AppJetty

  Sales is a game of numbers. We’ve all heard it. But it has evolved from numbers to visuals. As a sales manager, you don’t have to crunch numbers all the time when you can simply see sales data on the map. And in this blog, we are going to demonstrate how to visualize region-wise CRM data in a Dynamics CRM map integration. By visualizing CRM data region-wise, you get an overview of how your regional sales and marketing team are performing which can help you make data-driven decisions. Without further ado, let’s dive into how you can visualize region-wise CRM data on a map. Note:  For this example, we’ve taken Quick Maps which is a  dynamics crm mapping . You can explore more such extensions from MS AppSource. 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 Quick Maps.   Step 2: Select the Entities you want

“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 location pin o

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 it will display lo

Dynamics CRM allows you to plot  one entity record  on the map at a time directly. We wrote a guide explaining how you can do it. On the other hand, a Dynamics CRM Map integration allows you to plot multiple entity records. On top of that, you can use a drawing tool to visualize your records in a particular area or region. One such tool is Quick Maps. You can search data on Quick Maps based on Region, User, and there is even an option for Proximity Search. You can also search and manage records by defining shapes on the map. You can search records by drawing shapes on the map to get the geographical view and visualization of the records. Based on that you can perform your marketing/sales related actions and activities. To visualize records in desired shapes on the map for selected entities follow the below steps: Step 1: Redirect to “Map” page Click on the Dynamics 365 menu and then click on the “Quick Maps” from the slider menu  or  find the “AppJetty”

Less time on the road means more time with customers, which can drive more business. Any sales rep would agree that multi-stop route planning is one of the most tedious parts of their job that consumes most of their time. An ineffective route planning can not only affect your sales rep’s productivity but also your investment. That is why we created this article with some actionable tips on how route planning can be effective for field sales teams. Plan your Routes Quick Maps is a Dynamics 365 field mapping tool. It integrates with your Dynamics CRM to let you visualize your CRM records and sales data onto the map. With the default Dynamics version, you can surely get your records onto the Bing maps. However, it allows only one record per map, making it difficult to plan your day or take any data-based decisions. Route Optimization It is the process of defining the best route with the shortest travel time, lesser traffic, and multiple waypoints for the s

To maximize the potential of targeted markets, organizations create sales territories based on factors like customer segment, geography, sales potential, its history or the combination of all these factors. Creating sales territory not only helps the company to earn better but also the sales team to forecast proper targets and achieve them. But managing sales operations with various territories is not always easy. Especially for the sales managers. So, for better territory management as well as your sales team management, we are going to show how to create, assign, re-assign, and manage your sales territories from a single screen in Dynamics CRM 365. By default, Dynamics 365 provides its users with the functionality of creating and assigning territories. And here’s how you can create Sales Territories from the Dynamics CRM: Step 1 : Creating a Sales Territory and assigning a sales manager Navigate to Settings → Business Management → Sales Territories . - By clicking on S