Badger Maps is a powerful tool for managing field sales operations, offering features like route optimization and customer data management. With Relevance AI, you can elevate these functionalities by incorporating AI-driven workflows that enhance decision-making and efficiency.
Badger Maps optimizes field sales operations with advanced mapping and route planning. Relevance AI amplifies these capabilities by enabling AI Agents to automate tasks and provide actionable insights in real-time.
Intelligent Route Orchestration
AI agent optimizes complex sales routes in real-time, considering traffic, priorities, and customer patterns for maximum efficiency
Dynamic Schedule Adaptation
Agent continuously adjusts daily schedules based on real-time conditions and emerging priorities to maximize productivity
Strategic Account Insights
Agent synthesizes customer data across territories to uncover sales opportunities and optimize account management strategies
Relevance AI integrates seamlessly with Badger Maps to enhance your field sales workflows through intelligent automation.
What you’ll need
You don't need to be a developer to set up the Badger Maps and Relevance AI integration. Follow this simple guide to get started:
- A Badger Maps account
- A Relevance AI account with access to your project settings
- Authorization credentials (you'll connect securely using API keys—no sensitive info stored manually)
Security & Reliability
The integration between Badger Maps and Relevance AI utilizes secure OAuth authentication, ensuring that only authorized workflows can access your field sales data. Relevance AI manages API operations (such as creating, updating, and retrieving accounts and check-ins) in the background, allowing you to focus on your sales strategy without worrying about errors, formatting, or limits.
With built-in validation and type conversion, your workflows will run seamlessly, even when dealing with varying data formats. This integration streamlines your field sales operations by automating route planning, centralizing customer data management, and providing real-time check-in tracking.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the Badger Maps + Relevance AI integration without writing code:
- Start with a clean Badger Maps account: Ensure your customer data is organized with clear naming conventions and consistent formats.
- Utilize pre-built workflows: Relevance AI provides templates for automating account creation, check-ins, and updates—perfect for quick implementation.
- Connect securely: Double-check that you have the correct OAuth credentials and permissions set up for Badger Maps during integration.
- Test your API calls: Use sample data to validate your API requests before applying them to your live accounts.
- Monitor API usage: Be mindful of rate limits by implementing request throttling and caching frequently accessed data.
