Pharma, food, banking, insurance, and many more have employees working in the field and meeting clients in person. Companies have been struggling to target regions with low sales for years as they lack data visualization. Running a marketing campaign in a high sales performing area would not show much impact as the one with a low sales performing area would.
To tackle all this, you must integrate your Dynamics 365 with the map to tackle all this. This integration brings in the clarity that was earlier missing. Let’s look at some of the benefits Dynamics 365 Map brings.
When you integrate maps with your Dynamics 365 CRM, all the records of the maps are plotted on a map. So, you can easily visualize data and figure out the good-performing regions and the one that requires more effort.
You can filter the entities and view only the data you want on the map. So, while planning the next strategy, it becomes easier for the managers to decide on marketing campaigns for different regions.
The sales reps usually enter the location on their phones to meet the clients. Later, they realize that one of the clients was close to the first. A lot of their time goes into such back and forth. It not only consumes their time but also burns a lot of fuel.
The routes are smartly optimized as they can avoid routes with tolls, highways, road closures, etc. But the maps have a feature called route optimization. The sales reps can enter the list of clients they have to meet, and the map will show the optimized route. The route would have the shortest path, ensuring the sales reps reach the destination on time.
The managers have to wait till the end of the day to get the reports of the meetings. So, if they need some reports urgently, they must call their sales reps. Sometimes, the sales reps are busy in meetings, and that call might disturb them.
A solution to this simple problem is the Check-in and Check-out feature of the Dynamics Map. The sales reps can check in when their meeting starts and ends. They can also add the meeting reports and other details on the check-in/check-out page.
The managers can track their employees' live location and see whether they are busy in a meeting or not. They can now access the details without calling them.
There are chances that a meeting gets over before time or gets canceled for some reason. The sales reps can use this time to meet clients nearby them. Maps have this feature called proximity search. The sales reps can see the clients nearby them.
The search results would show the clients around them in certain miles. The sales reps can choose the one that is near to them and contact them if they are available or not. Thus, this would save their time and increase their productivity.
To make the best use of the plugin, the Dynamics 365 field mapping supports multiple languages. So, for businesses having sales teams in different countries, all their employees can use the plugin in their preferred language.
This also helps even if you have employees from all over the world. If anyone is not comfortable in the native language, they can switch to their preferred language and use the plugin best.
The Dynamics 365 Map plugin is a boon for sales and marketing teams. It makes the team handling much easier for them. The managers now have clear insights into CRM data. You must invest in a Dynamics map plugin if you want the same benefits for your business. If you have any special requirements, then development companies customize them.
Mr. Maulik Shah is the founder & CEO of AppJetty, a digital software products store specializing in extensions, plugins and apps for host of software platforms like Magento, WordPress, SugarCRM, SuiteCRM, Odoo, Dynamics CRM, etc.