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Next Best Customer – How to focus on the best clients without using Excel

Next Best Customer – How to focus on the best clients without using Excel

Mapadore integrates perfectly with the Salesforce user interface. 

The Next Best Customer component can be found on the right. 

This component is a digital assistant that will suggest the best clients on which to focus.

Unlike Excel spreadsheets that are often used by sales professionals, this tool doesn’t just provide you with a simple and static list.

This list is initially organised according to the geographic distance of the clients in relation to a preset point on the map (on the right you find the details with the necessary travelling time to reach them).

In addition to the geographical criteria, you can prioritise the list order according to the company size and type, as well as the existence of interesting opportunities.

In this example, the University of Milan is the last one in the list.

Let’s select it and then open an opportunity with all the details.

If you go back to the home page, we can see that even if it’s not near, the University of Milan is now the first one of the list.

That’s because the relevance score is now higher.

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