A Manager’s Guide to Smarter Decisions with Maps integrated with Dynamics 365

Feeling overwhelmed managing your team, clients, and plans? Imagine a tool that simplifies your work, reveals hidden data patterns, and empowers data-driven choices. Meet Maplytics, a certified geolocation app on the Microsoft AppSource that integrates Dynamics 365 with maps, transforming how managers operate across industries.

Territory at a Glance

Understanding your territory is key to success, whether you manage sales reps, service technicians, or delivery personnel. Maplytics brings your CRM data to life by allowing you to:

• Track Your Team: See where everyone is with unique pushpins, giving you instant insight into their workload and location. This is vital for scheduling, resource allocation, handling urgent requests, and ensuring balanced workloads.
• Identify Customer Segments: Plot your customer base geographically to reveal areas with high customer concentrations using Heat Map Analysis, understand demographics, and tailor marketing strategies accordingly.
• Analyze Territory Performance: Track key metrics like sales volume, service completion rates, and customer satisfaction across different regions. This helps you identify underperforming areas and allocate resources strategically to improve performance.

A Manager’s Day with Maplytics

Imagine Sarah, a regional sales manager leading a team across a large city. Traditionally, tracking activity and performance would involve tedious reports. With Maplytics, Sarah has a new approach:

• Morning Meeting: During team meetings, Sarah uses Maplytics to visualize the day’s schedule planned with Auto Scheduling. She can see upcoming appointments, identify potential conflicts, reschedule urgent requests, and plan optimized routes to maximize efficiency.
• Monitor Performance: Throughout the day, Sarah can track her team’s progress in real time. She can see if they arrive on time, need assistance, and monitor activity within their territories. This allows for adjustments, redirection if needed, and targeted coaching.
• Identify Opportunities: By analyzing customer concentrations, Sarah can identify untapped markets. Using Heat Map Analysis, she can highlight these areas and assign targeted outreach efforts to capitalize on new business opportunities.

Making Data-Driven Decisions

Maplytics goes beyond simple visualization, providing tools for informed decisions:

• Proximity Analysis: Analyze how close your clients are to your team members using Radius Search. This allows for the strategic assignment of representatives based on factors like travel distance and travel time
• Territory Management: Based on factors like customer density, sales volume, and travel time, Maplytics can suggest territory alignments for a more balanced workload.
• Route Optimization: When assigning appointments or deliveries, utilize Maplytics’ route optimization feature to minimize travel time and maximize team productivity. This translates to increased efficiency and improved customer service.

The Benefits of Leveraging Maplytics

By using Maplytics, managers can achieve a multitude of benefits-

• Increased Efficiency: Streamlined workflows, optimized routes, and improved resource allocation lead to significant efficiency gains.
• Enhanced Team Performance: Improved visibility and data-driven coaching empower your team to perform at their best.
• Improved Customer Satisfaction: Reduced wait times, faster response times, and targeted outreach lead to a more satisfied customer base.
• Data-Driven Decisions: Move beyond guesswork and base your decisions on real-time data and insights.
• Strategic Territory Management: Gain insights into customer demographics, identify growth opportunities, and optimize your territorial strategy.

A Versatile Tool for Many Industries

Maplytics empowers managers across various industries:

• Delivery Logistics: Optimize delivery routes, track driver performance, and identify areas for improvement in delivery timelines.
• Real Estate: Identify promising locations for new properties based on factors like demographics and competitor presence.
• Facility Management: Optimize technician schedules for maintenance calls, ensure efficient resource deployment, and track completion rates.
• Public Health: Identify high-risk areas for disease outbreaks, visualize resource distribution across a community, and plan targeted outreach programs.

Maplytics represents a significant shift in how managers operate. By harnessing the power of location intelligence, you can gain valuable insights, visualize your data, and make informed decisions that propel your team and your business toward success.

What’s More?

Maplytics is like water that can be moulded into any role. It makes map integration within Dynamics 365 look seamless. Radius Search, Route Mapping, and more have become super easy to use. To get more acquainted and experience it first-hand, one can write to crm@inogic.com To investigate the product further, with a personalized demo within Microsoft Dynamics 365 CRM / Dataverse get in touch with the team.

For applied knowledge, do visit our Website or Microsoft AppSource. One can hop on to the detailed Blogs, Client Testimonials, Success Stories, Industry Applications, and Video Library for a quick query resolution. You can also leave us a review or write about your experience on AppSource or G2 Website.

Until then,

Happy Managing!

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