I work with a sales team who frequently enter OPPs into SalesForce.

Part of this process requires the sales rep to manually:

  1. Google customer City+State to find Zip Codes
  2. Use an in-house spreadsheet to map Zip Codes to sales regions
  3. Use another spreadsheet to map sales regions to sales reps

This process is done about 100 times/day by my team, and my current idea is to develop a Chrome extension to automate the google + excel spreadsheet lookups.

Any other ideas of how to best solve this problem?


I would suggest converting the spreadsheets to Google Sheets and you should be able to automate all of the lookups within the one sheet via the "Add On" functionality.

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