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  Plotting your Dynamics CRM data to derive data-driven results is easy these days with Dynamics 365 map integration. But sometimes it can be too much to understand or take into account. This can easily mean inaccuracies in your conclusive results or the action-plans. So, in this blog, we’ll demonstrate how to create data views of the plotted records.   For the demonstration purposes, we’ve taken Quick Maps, a   Dynamics CRM map integration , in this blog. You can search for such a tool on MS AppSource. If you have plotted multiple entities on the map, it’s not easy to recognize which record belongs to which entity. Sometimes you want all the records for a particular analysis but what if you want to check only some records of one specific entity? In Quick Maps, there are some facilities provided using which you can enable/disable plotted records of the entities and show/hide the labels of any records of the entity on the map. Let’s see how you can do so. Step 1: Open “Map” page  If you

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, pie charts, c