The Ultimate Getting Started with Badger Guide

Welcome to the Badger community! Thanks for joining us, we want to make sure you have the best possible experience with Badger Maps so you can stop wasting time on admin work and start selling more.

Consider this your step-by-step guide to maximizing Badger's ROI. By the end you'll be ready to crush your quota with Badger!

What is Badger Maps?

Badger Maps is your personal sales planning and routing app. It helps you map leads, opportunities, and customers in your territory.

Badger visualizes your territory by the details in your sales data, so you can see where you should spend your time. Use Badger to make optimized routes for all of your daily appointments, create check-in reports for your meetings, and stay on top of your schedule.

This guide will turn you into a Badger champion, so you can start getting the most out of your time in the field.  

Learn to:

  • Add your leads and customers into Badger via Excel File, Salesforce, manually, or just send it to us so we'll do the heavy lifting for you.
  • Use the Visualize feature to sort your customers by colors and filters.
  • Create optimized routes. You can move your appointments around, change their lengths, even add a start and/or end location so you can always find your way home.
  • Find new leads around your territory, and add them to your route or accounts.
  • Keep track of your interactions with your customers, even on the go. Automatically generate reports of your activity, to help keep track of your progress.

Import Accounts

Do it Yourself

  1. Check out this guide on formatting your spreadsheet. Make sure there is at least one column for names, and a column for your location, and any other information you want included.
  2. For adding addresses, there are two options:
    1. Using Street Addresses: List the street address, city, state, and zip in your Excel spreadsheet. These can either be in separate columns, or you can have the full address in one column.
    2. Using latitude and longitude: You can map your accounts with Latitude and Longitude. Just have them in 2 different columns in your spreadsheet. Our importer will recognize that you have Latitude and Longitude columns in your file and use those to plot your pins.
  3. The last step is to match your fields during the import.
    1. Choose which columns contain the account’s name, address, city, state, zip, etc. If needed, select the extra fields you want to be able to colorize/filterize by.


Connect to Salesforce

Badger gives you the choice to import your Salesforce accounts directly. This is a bidirectional sync, anything you change in Badger will automatically update in Salesforce. Check out this page to learn more about our integration with Salesforce.

Add Accounts Manually

There are 3 different ways to add accounts manually:

  1. Click on “Accounts” and then click on “+ Add” and enter the account’s information.


  2. Right click on the Map to drop an account anywhere on the map. Click here for more information on how to drop a pin. On the mobile app, press and hold your finger on the spot you want add an account on, then a new pop-up will come up. Tap on “Create Account Here” to create an account at that spot.

    On the mobile app, press and hold your finger on the spot you want add an account on, then a new pop-up will come up. Tap on “Create Account Here” to create an account at that spot.

  3. Look up for prospects with the Places tool and add them to your accounts. You can even add filters or make notes for a prospect that you find with the places tool.

Let Us Help

The Badger Team is here to help you! Send us your spreadsheet and within 24 hours your account will be ready to go!

Using the email associated with your Badger account, email your spreadsheet to support@badgermapping.com and one of our Data Specialists will import your spreadsheet. Let us handle your data so you can enjoy your free trial to the fullest. Read more about accounts and learn use-cases here!


Visualize, Colorize and Filter on the Map

Visualize Your Data

The Visualize tab gives you an advanced view of your accounts within Badger. You’ll be able to Colorize & Filter your accounts based on any data field you’d like.

Colorize

With the colorize feature, you can see your account pins as different colors on the map to better organize your customers. For example, you can have a field called “Priority” with values of “High Priority”, “Medium Priority” or “Low Priority” and each value will be assigned a different color on your map.

This way, if you wanted to only see High Priority leads one day, you would be able to automatically organize them on your map.

The order of filters can be customized:

  1. Go to Settings.
  2. Under Data Management, click on Manage Fields.
  3. Reorder your filters by clicking on the 3 grey lines next to any of the filters and then drag it into place.

Filter

Use the Filter feature to sort your customers on the map and display the accounts how you want to see them. There are two filter types: text filters and numeric filters.

Difference Between Text and Numeric Filters

Text Filters

Text filters colorize your pins according to text values. Examples of text filters are Priority (with values like High, Medium, and Low) and Type of Business (with values like Clinic, Store, Car Dealership, etc.)  .

Your accounts will be assigned different colors and displayed on your map.

Numeric Filters

Numeric filters colorize your pins according to the number attributed to a certain account field. You can only assign number values for numeric filters.

Your accounts will be colorized based on a gradient scale from yellow to dark red. (Ex: The “Days Since Last Check-In” filter will color code the accounts you saw yesterday in yellow, and the ones you haven’t seen in a month in dark red.)

In the Filter tab you can customize the scale by using the slider or typing in your own numbers. Then you’ll only see the accounts in that range on your map.

TIP: You can use text and numeric filters at the same time! Use a text and numeric filter at the same time to see where specific accounts are. For example, you can use the filters to see High Priority accounts with Sales YTD between $5k-$10k.

