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.
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.
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.
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.
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.