Strengthen Customer Lifecycle using Maps within Microsoft Dynamics 365 CRM – CRM Software Blog

“Be attentive coz one cannot predict the changing course of a tide”- Anonymous

Have you ever tried watching a pot of milk being boiled over a stove? You stare at it with all your might and just when you blink for half a second, it overflows and spills all over the counter. Yes, that frustration, that anger, that helplessness is exactly what many organizations have been witnessing in recent years that once enjoyed the monopolized position in the hearts of their loyal buyers. The situation is not the same. Buyers today have evolved a lot and their buying patterns are generating interesting high-low graphs.

Gone are the days when popular celebrities influenced buying decisions or cost was the prime competitive factor among brands. Consumers today are more aware of their wants and needs and have somehow aced the art of balancing finances as well. Even kids today are not attracted by shiny packages but observe the functionality of a toy or a product. Such is the evolved state of the buyer’s society. As a result, no brand can afford to become complacent and need to be on its feet, constantly presenting an improved version of itself, standing true to its claims, and producing happy customers.

Customer Relationship Management systems or CRM is the ‘it’ technology currently for managing all the company’s relationships and interactions with customers old and new. With the main focus being business relationship improvement, a properly executed CRM strategy helps organizations stay connected to customers, know their requirements thoroughly, streamline business processes, and achieve the set targets, and profits. CRM system aids organizations with contact management, sales management, productivity influx, and a lot more. Microsoft with its prestigious Microsoft Dynamics 365 CRM is one of the leading CRM providers across the Globe.

Maplytics, the popular geo-mapping tool that integrates maps with Microsoft Dynamics 365 CRM plays an important role in bridging the gap between Organizations and Microsoft Dynamics 365 CRM / PowerApps. Using Maplytics and its plethora of features like data visualization, territory management, auto-scheduling of appointments, etc. Organizations can focus on their relationships with their internal members including the key stakeholders such as the customers, service users, field services reps, employees, supply chain managers, etc. In short, Maplytics with its Dynamics CRM Map Integration is a rightful medicine to help a business strengthen and expand its lifecycle with its stakeholders by plotting new clients, onboarding new businesses, and providing maintenance, support, and other additional services within the business lifetime.

Maplytics provides well-comprehended location-based analytics and features like Territory Management, Appointment Planning, Routing, and Radius Search with support for PowerApps (Dataverse).

Strengthen Customer Lifecycle using Maps

Let’s consider a pretty common case study where developing a sales territory map within Maplytics, organizations have been able to see where their prospects and existing customers were located, how they were distributed across the target territories, and how these territories could be easily visited by the field teams, smoothly.

Maplytics with its multiple search layers feature that is based on location, region, territories, postal codes, free drawing, etc. helps to analyze CRM data on a map. Managers can perform multiple proximity searches to compare the density and types of accounts around specific locations within different regions/ areas. With Geocoding Dynamics 365 data, organizations can focus on critical accounts that have expressed interest, are under discussion, or are on the fence about increasing prospects. Maplytics with its Heat & Detail Maps within Dynamics 365 adds a boost to the Top-level strategy. With a simple analysis, the Top Executives can easily create strategies for the targeted areas, Market lists based on analytics, or create Optimal Territories for Dynamics 365 CRM.

Strengthen Customer Lifecycle using Maps

An effectively generated and placed sales territory map helps the business teams create a clear, actionable, balanced, and well-drafted strategy. With the Point of Interest Location search in Maplytics, the sales reps can hunt for cafes, restaurants, gas stations, hospitals & other places of interest to host meetings, customer meet and greets, required pitstops, etc. The sales manager can also set up a turn-by-turn navigation chart for the field reps to follow based on the plotted/ scheduled route. Utilizing the power of Auto-scheduling, managers can plan for multiple field reps based on their availability. With Maplytics as the Dynamics 365 Mapping tool, your field reps won’t miss an important deal and will be able to cater to customers with the use of optimized travel routes, saving time, miles, and expense.

Strengthen Customer Lifecycle using Maps

Compatibility across platforms also worries many users; the apps should be portable and available at their fingertips. With smooth transition among mobile phones, desktops, or tablets; the user can use Maplytics anytime, anywhere! Compatibility with Route optimization, POI locations, and end-to-end navigation directions helps user plot and visualize data in a better way. Check-in and check-out tracking help with monitoring activities and planning executions in a real-time. Appointment Scheduling with Maplytics also helps the user to map the visits with a list of places of interest near/ around the travel routes.

Strengthen Customer Lifecycle using Maps

Maplytics helps in strategizing the marketing plan and targeting the audience in an improvised manner. Overall, Maplytics within Dynamics 365 CRM is a one-stop solution for Dynamics 365 territory management in the current times and can help a dedicated organization reach new heights.

If a business plans the integration of Map with Microsoft Dynamics 365 CRM and requires techno-functional consultation on enabling Maps within Microsoft Dynamics 365 CRM, then the right place to get in touch with is Team Maplytics™. To discuss unique or specific requirements or doubts, email us at [email protected]. Visit our website or the Microsoft AppSource to learn more about Maplytics!

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