🚀 Results at a Glance
✔️ 1–2 hours/day saved per marketer with smarter, faster field reporting
✔️ 1 hour/day saved by operations leadership through automated oversight
✔️ about 50%+ reduction in redundant office visits
✔️ Real-time visit tracking with geofencing validation
✔️ Full workflow automation
About Heart, Vascular & Leg Center
Based in Bakersfield, California, Heart, Vascular & Leg Center is a multi-specialty practice with divisions in vascular care, podiatry, wound care, and hyperbaric medicine. Their field marketing team serves as physician liaisons, visiting referring provider offices to educate on services, strengthen relationships, and drive new patient referrals.
Back Then: “It Was Just a Spreadsheet”
When COO Melissa Gilkes-Smith stepped into her role at Heart, Vascular & Leg Center in April 2023, she quickly realized she was flying blind. The field marketing team had no real tracking system in place.
“It was like, go out to an office and write in a spreadsheet what you did. There was no way to track if they actually went.”
The gaps became clear once Melissa gained real visibility. She discovered that some reports had been filled out from home—claiming visits without ever leaving the couch. She also realized that certain offices were visited week after week, wasting valuable time and missing opportunities to expand their reach elsewhere.
“Now I can see how often someone’s visiting a particular site. I saw that pattern and was able to correct it. That visibility didn’t exist before.”
Melissa needed a system—something lightweight, flexible, and smart enough to handle the real-world chaos of field operations. She considered building a CRM from scratch in Smartsheet, and then she found Mapsly.
Full Visibility, Finally
Mapsly became the missing link, bringing real-time visibility to the team’s work in the field.
Marketers now check in and out at each visit with GPS-based geofencing, ensuring accuracy and accountability without extra manual steps.
“We needed to know they were actually at the location. Now, I know where they’ve been, how long they stayed, and how often they visit each site.”
Fully Custom workflows—No Need for rigid CRMs
Instead of layering another rigid CRM on top of their workflow, Melissa used Smartsheet as a simple backend and Mapsly as the operational hub. Provider contact details—including cell phone numbers and emails—are updated right from the field, synced back to Smartsheet, and even automatically pushed into the CMO’s Outlook contact list through OneDrive integration.
“I don’t know what I’d do if something happened to this setup. It’s become so robust and connected—it runs the whole thing.”
Campaign Planning & Prospecting Made Visual
Custom campaigns are easily organized, and each visit is visually tracked on the map with color-coded icons.
Using Mapsly’s أداة لاسو, marketers can select all nearby offices in a geographic area—especially useful when traveling to more remote cities. They also use Mapsly’s prospecting tool to identify new offices on the fly, instantly adding them to the database without breaking stride.
“Now they just lasso the area, add new clinics, and build a full-day route. It’s automatic and fast.”
From Guesswork to Data-Driven Decisions
Before Mapsly, understanding field performance was nearly impossible. Today, Melissa can pull reports on visit frequency, campaign engagement, CRM updates, and much more—with just a few clicks.
“I can track everything. Visit frequency, contact info updates, campaign reach. I get automated notifications instead of digging through spreadsheets.”
The impact is clear: she estimates saving an hour a day herself thanks to automated oversight, while each marketer saves 1–2 hours per day compared to the old manual process.
And the intangible benefits—like planning ahead, smarter scheduling, and real-time visibility—have completely changed how the team operates.
“Before, there was no planning ahead. It was just ‘go do.’ Now, there’s strategy. And with field sales, planning is everything.”
Why Mapsly Stood Out
The decision to move forward with Mapsly wasn’t just about features—it was about support.
“I’ve worked with vendors who rotate customer success managers every three months. I onboard them, they leave. It’s frustrating.”
Mapsly was different. From day one, Erik from Mapsly stayed closely involved, helping Melissa’s team not only implement the system, but customize it beyond what she originally imagined.
“Erik has been there every step of the way. I show him my ideas—sometimes wild ones—and he not only builds them, he improves them.”
Fits Any Size Team — Without Complexity
While Heart, Vascular & Leg Center’s marketing team today is intentionally small—just two marketers and Melissa herself—the beauty of their Mapsly setup is that it would work just as well for a team of 100.
Melissa didn’t need a bulky system built for huge enterprises. She needed something powerful enough to handle growth, flexible enough to match their unique workflow، و simple enough to manage without a dedicated IT department. Mapsly gave her all of that—without unnecessary complexity.
Whether your team is expanding, staying lean, or somewhere in between, Mapsly adapts to fit your needs, not the other way around.
📊 Impact Summary
Mapsly didn’t just digitize Heart, Vascular & Leg Center’s field operations—it redefined them. What was once a blind, manual process is now a real-time, data-driven system that saves time, improves accountability, and empowers smarter decision-making.
- 1–2 hours saved daily per marketer
- 1 hour/day saved by leadership
- Verified visit check-ins with GPS
- Campaign tracking, visit frequency reporting, and CRM updating—all from the field
- Scalable and fully customized, without expensive CRM overhead
“Mapsly didn’t just give us a tool. It gave us insight. It gave us control. And it gave us Erik—who’s been a real partner every step of the way.”
“Working with Melissa and her team has been a perfect example of what we love to do at Mapsly—turn ambitious ideas into practical, scalable solutions. No matter how complex the setup or how unique the request, we’re always ready to dive in, customize, and make sure our clients succeed.” — Erik from Mapsly
Want real visibility into your field operations—and a partner who helps you make the most of it?
Let Mapsly help you modernize your outreach, customize your CRM, and take control of your data.
📍 Book a call to start building your custom solution today.
