Don’t be fooled by the calendar. There are only as many days in the year as you make use of. One man gets only a week’s value out of a year while another man gets a full year’s value out of a week. – Charles Richards
As the saying goes in today’s world one has to be optimal within a limited time. Economies have gone global, businesses spread across, and skilled manpower is scarce with limited time. It’s true, that one man’s loss is another man’s profit, the same goes with organizations. Miss one meeting and you lose a big client. Also gone are days of loyalty where people used to consume or utilize the same products for decades rarely bothered about service or relationship. In the modern era, buying behaviour is highly influenced by many factors. A simple liking for the product packaging, the exposure, or company relation can influence the purchase decision. Organizations just need to present at a right time and the right spot. Today customer service and relations are considered one of the most important keys. The right key that locks the customers from opening doors to your competitors. In this competitive age, organizations need the right tools and strategies to retain and grow their customers.
Customer relationship management or CRM is today’s technology for managing all your company’s relationships and interactions with customers and potential customers. With the main focus of improving business relationships, a properly executed CRM strategy helps companies stay connected to customers, streamline processes, and meet their goal – The Profits. CRM system helps in contact management, sales management, productivity, and much more. Microsoft with Microsoft Dynamics 365 CRM is one of the leading CRM providers across the Globe.
Maplytics plays an important role in bridging the gap between Organizations and Microsoft Dynamics 365 CRM / PowerApps. Maplytics as a geospatial mapping app that helps organizations integrate Maps with Microsoft Dynamics 365 CRM. With Maplytics Dynamics 365 territory mapping and data visualization, Organisations can focus on their relationships with their people including the key stakeholders i.e. customers, service users, employees, or suppliers. In short, Maplytics with its Dynamics CRM Map Integration is today’s medicine to help you to increase the lifecycle with the stakeholders including finding new customers, winning their business, and providing support and additional services throughout the relationship.
Maplytics provides in-depth location-based analytics and features like Territory Management, Appointment Planning, Routing, and Radius Search with support for PowerApps (Dataverse).
Let’s go with a simple case study where just by developing a sales territory map using Maplytics, organizations can see where their prospects and customers are located, how they are distributed across the target territories, and how those territories can be easily reached by the teams.
Maplytics with its multiple search layers i.e. based on location, region, territories, and drawing helps to analyze CRM data on a map. Managers can perform multiple proximity searches to compare the density of accounts nearby different locations in different regions. With Geocoding Dynamics 365 data, the organization can focus on critical accounts to increase prospects. Maplytics with its Heat Maps & Entity Maps in Dynamics 365 adds a boost to the Top-level strategy. With a simple analysis, the Top Executives can easily create plans for the Focus areas, Market list, or build Optimal Territories for Dynamics 365 CRM.
An effective sales territory map helps your team create a clear, actionable, and evenly distributed strategy. With a Point of Interest Location search in Maplytics, the sales reps can plot coffee shops, hotels, gas stations, hospitals & other POIs. The sales manager can also set up a turn by turn navigation for the sales reps based within a certain distance or time away from the plotted route. Compiled with Auto-scheduling, managers can plan for multiple field reps based on the availability of the field reps. With Maplytics as your Dynamics 365 Mapping tool, your field reps won’t miss an important deal and will be able to cater to customers by optimizing travel time, miles and costs.
Compatibility also worries many users; the apps should be handy and can be used with a flick of the finger. With easy compatibility among mobile phones, desktops, or tablets; the user can use Maplytics wherever and whenever he wants. Compatibility with Route optimization, POI locations, and get point by point directions to your destination helps users analyze and visualize data in a better way. Check-in and check-out tracking help with proper positioning and planning activities on a real-time basis. Appointment planning with Maplytics also helps users to map the list of places of interest near their routes.
Maplytics help you strategize your marketing plan and target your audience in a better way. Overall, Maplytics with Dynamics 365 CRM is a one-stop solution for your Dynamics 365 territory management in today’s world and can help you reach new heights.
If your business plans the integration of Map with Dynamics 365 and needs some consultation on How to enable Maps for Microsoft Dynamics 365, then get in touch with team Maplytics™. To talk through your specific requirements email us at crm@inogic.com.
Visit our website or the Microsoft AppSource to learn more about Maplytics.
