Dynamics CRM Map Integration: A Smart Way to Sell
CRM (Customer Relationship Management)
software is a big hit among every sized enterprise around the world. The
reason behind its success is that this software allows firms to nurture
their customer relations and build a strong-based alliance with
prospects. Some of the renowned CRM features are Lead management,
Contact Management, Campaign Management, Reports & dashboards, and
Email Tracking. All these features make CRM software a must-have for
every organization. And with the technological advances happening every
day, there are some CRM extensions that expand the usage scope of CRM.
And one such feature is CRM Map Integration.
But what is CRM Map integration? What
does it offer to an organization like yours? And as mentioned in our
title, how will it help you sell smartly?
Integrating maps with CRM means you will
be able to visualize your CRM customer data on the maps which will give
you a better geographical idea of your customer base. Based on this
data, the Sales manager can devote the resources and energy to the
required areas accordingly.
This feature of CRM Map integration is
the future of the Sales Department. An essential in your sales stack and
here’s how it will up your company’s sales game.
HOW TO USE CRM MAP INTEGRATION TO UPGRADE YOUR SALES GAME:
Recognize high performing areas:
A proper Geo-analytical mapping tool will
provide you with an overview of your CRM customer data on a
user-friendly, interactive, and easy to understand map. This enables the
Sales manager to know the highest and lowest performing regions from
the targeted areas.
Manager can utilize this information
smartly to reallocate the resources accordingly. Moreover, such CRM Map
integration equipped with features like Heat map and summary card which
highlight the area with a number of customer records & sales and
color bifurcation.
One such popular Dynamics CRM Map Integration extension
is Quick maps with multiple dynamics CRM mapping fields. This tool
allows you to configure color, radius, and intensity according to your
choice to create a heat map. A map that is custom-tailored to your
preferences and needs.
Manage Your Sales Team:
One of the most acknowledged challenges
that a Sales manager faces is getting live updates of the Sales reps on
the field. Communication between a Sales Rep and Manager should be
efficient in order to close deals. Being a necessity, it also is a
challenge. A rep can communicate with a single manager but it becomes
hard for a manager to communicate with multiple reps.
And the solution for such a challenge is
CRM Map integration. It enables the manager to assign a lead or customer
to the Sales rep in the area right from the tool. Making it an
effective way to manage the sales reps on the field.
CRM Mapping integration tools are also
compatible with mobile devices giving freedom to the sales department to
operate from anywhere and everywhere. The ease in accessibility creates
space for the sales department to expand beyond expectations.
Access Data Offline:
If you are in the sales department, then
you know how essential customer data is. More importantly, having the
right data at the right time is necessary if you are the one on the
field.
When you are in the office where you have
proper data connection, it is easy to fetch the data you require. But
when you are on the go, it becomes a tab bit difficult to access data
because of multiple reasons like poor internet connection, network
issues, lack of time, etc.
And that’s where the CRM map integration
tool comes in the picture. The Sales Rep can download area specific
customer data when he is leaving the office which he will be able to
access if offline whenever he wants.
Nurture Your Existing Customers:
Rewarding long-term customers is the best
way to make sure they stay with you for another few years and bring
their business to you. And what better way to reward such customers than
to organizing a small and cozy get together of your existing customers
according to a particular area.
You can create a central location in
Dynamics CRM Map integration tool and choose a radius of your choice to
view the nearby customers. And accordingly, you can choose a point of
gathering like a small restaurant, coffee bar, etc. which is convenient
to all your customers.
This way you can make the best of your
time while on the field. Making sales and nurturing customers
simultaneously will benefit the sales department and indirectly the
organization.
Analyze & Execute:
A Geo-analytical dashboard right in your
CRM serves a great purpose. That purpose is the overview of the data it
provides. In today’s world, all you need to make successful decisions is
data. Microsoft Dynamics CRM mapping tool will give the sales manager
an overview of the sales figures according to the regions.
This makes the work for the manager
easier. The data presented visually is always easy to understand and
interpret. Making sense out of such data and then coming up with viable
solutions gets easier. And with the data being region specific, it
becomes easier to know the pain points and regions where the manager
needs to pay attention.
Conclusion:
The world is changing with every blink
and so should our ways to operate and do business. From finding new
leads to making a pitch in front of a prospect, you need an up-gradation
of the whole process. Sales was never an easy task and with so much
competition out there it has become the toughest task.
Adapting to the new ways and technology
in the sales department is the only way to make sure you are up to the
level of this task and that you have an edge over the competition. And a
tool like Quick Maps will surely help you in achieving the ace position in the market.
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