How to Create Filters

Manually in the web app
  1. Go to Settings.
  2. Under Data Management, click on Manage Fields.
  3. Scroll to the bottom of the Manage Fields window.
  4. Click on “Add new field” and type in the name of the filter.
  5. Choose the filter type (text or numeric).
  6. Start assigning values from your new filter to your customers  in “Account Details.”
Using Your Excel/CSV Spreadsheet
  • Create a new column in your spreadsheet.
  • Add the filter’s name as the new column’s header. Make sure to add the column after the ones from the template (Name, Address, City, State, Zip Code). You can download a template here.
  • Under your new header, add values from your filter in the rows of the accounts they’re associated with. For example, if your new header is “Purchasing Stage,” add the status of that lead or customer in the correct row under that header.
  • Import your spreadsheet to Badger through Settings.

Before:

After:

TIP: Beware! If you have too many filters active your pins may not appear on the map. You can see which filters are active under “Visualize” and the grey banner, “Active Filters.” To reset your filters and see all your pins:

  • Go to Visualize.
  • Click on filters.
  • Click on the blue banner for “Reset Filters.”

If your pins are still hidden, refresh your page. If the problem persists, email us at support@badgermapping.com with any questions or concerns.

How to Edit Filter Values

In Account Details:

  • Go to the account you want to edit.
  • Click on the little grey pencil next to the field you’d like to edit.
  • Type in the new value and save.

Using the Lasso Tool:

  • Go to Tools on the left tab.
  • Click on “Lasso.”
  • Draw a circle (hold down the left-click on your mouse) around the accounts you’d like to edit filter values for.
  • On the bottom of your screen, click on “Mass Update.”
  • Find the filter you want to add or edit the value for those customers.
  • Add or edit that value.
  • Click on “Update Accounts.”

Tip: Lasso is great for assigning territories. If you have a team in Badger, you can use Lasso to draw a circle around a group of points and change/add an account owner.

Learn more about this feature and use-cases here!


Optimize Your Routes

Badger saves you time by optimizing your routes with access to real time traffic data so you can focus on sales instead of planning trips.

Create Optimized Routes

There are two ways of creating an optimized route - either by adding individual addresses in a string or using the Lasso tool:

Using the Route Tab:

  1. Click on the Routes Tab
  2. Click on the “Add Location” button
  3. You will be able to add accounts, a quick stop and Suggested locations
    1. In the Accounts tab, click on “Add to Route” next to the accounts you would like to add to your route. You’ll be able to search through accounts and quickly add them to your route.
    2. In the Quick Stop tab, you can enter a temporary location and add it to your route. This may be where you’re grabbing lunch, a gas station or other quick stops.
    3. In the Suggestion tab, the route AI will suggest accounts to add to your route based on your current route.
  4. Click on the ‘Optimize’ button in the route menu once your route is complete to make sure that your route is optimized.
  5. Save and name your route for future reference.

Routing Individual Accounts

  1. Click the account that you would like to add to your route
  2. Click on the ‘Add to Route’ button
  3. Repeat Steps 1 and 2 until you have added all desired accounts to your route
  4. Click on the ‘Optimize’ button in the Route menu once you’ve added all of the accounts to make sure your route is optimized
  5. Save your route to make sure that you have it for future reference

Using the Lasso Tool

  1. Click on the ‘Tools’ button in the menu on the left
  2. Click on ‘Lasso’
  3. Hold your left-click mouse button down and draw a circle around the accounts you want to create a route for.
  4. Click on ‘Create Route” in the Lasso menu
  5. This will bring you to the Route tab to save your route.

When you use the lasso tool to create a route, it is automatically optimized.

Set a Start/End Location

You can add start and end locations for your routes in the routes tab; your route will be optimized according to these locations. For example, you can start your route at your home address and end at your office address. If you don’t add a start or end location, no worries, your route will be optimized according to which accounts you added to your route.

Change Appointment Lengths

The default appointment length is 30 minutes, but you can change individual appointment lengths and your default appointment length.

Individual Appointments

  1. Go to the Route menu
  2. Click on the ‘Length’ button and select the desired appointment length

Set a Default Appointment Length

  1. Open the mobile application on iOS or Android
  2. Go to Settings
  3. Click on ‘default Appointment Length’ and select the desired default appointment length you would like. From this point forward, all your appointments will be your new default appointment length unless you change it manually.

Don’t have a mobile device? Send us an email at support@badgermapping.com with your desired default appointment length and we will change it for you.

Delete Appointments:

  1. Go to the Route menu
  2. Click the red ‘X’ on the appointment you want to delete
  3. Click on the Optimize button, your route will be optimized again

Export Your Route

  1. Click the “More” button on the Route tab and three different export options will appear:
  2. Export to PDF - export your route with turn-by-turn directions into a PDF
  3. Export to Calendar - export your route to your calendar to have it on your schedule
  4. Export to GPX - export your route to as a file compatible for your GPS device

Learn more about optimized routes and use-cases here!



