Geopointe Ideas

How can we improve Geopointe?

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  1. Allow field set for Assignment Area page layout.

    On the assignment Area object there is a User field that we can use to assign the owner of a record. We are finding that in our territories we need to assign more than one user to different fields. A manager field, a partner user field... ect. I can create a new user lookup field and then in our Process Builder automation I can trigger an update to the field. The problem is that the users cannot update the new custom field on the Assignment Plan because it does not show up on the Assignment Plan edit page.

    if you…

    6 votes
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    planned  ·  0 comments  ·  New Concept  ·  Flag idea as inappropriate…  ·  Admin →
  2. Sales Cloud Sales Console Integration

    When do you plan on integrating your product with the Sales Cloud Sales Console? This integration should allow a contact in your list to open a new tab within the Sales Console as well as allow click to dial from your list.

    3 votes
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    planned  ·  0 comments  ·  New Concept  ·  Flag idea as inappropriate…  ·  Admin →
  3. Sales Territory Realignment, Reassignment, and Optimization

    Create several additional features, but all striving towards similar objectives:

    1. Optimize the number and placement (territory boundaries) of sales associates according to account potential|prospects|accounts and constrained by workload|call time, travel time, and drivability, while simultaneously minimizing account disruption.

    2. Quickly lasso (or polygon select) accounts/markers on a map and provide summary information/analytics on those accounts.

    3. Apply what-if analysis/scenario-building/ad-hoc “digging” with respect to re-drawing territories. Concretely, plot accounts and prospects for associate A and B and then let me tag (or lasso select) a subset of accounts from associate A and see “what happens” as a result of assigning…

    29 votes
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    planned  ·  5 comments  ·  New Concept  ·  Flag idea as inappropriate…  ·  Admin →
  4. Make it easier to analyze check ins

    Our team uses Geopointe Mobile and our users are checking in. I am able to setup Check Ins as a Map Object now to view them on the map, but it seems like a more customized UI for this purpose could be created.

    6 votes
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    planned  ·  0 comments  ·  New Concept  ·  Flag idea as inappropriate…  ·  Admin →
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