The Advanced Search feature that's currently in SalesLink is valuable - however it lacks flexibility.
Key improvements needed include multi-select options (rather than a one at a time, and then cumbersome V-lookup efforts); and capability to determine what data elements are presented in the results (rather than current, canned 'Display Results As' reporting)
Please reach out to Teri & Justin at Peterson for more ideas and information.
Kari Cannaday
From conversations at our user conference last week, the group decided that this is no longer a priority. Please email me if you strongly disagree with this decision.
As part of our UX review, we will look into how we can improve this searching capability.
Great Idea Kari, I never knew V-Lookup until SalesLink :)
Typically we are trying to tie customer spend with Rep activity &/or PAR's to measure reps effective coverage
or areas in ineffective coverage.
Perhaps a pivot style menu (or Power BI) where a user can create (drag & drop) their own custom report where a data relationship exists & save/share as a favourite.
Additionally - The new API functionality and capabilities to pull into a BI tool is great, but from a user perspective, there is incredible value to have the internal (self-service) search capabilities, rather than having to go to an analyst or specialist.