AppJetty

  Marketing and sales are complementary to each other. They are like two strong pillars of brand building. As we have already covered   effective sales management tips   in our previous blogs, we are going to cover a few effective tips to succeed as a marketing manager. So, let’s start...     1. Market Yourself First While the responsibilities of a sales team and marketing team can be totally different or overlap as per the company, one thing is certain. That is, though sales is not exactly the domain of a marketing manager, studying the art of selling is important for them as well. As long as you don’t work hand in hand with the sales team and don’t ‘sell’ your creative ideas to sales team members, you can’t succeed alone. For instance, if sales reps give you essential data on potential prospects, highest-grossing clients and areas, analyze that data thoroughly and collaborate with the sales team to work out best-possible future strategies and plans. This won’t...

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...

Activities in Dynamics 365 are tasks related to customer entity like a call, setting up a meeting, appointment, sending pricing quotes or emails, etc. You can assign these activities to yourself or other team members. Here the question arises, how can you make the most out of them? For example, if you are in a meeting with your customers, you need to be specific with what they are looking for in your services. Did they ask for enhancements in your current package or expressed concerns for budgets? Or any highlights of the meeting. Chances are that you might forget these little details. In such cases, you can open your Dynamics CRM in mobile and add these notes in the specific appointment created for the meeting. This can help you focus on the details leading to more clients for your organization. So, let’s see how you can manage activities in   service calendar Dynamics 365 to make the most out of it. Step 1:   Find your activities: → Click on the sitemap and sele...