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?
Heat Maps has always been a powerful tool to get geographical insights of Dynamics CRM data using Maplytics. With the spectrum of colors representing the measure/density of the Dynamics 365 data, heat maps not only looks beautiful but proves equally functional for an organization.
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.
A CRM system like Dynamics 365 is a beautiful amalgamation of business strategy and the power of technology. Since the inception of CRM, businesses have harnessed the convenience and usability of having all the customer interaction and data in a single place to supercharge their business processes and improve the overall customer experience.
Every growth-oriented organization is always looking for ways to stimulate and capture their target audience in their products and services. The first obvious question that comes to mind while creating a buzz is, how can get the maximum audience interested and generate quality leads.
The best way to analyze and perform drill-down analysis of your Dynamics CRM data is to visualize the data on a map. Maplytics is a locational intelligence tool that helps to view your CRM data on maps by bridging the gap between Dynamics 365 and Bing Maps.
An all-time important task for a sales person is to manage time properly so as to meet all the appointments in time, Maplytics Appointment Planner has been quite an helpful feature for sales team as well as service reps. With addition of Add to Route feature this is now become more user friendly.
To manage your routine activities smoothly managers should always be updated with each and every process running in the organization, be it appointments of salespersons, territories assigned, leads or opportunities per month, routes followed by salespersons. There is so much to do and you cannot go and check everything in detail every time.
Sales Territory is an important part to be planned efficiently when defining sales strategy for any business. Our aim has been to extend the existing Dynamics 365 CRM Territory feature native to the product and build upon it. Territory Management feature in Maplytics has helped users to significantly improve sales and customer satisfaction.
Being a Salesperson, every time when I prepare for sales meeting the first question that comes to my mind is “What should I carry for a meeting? Laptop, Tablet or just my phone is enough.” With the new release of Maplytics, you have options to carry your laptop, tablet or even the Phone is enough!