AppJetty

Do you ever struggle between your CRM screen and Google Maps? You have to reach five customers today, all being high-value customers, but roads look like a child's writing, zig and wacky. You spend the entire day creeping through traffic jams, broken appointments, and sad smiles. Does it sound sickeningly familiar? Don't worry, you're not alone. Every company today has CRMs bursting with information customer contact names, purchase history, etc. but still far from connecting that information to the world beyond. The twist? Legacy CRMs lack the spatial context you so desperately need. In an age where the place is as relevant as information, why are we still flying blind? And the good news: Geo-intelligence with  Dynamics 365 Map  can put your CRM and your business where it needs to be. Smarter scheduling, real-time routing, better territory planning, and informed decisions that make sense. And the good news? You won't need to juggle six apps to make it happen. Rise of Ge...

Territory management helps the Sales team manage region-wise sales and marketing campaigns. Dynamics 365/CRM provides default functionality for creating and assigning territories to CRM users. You can create a new territory and assign it to a Manager and an account from the Dynamics CRM backend. However, managing territories within CRM requires performing many manual tasks. In addition, the default territory management functionality in Dynamics CRM has several limitations. To overcome these limitations, a  Dynamics 365 map integration —AppJetty MappyField 365—provides an overview of all your sales territories, allowing you to easily create and manage them geographically from the map. With “MappyField 365,” you can create and manage territories and assign them to managers and accounts directly from the map. Additionally, you can merge and expand territories based on different “Search Options.” Veronica, a general manager in a pharmaceutical company, manages medicine sales. Her respo...

    Don’t you think your field service agents might find it easy if they had a fantastic tool to solve the issue of route plotting? If yes, then Dynamics 365 Map has got you covered. Dynamics 365 Map is an innovative geo-mapping software designed to elevate field operations by offering unparalleled precision in route plotting. Through its advanced capabilities, Dynamics 365 Map optimizes route planning, ensuring that field operations are not only cost-effective but also time-efficient. In this blog, we will learn what is smart route optimization, the benefits of Dynamics 365 Map, and how its features help field operation teams optimize their routes effectively. What is Smart Route Optimization? Smart route optimization is an intelligent approach to planning and optimizing travel routes for various purposes, such as deliveries, field service, etc. Utilizing advanced real-time data, this technology identifies the most efficient and cost-effective...

  AppJetty MappyFIeld 365, a plugin for Dynamics365, lets you plot the CRM records on the map to help the sales team perform different tasks and activities. Along with the Route optimization, schedule the activities and search the routes. Find nearby locations on the MappyField 365 map using the default Bing map integration. In this blog, we explain how to search for any POI (Point of Interest) location like Restuarant, Cafe, Gas Station, Hospital, Pharma nearby on the map. Suppose, your sales representative (or service executive) is working in the field for visiting clients for appointments or meetings. The sales rep got a call that the client is not available for an hour, at that time where and what should they do? Either go there and wait for the final call or find the place somewhere else to take some rest and plan the next meetings. So the AppJetty   MappyField 365   helps the users to search any nearby locations on the map itself. You can do this based on inserting ...