Geographic Search Tool
Proximity Search v2.0 is an add-on for Infor CRM 8+ 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, any top US city, or any zip code. Searches are very fast—most executing in less than a second—because data is geo-coded ahead of time.
A Infor CRM 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 Infor CRM function that accepts groups for filtering.
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 Bing TM map for visual analysis or routing.
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 v2.0 now works with Infor CRM Mobile 2.0 making it even easier for your sales team to find their Accounts via a Point of Interest when out in the field.