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Zip Code Search Tool Feature A database of Zip Codes (US and - PowerPoint PPT Presentation

Aug 14, 2022 •350 likes •450 views

Zip Code Search Tool Feature A database of Zip Codes (US and Canada) Allows SSRS Reports to determine the closest Accounts to a source Zip Code Used for Prospecting or Customer Service for Closest Repair Depot or other Tasks Zip

  1. Zip Code Search Tool

  2. Feature � A database of Zip Codes (US and Canada) � Allows SSRS Reports to determine the closest Accounts to a source Zip Code � Used for Prospecting or Customer Service for Closest Repair Depot or other Tasks

  3. Zip Code Report

  4. Using This Tool � To find accounts that are located within a radius of selected miles from a source zip code � This is not a mapping program, providing a route and mileage to the exact zip code � This program uses the geographic center of a zip code (determined by outside sources) to measure distances

  5. Using This Tool � Use this standard report or modify it by adding other criteria or fields for desired results � You may put filters in the report to only look at Customers, Prospects or specific type of account

  6. Issues Solved � Minimizes the amount of time that a sales person or customer service representative must use to solve the question – “Where is my nearest account”

  7. Skill Set to Use this Tool The following skills are useful with this Tool: � Knowledge of Synergy � Basic knowledge involving creation and modification of SQL reports � Basic knowledge of Synergy’s SQL table structure & fields

  8. FAQ’s � Installation / training & on-going support covered by annual maintenance agreement � Maintenance plan is required for tool to be used � Enabling Add-On Role required on Synergy license for resources � Works with all Synergy Enterprise sites and ERP system data

  9. Contact Us Contact us to schedule a demo or receive additional information on our tools Dave Kloepfer Sales Manager SynergyExpert.com dkloepfer@synergyexpert.com 847-956-6500 (Office) 847-867-4401 (Cell)

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