At Port & Starboard, we’re all about helping organizations chart the right course with Salesforce. Sometimes that means building custom solutions, and other times it means shining a spotlight on powerful third-party tools that can make your Salesforce experience even better. One tool we’re especially excited about is Vision-e Maps.
A Day in the Life: Economic Development on the Move
Picture this: you’re an Economic Development Manager with a scheduled appointment at a local insurance company. Before heading out, you want to make the most of your time in the field.
With Vision-e Maps, you can open Salesforce, click on your appointment, and instantly view other businesses within a specific radius of your meeting. You can filter by industry, zip code, or any other Salesforce field to focus on exactly the records you want to see.
From there, you can:
- Plot those nearby businesses directly on a map
- Identify the best prospects for additional expansion and retention visits
- Build an optimized route that allows you to stop by multiple businesses while you are already in the area
Instead of finishing the day with just one visit, you have turned a single appointment into a full, productive day of outreach. You maximize your impact and save valuable time without adding hours of prep work.
Why Vision-e Maps?
Vision-e Maps was designed to be simple, easy to use, and budget-conscious, making it a great fit for organizations that want effective mapping without the complexity or high costs of heavier tools. Vision-e Maps keeps things straightforward, without sacrificing power.
In the sections below, we’ll walk through the key features that make Vision-e Maps a smart choice for organizations looking to visualize Salesforce data, plan smarter travel, and give teams the insights they need in the field.
User-Friendly Design
Mapping doesn’t have to be complicated. Vision-e Maps is built with an intuitive, easy-to-navigate interface, so your team can get started without extensive training. That means faster adoption, less frustration, and more time spent actually using the tool to drive results.
Affordable Pricing
Budgets shouldn’t be a barrier to powerful insights. Vision-e Maps delivers robust mapping functionality at a cost that makes sense for organizations of all sizes. You get the features you need to boost efficiency and field performance—without overspending.
Interactive Maps
Transform your Salesforce data into an interactive, visual resource. With Vision-e Maps, you can instantly plot leads, contacts, accounts, opportunities, or even records from custom objects. Interactive maps make it easier to identify patterns, spot new opportunities, and act quickly.
Radius Searches
Need to see what’s nearby? Radius searches allow you to quickly find records within a set distance of any location. This is perfect for territory planning, event outreach, or turning a single appointment into multiple productive visits.
Keyword Search
Searching for the right record shouldn’t slow you down. With keyword search, you can look across your mapped data and instantly locate exactly what you need—whether that’s a specific client, prospect, or opportunity.
Route Planning
Time in the field is valuable. Route planning helps you optimize travel with just a few clicks, so you can reduce drive time and maximize customer visits. Fewer hours on the road means more time spent building relationships.
Flexible Map Building
Your Salesforce data lives in different places—and Vision-e Maps adapts to that. Create maps directly from list views, reports, or by defining custom objects and filter criteria. No matter how you segment data, you can visualize it in the way that makes the most sense.
Access Record Details, Tasks, and Events
Mapping is only part of the story. Vision-e Maps allows you to drill directly into record details, make edits, and view related tasks and events without leaving the map. That means more productivity and fewer clicks between screens.
Real Value for Salesforce Users
We’ve tested Vision-e Maps ourselves, and it delivers exactly what busy teams like economic development managers need: a straightforward way to visualize Salesforce data and make smarter decisions about where to spend time. Vision-e’s virtual university also provides free, step-by-step documentation so you can get up and running quickly, no matter your experience level.
Ready to Explore?
If your team is ready to navigate Salesforce more effectively, Vision-e Maps is a great tool to have at your helm. You can learn more and try it out directly on the AppExchange.
And of course, if you’d like help installing, configuring, or making the most of Vision-e Maps (or any other Salesforce app) we would love to partner with you. Reach out to us today and let’s set your Salesforce org on the right course.
