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  Are your sales reps continuously complaining about the chaotic way of managing tasks? Do they often confuse and end up reaching the wrong door with the wrong product? Or is reaching on time trouble for them?  That indicates that you need a solution that can streamline your sales team’s operations and help them work effectively. A tool like Dynamics 365 Field Mapping could prove helpful.   It would help them automate their tasks. For instance, a sales manager can track all the activities and know – how a rep performs on the field.  Wondering what more it has to offer? Let us see how Dynamics CRM Mapping Field helps boost sales.  Appointment Management In 9 to 5 official hours, your sales reps have to meet multiple clients at different locations and times and manage all the desk tasks. It could be difficult for them to handle meetings and tasks effectively and on time.  That is when the Dynamics CRM Mapping tool...

Analyzing CRM data properly is as important as collecting data to reach the right decisions. Just as the ways to collect data differ as sign up forms, surveys, calls, etc.; ways to analyze that data differ too. And data visualization is one of the most important ones among them. The human brain is wired for visualization Never found a newborn reading a book, have you? But found the same baby reacting to visuals? YES! Does it click something in your mind? That humans have that innate ability to understand visuals faster. The same logic goes with CRM data. Rather than analyzing complex data in the form of numbers and figures, visualizing it makes it much easier and faster. Various plugins like Dynamics 365 map integration for Dynamics lets you plot CRM records on the map. This entity mapping like Dynamics CRM field mapping not only makes data presentation aesthetically better but also easily comprehensible. Now that you have understood the co...

Healthcare employment is expected to grow by 26% by 2022 as per the Bureau of Labor Statistics. Health care is a growing industry, because of multiple factors. Among them, Human Population is one of the most factors because, with a larger population, demands for healthcare essentials would only grow. Data suggests that the population in the United States is projected to increase by about 10.8 percent. This means that there will be more competitors wanting to make their brand name. Hence, in order to grow your capital, the performance of Sales & Marketing matters the most. Because once your product gets a positive response, it is only going to grow. Because people would not want to experiment much when it comes to their health. So, how you can improve your name in such a huge and competitive market? The answer is with prompt and improved on-field performance. How? Let’s find out. Any pharmaceutical company into drug manufacturing needs to concentrat...

A sales territory is an area that is under the charge of a specific sales rep or team. Generally, companies create territories based on a number of factors including data, potential, geography, product, industry, demographics, purchase history, past customer relations, etc. To ensure the efficacy of your territory strategies and assess their success, evaluating how your sales teams are performing to achieve defined targets is indispensable. You may need to know not only about targets but also about: How well are your reps handling their respective customers? Has there been a significant increase in opportunities in a particular territory? Are the sales reps experiencing work overload or underload? What is the geographical reach of a territory? Seems that you should have all this important information, doesn’t it? However, volumes of sales data in monotonous excel sheets can assess data a really tough job. Here comes into play a full-fledged Dynamics CRM ...

These are dark times and even the smallest things count. Having said that, we also wanted to do our bit and take some time out to help our users by presenting a unique use case of our Dynamics 365 map integration. This use case is related to identifying the nearest hospitals and then finding an optimized route with our shortest pathfinder feature. Our Dynamics map extension, Quick Maps, uses Spatial Data Services Module and Bing Maps Direction module offered by the  Bing Maps API . This enables our users to perform a region search, proximity search, route optimization, and locate the hospitals, restaurants, other essential shops in a particular area. Additionally, we use Bing Maps V8 Code Modules and Bing Maps Rest APIs to develop features like region-wise search, proximity search, pushpin, infobox, etc. in our extension. This means the data fetched is completely reliable and precise. As Dynamics 365 is among the top choices for hospitals and medical ins...

“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...

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  ...

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...