“However, you want to be prepared, certain situations are just out of control.” Julie sighed over the call, visibly upset and helpless. “Her coworker had to take an early maternity leave due to complications and Julie had to handle her accounts. She was aware she was supposed to take over, but the situation did not give them time for a proper handover!

Listening to her concern, Julie’s manager on the line suggested, “I can help you for a few days to get acquainted with the new clients”. “But how can you, you also do not know the stages of conversation they all are at”, Julie reasoned. “That is true! But we can check their conversations using Inogic’s latest addition, TextSMS4Dynamics!”, the manager responded.

What is TextSMS4Dynamics?

TextSMS4Dynamics is the ultimate solution for integrating SMS within Microsoft Dynamics 365 CRM. This Innovation empowers sales, service, and marketing teams to seamlessly communicate globally without leaving the CRM ecosystem.

With the integration of SMS and Microsoft Dynamics 365 CRM, businesses can communicate with customers within the CRM environment by texting what they want to say. It provides a message user interface, message automation, and support for multimedia messaging.

How does this help?

The product enables users to view:

  1. full history of SMS conversations,
  2. schedule messages based on CRM events, and
  3. create CRM records from text SMS messages

The benefits include:

  1. Accessing an easy-to-use Messaging User Interface (UI) within the CRM environment
  2. Experiencing a seamless SMS and MMS messaging system
  3. Viewing the complete history of SMS conversations on CRM
  4. Getting instant updates on incoming & outgoing Text messages
  5. Creating CRM Records from Text SMS with just a click
  6. Scheduling Text SMS messages based on CRM events & actions

“Oh so it helps like WhatsApp4Dynamics?”, Julie questioned. “Yes!”, her manager replied. “We can actually team up the two and figure this situation out! Just imagine, we have all the conversational details with us”, she happily added.

Team Up Text SMS & Location Intelligence

Teaming up with Maplytics

Once the client/lead status is well studied, Julie can take over the business efficiently with her regular friend, Maplytics!

If a client messages Julie about an ad hoc meeting when she is traveling. She can quickly use Maplytics’ POI Location, find a café near the client, and fix up a meeting there. Using Radius Search she can plot the airports within the proximity of the café in case the client wants to check out post-meeting.

Julie could check her Outlook Calendar for the week and map the other clients with Maplytics. She could even open the Auto Scheduling option in Maplytics to revise her appointment schedule. With Route Optimization, the routes can be planned for herself and the clients. They would receive the notification for an addition in their calendar, and get the meeting and travel details for the same. With TextSMS4Dynamics, Julie would be up to date on the communication chain with the clients and be meeting-ready.

For added support, Julie’s Manager could track Julie in real-time when on the field so that support in terms of documents, information, or human help could be sent to her in case required. Julie could also utilize the Heat Map Analysis to acquire additional information on sales in the area, performance index, long-term investments, etc. before the meetings.

In several such ways, many like Julie can utilize the teamwork of TextSMS4Dynamics, WhatsApp4Dynamics, and Maplytics within Microsoft Dynamics 365 CRM to multiply sales and develop a great client relationship, thus being a go-to combination for remarkable success. Texting, using WhatsApp, and integrated maps together is a miracle potion!

What’s More?

Maplytics is like water that can be molded into any role. 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 on to the detailed BlogsClient TestimonialsSuccess StoriesIndustry Applications, and Video Library for a quick query resolution.

Until then,

Happy Messaging!