6 Ways to Boost Sales Performance With a CRM Mapping Tool


Technology has simplified data processing in every possible way. Location data is one of the most important ways to improve sales performance. Sales teams can make the best use of it while designing and executing marketing strategies.

Businesses use CRMs to store and manage all the data. The challenge here is the visualization of data. It is hard to make sense of all the data you have with you.

You can upgrade your Dynamics CRM features by integrating plugins with it. The plugin will add features to the CRM, and you won’t have to manage one more tool.

Dynamics CRM users have ready-to-use plugins in the market to resolve all the issues. These Dynamics 365 map plugins will integrate with your Dynamics 365 and fetch all the CRM data on the map.

The integration can benefit sales and marketing teams by increasing sales and simplifying the workflow. Here are some ways to boost sales performance with the mapping tool:

We use Dynamics 365 CRM to manage all the business records. It is difficult for teams to visualize all these records while preparing the sales plan. There are high chances that you can miss some data and take decisions based on that. 

Business performance can make a huge difference if you use the location data wisely. Using a plugin which has different filters which you can use to analyze profit, sales, revenue, etc. Different forms of the map, like a heat map, highlight areas based on the density of sales in that region. Hence, with a few clicks, you have a graphical and geographical representation of data.

Data plotting functionality in the plugin helps you represent the data on the map. This representation improves the visibility, and thus, understanding of the data also improves. You can understand how different entities and records are related to each other. 

The plugin allows you to filter all the records based on regions, locations, or territories. Hence, the sales teams can visualize the data better and plan their next move. You have the liberty to choose the entities you want on your dashboard. 

The map would have pins carrying all the details about that client. The pin details are customizable and the data you want to see on the map. Hence, you can decide how much information you want on the map while analyzing the CRM data.

Search Clients in Your Proximity

Sales teams are always in search of where their next marketing campaign should be. Their marketing and sales strategies would depend on what regions they are targeting. Maybe they want to add new customers to the list or bring sales from the older ones.

With these features of the map plugin, you can easily view nearby customers. You have to decide on one origin point, and the map will highlight the regions in circles that are near you. You can save these results and share them with the team as well. 

All this information would help sales reps in finding more customers nearby. They won’t have to drive too far to meet another prospect.

The sales team travels the whole day to different clients and brings sales. They face different challenges, like traffic, unknown routes, etc. They don’t have the right tools to find the routes that cover all the prospect’s destinations.

Without a map plugin, they must manually add addresses to Google Maps or Apple Maps. They have to keep adding the places to the maps to find the prospect’s location. This consumes a lot of their time.

The Dynamics 365 map plugin has a feature called route optimization. Using the RO feature, users can select all the locations they wish to visit in a day, and the plugin will design a route for them. The route would be the shortest and the most effective in terms of traffic, road closure, toll, etc. 

When sales reps use such routes, it minimizes the traveling time and miles for sales reps. This reduction in the number of miles helps organizations save fuel costs and thus increase their profit margins.

Track Appointment and Live Location

Without any tools, it is hard for managers to keep track of their on-field team’s schedule. They have no correct data on how much time their team spends with the prospects. If they have this data, they can make changes in the daily client’s limits so that no employee has to overwork to meet their targets.

For instance, organizations want their sales reps to meet clients as soon as possible so that they can receive feedback on their products. This feedback would help them improve their product and plan their strategy accordingly.

Sometimes, sales representatives have to overwork themselves to finish their targets because of insufficient data. In such cases, employees would get frustrated and develop a negative impression of the organization.

With the help of the Dynamics 365 map plugin, managers can track meeting timings and the live location of their team members. Managers can track the check-in and check-out time of meetings. To ensure all meeting timings are genuine, an advanced feature called geofencing is integrated with it.

These features enable the check-in feature only when the sales rep has reached the client location. Thus, no false entry will be registered. Thus, managers would have track of where their sales reps are. 

The other advantage of this feature is that if the managers know the live location of their team members, then they can inform them about the new lead around them.

Most meetings happen in cafes these days. Sales teams are always in search of a good place to have a conversation with prospects. They also need to find a good place around the client’s location or what falls in the way. Finalizing a location means the sales rep and the prospect both have to travel that long to reach the desired place.

On the other hand, when traveling the whole day, sales reps have to refill gas or might have an emergency and need to visit a hospital or pharma store. With the mapping plugin, they can find all these POIs along the route so that they don’t have to travel extra. The route will also show the time they will reach the desired places.

Wrapping Up

To get the maximum output from all the hard work your sales team does, CRM mapping tools are the best to maximize productivity. Understanding all the CRM data manually is ineffective, and you might miss a lot of important understanding. But with a plugin, you can visualize all the data on a map. It is much easier to understand and plan strategies accordingly. You need to find a company that offers Dynamics 365 plugins. You should ask them for a demo so that you can understand all the features they offer. If you find everything compatible, you can subscribe to their yearly plan. The company will help you integrate the plugin into your CRM and ensure you have a smooth onboarding!

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