Training consultants: prioritize nearby clients for onsite visits
Training consultants: prioritize nearby clients for onsite visits
Principal consultants miss nearby clients when contact addresses lack travel data. Enrich new contacts with driving distance, duration, and coordinates so you can prioritize onsite visits and avoid wasted travel.
Overview
Missed local clients and unnecessary travel drain consulting capacity. Enriching contacts with distance, duration, and coordinates lets you prioritize onsite visits and eliminate location-based scheduling errors. Consultants report faster handoffs and fewer wasted trips.
Notable Features
- Capture driving distance and duration
- Populate latitude and longitude fields
- Prioritize onsite visits by proximity