Skip to main content
Radius Help Center

Research Nearby Businesses from Salesforce Records

If you're in field sales and heading out to visit a customer or prospect, you might want to research, reach out to, or visit other businesses in the same geographical area. It's easy to find those prospects with Radius Connect—right from your Salesforce CRM records.

If you're using Salesforce Classic, find Connect on record pages. If you're using Salesforce Lightning, open a record and click the Details tab, as shown here. On Salesforce1, find Connect on the Related tab.  

  1. Open the record of an account, contact, lead, or opportunity whose nearby businesses you want to research. Or just start from any CRM record where Radius Connect is available and click Change Business to find the business you want—even businesses that don't yet have account records.

  2.  Click any business on the nearby prospects card to see business address, contact information, and other data.

  3. Want contacts for that nearby business? Want to find its nearby businesses? Just click Change Business and enter its name. 

  4. Click the external links to check out the business' website or visit them on social media: Twitter, Facebook, and more.

  • Was this article helpful?