AppJetty

What does it take for a Finance or an Insurance company to be successful? First and foremost, an army of on-field agents with a friendly attitude, and market knowledge. But most importantly, a decent route mapping software because your reps have to get to their visits on time. And the time spent in the office, juggling client records, trying to map the right route, grouping prospects, calculating traffic would take most of the time of their day. While your Agents work independently, arming them with Dynamics 365 Mapping tool would help organize their entire schedules seamlessly. With the Dynamics CRM Map Integration , it will be easy to access the current client database and map their records. And that’ll their playground. Here’s what more they can do with it: Insurance  From a single map, where you can find all your customers, it gets easier to route a map and optimize it to save time and resources. Your reps can make their drives productive with ...

  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 th...

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...

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...

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...