{"id":17563,"date":"2020-11-30T14:02:07","date_gmt":"2020-11-30T14:02:07","guid":{"rendered":"https:\/\/maplytics.com\/blog\/?p=17563"},"modified":"2021-05-19T14:04:43","modified_gmt":"2021-05-19T14:04:43","slug":"end-to-end-field-sales-solution-within-dynamics-365-crm-power-apps","status":"publish","type":"post","link":"https:\/\/www.maplytics.com\/blog\/end-to-end-field-sales-solution-within-dynamics-365-crm-power-apps\/","title":{"rendered":"End-to-End Field Sales Solution within Dynamics 365 CRM \/ Power Apps!"},"content":{"rendered":"
[vc_row][vc_column][vc_column_text]\n

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.\u00a0 It allows your organization to cut down inefficiencies and improve your sales process without any hassles. But don\u2019t just take our word for it; let\u2019s explore the features of this end-to-end solution to illustrate what we\u2019re talking about.<\/p>\n[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\n

Create Multi-User Automated Schedules<\/strong><\/span><\/h2>\n

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<\/a> 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<\/a> while creating an optimized schedule.<\/p>\n[\/vc_column_text][vc_single_image image=”17571″ img_size=”full” alignment=”center” style=”vc_box_border” border_color=”black” onclick=”img_link_large” img_link_target=”_blank”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\n

Follow Optimized Routes with Turn-by-Turn Navigation<\/strong><\/span><\/h2>\n

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.<\/p>\n

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<\/a>.<\/p>\n[\/vc_column_text][vc_single_image image=”17572″ img_size=”full” alignment=”center” style=”vc_box_border” border_color=”black” onclick=”img_link_large” img_link_target=”_blank”][vc_column_text]\n

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<\/a>.<\/p>\n[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column width=”1\/2″][vc_single_image image=”17573″ img_size=”full” alignment=”center” style=”vc_box_border” border_color=”black” onclick=”img_link_large” img_link_target=”_blank”][\/vc_column][vc_column width=”1\/2″][vc_single_image image=”17574″ img_size=”full” alignment=”center” style=”vc_box_border” border_color=”black” onclick=”img_link_large” img_link_target=”_blank”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\n

Dynamic field sales made easy Proximity Search<\/strong><\/span><\/h2>\n

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<\/a> 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!<\/p>\n[\/vc_column_text][vc_single_image image=”17575″ img_size=”full” alignment=”center” style=”vc_box_border” border_color=”black” onclick=”img_link_large” img_link_target=”_blank”][vc_column_text]\n

Using the tooltip card they can understand the closest customer to them.\u00a0 They can add the closest or required customer to the route and continue with their schedule.<\/p>\n[\/vc_column_text][vc_single_image image=”17577″ img_size=”full” alignment=”center” style=”vc_box_border” border_color=”black” onclick=”img_link_large” img_link_target=”_blank”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\n

Easy Sales Territory Management for Field Agents<\/strong><\/span><\/h2>\n

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.<\/p>\n

To begin with, managers get the ability to create territories using multiple options like By File<\/a>, By Region<\/a>, By Drawing<\/a>, By Territory<\/a>, and By Overlay<\/a>.<\/p>\n[\/vc_column_text][vc_single_image image=”17567″ img_size=”full” alignment=”center” style=”vc_box_border” border_color=”black” onclick=”img_link_large” img_link_target=”_blank”][vc_single_image image=”17568″ img_size=”full” alignment=”center” style=”vc_box_border” border_color=”black” onclick=”img_link_large” img_link_target=”_blank”][vc_column_text]\n

We have also unlocked the ability to Auto Create Territories<\/a>. 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.<\/p>\n[\/vc_column_text][vc_single_image image=”17569″ img_size=”full” alignment=”center” style=”vc_box_border” border_color=”black” onclick=”img_link_large” img_link_target=”_blank”][vc_column_text]\n

Moreover, users don\u2019t have to worry about losing their work, they can save the territories they were working on as drafts<\/a> as many times as required and then continue working on it where they left off.<\/p>\n[\/vc_column_text][vc_single_image image=”17570″ img_size=”full” alignment=”center” style=”vc_box_border” border_color=”black” onclick=”img_link_large” img_link_target=”_blank”][vc_column_text]\n

As you can see, having a reliable on-field sales solution is essential to drive efficiency and reach your organization\u2019s sales goals. You can even check out the features of our Field Service Solution<\/a>. 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<\/a> or from our website<\/a> 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<\/a> to walk and talk you through the complete field sales solutions.<\/p>\n

So until next time \u2013keep mapping, managing and selling with Maplytics!<\/p>\n[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][\/vc_column][\/vc_row]\n<\/div>","protected":false},"excerpt":{"rendered":"

[vc_row][vc_column][vc_column_text] 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.\u00a0 It allows your organization to cut down inefficiencies and improve your sales process […]<\/p>\n","protected":false},"author":2,"featured_media":17592,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[52],"tags":[],"class_list":["post-17563","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-miscellaneous"],"yoast_head":"\nEnd-to-End Field Sales Solution within Dynamics 365 CRM \/ Power Apps! - Blog | Maplytics<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.maplytics.com\/blog\/end-to-end-field-sales-solution-within-dynamics-365-crm-power-apps\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"End-to-End Field Sales Solution within Dynamics 365 CRM \/ Power Apps! - Blog | Maplytics\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text] 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.\u00a0 It allows your organization to cut down inefficiencies and improve your sales process […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.maplytics.com\/blog\/end-to-end-field-sales-solution-within-dynamics-365-crm-power-apps\/\" \/>\n<meta property=\"og:site_name\" content=\"Blog | Maplytics\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/maplytics\/\" \/>\n<meta property=\"article:author\" content=\"https:\/\/www.linkedin.com\/in\/inogic\/\" \/>\n<meta property=\"article:published_time\" content=\"2020-11-30T14:02:07+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2021-05-19T14:04:43+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2020\/11\/maplytics-blog15.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"700\" \/>\n\t<meta property=\"og:image:height\" content=\"400\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Sam Kumar\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@maplytics\" \/>\n<meta name=\"twitter:site\" content=\"@maplytics\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Sam Kumar\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":[\"Article\",\"BlogPosting\"],\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/end-to-end-field-sales-solution-within-dynamics-365-crm-power-apps\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/end-to-end-field-sales-solution-within-dynamics-365-crm-power-apps\\\/\"},\"author\":{\"name\":\"Sam Kumar\",\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/#\\\/schema\\\/person\\\/93d9b89f55d88765117b16aa29057b51\"},\"headline\":\"End-to-End Field Sales Solution within Dynamics 365 CRM \\\/ Power Apps!\",\"datePublished\":\"2020-11-30T14:02:07+00:00\",\"dateModified\":\"2021-05-19T14:04:43+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/end-to-end-field-sales-solution-within-dynamics-365-crm-power-apps\\\/\"},\"wordCount\":1072,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/end-to-end-field-sales-solution-within-dynamics-365-crm-power-apps\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/wp-content\\\/uploads\\\/2020\\\/11\\\/maplytics-blog15.jpg\",\"articleSection\":[\"Miscellaneous\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/end-to-end-field-sales-solution-within-dynamics-365-crm-power-apps\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/end-to-end-field-sales-solution-within-dynamics-365-crm-power-apps\\\/\",\"url\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/end-to-end-field-sales-solution-within-dynamics-365-crm-power-apps\\\/\",\"name\":\"End-to-End Field Sales Solution within Dynamics 365 CRM \\\/ Power Apps! 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