Dynamics Crm Map Integration: A Roadmap To Smart Selling

By Author: maulik shah
Total Articles: 84
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Customer Relationship Management (CRM) is a big hit in today’s business era. As businesses are becoming customer-centric, the demand for CRM is growing. Nevertheless, it is the one that leverages firms like yours with enhanced customer relationships and a strong alliance with prospects, thanks to its prominent features like Lead Management, Contact Management, Dashboards and Reports, Activity Tracking, etc.

What makes a particular CRM more intriguing is the integration of CRM extensions that enhance its scope and trounces the other CRMs in the race. One such feature is the Dynamics CRM Map Integration.
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But what does map integration mean? How will it help your business?

Let us see!

As for Dynamics CRM Map Integration, it is a plug-in that will help you visualize customer data on the map. And with Dynamics 365 field mapping tool, your sales and marketing people can map the desired data on the field. They can easily decide what areas are performing well and thus devote resources accordingly. The plug-in will also help managers manage their team’s activity like shortest ...
... routes, geo-analytical dashboards, live tracking, heat maps, and more. The extension has a lot to offer. It is the future must-have tool for the sales rep. Here’s how it can help you sell smartly.

Identify high performing areas
While viewing, the mapping tool must provide the data on a user-friendly, intuitive mobile app. This helps the sales team to map the records, identify the high and low performing areas. And based on it reallocate the resources. Many of the CRM map extensions have a feature like heat maps and summary cards to better analyze the area.

One such feature of the Dynamics CRM Map Integration extension is that it combines with Dynamics 365 field mapping tools. This combined tool then allows your team to plot the entities on the map and view it using different filters like region, drawing territory, proximity, and user. Further, it allows configuring details like color, radius, and density to create a custom heat map. The nearby customers feature helps in locating the available leads. This complete custom visual guide helps recognize high performing areas and make a sound decision.

Managing team
One of the critical challenges is handling the on-field team. Network issues, miscommunication between a sales rep and manager often makes the management process complex. Thus, it is necessary to have a solution that enables managers to allot accounts/leads to sales reps along with an optimized route.

The auto-scheduling feature of Dynamics CRM Map Integration is one of its kind. Using it, managers can assign the leads directly from the solution. Besides, route optimization, territory management, check-in and checkout, and live tracking features further enhance the team’s performance.

Offline data access
Having customer data is so important, especially for your sales team. With data around, the team can plan the proposals, appointments, and resource distribution.

Not all this is a big deal if you’re in the office since you have a stable internet connection. But data access becomes a challenge while you are on the go. There are multiple reasons for it - erratic internet connection, network issues, lack of time, etc.

Thus, to solve it, Dynamics CRM Map Integration allows the team to download the data before leaving the office so that they can access the data offline while onsite.

Analyze and execute
After a long working day, all you need is an overview of the data. You need a single-window that would provide a synopsis of the team, leads, customers, sales, and nit bits of the business.

With Dynamics 365 field mapping tool, you can easily visualize and analyze every mapped record. The map extension provides features like a summary card, heat map, and detailed dashlets. It helps to understand and interpret the data to make a learned decision.

Reconsideration
The technology and the business process are advancing at lightning speed. With everything changing so rapidly, your ways of doing business should change too.

Just having a CRM is not enough; you need to level up with the extensions that enhance your team’s productivity and your business performance.

Talking about Dynamics CRM Map Integration extension and Dynamics 365 Field Mapping, it would be the most-effective tool for your sales team that would indirectly help you win the barnburner of the market ranking.

Maulik Shah is the Founder and CEO of AppJetty, a fast growing software add-on store selling extensions and plugins for various technologies, including Odoo themes and odoo apps Magento 1 extensions and Magento 2 extensions. Maulik is a tech enthusiast and writes about the various aspects of ecommerce technology.