How Dynamics 365 Map Integration Helps In Increasing Productivity

By Author: Maulik Shah
Total Articles: 91
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The business that requires face-to-face marketing of products often handover a list of clients to their sales reps. Having a list of clients from different locations makes it difficult for the sales rep to figure out the location of all the clients, which are close to each other, traveling time to reach the locations, etc. These factors hinder the productivity of the sales reps on the field. To improve these old ways, you can integrate your Dynamics CRM with a map plugin. It will help you and your team in enormous ways. Let us find out how.

Route Optimization

The Dynamics 365 map offers a feature of route optimization where the sales reps can search the clients in the nearby area. Based on their current location, it will show the location of all the clients they have to visit through the shortest route. Having details of all the clients around will ensure they do not have to go hence forth in the same area to meet other clients. They can visit all the clients in one area and then move on to the next.

Thus, the sales reps can spend more time with the client and not on the road. This tool also displays the ...
... meeting time and the travel time between the two locations considering traffic and road closures. Thus, the sales reps can make their decisions accordingly.

Find Places Nearby

Sales reps are out traveling from one place to another in the same or different city. It is obvious that they will need to refill the gas, or a garage in case of vehicle emergency. They might want to have a cup of coffee or a meal during their breaks. Finding a restaurant, cafe, gas station, garage, hospital, etc. in a new place can be difficult if the sales reps are there for the first time. But the Dynamics 365 Bing maps integration helps the user locate all the essentials near to them.

They can figure out the available stores that come on their way. This will give the sales reps assurance that they will not have to struggle during emergency situations. They can easily find it on the map and reach the location. It gives the sales reps the mental peace and they can focus on their tasks.

Better Visualization With Heat Map 

Having the list of places to visit does not provide clarity. But with Dynamics 365 map, the data from the CRM will now be displayed on map. The heat map will show different levels based on the number of clients in a particular area. While using the map, they can filter their schedules or plan the day for a specific region. The map can also be configured with different colors, drawings for making new territories, etc.

Based on the map, it is easier to view the data in the pie chart, column chart, graphs, etc. while the sales reps are on the go, it is better to have a colored view then having a spreadsheet in hand. If some areas have low response then it will be easier to track them on the map and they can plan a different strategy to improve the numbers.

Track Status

It is difficult to update the manager after every meeting. There can be X number of reasons that make it difficult to contact them as you have to prepare for your next meeting as well. Also, such calls in between work can hinder your productivity. The Dynamics 365 map plugin has a feature where the sales rep will check-in at the start of the meeting and check out at the end of it. This way the managers will know when their team members are busy, meeting timings & duration, location, etc.

The sales reps  can add important reports or documents that they discussed in the meeting. This way they do not have to call their seniors after every meeting. The manager can view the meeting and find all the important details from there.

Conclusion

The Dynamics 365 map integration with the CRM brings more clarity to the managers handling sales reps. They will have a clear picture on which area has more clients and how many sales reps it will require. Also, the sales rep will have the shortest route for them to spend less time on the road. They have a better view at the locations, meeting schedules so that it is easier for them to update the status on the go.

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.