Territory management is one of the most important aspects in terms of handling sales. Territories based on geographical regions or customer groups are assigned to a particular salesperson or a group of salespersons so as to make it clear the set of customers they are responsible for. Maplytics help the users in this quite efficiently. Now users can create geographies for territories created in Dynamics CRM.
Dashboards are a great way to visualize data at a glance as it is not possible for a manager to go and check everything in detail every time. In one of our recent post we have already covered how to create Dynamics CRM dashboard for a sales rep using Maplytics. Here in this blog will see how to create a query for individual Maplytics dashboards.
It is said that “Time is money” and this is true specially in case of a salesperson. Spending time on one opportunity over another could be the difference between closing a big deal and having the door closed. Time management is one of the most important skills for a salesperson. If you are a sales reps it is always asked that how are you prioritizing and maximizing your time?
Maplytics has added a good contribution by linking Dynamics 365 CRM data and heat maps. With the use of Maplytics, one can now analyze Dynamics CRM data on the basis of the heat of the data using the Heatmaps.
If you can use Maps for personal use then why not for your business? Let's explore one more industry today on how Maps integration with Dynamics 365 CRM using Maplytics helps us to improve Customer Satisfaction. Our today's focus would be on Tours and travel industry, let's see this with a use case. Suppose, you have a travel agency which offers Bus services and uses Dynamics CRM to store passenger's details.
With Maplytics, users can add a Maplytics dashboard to a Dynamics CRM standard dashboard. This helps the user to analyze many views of the data visually on a map in one glance through the dashboards.
Field Sales and Service Reps are always on the go and need a way to navigate to the Appointments scheduled in Dynamics 365 on the Mobile and Tablet devices. Dynamic CRM provides a robust system for Field Sales and Service Reps to schedule and manage their Appointments. However, creating optimized routes and getting turn-by-turn navigation while on the go is something..
We all know the importance of locational aspect of business data and how it can help an organization to get the maximum value out of their Dynamics CRM data. Having a geo analytical mapping tool like Maplytics that provides the ability to extract the geo-coordinates from Dynamics CRM data using the geocoding process helps an organization to visualize Dynamics CRM data on the map.
In this blog, we will see how the Marketing Manager can utilize Maplytics feature to further work with the targeted Marketing List saved by the Sales Manager and find the best location to host a dinner event and also send personalized email to the Customers to further ensure the success of the event.