Create, Align, Modify effective Sales Territories

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Sales Territory Management in Dynamics 365 CRM

Segregating regions into defined Sales Territories within MS Dynamics 365 is one of the foremost important steps toward effective Territory Management for Businesses!

Defining Sales Territories in Microsoft Dynamics 365 CRM by geo-analytical tool Maplytics empowers Sales Managers to visualize the records efficiently, assign sales reps properly, and optimize the day-to-day operations. Maplytics allows Managers to build optimal sales territories in MS Dynamics 365 for Sales Reps by plotting data straight on the map. This enables data-driven companies to expedite their business by analyzing the potency of their Geographies based on the area on the map giving seamless decision-making abilities of their data within Dynamics 365 CRM.

Creating Sales territories gives the user the power to view shapes/regions by uploading shape/excel files with organized records that can be plotted on a map to create territories. One can also view geographical area by region, drawing toolbar, or by pre- created territories themselves. Maplytics allows one to realign certain geographical areas to other territories or create new territories within Dynamics 365 CRM with a set of defined Geographies directly on the map. This selection can be done with a set of alignment tools that perform actions like select, deselect, select multiple territories, or delete them.

With our efforts at pushing smarter technology, you can even Auto Create and edit territories with Dynamics 365 CRM by simply setting the number of desired territories; the plotted data will be distributed into a 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 them until you are satisfied.

Further, one can plot existing territories and edit them to get proper Territory distribution. Users can later also visualize within Dynamics 365 CRM, these sales territories and client records belonging to them on the map and more details on the summary card. Thus, MS Dynamics 365 Territory Mapping improves the efficiency of the Sales Team by building optimal territories using Maplytics.

FAQ's

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.

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.

Yes, Maplytics allows you to easily align required territories and balance the workload amongst sales reps.

With Maplytics you can perform Binary operations on the shapes, regions or territories plotted on map. You can further select the resultant shape and create a territory out of it.

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