Case Study: RealZips expands geodata capabilities with Oktana's Salesforce AppExchange development

RealZips expands geodata across 10+ billion data points with Oktana

RealZips, a Salesforce ISV partner, needed to develop new features for its AppExchange app to expand its geodata platform. The challenge was to optimize functionalities for acquiring postal codes in Mexico and formatting Forward Sortation Areas in Canada. They partnered with the vendor Oktana for Salesforce development services to accomplish this.

Oktana customized the RealZips Distance app, creating an Apex trigger to assign new leads to the closest or best dealer based on location and brand. They also implemented a Scheduled Apex job to reassign leads if a dealer did not make contact within 72 hours. This solution by Oktana allowed RealZips to successfully expand into new markets and resulted in a more efficient lead assignment process where successful dealers could be rated higher.

RealZips