AppJetty

The one best thing about salespeople? They are independent and do not require micromanagement. During the COVID-19 pandemic when they are not able to step out, it is important as a sales manager, to keep your team motivated and productive even when working from home. And here are seven ways to keep your field team motivated as they work from home: Maintain a relationship So many people must be experiencing anxiety or may get paranoid with the current situation. So even if they do not need a manager to tell them how to do their job, they need someone to talk to and keep them engaged. See what you do currently to stay positive and motivated. Schedule occasional meetings via Zoom or another video conferencing platform. And that should be like an open platform where everyone can share their thoughts, stories. And most people derive energy from interacting with their peers so have one-on-one calls with each of your employees. Sometimes little of letting go is important Productivity is impor...

Territory management saves every organization time, resources, and most importantly, enables them to cover more ground with fewer resources. The only way territory management becomes effective and garners the results you want is with proper organization and effective communication of all the developments within the sales team as well as other involved functional teams. Apart from these two points, there are other things to take care of as well and hence this blog. First, we’ll start with understanding what is sales territory management. What is Sales Territory Management? Theoretically, Sales territories are geographical areas assigned to a particular team/sales reps to work on and the management of that particular territory or territories can be defined as sales territory management. The territories are divided based on the product you want to sell, the potential of the territory, target audience, industry, etc. It sounds as simple as drawing a circle on a blank canvas but the effecti...

Competition is cut-throat in every industry and the computer software industry is no different. From pre-sale to installing, from troubleshooting to regular maintenance visits, streamlined management of your sales activities is the key to closing new deals and expanding your customer base.  However, unless you have a proper means to optimize your client visits to make the most out of them; there may not be a substantial rise in the overall sales. Therefore, a CRM mapping tool is indispensable for your sales team as it can help utilize your on-field resources in the best way possible.  While there are a number of CRMs out there, Dynamics CRM is one of the popular ones. If you are a sales manager and use Dynamics CRM, our Dynamics 365 Mapping tool; Quick Maps, is a perfect fit that can help you effectively manage sales.  How? Here’s how: Plot Customers With this feature of Dynamics CRM field mapping, you can easily plot all your records on the map. With area-wise heat maps,...

Managing the appointments and the task for the Sales Reps & Service Executives is always challenging. Being a Field Sales Manager knowing when and where your team members are going to meet the customers is crucial to achieving your sales targets. So, in this blog, we are going to demonstrate how your sales reps and executives can manage their meetings and how you as a manager can keep track of all their activities from Dynamics CRM. For this, you will need to integrate a   Dynamics 365 mapping tool   with features like check-in, check-out, heat map visualization, territory management, etc. You can browse around MS AppSource to find the right tool that suits your need but for demonstration purposes, we’ve taken Quick Maps in this article. So, let’s see how your sales reps can Check-in & Check-out of all activities like Appointment, Task, Campaigns, Services, etc. For Sales Reps: Step 1: Navigate to Map If you are using old UI (Classic view): Find the “AppJetty” tab from...

The construction industry is riddled with a lot of competition and you still managed to maintain your position in the market well. You have the products and you know your customers very well. However, with all the prospects in your hand, do you know how to crack deals? While doing the fieldwork, how would you know the best route to get to them in time? It is important to have optimized routes, energy, to make the most of your time between closing a sale and opting for an optimized route. With   Dynamics Maps Visualization Software , you can easily find and reach your potential clients in the fastest way possible. By easily seeing where your customers are, having the fastest and shortest route, you can save time, gas, and visit more customers in order to close the deals. Locate customers After booking the appointment, construction rep can create targeted routes with Dynamics 365 map integration by eliminating heavy traffic, road closures. And reach to the customers in a shorter time...