AppJetty

  Data is great. Who doesn’t love going through sheets of data? I don’t! After about 10 spreadsheets, things can start getting a little fuzzy. This is why there is no one type of data and not even one way of getting and deciphering it.And this is where heat map visualization comes in. It is one of the best ways of understanding data. Quite opposite to its popularity it is easily misunderstood on the accounts of it being a little ambiguous and complex. But not anymore.   This article will help you understand this easy and visual way to know and befriend your data so that you can make the best decisions for your organization. So let’s look at what it is, when to use it and the benefits of it: What is heat map visualization or heat map data visualization?   A heat map is a representation of your datasets like number of viewers, sales numbers, etc. on a visual interface of a map or website. Again contrary to the popular understanding of heat maps, they are not used only for u...

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...

“Umm, since I have a few hours of spare time, let me check if Jack is available for a quick meeting.” People working in sales would get it. Meeting with clients all the time no matter what time of the day it is. Who knows when a lead gets closed giving your business a major deal. Understanding the importance of catching up with your clients, you need to make sure that you are not losing out any one of them especially when in the nearby area. In some cases, when you have multiple addresses of the customers, it may take longer than anticipated to identify the current location of the customer. In such cases, searching nearby your proximity can save you time. Because you can decide on the proximity you want to travel based on the time you have. To do this, a sales rep will have to log in to Dynamics 365 and then access  CRM Map integration  like Quick Maps to get started. Make sure to enable your location before getting started. There will be a ...

If we go by the basic definition, Heat Maps are the graphical representation of data with a color-coded system. It helps visualize the volume of a particular dataset of a specific location and helps in better data visualization. However, they are much more than that. They can be the best solution when you deal with the large volume of data as with the visual presentation it becomes easier to make sense out of the raw data. You can easily evaluate top or low performing regions on a map. When you have no time to look over the raw data, here is how you can simplify and take powerful decisions to make the most of your Dynamics CRM data. Here is how you can use them to derive actionable insights: Visualize a Large Data Sets The other times you have to filter out the important data, with heatmaps you can have a quick overview of the whole data. Based on the color intensity, you can identify the influential factors and prepare the actionable items. Wi...

You can use your CRM to the most when it comes to on field activities. You need the right tools for this, and a  Dynamics 365 map integration  is the way to go about this. The reason for using a third party tool is simply because Dynamics itself does not provide an extensive default option. But let’s look at how a map integration like Quick Maps gives features like proximity search to maximize your efforts. Your on field team can leverage this to get their schedule, plan a route based on proximity and add the records to their calendar easily. Let’s walk through how to enable it: Step 1: Redirect to “Map” page – Click on the Dynamics 365 menu and then click on “Quick Maps” from the slider menu  or  find the “AppJetty” tab from the header menu and click on Maps to open QuickMaps. Step 2: Enter the Location name in Default Location or pinpoint the current location on Map. – When the map loads, if the default location setting is saved then...

A strong marketing plan is the most critical aspect for the success of any business. Now, strong does not mean just working long hours. It means a plan that is focused on achieving goals that drive results; and your business. To keep your plan strong through and through in this changing landscape, it becomes important to revise your overall strategies every now and then, identify threats, opportunities, strengths, and adapt to the changes to achieve the results. In this post, we will demonstrate how you can better strategize, revise and target your marketing activities in the right market with   Dynamics CRM mapping . It is an extension for Dynamics 365 using which you can plot your CRM data, especially your sales data, on the map to make the most of the opportunities. But before jumping into this marketing revision, it is important to evaluate your current strategies. And then based on the comparison between your set targets and actual results, you should be able to make...