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 Distance Engine, segment by proximity, and build territories in the Territory Builder before the first call.
The result. Week one is spent selling, not orienting.
Works offlineSALES 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 Analyzer 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 explainingSALES 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 ProxiMed 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 dataMED-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. ProxiMed Systems 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 dataFIELD 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 Segmentation and the Prioritization Scorecard 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 rebuildSALES 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. ProxiMatch 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 rowsSLED / 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. ProxiSchool 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