Find active customer contacts, leads, and decision-makers near local events
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Import nowAn internal web app that helps customer success, sales, and marketing teams identify active-customer contacts, leads, and decision-makers near locally hosted events. Users select a city, radius, and audience segments; the app geocodes the location, queries the CRM for matching contacts, and surfaces results with confidence scores based on IP, mailing address, phone area code, or account HQ. Results are rendered in a filterable table with local CSV export — strictly read-only, no writes or outreach.
The problem
Customer success, sales, and marketing teams struggle to identify which active-customer contacts, leads, champions, and economic buyers are located near locally hosted events — leading to missed opportunities for in-person engagement and lower event attendance. This read-only web app solves that by letting users select a city, radius, and audience segments, then geocoding the location and querying the CRM for matching contacts. It surfaces results with confidence scores based on IP-derived location, mailing address, phone area code, or account HQ, and renders them in a filterable, sortable table with local CSV export — making event planning faster and more targeted.
Solution and impact
The workflow delivers a single-page interface where teams pick a location, radius, and audience filters, then receive a list of relevant contacts and leads ranked by location-match confidence. By geocoding the event city, querying the CRM for active-customer contacts, and matching each person using the best available signal (IP, mailing geolocation, phone area code, or account HQ), it surfaces high-value invitees without manual searches or spreadsheet gymnastics. The result is faster event planning, higher-quality invite lists, and better attendance — all while remaining strictly read-only to protect CRM integrity.