Advanced Salesforce search by radius or zip code helps organizations to find and filter Contacts in Salesforce CRM to discover new opportunities and establish trustworthy relationships with clients. Salesforce has solid search functionality, but if you have specific queries, you can strengthen your searching process with tools like Ascendix Search.
In this article, using non-profit organizations and universities as examples, we’ll showcase how to perform Salesforce search by zip code/city/radius using Ascendix Search.
Filter and search Salesforce data fast using various filtering criteria that are not available out-of-the box. Request a demo.
There are so many ways non-profit organizations can benefit from having such a tool for an advanced Salesforce search like Ascendix Search. For example:
Non-profit organizations need to communicate and engage with a lot of people across the country. By performing an advanced Salesforce search, non-profit orgs will find people/businesses by particular cities or zip codes and get granular information about each Contact.
Let’s focus on Salesforce radius search for non-profits.
Ascendix Search allows you to find records within a certain distance or radius from another record (Account, Contact, Company, etc).
To start radius search by Contacts for your non-profit org, you need to take the following steps:
Step 1. Click on Add Search Criteria and choose the Radius field from the list.
Step 2. You have an option to search within a certain number of miles, feet, yards, or not within those. Select within X miles of 50.
Step 3. Because you started your search by Contacts, the results you expect to find are Contacts within 10 miles of the Account. Select the Account. The Account is a Company/Non-Profit Organization. Then start typing and select the ABC Non-Profit Foundation account in a search box.
Step 4. Click on the Search button.
The results will show you all Contacts located within 50 miles from the subject account – the ABC Non-Profit Foundation.
Salesforce Radius Search for Contacts
With Ascendix Search non-profit organizations can easily perform Salesforce search by zip codes.
Let’s say you want to search for every Contact within a 50-mile radius of 94945 and capture the data for a campaign or a report. To do that, you click the button “Add search criteria” → choose “Radius” type in the distance → type in necessary zip-code.
As a result, you’ll get a list of Contacts located within 50 miles of the zip-code you’ve selected. You can save all search results, if necessary.
Salesforce radius search for Contacts within 50 miles from selected zip code | Ascendix Search
“ Speed is key. We have been using the Ascendix Search for over a year now. The largest benefit to us has been in the ability to quickly locate information via the map, without having to filter after the search. For example, we need to find lease/sale comps for a specific area that may cross over into multiple zip codes. Go to the map, draw the polygon and there are the comps we need. In addition, finding lease expirations for prospecting purposes via the same search process. The less time we have to spend looking for information and the more time we can spend on actionable items exponentially increases productivity! ”
One more case of using Ascendix Search. Let’s say, you have a list of Contacts that is geocoded from a Contact’s address. Then you have a custom object that allows a user to enter either a city or zip, a radius, and a few filters which returns a list of Contacts in that area and some other fields like Total Amount Given, etc. When your development team travels somewhere, they can quickly get a list of applicants/grantees/investors they might want to reach out to and establish more personalized communication.
As you can see, Ascendix Search helps non-profit orgs find the Salesforce data they want and when they want it.
Book a live demo to experience the power of radius searching in Salesforce.
Along with the non-profit industry, Salesforce radius search can also be applied in higher ed institutions and universities.
Let’s look at how universities can perform advanced searches using Ascendix Search.
Ascendix Search provides access to search operators and filters that are not available in native Salesforce or can be used only in the report writer of Salesforce.com.
With Ascendix Search app, users can filter their data by applying various criteria in Contact details, including relative date filters like “Next X Days,” “Last X Months,” “on or before X weeks,” and operators like “between,” “in,” “starts with,” “is not blank.”
Users can easily apply filters X days/weeks/months/years where necessary and make saved searches relevant to the current date.
Salesforce radius search for Contacts
Ascendix Search helps universities get insights into Salesforce data and visualize search results using charts and graphs. What benefits does it bring?
Filter Salesforce data by Graphs and Charts | Ascendix Search
Once you’ve found all the necessary information with Ascendix Search, you can easily save the list for future use (e.g., call list, mass email list).
You can create multiple lists based on your criteria and use them to engage with your students or alumni. Once a contact meets your criteria, they will appear in the list, so you won’t forget about anyone.
Targeted List of Contacts | Ascendix Search
Ascendix Search can locate any Salesforce data anywhere in the world. It provides users with different types of searches: from a view of all accounts, clustered by concentrations, to a small neighborhood search for local leads and prospects.
Ascendix Search will give you the big picture using advanced visualization and filtering capabilities to find Contacts/Accounts and engage with them in a more personalized way.
Request a demo to explore how you can perform an advanced search with Ascendix Search.
Kateryna creates engaging content about Salesforce consulting, Ascendix products, and CRM best practices for the commercial real estate industry and legal services. Her articles provide readers with relevant data, stats, business tricks and overviews of new industry trends and CRM updates.
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