#general
General Discussions & Topics
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Hey all. Has anyone built a map or sheet to help sales name-drop local customers? Our sales team (specifically pub sec) really wants to reference nearby accounts when talking to prospects, and I’ve been asked to help with this.
I thought about creating a Google Map with pins, but our Salesforce ops team said it isn’t secure when I tried to pull a report 🫠 so back to the drawing board. Has anyone done something similar or have ideas on a better way to do this?
I have a namedrop section in a database I built, but Salesforce is the single source of truth, so if a customer churns, they are automatically removed. When you say not secure, do you mean you can't use an API to update a map or the data is unreliable?
Some of our customers have created one pagers with different regions with customers of that location shown on each one... Takes a little bit of leg work, but like Liz said above, sharing slides or one pagers is usually adopted by sales pretty well!
@Liza McGraw funny enough, we're looking into this at Peerbound and have built some of the building blocks already. will DM you in Slack...