Find New Leads in Seconds

Prospecting is a time consuming task full of uncertainty.  Use “Places” to find new leads in your territory, and add them to your routes and/or accounts.

Find New Leads

  1. Click on “Places” tab in the home menu on the left.
  2. Type in a keyword with the business type you are searching for and press enter (For example, you can search for keywords like car mechanics, grocery stores, or doctors).
  3. Blue pins will appear on the map at the newly generated leads’ locations.
  4. If you want to keep this search for the future, save the search by clicking on "Save Search".

Look Up Their Details

Click on one of the blue pins and then on ‘Show Details’ to view its contact information, including: name, address, phone number, website, and hours of operation.

Add a Place to Your Route/Accounts List

  1. Click on the blue pin on the map.
  2. Click on “Add to Accounts” to add this “Place” to your accounts list. If you don’t add the place to your account list, you won’t be able to activate any filters or add notes/check-ins.
  3. Click on “Add to Route” to add this “Place” to your route.

TIP: You can set up a filter in to differentiate your customers from your prospects.

Learn more about Places and how to take full advantage of it here!



Keep Track of Your Customer Interactions Through a Detailed Check-in History

Check-ins are a great way to keep track of all your meeting interactions. They’re date- and time-stamped logs so that you can remember what happened at every meeting and know when you last visited an account.

Check-ins come in a standard form with a meeting type field and a notes field, but can be customized for your needs.

Create Check-Ins from Your Accounts List

On any Device

  1. Go to the Account Details of the account you’re creating a check-in for.
  2. At the bottom of the Account Details window, click on the check-in icon and the check-in window will pop up.
  3. You can choose the log type in the drop down menu and specify if your interaction was a meeting, phone call, email or letter.
  4. Type your notes in the text field to keep track of your customers.
  5. Then click on “Create Check-In.”

Create Check-Ins in Route Mode

On iOS or Android

If you’re in Route Mode, you can create a check-in by tapping the “Check-in” button. Once you save your check-in, you will return to the Route Mode screen to continue with your route.


On the Computer

  1. Click on the Account Name that you would like to create a check-in for and you will be directed to Account Details.
  2. Click or tap on the “Check-In” Button.
  3. When you exit your Account Details by clicking the white “X” in the upper right-hand corner, you will be returned to the Route menu.

Export Check-in Reports

  1. Go to “Report” on the left side menu at the bottom.
  2. Select the date range that you would like to export check-ins for.
  3. Click on “Export Check-ins” in blue.
  4. A download will be prompted for an excel file with all the details of your check-ins.

Automatic Reports: If you create check-ins during the week, you’ll be sent a check-in report to the email you associated with your Badger account every Friday at 5PM PST.

If you’re working as a team, weekly automatic reports make it easy for your organization to find the best opportunities and organize your efforts.

Access Check-In History for an Account

On the Computer

  1. Go to your Accounts.
  2. Select the one with check-in history you’d like to see.
  3. Click the account name, the account details menu will pop up.
  4. In Account Details, there are four sections at the top: “Details,” “Location,” “Notepad” and “History.”
  5. Click on “History” and you’ll have a clear overview of all the check-ins made for that account with time- and date-stamps.

On iOS or Android

  1. Go to your Accounts.
  2. Select the one with check-in history you’d like to access.
  3. Click the account name, the Account Details menu will pop up,
  4. In Account Details, there are four sections at the top: “Details,” “Location,” “Notepad” and “History.”
  5. Click on “History” and you’ll have a clear overview of all the check-ins made for that account with time- and date-stamps.

Want Custom Check-Ins?

Speak to us about the Business Annual or Enterprise plan! You’ll be able to create detailed custom check-ins. Add custom fields like  “delivery requests”, “time of contact”, “next step date,” and more. Create industry-specific reports and cut hours off of your administrative work.

Learn more about how to fully utilize check-ins and use-cases here!


My Team

A team in Badger maps are a group of Badger Maps accounts connected together in a team hierarchy. A team in Badger Maps could be made up of managers, outside sales reps, inside sales reps and sales support/operations.

There is no limit to the number of team members you can have in Badger Maps. The goal of creating a team in Badger is to keep your sales force forced organized and connected.

Add a New Team Member

You can add a new team member instantly on the web-app to take advantage of team features.

  1. In the My Team tab, click on “Add Team Member”.
  2. Fill in the form by entering in the email(s) of the new users you would like to add. To add multiple team members at once, click on “Add another Team member”.

The new team member’s account will be instantly created and they will receive an invitation to access Badger Maps. An account specialist will reach out to you in 1-2 business days and to make sure that your team account is set up for your sales process.

Learn more about teams and best practices here!

Congratulations!

You’re ready to use Badger like a pro. If you have any questions you can always reach us by calling 415-592-5909 or sending an email to support@badgermapping.com

Click here to schedule a get a free product demo with one of our experts.

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