There are many very expensive mapping solutions out there that integrate with ACT! that are overkill for basic how far is this account from that account kind of thing. What I am looking for is VERY simple and would solve a big challenge most ALL sales people have. Here is the scenario... You book a meeting with a client out of town. That is your "anchor" meeting, however to maximize your time when traveling, you try and set up several meetings around your key meeting.
There used to be a simple add-on back with ACT! v6 and older called Proximity, I think that fit this bill perfectly. I have not seen it since.
I could do a lookup based on an address (it would automatically grab from active contact record) or zipcode and you could plug in a radius in Miles (or Km) and it would list the contacts that fell within that range in a report.
It was like saying, “show me a list of contacts that are within X miles of this address or Zipcode” so I can call them to set up appointments… My call intro was, “Hey, I am going to be in your area at such and such time and I’d love to set up a meeting with you while I am in the neighborhood.“ Does this make sense? Anyone have any ideas on a solurtion for this that is a typical add-on price of $60 or so vs. $300+ for a full-blown mapping solution?