In most CRMs, you work with lists. In Sidely, you work with a map. For a field sales rep, the question isn't just "who are my customers?" but "where are they, which ones should I see first, and how do I chain my visits together?". The map answers all three questions on a single screen: it brings together the geography of your portfolio, your sales data and your route planning.
This article shows you what the map can do and points you to the detailed guides for each feature.
Why the map is at the heart of Sidely
It is designed for the field: your points of sale are displayed where they are, not in a table.
It shows you your data: statuses, visit frequencies, campaigns, DN (numeric distribution) or any field become colors. You spot priorities at a glance, without opening a report.
It leads straight to action: from the same view, you target stores, create your visits and optimize your route.
It works for sales reps and managers alike: the sales rep prepares their week, the manager steers their team's activity.
Access the map
On the web: open Accounts > Companies and choose the Map display. You can switch to the List display at any time, with the same filters.
On the mobile app: open the Companies tab. The map also works offline.
1. Visualize: display modes
The display mode determines the color of each point of sale. You choose what the map should show you:
Company information: status (prospect, customer, inactive, VIP…), owning sales rep, territory mapping and territories.
Events: last completed event, next scheduled event and visit frequency. Overdue stores appear in red, up-to-date ones in green.
Campaigns: ongoing campaigns (the active period sets the color) and upcoming campaigns.
Forms: last form filled in.
Your fields: additional fields, form fields or calculated fields (DN, out-of-stocks…), grouped into the categories you have created. You can choose the color of each value of a choice field (for example Gold in yellow, a retail banner in its own color).
Product KPIs: an indicator displayed product by product, for example the presence of a specific SKU in each store.
Example: map showing visit frequency
2. Target: advanced filters and views
Advanced filters narrow the map down to only the points of sale you are interested in. You can combine as many criteria as needed: zip code, status, retail banner, owner, overdue frequency, active campaign, value of a calculated field, missing product…
Once your filters are set, save them as a view. A view is dynamic: it updates automatically as your data changes. A prospect who becomes a customer drops out of your "Prospects in 35" view without you having to do anything.
Personal views: visible only to you.
Shared views: created by an administrator or a manager and visible to the whole team.
💡 Our tip: every sales rep benefits from creating 6 to 7 views they reuse every week. Examples: "My customers in 35", "Stores overdue for a visit", "Not visited in 60 days", "Ongoing campaign – commitment period", "DN below target".
3. Organize: from the map to the route
The map isn't just a view: it's where your planning starts.
Select the points of sale to visit with the lasso tool (you draw around an area) or one by one.
Create the events all at once: type (visit, call…), linked form, duration, breaks, working days.
Optimize the itinerary: enter your start and end address and your means of transport. Sidely calculates the visit order that minimizes your travel, up to 30 points of sale per optimization.
Generate: the visits go straight into your calendar.
The calendar can also open as a side panel next to the map. Hover over an event: the corresponding point of sale is highlighted on the map. You can also display the route for the day or the week. This way, you see your schedule and your portfolio on the same screen.
4. Steer: the manager's map
For a manager, the map is a geographic dashboard. By combining shared views and display modes, they can see at a glance:
points of sale overdue for a visit, by sales rep or by territory;
stores where DN is below target;
the progress of a sales operation: stores committed, stores still to cover…;
how territories are split among their sales reps.
In the field: the map on mobile
The map and company records are available offline. Your data syncs automatically as soon as the network is back.
From a point of sale, you can access its history (visits, photos, comments) and start your visit.
You'll find the views shared by your manager on mobile too.
Best practices
Start with the data: a map is only useful if addresses, statuses and visit frequencies are up to date. It is up to management to set the frequencies.
Filter before you look: fewer points displayed means a more readable map and faster decisions.
Choose one display mode per question: "who is overdue?" is read in visit frequency, "where am I missing?" is read in DN.
Make the most of your views: you don't redo your filters every Monday, you open your view.
FAQ
Is the map the same on the web and on mobile?
Yes, the data is the same and syncs automatically. Route creation and advanced configuration are best done on the web. Mobile is mainly used to consult and take action in the field, including offline.
Can I display several display modes at the same time?
No, only one mode is active at a time. Combine it with filters to cross-reference several criteria.
Do my map settings change what my colleagues see?
No. Your display mode and your personal views only affect you. Only shared views are visible to the whole team.
Why doesn't a point of sale appear on the map?
First check the active filters, as well as the "Me" or "All" filter. Then check that the company's address is correct and geolocated.
How many points of sale can I optimize in one route?
Up to 30 points of sale per optimization. For a busier week, run several optimizations.