Use Cases
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ProxiSuite Use Cases

Built for the messy middle.

Use ProxiSuite where account data, territory coverage, and sales execution meet.

Use Cases

Where ProxiSuite actually gets used.

Real scenarios, named by who runs them and what they are trying to get done, not a list of features. Stuck on a workflow? Email and we will point you at the right tool.

FIELD REP

A territory you have never worked

The problem. You get a list and a region and week one is usually spent driving in circles figuring out what sits near what.

In ProxiSuite. Drop the list and your home ZIP into the , segment by proximity, and build territories in the before the first call.

The result. Week one is spent selling, not orienting.

Works offline
SALES OPS

A team that has gone lopsided

The problem. Some reps are drowning, some are starved, and fixing it by hand in a spreadsheet hides the coverage gaps.

In ProxiSuite. Import the list, build balanced territories by workload, and let the surface the white space and the overlap. Drag to override any call the auto-assign gets wrong.

The result. A rebalance you can defend in the review, not a political guess.

The map does the explaining
SALES MANAGER

Running 40 reps by bed count and drive time

The problem. You balance a district by hand, by bed count and distance from each rep, across thousands of facilities. It eats a weekend.

In ProxiSuite. Pull the list, match your territory names to facilities, balance by bed count and distance, and filter to exactly the accounts you care about.

The result. The formula you already run in your head, done in minutes.

Live federal data
MED-DEVICE REP

Walking into a system you only half know

The problem. You call on one hospital, but it belongs to a bigger system, and you cannot see the ownership tree or where you already hold contracts.

In ProxiSuite. builds the IDN parent tree from federal data, colors it with your own contract overlay, and carries that overlay across every module.

The result. You walk in knowing the whole system, not just the door in front of you.

Whole IDN, public data
FIELD REP

The quarterly account review

The problem. Static lists do not show change, so every quarter you re-rank from scratch.

In ProxiSuite. Re-run and the on the updated list to see who jumped, who slipped, and who needs a visit before the number does.

The result. A living review, not a from-scratch redo.

Re-run, do not rebuild
SALES OPS

Two lists, one real customer

The problem. Two account lists, two naming conventions, and every count is wrong because of duplicates and fragments.

In ProxiSuite. resolves the duplicates by fuzzy name and location and hands back one clean set of golden records, in the browser.

The result. One clean list the rest of the suite runs on.

Up to a million rows
SLED / EDTECH REP

A state full of districts to work

The problem. Generic B2B lists bounce in K-12. Decision-makers are not on LinkedIn and staff directories reshuffle every summer, so half your outreach dies before it lands.

In ProxiSuite. pulls schools and colleges from federal CCD and IPEDS data, segments by enrollment, maps the district ownership tree, and flags Title I and funding so you work the districts with money already earmarked.

The result. A territory built on official data, not a scraped list that is stale by September.

Federal CCD + IPEDS

Why this and not a big mapping platform?

Most territory tools are cloud-only, want a setup wizard, and stall on the data upload before you ever see a map. ProxiField runs offline the moment you own it. The federal-data lines pull their own accounts, so there is nothing to import. And it is priced a la carte, not per seat. Proximity, without the enterprise tax.

Find your workflow

See it on your own data.

The runs the whole proximity workflow on sample data, no login. When it fits, or .

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