Be meeting ready and on time, use optimized paths!
Avoid traffic, tolls, highways, and reach your meeting location on time. Use Route Optimization, avoid wrong paths, be punctual, and leave a lasting impression on your clients.
Route Optimization within Microsoft Dynamics 365 CRM
Samwell is in trouble?
“Samwell, finally! Where are you, buddy? We were getting worried. You were supposed to reach that meeting location 30 minutes ago”, John, the Manager shuddered through the call. “I could not find the meeting location, missed the route, and had to backtrack 3 miles”, Samwell sounded exasperated.
Imagine being Samwell or John and having to face the client after this. How embarrassing, right? Moreover, 30 minutes of a scheduled meeting were just wasted.
Besides, if it is the very first meeting, sigh!
First impressions and can make or break a deal! It would not be reasonable if the rep spends more time searching for a meeting venue than the time spent attending the meeting with the client.
Swooshes in Maplytics, the seamless integrator of maps and CRM
Maplytics is the go-to map visualization app to avoid such a traumatizing situation and a lot more. Let’s see how! Finding the best route to visit customer locations is one of the fortes of the App. After all, Team Maplytics knows that reps like Samwell need to be productive, not waste time backtracking, be punctual, and enjoy a work-life balance!
Reaching meetings and fulfilling all the above responsibilities becomes a cakewalk for the field reps when they are out on the field and need to navigate from one location to the other if provided with a sales route planner within Microsoft Dynamics 365 CRM.
The Geo-Analytical, geo-mapping module of Maplytics helps to optimize the travel routes between locations chosen for their visits even when they are far from each other. An added plus is that the direction route maps thus achieved can be saved in Dynamics 365.
Adding multiple waypoints is also easy
What if Samwell has to attend 5 meetings in a day within a tight time space?
The routes plotted offer a multi-stop inclusion of all the waypoints and ensure the coverage of every location within the shortest time span and with a minimum travel distance. These routes come along with turn-by-turn navigation instructions in Dynamics 365 CRM with Google Maps, Waze App, and Apple Maps.
‘Avoiding highways’ and ‘Avoiding toll roads’ are additionally available filters for route mapping in Microsoft Dynamics 365 CRM. These make route finders within Dynamics 365 CRM optimized!
But what steps will John have to take to make this work smoothly?
Auto-Scheduling, the other feature of Maplytics, allows the choice of waypoints for travel and creates an optimized schedule on the map within Dynamics 365 CRM. This sets the base for enabling Microsoft Dynamics 365 CRM route optimization. John can register the default preferences for the Auto Scheduling card in the Configuration detail records to proceed and plot an automated plan on the map for Samwell.
This enables the transit through the schedule over days and keeps a track of the appointments along with the ability to Check-In/Check-Out for the meetings/appointments from the location itself. After creating the schedule on the map in Dynamics 365 John can attempt the Dynamics 365 route map and activities for the meetings, services, and resource booking can be catered to.
Sounds pretty simple, right?
Route Optimization within Microsoft Dynamics 365 CRM thus, helps organizations with optimized travel routes toward meeting venues, turn-by-turn navigation directions at hand, being punctual for the meetings, saving time and fuel for the traveling rep, and overall maintaining a good relationship with the client.
Any visible results of using Route Optimization?
Maplytics user, ReEmployAbility has reported a cut down of an average of 12 minutes per appointment travel, or approximately 12 hours per day, resulting in an operational savings of $5,000 per month.
Intriguing, eh? Check out the complete Success Story, here and experience the awesomeness of our route planning solution!
With Maplytics, you can easily find the best routes to reach your customer locations and utilize your time effectively.
Yes, using ‘Route Optimization’ feature of Maplytics you can plot routes on maps for different mode of transports.
Yes, with Maplytics you can create optimized routes between locations of your choice irrespective of the distance.
Yes, you can save optimized routes as a Dynamics 365 CRM activity, share it through email or simply print it for future reference.