| Best fit | Reps and small teams that need mapping this week | Enterprise field orgs already running on Salesforce |
| Primary workflow | Import accounts → see nearby → prioritize → visit → follow up | CRM-native territory planning inside the Salesforce platform |
| Salesforce requirement | None — works from any CSV or Excel export | Requires Salesforce licenses and admin setup |
| Setup style | Self-serve, ~20 minutes from a spreadsheet | Admin implementation, typically weeks |
| Nearby account discovery | Central — open the map, see which accounts are close | Available within CRM-native mapping views |
| Visit prioritization | Priority, status, and follow-up context drive the day | Driven by CRM data, routes, and territory rules |
| Route optimization | Field planning and visit prioritization today; full multi-stop optimization is planned | Mature, CRM-native routing |
| Reporting | Simple visit and follow-up activity, rep-facing | Enterprise dashboards and territory analytics |
| Main advantage | Speed to value — no platform project required | Depth and governance inside Salesforce |