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territory

ACT – Territory Design, Optimized Routes, Improved Customer Service

January 21, 2019
You’ve got your plan laid out for the year; your goals are set and you’re ready to carry them out. Great! Now you’ve just got to pull the trigger and act on that plan. And that’s where you may hit a wall. It might be a short wall, but a wall nonetheless. You can have...
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Meridian Leasing Discovers a More Strategic Approach to Sales & Marketing with Geopointe

August 31, 2017
Meridian Leasing serves several industries to deliver custom solutions to organizations across North America. “At the core of our business, we take industry-specific challenges and build programs and solutions tailored to the business’ needs. For that reason, it’s critical for us to build and deploy a world-class marketing machine to support and drive sales as...
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Sales territory

Territory Management in Salesforce Made Easy

May 18, 2016
With territory management, Salesforce supports the ability to assign and share accounts with specific users based on field criteria. If your territories are cleanly divided by a single field, then you might have already made use of this feature, but in most real world cases territories are not so clearly split. Since territories cannot always...
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Searching with Shapes in Geopointe

February 17, 2015,
Polygons, or shapes, offer an innovative method of searching for and managing data on the map. Geopointe offers many ways to search through and filter against your Salesforce data, including multiple search types and advanced filtering capabilities. The shape search provides the ability to draw shapes, search within those shapes, and use shapes to manage data. This...
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