Spend less time travelling and planning trips, and more time with customers, building relationships and driving revenue with Workbooks:
- View the location of records (Leads, Opportunities, People, Organisations) on a map
- Change the view of a grid or list to a map view
- Filter and report using a postcode, an object reference of a record or an arbitrary value like ‘City’
- See which customers are within a certain distance of a point by plotting records from within a range (within ‘x’ miles of Y).
- Compare the location of one customer to other nearby customers
- Enable sales to schedule and plan their prospecting visits in a much more effective way by visiting the maximum number of customers in the time available
- Increase the efficiency and productivity of your CRM users