Top 10 Questions
Most common questions from our customers
Q10: Does RealZips work with Salesforce Territory Management?
A: RealZips is fully integrated with the Salesforce territory management and account sharing. RealZips enhances your current territory management configuration.
Q9 : Does RealZips manipulate existing CRM data?
A: No, we never manipulate data. We only enhance your customer data, by auto-matching CRM data against our Zip code and geographic database.
Q8: Does RealZips integrate with standard Lead Assignment rules?
A: Absolutely. RealZips runs within your existing lead assignment. You also have the option of gradually replacing complicated lead assignment rules with highly simplified Zip-code based rules.
Q7: Does RealZips make it possible to search customers across cities and counties?
A: Yes. Searching CRM data will never be the same. We instantly enhance all your data with standardized city names, county names, metropolitan areas, time zones, and much more.
Q6: What is the importance of RealZips being "Salesforce Native"?
A: It's everything! There are no external connections that can fail and no security risks. RealZips simply adds one tab to Salesforce.
The RealZips GeoData can be used in searches, page layouts, reports, dashboards, lead assignment rules, account sharing rules, and even workflows, since the GeoData is automatically connected to your CRM data.
There is almost no learning curve because your team can immediately use all their Salesforce skills.
Q5: Can we use RealZips geographic data in Salesforce reports and dashboards?
A: RealZips adds over 50 data points for every Zip code, for use in search, page views, page layouts, reports and analytical dashboards.
You can instantly report on all your data across census regions, states, metropolitan areas, counties, sales regions, cities, sales territories, channel partner territories, time zones, and more.
Q4: Is it possible to manage multiple sales teams and channel partners across every Zip code?
A: Yes, you can add as many sales team members and channel partners as needed across every Zip code. You can for example run reports on all customer data, analyzing revenue across multiple sales channels.
Q3: We do not assign Zip codes to our sales team. Can we still use RealZips?
A: No problem. Many organizations divide sales territories by states, cities, area codes or any other geographic structure. RealZips will be matched against your existing territory structure on a Zip code level.
It does not matter if your company is not using territories. You will still get instant value from the RealZips app.
Q2: Can RealZips help us correct ownership of customers?
A: With RealZips, anyone on your team can immediately see if a customer is owned by the right salesperson. The right owner- based on Zip code is shown - so ownership can immediately be corrected.
The Salesforce administrator can adjust ownership across tens of thousands of records in minutes.