In an industry where compassionate care and operational excellence are inextricably linked, veterinary service providers are increasingly turning to technology to streamline processes, foster stronger partnerships, and deliver exceptional client experiences. Ethos Veterinary Health, a leading name in North America’s veterinary landscape, is a shining example of how geographic intelligence combined with CRM data can transform service delivery, productivity, outreach, and strategic growth.

Let us examine how Ethos utilized Maplytics, a Microsoft-certified geo-analytical solution, within Microsoft Dynamics 365 to enhance operations, foster deeper community engagement, and achieve measurable business outcomes.

About Ethos Veterinary Health

Ethos Veterinary Health operates one of the most advanced and expansive networks of veterinary care in North America. With over 140 specialty and emergency hospitals, Ethos serves nearly 2 million pets annually and employs more than 1,500 specialized doctors. Their integrated model includes a wide spectrum of services—from emergency and specialty care to diagnostic imaging, internal medicine, and more.

Their mission is not only to offer world-class care but to revolutionize veterinary medicine through innovation, technology, and a collaborative, evidence-based approach. As the organization continued to grow, the need for smarter operational tools became increasingly evident, especially in managing partner relationships and streamlining field operations.

The Challenge of Navigating Patients with Efficiency

While Ethos maintained a strong presence and a network of referring partners, they needed a better way to-

  1. Visualize the locations of their referral hospitals and partners
  2. Strategically engage with referring hospitals within a specific vicinity
  3. Help Referral Relationship Managers manage their time, appointments, and travel more efficiently
  4. Improve the overall efficiency of client visits, scheduling, and other such activities

Traditional methods and heaps of scrambled data made it difficult to extract geographic insights, plan efficient routes, or analyze regional performance. Ethos needed a way to connect its CRM data and real-world geography.

Finding Solution with Smart Maps + Microsoft Dynamics 365

By integrating Maplytics into their CRM ecosystem, Ethos gained a powerful, intuitive way to plot, analyze, and interact with geographic data, turning everyday information into strategic insights.

With this integration, Ethos has streamlined and elevated its operations in the following key ways:

  1. Visualizing Referral Networks on the Map

Using colored pushpins, Ethos can now easily plot its referring partners, hospitals, and clients on an interactive map. This spatial view enables the team to quickly identify clusters, underserved regions, or strategic touchpoints.

Being able to see the locations of referring hospitals has empowered the Referral Relations team to take a targeted, data-driven approach to outreach. Whether it’s engaging a newly onboarded partner or reconnecting with an existing one, the team can make informed decisions based on real-time geographic insights.

  1. Efficient Scheduling and Routing

One of the biggest time-savers for Ethos has been the Auto Scheduling and Route Optimization features. Referral Relationship Managers are now able to:

  1. Plan their daily or weekly appointments.
  2. Identify the most optimal routes based on location, time constraints, and availability.
  3. Reduce travel time and avoid redundant trips.
  4. View upcoming visits, client meetings, and partner check-ins on a centralized dashboard.

These tools ensure that time spent on the road is minimized and productivity is maximized while building meaningful relationships that matter.

  1. Proactive Community Engagement

With the operational side running more efficiently, the Referral Relations team can now dedicate more energy to continuous community engagement. They regularly connect with referring partners through emails, phone calls, and in-person visits, all of which are planned and tracked using the combined capabilities of Dynamics 365 CRM and location intelligence.

The ability to segment and target partners by geography or relationship status also ensures communications are relevant, timely, and impactful.

A Measurable Impact

The integration of Maplytics has delivered tangible results for Ethos:

  1. Reduced time spent on manual planning by automating scheduling and routing.
  2. Increased engagement with referring hospitals, resulting in improved partnership management.
  3. Enhanced field efficiency, allowing Relationship Managers to cover more ground with less effort.
  4. Improved decision-making, thanks to geographic data visualization and insights.

These gains not only contribute to better business performance but also support Ethos’s larger mission of delivering exceptional, compassionate veterinary care.

In today’s data-driven landscape, veterinary service providers need more than just skilled professionals and quality care. They need tools that connect data, geography, and strategy. Ethos Veterinary Health demonstrates how harnessing the power of maps and CRM together can lead to smarter operations, stronger relationships, and scalable growth!

What’s More?

Maplytics is like water that can be molded into any role. It makes Bing Maps and Azure Maps integration within Dynamics 365 look seamless. Radius Search, Route Mapping, and more have become super easy to use. To get more acquainted and experience it first-hand, one can write to crm@inogic.com. To investigate the product further, with a personalized demo within Microsoft Dynamics 365 CRM / Dataverse, get in touch with the team. For applied knowledge, do visit our Website or Microsoft AppSource. One can hop onto the detailed Blogs, Client Testimonials, Success Stories, Industry Applications, and Video Library for a quick query resolution. You can check out our technical tutorial video series #KnowYourMaplytics here, and for fun Tips & Tricks about Maplytics, have a look at our series #ProAtMaplytics here. Technical docs for the working of Maplytics are also available for reference.

You can also leave us a review or write about your experience on AppSource or the G2 Website.