How can we improve Geopointe?

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.

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Tina shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

5 comments

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  • Anonymous commented  ·   ·  Flag as inappropriate

    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.

  • Anonymous commented  ·   ·  Flag as inappropriate

    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.

  • Anonymous commented  ·   ·  Flag as inappropriate

    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  ·   ·  Flag as inappropriate

    This would be very useful for the Outside Sales team reporting purposes for us, as well

  • Aron Kuch commented  ·   ·  Flag as inappropriate

    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.

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