How can we improve Geopointe?

Save a data set or shape "membership" to a Record

My Sales Reps would like a way to save their shapes and data set information to a record. For instance, if there are 20 Accounts in Shape #1, those 20 accounts would somehow be marked as being in that shape. This could allow reporting and account management by region/group. It could also make shapes available on the Mobile App.

It would be best if you could choose to mark the record as part of the shape so you wouldn't just have everything automatically push to the record. Similar to "Add all to campaign" but maybe you could pick certain shapes that would automatically add to catch new accounts/contacts/opportunities.

19 votes
Vote
Sign in
(thinking…)
Password icon
Signed in as (Sign out)
You have left! (?) (thinking…)
Anonymous shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

1 comment

Sign in
(thinking…)
Password icon
Signed in as (Sign out)
Submitting...
  • AdminGeopointe (CEO / Founder, Geopointe) commented  ·   ·  Flag as inappropriate

    We do have this already if you'd like to automate the rule administratively for the whole organization. Our Assignment Plans (http://help.arrowpointe.com/customer/portal/articles/1924073) do exactly this. It allows your Geopointe Admin to setup the system to evaluate specific shapes and populate a field or object with the match(es).

    A great use case for this is something like defining Sales Regions. Your team would setup a bunch of shapes to represent those areas. You'd then setup an Assignment Plan telling it to populate a Sales Region field on your Leads/Accounts/etc and then specify the Shapes to evaluate. The system will run in the background and make those matches.

    What we do not have is the ability for a sales rep to add records to these items on their own manually. Our actions framework would help enable you to build something like this on your own, but a good amount of the work would be on you to build the data model and such. We are happy to help you think through details. Log a case at http://help.arrowpointe.com/customer/portal/emails/new if you want to dig into this.

Feedback and Knowledge Base