Customer Mapping (Geographical)

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  • Updated 6 days ago
Has anyone done anything similar...
In the C360 we would like a link to say Google Maps on which there are pins representing customer locations.  The pins would be colour coded to represent individual CSMs.  The pins could either be placed manually via drag and drop or by a field lookup for the address in Gainsight.  Would even be great if a small image of the location shown in Gainsight  
The use case would be for CSMs to be able to see a visual representation of where their accounts are so when planning a site visit they could potentially do multiple visits to customers located near to each other.
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Jon Harris

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Posted 3 months ago

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Lila Meyer, Official Rep

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Hi Jon,

This is an interesting idea, and I'm curious if anyone has done something similar. I wonder if you could use the embedded page option in a 360 section to display a Google map. 
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Jon Harris

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Worth investigating, certainly.
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Sagan Sherlin, Champion

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+1 and if this could be expanded to include a GeoMapping intergration with all accounts...that would be awesome!  We currently use another tool that we upload an excel file to to plot our locations and group them together based on a common field.