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Plot records on a map – for increased efficiency and productivity of field reps.

Workbooks gives you MORE.

More visibility.
More agility.
More productivity.

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Spend less time travelling and planning trips, and more time with customers, building relationships and driving revenue with Workbooks:

  • View the location of records (Leads, Opportunities, People, Organisations) on a map
  • Change the view of a grid or list to a map view
  • Filter and report using a postcode, an object reference of a record or an arbitrary value like ‘City’
  • See which customers are within a certain distance of a point by plotting records from within a range (within ‘x’ miles of Y).
  • Compare the location of one customer to other nearby customers
  • Enable sales to schedule and plan their prospecting visits in a much more effective way by visiting the maximum number of customers in the time available
  • Increase the efficiency and productivity of your CRM users

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Top 20 CRM 2020 Top 20 CRM 2020

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High Performer Summer 2022 High Performer Summer 2022

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