Proximity Search is an add-on for SalesLogix
v6.2/7.x that allows users to find contacts
and accounts within a specific distance of
any geographic location in the United States — be
it the user’s home, office, or any
zip code. Searches are very fast—most
executing in less than a second—and
can be run on any SalesLogix Windows or Remote
client without the need for an Internet connection.
A SalesLogix group can be generated from
the search (for example, any contact within
25 miles of Atlanta), against which the user
can run a mail merge, report, or any other
SalesLogix function that accepts groups for
filtering. And since the resulting group
is dynamic, any future data entered into
the system that fits the criteria will show
up in the group. Furthermore, the results
from the search can be plotted on a Google
TM map for visual analysis.
Flexible Searching
Proximity searches can be executed against
contacts or accounts with the following
conditions:
Distance: 1, 5, 10, 25, 50, 100, 250,
or 500 miles from a starting location
Starting Location: user’s office,
user’s home, or any US zip code
Contact/account type: dynamic choices
based on the options configured in the
SLX database
Top n: user can return all matches or
the Top 10, Top 25, Top 50, Top 100, Top
250, or Top 500 matches (based on closest
to farthest from the starting point)
Proximity Search
is simple — just
open the dialog and select the criteria from
the drop-down boxes...
...run the search...
...and finally create
a dynamic group or Google TM map based
on the results (Google TM map shown).
Add Value To Your SalesLogix System
Proximity Search adds value to your SalesLogix
system by allowing your organization to
use geographic information to assist in
business decisions that were not possible
before. The uses for Proximity Search are
unlimited. Example scenarios include:
A field rep is planning his day and wishes
to generate a route of clients that optimizes
his territory coverage
A national sales rep wants to generate
a list of nearby prospects to visit on
a business trip to Philadelphia
The Marketing group wants to send promotional
material for an upcoming product launch
to customers in the Phoenix, Denver, and
Seattle markets
A field sales rep has extra time during
the day and wishes to visit one or two
contacts nearest his current location
A customer service rep wishes to dispatch
a vendor closest to the customer
Map Existing Data
The included mapping feature can also be
used on any contact or account group. With
Proximity Search, you can now map any of
your existing SalesLogix data without the
cumbersome export/import steps necessary
to map data in other third party products
such as Microsoft Map Point.
Powerful Customization
Proximity Search is built using the SalesLogix
Architect and can be fully customized to
meet extended business requirements. There
are no licensing restrictions on the modifications
that can be made.
Data Updates
Proximity Search includes one year of geographical
updates at no charge. After that there
is a nominal annual fee to keep the geographic
data current.
