Sales Territory Management in Dynamics 365 CRM
Defining Sales Territories by geo-analytical tool Maplytics in Dynamics 365 empowers Sales Managers significantly. Maplytics allows Managers to create territories for Sales Reps by visualizing data straight on map. This enables data driven companies to expedite their business by analyzing potency of their Geographies based on the area on map giving seamless decision making abilities of their data within Dynamics 365 CRM.
Managing territories gives you the power to view shapes/regions by uploading shape/excel files with organized records that can be plotted on map to create territories. You can also view geographical regions by region, drawing tool bar or territories itself. Maplytics allows you to copy/move the Geography to other territories or create new territory with a set of defined Geographies directly on map. This selection can be done with alignment tool which performs actions like select, deselect all, select multiple Geographies or delete them.
With our efforts at pushing smarter technology, you can even Auto Create Territories by simply setting the number of desired territories; the plotted data will be distributed into balanced number of territories you had set. Further, users can even set names, colors and users as managers for those territories. Also, there are no limits to reworking and optimizing your territories, you can save Draft territories and rework on them until you are satisfied.
Further, you can plot existing territories and edit them to get proper Territory distribution. Users can later also visualize their Sales Territories and records belonging to them on the map within Dynamics CRM and view details on the summary card.
Can I create sales territories on map within Dynamics 365 CRM?
With Maplytics, a territory mapping app you can easily create, manage and align sales territories within Dynamics 365 CRM. You can also assign these sales territories to sales reps.
How can I create my territories in Dynamics 365 CRM?
Maplytics allows you to plot your shape file or excel file directly on map for Dynamics 365 CRM data. You can also create new territories or align existing ones easily.
I have uneven territory distribution in Dynamics 365, can I align/balance my territories?
Yes, Maplytics allows you to easily align required territories and balance the workload amongst sales reps.