{"id":5711,"date":"2018-05-30T18:14:57","date_gmt":"2018-05-30T12:44:57","guid":{"rendered":"https:\/\/www.maplytics.com\/?p=5711"},"modified":"2018-05-30T18:14:57","modified_gmt":"2018-05-30T12:44:57","slug":"improving-sales-marketing-geospatial-intelligence-within-dynamics-365-crm","status":"publish","type":"post","link":"https:\/\/www.maplytics.com\/blog\/improving-sales-marketing-geospatial-intelligence-within-dynamics-365-crm\/","title":{"rendered":"Improving Sales and Marketing with Geospatial-Intelligence within Dynamics 365 CRM"},"content":{"rendered":"

Businesses that want to be competitive in today\u2019s digital landscape are always on a lookout for ways to augment their Sales, Service and Marketing initiatives. To make an impact, it is necessary for a business to analyze and understand their customer’s needs and reach out to them with relevant information that appeals to them on a personal level.<\/p>\n

Having all of their data in Dynamics 365 is a step in the right direction to achieve this goal. However, understanding and interpreting the data in a way that allows for greater visibility of their customers and prospects, requires a tool that can not only extract the locational aspect of Dynamics 365 data but also allow users to plot them on the map, perform drill-down analysis, manage sales territories, create targeted marketing campaigns, plan appointments, create routes and more.<\/p>\n

Maplytics™ has allowed businesses to leverage the power of geospatial intelligence and being a Certified for Microsoft Dynamics 365 app, is an obvious choice for organizations around the world.<\/p>\n

In this blog series<\/em><\/strong>, we will explore how Sales and Marketing Teams can utilize the features and functionalities of Maplytics to get the most value out of their Dynamics 365 data.<\/p>\n

To start with, let us understand how a Sales Manager can gain more visibility, perform drill-down analysis and improve team collaboration with Maplytics.<\/p>\n

Maplytics Workflow for a Sales Manager: <\/strong><\/h3>\n

For a Sales Manager, it is crucial to be on the top of the sales activities in the organization. By knowing the appointments the team has for the day, open opportunities, open cases and sales statistics, the Sales Manager can make data-driven decisions that have the maximum impact.<\/p>\n

The Sales Manager can have all this information and more by creating Maplytics Dashboards for the things that matter the most.<\/p>\n

At a glance Sales Information with Maplytics Dashboards<\/h5>\n

Now, creating Maplytics Dashboards is very easy and the steps for it can be found here<\/a>. The user can create various dashboards based on their business needs.<\/p>\n

For this blog, we have already created a \u2018Maplytics Overview \u2013 Sales Manager\u2019<\/em><\/strong> dashboard.<\/p>\n

\"ImprovingIn the first dashboard, \u2018Appointment Planner Team\u2019<\/em><\/strong>, the Sales Manager can see all of the Team\u2019s Appointments planned for the day further color coded based on Priority. The Sales Manager can then hover over a particular appointment to see the Subject of the Appointment or click on it for more information about the appointment.\"Improving<\/p>\n

The second dashboard, \u2018Open Opportunities\u2019<\/em><\/strong>, will provide the Sales Manager a view of all the open opportunities further color coded based on Estimated Revenue<\/em><\/strong>.<\/p>\n

\"ImprovingThen the last two dashboards are heat map visualizations of \u2018Open Case by Postal Code\u2019 and \u2018Sales by Postal Code\u2019.<\/p>\n

Just by having a glance at the \u2018Open Case by Postal Code\u2019, the sales manager can identify the regions that have a high number of open cases and inform the service reps to close them as soon as possible.<\/p>\n

\"ImprovingSimilarly, the \u2018Sales by Postal Code\u2019 dashboard will give the sales manager an overview of the Sales Performance in every region to facilitate data-driven decisions.<\/p>\n

\"ImprovingDrill-down Analysis with Maplytics Detail Map<\/h4>\n

Now that the Sales Manager has an overview of the sales statistics, next step is to drill down into the Dynamics 365 data on the map.<\/p>\n

Maplytics Detail Map is the place where the Sales Manager can not only visualize the Dynamics 365 data on the map but also further drill-down into the data and perform a plethora of actions to get the most out of their Dynamics CRM data.<\/p>\n

Detail Map can be accessed either from the Maplytics Detail Map dashboard.<\/p>\n

\"ImprovingDetail Map can also be accessed by clicking the Detail Map button on the entities for which the Maplytics Entity Maps are created.<\/p>\n

\"ImprovingTo better handle the regions, Sales Managers can create use the native Sales Territories feature in Dynamics 365 to create territories based on their needs. To create a Sales Territory, navigate to Settings > Business Management > Sales Territories > Create new territory<\/em><\/strong>.<\/p>\n

\"Improving<\/p>\n

Maplytics further extends the Sales Territories functionality by providing the user the ability to define Geographies (geographical regions) for the sales territories.<\/p>\n

\"ImprovingUsers can define multiple geographies for a single territory either by defining a region by using the \u2018By Region\u2019 option or by drawing a shape by using the \u2018By Drawing\u2019 option.<\/p>\n

\"ImprovingNote:<\/em><\/strong><\/p>\n

To learn more about Territory Management in Maplytics, refer the below articles;<\/em><\/strong><\/p>\n