reduce wasted travel time

    • Improve strategic territory coverage

    In short, it turns the CRM map into a territory intelligence tool instead of just a navigation tool.

    Organizations using MarketScape data already have visibility into facility volumes and referral potential. Integrating this into the CRM map would allow reps to act on that intelligence in real time while in the field.


    Where in the Product Should This Appear?

    CRM → Map View / Territory Map

    Enhancement options:

    • Toggle: “Show Nearby Facilities (MarketScape)”

    • Radius selector (1 mile / 5 miles / 10 miles)

    • Facility type filters (Hospital, SNF, RCFE, Physician Group)

    • Optional heat map overlay for patient volume

    This layer should appear alongside scheduled visits already displayed on the map.

1 MERGED

Home page map shows accounts near by

Merged
When on the home page of the app, there is a map that shows the calls you have planned. It would be nice if it also showed accounts near by as well.
Victoria Poppino over 2 years ago in Accounts & Contacts 0 Future consideration
1 MERGED

Map View of Accounts & Route Planning

Merged
This feature on the mobile app would help sales reps plan and strategize their day by being able to look at which accounts are near each other & eliminate the need to use alternate apps to track and plan their route, which would in turn cut wo...
Guest over 2 years ago in Accounts & Contacts 0 Future consideration
0 MERGED

Map Function

Merged
Map section on desktop version to see their accounts over a map or export to Google Maps. Either all accounts or the staff members account.
Guest over 1 year ago in Accounts & Contacts 0 Future consideration