This tool allows a Customer Service, Inside Sales Person or other Resource to enter a zip code, select a “Mileage From” value and have a search of your Synergy Enterprise database completed, looking for the closest customers, prospects, suspects, leads, suppliers or resellers.
Each Account type search can have its own unique search page. If you use the Customer Search Report, you will only view customers. The information displayed uses Microsoft SSRS Reporting. This SQL Report can be added to your “Favorites” or placed on a hyperlink on a Start Page that you create for your employees.
The idea for this report came from discussions held with other Synergy users at Engage 2009. One customer was speaking about how difficult it was to find customers that are in close proximity to one another – and the next thing you know – we were developing this tool for Synergy Enterprise.
This organization needed to direct inquiries for service with their products to a special type of Customer in their Macola ES / Synergy databases. In the past, finding the closest Account usually meant calling the person back after researching the inquiry within their Synergy and by using maps.
This was a process that may have taken 15 minutes per incident is now handled on the initial call, often providing the information in seconds. Today their Customer Service employees enters the zip code and the information required quickly appears while they are on the initial call.
The tool includes the addition of these zip codes for the United States and Canada in your SQL database. This table includes 65,550 (plus) US Zip Codes and 918,500 (plus) Canadian Postal Codes.
The standard SSRS report comes with the Parameters of “Customers” that are “Active”. Many customers have taken the standard report and modified the parameters to allow sales staff to have a look at Customers and Prospects, while Customer Service personnel can only search on customers in a different search hyperlink. Or display other information necessary to answer the customer’s inquiry.
Any changes to the SSRS report(s) may be done by your organization’ staff, a Synergy Consultant, a SSRS Report Developer or SynergyExpert.com staff.