Sales are the backbone of every organization. With the advancement of technology, the entire process of sales has become more optimized and efficient. Maplytics has a complete field sales solution that is focused on maximizing sales team productivity and organizational profits.  It allows your organization to cut down inefficiencies and improve your sales process without any hassles. But don’t just take our word for it; let’s explore the features of this end-to-end solution to illustrate what we’re talking about.

Create Multi-User Automated Schedules

Managers can use territory management to distribute the workload among their sales agents according to their territories. They can also choose a territory and create an Automated Schedule for them that can span multiple days and can be created for multiple users. Users can also reschedule existing meetings and set other Advanced Preferences while creating an optimized schedule.

End-to-End Field Sales Solution within Dynamics 365 CRM

Follow Optimized Routes with Turn-by-Turn Navigation

Time is of the essence for on-field agents. Both time and fuel costs are factors that play a role in determining the operational efficiency of every agent.

Not only is the auto generated route optimized to save time and fuel, users can also add the records plotted on the map as the origin, destination, or set them as waypoints to the existing route and Maplytics will smartly incorporate and recalculate the optimized route for the user. In fact, users can use multiple ways to quickly adjust to change in schedule with flexible routing.

End-to-End Field Sales Solution within Dynamics 365 CRM

To save the most time and cost, Maplytics also provides a seamless integration with Google and Waze apps that allows users to navigate the map using simple and easy to follow turn-by-turn navigation.

End-to-End Field Sales Solution within Dynamics 365 CRM
End-to-End Field Sales Solution within Dynamics 365 CRM

Dynamic field sales made easy Proximity Search

What happens if your on-field agent needs has an appointment canceled for some reason? Or what if their multiple planned appointments for the day fall out? It is simple to respond to such dynamic changes with Maplytics. On-field sales agents can use GPS to locate themselves on the map and then use Radius Search to find their customers within specified proximity from their current location and pinpoint their next target and add them to the route within seconds using their handheld devices!

End-to-End Field Sales Solution within Dynamics 365 CRM

Using the tooltip card they can understand the closest customer to them.  They can add the closest or required customer to the route and continue with their schedule.

End-to-End Field Sales Solution within Dynamics 365 CRM

Easy Sales Territory Management for Field Agents

When it comes to sales across a large geographical location, it can become an organizing and management nightmare for any business. Keeping up with a constant stream of prospects, clients, and sales from multiple locations require managers to endlessly worry about a sale falling through the cracks of mismanagement. This is where Maplytics Territory Management steps in as the ideal solution. Territory Management expands the management capacity of the sales managers to distribute workload in a quick, fair, and seamless manner.

To begin with, managers get the ability to create territories using multiple options like By File, By Region, By Drawing, By Territory, and By Overlay.

End-to-End Field Sales Solution within Dynamics 365 CRM
End-to-End Field Sales Solution within Dynamics 365 CRM

We have also unlocked the ability to Auto Create Territories. Managers can simply type in the number of territories they want for the required region as shown below and Maplytics will intelligently distribute the CRM records within that specified number of territories.

End-to-End Field Sales Solution within Dynamics 365 CRM

Moreover, users don’t have to worry about losing their work, they can save the territories they were working on as drafts as many times as required and then continue working on it where they left off.

End-to-End Field Sales Solution within Dynamics 365 CRM

As you can see, having a reliable on-field sales solution is essential to drive efficiency and reach your organization’s sales goals. You can even check out the features of our Field Service Solution. Maplytics is a 5 star rated app on Microsoft AppSource hosting a badge of Preferred Solution for its constant quality and proven effectiveness. You can download a 15 day free trial from AppSource or from our website to get hands on experience of the Maplytics features. If you need a personalized demo, you can send us an email on crm@inogic.com to walk and talk you through the complete field sales solutions.

So until next time –keep mapping, managing and selling with Maplytics!