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
  • Overall 5 / 5
  • Ease of Use 4.7 / 5
  • Customer Service 5 / 5
  • Features 4.7 / 5
  • Value for Money 4.7 / 5

Product Details

  • Starting Price US$25,00/month
  • Pricing Details Non-profit pricing and volume pricing available.
  • Free Version No
  • Free Trial Yes
  • Deployment Cloud, SaaS, Web
    Mobile - iOS Native
    Mobile - Android Native
  • Training In Person
    Live Online
    Webinars
    Documentation
  • Support Business Hours
    Online

Vendor Details

  • RealScenario
  • http://www.realzips.com/
  • Founded 2014

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
  • Collaboration
  • Contact Management
  • Content Management
  • Document Management
  • Goals / Quota Management
  • Lead Management
  • Meeting Management
  • Performance Management
  • Presentation Management
  • Proposal Management
  • Territory Management
  • Training Management
  • Call Management
  • Campaign Management
  • Channel Management
  • Commission Management
  • Contact Management
  • Contract Management
  • Customer Database
  • Email Marketing
  • Field Sales Management
  • Lead Management
  • Opportunity Management
  • Performance Metrics
  • Proposal Generation
  • Referral Tracking
  • Sales Forecasting
  • Territory Management

RealZips Territory Management Most Helpful Reviews

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

Reviewed on 2017/12/01
Lynn G.
Marketing Coordinator
Health, Wellness & Fitness, 13-50 Employees
Used the Software for: 6-12 months
Reviewer Source 
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

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

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

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

Reviewed on 2017/12/04
Keron B.
Inside Sales Manager
13-50 Employees
Used the Software for: 6-12 months
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

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

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

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

Reviewed on 2017/11/28
Staci B.
Operations Logistics Manager
Medical Devices, 13-50 Employees
Used the Software for: 6-12 months
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

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

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.

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