Export formal reports - reporting feature.
A formal reporting feature within Geopointe would be helpful. I'd like to take the data and map and be able to export it into a report that would be clean and easy to read for our reps out in the field.
Love the idea, but would like more people to jump in on this idea before we really get into it. It’s an open-ended idea with lots of possibilities. Looking for some more direction.
Yes, I want to be able to export directly to a Salesforce Report so I can show additional fields related to the Account, Opp, or Lead in that report. And, create dashboards based on these reports.
Yes, this would be a great idea. We want a report of the accounts and leads found in a certain area. Exporting to a campaign creates new headaches because I can only see the contacts at the accounts. I only want to see one record (account) and not that account record 50 times because of the 50 contacts.
I agree with Aaron. Being able to export directly to a Salesforce Report (instead of a Campaign) would simplify sending emails to a specific area.
For us, we like to send emails to a zip code radius. Right now, we have to create a campaign, create the zip code radius in Geopointe, send it to the campaign, and then have our email application pull the campaign.
If Geopointe could export straight to a salesoforce report, it would eliminate the time of creating a campaign.
Julia V commented
This would be very useful for the Outside Sales team reporting purposes for us, as well
Aron Kuch commented
For us, at least one use is that it would greatly simplify our email process. We have an third part email client within Salesforce that uses reports as the input for populating a specialty campaign. Currently we take our Geopointe, Add to Campaign, and then create a report of the "clients" in the report so that they can get added to the emailing app's campaign.