Having a quick glance on our last blog, we discussed an instance where Anna is our Sales Manager who is responsible for handling the sales team of her organisation. She looks after assignment of territories to all Salespersons in Dynamics 365 CRM with the help of Maplytics.
With the latest release of October 2018, we have added a whole new section of Territory management into Detail map. We have enhanced Territory management to make the Territory mapping process much easier and precise.
Any business depends on its data and numbers. Heat Maps is one of the most apt features for analysis of this data. You can take either of the two approaches while you are doing statistical analysis - number crunching, or pictorial representation.
We have been very progressive in regards to providing abilities for Routing management. Our customers are happily using the optimized routing management feature of Maplytics. With Maplytics a field rep can plot a route and follow the same to meet various customers in a day.
It all started with your feedback of giving more Analytical Power to Managers using Dynamics CRM. With October 2018 release, Maplytics - Map integration for Dynamics CRM - has introduced many new features viz. Auto Scheduling, Overlay layer, Auto Search Window, Shape operations
Map Clustering may be a small but most strategic feature of Maplytics. It enables user to view closely positioned pushpins into a cluster. When a user has many pushpins in same area, they start to overlap when user zooms out of map, and when they zoom in, they are able to see individual pushpins.
Whether you are a startup or an already established business, measuring the key performance indicators (KPIs) allows you to gain an insight into what matters for the growth of your organization. Microsoft Dynamics 365 being a flexible CRM system allows businesses to either use the out of the box fields for the CRM records or create a custom field for an OOB or a custom records.
Maplytics helps users to plot data from Dynamics CRM based on desired search criteria and save it as a template. This saves a lot of time of the user and makes it more efficient to use. Now, what if the user needs to execute the same search around the same record frequently?
Change or Cancellation of Appointments is a routine stage in Services and Sales industries. Each of this scenario leaves the Sales Rep with spare time on their hand and you always look forward to find different ways to make optimum use of this spare time.