The difference between a field sales rep who closes 3 deals a day and one who closes 1 often isn't the pitch — it's the preparation. Reps who arrive at a location already knowing who's there, what they sell, and what number to call waste almost no time on prospecting during the day. They spend the day selling, not searching. Here's the territory planning workflow that makes that possible.
Good field sales starts the evening before. Open Google Maps and zoom into the area you're covering tomorrow. Search for your target business type — "pharmacies", "hardware stores", "dental clinics", "clothing boutiques" — whatever fits your product. With GrabNear installed on Microsoft Edge or Chrome, every business in the current map view appears in a panel with its phone, address, and rating already populated.
Save everything in your target zone to GrabNear CRM. Export to CSV. Now you have an ordered list of every prospect within your territory — with contact details — before you leave the house.
For each business you plan to visit, send a short WhatsApp message the morning before you arrive. Something like: "Hi, I'll be in [neighbourhood] today and wanted to drop by and introduce [product/service]. Would 11am work for a quick 5 minutes?" Businesses that reply become warm calls. Businesses that don't are still cold visits — but you've already tried the soft route.
GrabNear's built-in WhatsApp button sends these messages in seconds using saved templates. You can send 30 advance messages in under 10 minutes.
Without a list, field reps walk up and down streets picking targets by eye — slow, inefficient, and easy to cherry-pick the convenient ones. With a GrabNear CRM list loaded from Google Maps the night before, every stop is intentional. You know the name, the address, and what you want to say before you walk through the door.
Route tip: Export your GrabNear contacts to CSV and paste the addresses into Google Maps route planner to create a driving route that minimises backtracking. This alone can add 2–3 extra visits per day.
Evening: Open Google Maps, search target area with GrabNear, save all prospects to CRM, export CSV for route planning.
Morning: Send WhatsApp advance messages from GrabNear panel using saved templates.
During the day: Work the list in order, update lead status in GrabNear after each visit (Met → Follow Up / Qualified / Not Interested).
Evening: Set follow-up dates for warm contacts. Repeat for tomorrow's territory.
This workflow runs identically whether you're covering a territory in Melbourne, Nairobi, Bangkok, or São Paulo. Google Maps is the data source, GrabNear pulls the contacts, and the CRM tracks the pipeline. There's no country-specific setup — GrabNear automatically detects your country's dial code for correct WhatsApp number formatting.
Install GrabNear on Microsoft Edge, search Google Maps for your target area, and have a full prospect list with phone numbers before you leave the office today.
Install GrabNear for Edge — Free