Case Study: Parata achieves faster prospecting and optimized route planning with Salesforce Maps

Parata's sales team identifies high value prospects with the help of Salesforce Maps

Parata, a Durham‑based provider of pharmacy technology founded in 2001 and trusted by over 12,000 pharmacies, helps pharmacists improve coordinated care and reduce medication errors. To support its field sales team, Parata needed a way to visualize Salesforce data and plan routes for prospecting—previously the team was exporting CRM data and uploading it to a third‑party mapping tool, which was inefficient.

By deploying Salesforce Maps, Parata plots leads, contacts, accounts, opportunities and assets to identify high‑value prospects while on the road, optimizes prospecting routes and schedules, and uses built‑in mileage reporting for expense claims. The team also leverages mass actions to create tasks and add multiple contacts to campaigns, driving faster, more productive prospecting and simpler expense and sales workflows.

Parata