Good Morning All,
We are a field marketing agency and trying to make it easy to identify regional gaps and best areas for them to visit depending on their postcode/zip code.
We currently have two boards, one with our team of staff and their locations, and another of all the various sites that we visit each month, as we are growing we are getting additional sites, and would like to upload this data in Monday, so that is can automatically allocate by region/postcode/zip code with a sensible distance from A-B. If possible we would also like to see which regions we require better support in from our team, almost like a heat map so we can spot any weak areas quickly.
I hope that make sense, and I appreciate any pointers, or places to read further to understand how we can achieve this.
Hey there @paul.mills
Welcome to the Community!
This sounds like a really interesting workflow and we’d love to learn more about what you’re looking to achieve so that we can take a closer look and provide some suggestions.
Are you able to share a few screenshots of your current set up so that we can get a better idea of what you’re working with? Seeing the structure would be really helpful.
Feel free to use sample data rather than your real data!
This would be hugely helpful, and I’m sure would help anyone else in the Community that might be looking to set up a similar workflow
Thanks for the warm welcome, so this is just some sample date that I can use, each area for both staff and locations by either Town or Postcode. Postcode is the better option as we may have multiple retailers in the same town or city, and they might even be on the same road too.
What we would like to be able to do is use the Staff data to work out who is in the same town/city/postcode area and allocate the “Area” to them, the nearest example I can think of is if some one gets a sales lead in from a Website enquiry it would goto the nearest Representative in the area, we have multiple retailers that we work for so would like to upload them all into one place so we can check to make sure we have as much coverage as possible. If we dont have coverage in the area it would be good to some how flag this up either via a status, or some other better means.
The retailers tab would then show which member of staff is allocated that store, which would then also allow us to see which stores have no staff allocated at all.
hope that makes sense!
Hope you’re well
I’d be interested to have a conversation with you around your workflow and your goals within the platform - you won’t be able to fully automate to a point where the platform can read the postcode and determine distance in relation to another postcode and continue a sequence that way, but there are a number of approaches you can take to get great insight on that information and assign/automate from there.
I’m on the professional services team at upstream who help businesses and individuals optimise their monday.com for their unique and specific workflow requirements. We’ve got a wealth of experience across our solutions team and full stack development team and we’re fully backed by monday themselves - Platinum Partners, Preferred Partners and APAC Partner of the Year 2020.
We specialise in custom requirements and integrations, and I’m confident we could help you with a workaround so you can enjoy the efficiency, benefits and simplicity of the platform in a way that is optimised and customised for you.
The whole process is obligation free - please use the below link to set a time so we can talk or if you’d prefer you can email me directly via email@example.com
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Thanks and kind regards,
Peta - Account Executive at upstream