Businesses often enable geocoding for client tracking and planning strategies around it. Utilizing location intelligence, data in maps can improve business operations, the customer experience, and strategic decision-making.
If the system is cloud-based, its features and functionalities help improve marketing needs. Additionally, it aids in the expansion of your company through the visualization of data on a map, management of sales, radius-based search, plotting of records according to proximity, real-time tracking, and many other advantages.
Continue reading to learn more advantages in-depth and see how Dynamics 365 maps may help you expand your organization.
The Dynamics 365 map plugin provides a quick summary of each record. It is one of the greatest methods for using heat maps to analyze data and gain deeper insights.
It is beneficial to strengthen the areas where performance is strong and identify the problem areas. Thus, a geographical representation improves visualization.
You can view the records from various geographical areas with its assistance. You can filter regions based on various criteria, including income, profit, sales, opportunity, etc.
Heat maps with different color densities serve as a scale for more accurate analysis. Additionally, it aids in receiving real-time updates in a more focused manner. Employees have to log in, and they can see all the information on the app and make better decisions.
Plotting is a geographical approach that shows the relationship between two or more variables by presenting the data as various graphs.
On mobile devices, any data can be plotted on a map. Any record can be represented based on location, region, or territory using a plot function. The sales professional can display the data after plotting it and provide you insights.
Plotting data improves CRM data visualization. Use different filters to view specific data with clear visualization.
This feature is best when it comes to knowing your own region. It helps users in searching local clients and potential clients within a short distance for businesses to expand the reach of their marketing operations.
When you want to run a marketing campaign where clients within a certain radius can be very effectively targeted, it can be useful to list the records depending on proximity from time to time.
The results can be saved and plotted on a map with the aid of this feature. You can provide different users permission to view, edit, and update.
What if I say you can view all the CRM data categories on your mobile phone? Users have the option to view the more ordered, categorized data. It is color coded so that it is easier to catch your eye.
Future opportunities are made possible by this feature, which also generates a healthy income. It enables you to conceal other layers and highlight the one you want to be seen on top of.
To filter the data, it forms a grid which makes it simple to map the records of various entities. It creates a thorough map that is more effective and simple to comprehend.
A visit that is carefully planned and structured will help you in your long-term development. By strengthening your relationship with your consumers, you can manage in a much better way. It assists in meeting preparation, which improves decision-making.
A crucial component of any business is appointment scheduling. It is the best way to efficiently use time and make the most out of the meeting. This feature, when paired up with optimized routes, benefits a business a lot.
Having an efficient route for your sales enables you to reduce driving time while still satisfying customer demands. It assists in creating a map of every route to identify the fastest one.
One of the most important objectives for sales and field services is to arrive on time. Dynamics 365 offers you graphics that are simple to understand.
It enables you to make additional stops before making the final delivery while saving you money and fuel. Knowing about various forms of transportation is useful for avoiding toll roads and highways. Increase the efficiency of the sales staff by integrating a Dynamics 365 map plugin with your Dynamics 365 CRM.
It enables you to provide an overview of the checks-in and check-outs of field resources and facilitates the calculation of the task’s average completion time. It enables you to plan out everything, which improves your ability to visualize both ongoing and completed activities. Before paying, adding notes is also beneficial.
This software keeps track of the records that each user has worked on. It helps you avoid any obstacle you encounter during check-in and check-out. You may use this function to monitor your team’s activity while they are on the field as well.
POI features can help your sales representative. Offering helpful details about that location, such as the rating and the best food, it shows cafés, hotels, restaurants, medical shops, and more.
Consider the scenario where a salesperson visits a company and arranges a meeting at a local coffee shop. Furthermore, it is simple to find these locations because they make it easier for you to find these places along your way. Additionally, it helps in generating new leads because it is simple for sales representatives to impress clients and avoid wasting time looking somewhere else.
If you don’t know the directions to that specific location, you cannot have meetings or optimize your travels. A turn-by-turn navigation system enables you to correctly follow the path. Additionally, you can create navigation connections and determine the quickest path.
Turn-by-turn directions make it easier for you to navigate through congested streets and get to your destination on time. The satellite navigation systems locate the route’s directions. Additionally, it gives route visibility and warns you before turning onto a busy roadway.
Dynamics 365 map integration has a lot of advantages. It makes it easier for you to use and operate mobile devices. Route optimization, POI placements, and receiving directions to your destination are all helpful for data analysis and enhanced visualization.
Check-in and check-out tracking features make it easier for you to keep track of things in real-time. It also helps in scheduling customer visits to some places close to their location.
Other capabilities, including proximity search, make it easier to organize your marketing strategy and more effectively target your audience. Overall, if you desire these advantages, integrating a plugin with Dynamics 365 is a one-stop solution. There are other advantages as well, and they could be helpful for your company.