CloudLink Ideas Portal

Territory assignment by geography instead of Account

Rental sales people and sales managers don't really care about the accounts. These guys manage to a patch of ground typically. If the jobsite is in my patch, I better call on it and rent something to somebody working on that jobsite. Goes hand in hand with jobsites. Jobsite zips in a given geographic area should belong to rep A and those in a different geo should be the responsibility of rep B. Dodge data has lat long and zip of jobsite. Use a Google Map to show each rep their territory and the known jobs in it. Allow the user to add unknown jobs and mark jobs complete so they are removed from the active jobs view in the map or from the active jobs in my territory list. No, none of this is in any table in DBS. This will need to be new capability in CloudLink. But it would be a primary reason that dealers would stay with your solution long term.

  • Jon Bryant
  • May 21 2021
  • Needs more votes
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