As she scooped a spoonful of her coleslaw in her mouth, Nina heard the buzzing of her phone. It was one of her favorite ex-colleagues, Lisa. Lisa had recently joined an organization where she needed to be on the field and visit clients personally. She had been in touch with Nina, the best on-field senior Sales rep to get tips and tricks on making her field presence count. Nina, swiped open her chat window to read Lisa’s message.
Lisa- Hey, just done with a meeting. Heading out for lunch. You done with yours?
Nina smiled, brushed off the crumbs off her fingers, and typed.
Nina- At it. Having coleslaw and a slice of pizza. True NYC style! 😉
Lisa- Yummm! Have a meeting in the next 30 minutes. Don’t know of a good place nearby or near the meeting location. ☹
Nina- Give me the location of your next meeting
Lisa-
It is about 10 minutes from me
Nina- Ok. Let me check with my magic bean.
Lisa- Magic bean? 😲 What’s that?
Nina-
So, this is your current place of interest.
Here are your nearest food options from there.
Try this place, Lisa, they have quick snacks and finger foods too.
Lisa- Woah! Magic beans. I’m impressed.
Zooming there!
But what are these beans?
Nina- It is Maplytics, the 5-star rated app on Microsoft AppSource. It integrates map and Dynamic s365 CRM. One can visualize CRM data on a map using this!
Lisa- Amazed Nina!
Nina- Yep, it is! I used POI Location right now. I selected your meeting place as your location of interest and searched for restaurants near it. Voila!!
Lisa- I reached the restaurant. Thank You!! 💃 Will grab a bite, have my meeting, and then connect.
After two hours, Lisa finished her meeting and messaged Nina again
Lisa- Done with my last meeting for the day! 🎉
Are you free too?
Nina-
No dear! I’m here right now, in a park. A meeting got canceled last minute. So was trying to find another client within proximity.
Lisa- Oh, your office will help you?
Nina- Nope! I have all my ammunition loaded 😊
Lisa- Maplytics again?
Nina- Of course. But Radius/ Proximity Search this time.
So, I gave my current location. I can travel at max 2-4 miles from here. Let’s see the options.
See Lisa! So many options within 2 miles.
Lisa- Yeah! Now what?
Nina- I’ll check the availability of the nearest one. Hold on. Let me work this out.
Nina quickly contacted the clients that were convenient and fixed up an ad hoc meeting.
Lisa- You there?
Nina-
Yes! This client’s in. I’m dashing off there. Before you ask, Maplytics for the win, again.
I added the new client to my travel route and the Route Optimization option got me the quickest route there. Talk to you later. Bye
Lisa- I’m jealous! I too need this magic bean in my CRM, on my mobile!
Once her meeting was done, Nina read Lisa’s last message, smiled, and pushed a message back to her.
Nina- Hey buddy. Do not be jealous. Meet me. I’ll explain all the wonders of Maplytics to you.
Lisa- Will you?
Nina- Sure! I am heading in the direction of my home. Send me your current location and I’ll pick you up from a spot along my route.
Lisa shared her location and Nina added a nearby spot to her homegoing, optimized route. Lisa was along her way in no time. After about 15 minutes, they met. Lisa immediately asked, “How did you find a mutually convenient pickup spot so easily? Magic beans again?”, her eyes gleamed with intrigue. Nina pulled up her mobile and showed Lisa how using ‘Along the Route’ option she had found a location on her travel path that was near Lisa’s current location and got an optimized route to pick her up on the way.
“This was my initial travel route home from my ad hoc meeting location”.
“Then I searched for a client location along the route within 2 miles”
“This one seemed the closest to your current location and was convenient for me”, Nina shrugged.
Lisa and Nina’s banter over Maplytics continued as they continued their drive home through the traffic-laden roads. Lisa learned a lot of new things while exploring Maplytics while Nina experienced new ways of using Maplytics while familiarising it to Lisa. It was a fun journey and an enlightening day that showed Lisa that the more she would use Maplytics the more she would explore its application.
To get more acquainted with Maplytics and experience it yourself, write to us at crm@inogic.com. To explore the product in depth, with a free trial of 15 days, or a personalized demo within Microsoft Dynamics 365 CRM / Dataverse get in touch with us.
For applied knowledge, do visit our Website or the Microsoft AppSource. For a quick query resolution, you can hop on to our Blogs, Client Testimonials, and Video Library.
Until then,
Drive Along the Route!
