Who Uses This Software?

All organizations using the Salesforce CRM platform, across industries and non-profits that have a geographic focus on growing and servicing their customer base.


Average Ratings

3 Reviews
  • 5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $25.00/month/user
    See pricing details
  • Pricing Details
    Non-profit pricing and volume pricing available.
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • RealScenario
  • www.realzips.com/
  • Founded 2014
  • United States

About RealZips Territory Management

Territory management for Salesforce powered by zip codes. The Salesforce native RealZips app empowers your team with zip codes, geographic data structure, and market data. Help your team focus on the right geographic areas, meet the right customers, at the right time. Assign Zip codes to sales team & channel partners. Rapidly set up territories, sales quotas, lead routing & adjust ownership.


RealZips Territory Management Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

RealZips Territory Management Reviews Recently Reviewed!


The set up was easy and I can't live without it now that it's installed

Dec 01, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I love how it automatically shows the income and demographics of our leads in the zip code and the territory it's by, and I love how the rep customized the demographics to our target audience

Cons: Because the support rep did such a great job of implementing everything, I'm not sure how to add new doctors or add new territories the way he did, we did all these imports and formulas I can't even remember, so I've just been delaying updating since it's already set up so well

Overall: Market Research, demographics for targeting locations and easier for the sales guy to find the closest doctor to the lead

Capterra-loader

RealZips has been excellent. Very easy to use. and not overly technical. Great support!

Dec 04, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love that it breaks down the information on the zip codes and within that view, you can see the population base based on age, how large the zip code is, time zone etc. Very detailed and you as the end user can use that information to target your customers better and bring value to every touch.

Cons: I have not found anything that i do not like about RealZips; i am still learning how to use it the most efficient way based on my business needs, but the product is very intuitive

Overall: Able to properly manage my book of business and look for targets more effectively and efficiently

Valuable tool with stellar support and implementation expertise. Fred and team are awesome!

Nov 28, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: The software offers flexibility and ease in account assignment and additional data points provide great value to the sales team. Also, excellent out of the box reporting to help administer the system's functionality.

Cons: The zipcode specific tables for creating each territory are not able to be created by the user to build out detailed ranges or specific zip assignments within a territory.

Overall: Absolute ease of management of resource assignment and territory management.