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jon_harris
Contributor ⭐️⭐️⭐️
June 25, 2018
New Idea

Customer Mapping (Geographical)

  • June 25, 2018
  • 5 replies
  • 83 views
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.

    5 replies

    lila_meyer
    Gainsight Employee ⭐️⭐️⭐️
    June 27, 2018
    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. 
    Lila Krutel, Dir. Global Education Services
    jon_harris
    Contributor ⭐️⭐️⭐️
    June 28, 2018
    Worth investigating, certainly.
    sagan_sherlin
    Helper ⭐️⭐️
    September 17, 2018
    +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.

    🙂
    PerryRogers19
    Contributor ⭐️
    January 26, 2021

    I like this idea as well. One of our employees had the idea to make it a Report Type and allow it to be visible in dashboards. That way  you could show all customers attached to a certain CSM on a map. 

    gopal_rao_kallepu
    Helper ⭐️⭐️⭐️
    March 3, 2021

    @PerryRogers19  Having a report type of map, which can understand and represent addresses sounds very interesting.FYI @rakesh 

    Gopal