Improve Field Rep Efficiency with POI Search within Dynamics 365

We’ve known about Sophie and her job, right? It requires her to travel extensively, pitching products to various businesses. A few days ago, Sophie had been to Florida, to visit a company and suddenly the client gave her a buzz for asking her to meet at a coffee shop. Sophie had never been to Florida earlier, which is why it was a whole new city for her. Thus, her efficiency took a hit as she ventured into this new territory. As we know, Sophie has started using Maplytics in Dynamics 365 extensively and she came across its Point of Interest Search feature, a tool she’s been gradually exploring.

Now Maplytics helps her ride easily by searching for nearby places on the map. It’s then the time to impress the client when Sophie is confident of being ahead of time. Quite evident, it’s no longer a waste of time moving around every nook and corner of the city searching for that coffee shop.

Just like what Sophie did earlier, have you ever found yourself struggling to locate appropriate places to meet your clients in an unfamiliar area? Being a sales rep in a new city, trying to maximize your time and resources, it’s a challenge many face, but now there’s a solution that could turn this problem on its head – it’s Point of Interest (POI) search or Nearby Locations in Maplytics within Dynamics 365.

What is Point of Interest (POI) Search?

Point of Interest (POI) search is a powerful feature that enables users to find key locations—such as businesses, landmarks, and other significant spots—within a specific area.

For sales professionals like Sophie, POI search is an incremental step. Since she works for a telecommunications company, she can use this tool to locate nearby businesses that might need improved connectivity solutions. For instance, she can identify office buildings, tech hubs, and co-working spaces in a new city. With this information, Sophie can strategically plan her visits, tailoring her pitch to highlight how her company’s services can enhance their connectivity and productivity. This transforms how she approaches and capitalizes on her target clients, making her sales efforts more effective and focused.

How Did Sophie Turn Challenges into Opportunities?

On a busy Monday morning, Sophie landed in Chicago for a crucial week-long sales tour. Her goal? It was to connect with as many potential clients as possible, specifically Hotel owners, to offer tailored telecommunications solutions that could enhance their business operations. Equipped with Maplytics’ Point of Interest Search, Sophie begins with her task.

1. Identifying Nearby Leads

Sophie started by entering her hotel’s location into the POI search, selects ‘Hotels’ icon from ‘Nearby Locations’. Instantly, she received a list of nearby businesses categorized by industry. This not only saved her time but also helped her tailor her pitch according to the Hotel Industry.

2. Planning Efficient Routes

Next, Sophie mapped out her visits with ease. By clustering meetings with available authorities at the Hotels in close proximity, she minimized the travel time and maximized her face-to-face interactions.

3. Boosting Sales Strategies

The POI search does more than just finding businesses. It helps Sophie plan and execute her sales strategies better.

4. Smart Decisions with Data

As Sophie goes on to analyze the density of relevant businesses in an area, she can decide whether to spend more time in a particular city or move to another location with higher potential.

5. Improved Client Engagement

Locating the nearby restaurants, Sophie suggested a lunch meeting with one of her clients at The Walnut Room, close to her client’s location. This gesture added a personal touch to her approach and she could engage in a more meaningful conversation with the client.

6. Staying Ahead

Being proactive and targeted in her outreach efforts along with the access to detailed locations obviously gives Sophie an edge over the competition.

Wrap Up

Sophie’s experience highlights the versatility of Point of Interest (POI) search. While POI is often used for basic needs like finding places to eat or stay, it can also be a potential tool for discovering new business opportunities. For instance, while traveling to a new city, Sophie can use POI to book a hotel near the airport, identify convenient restaurants for client meetings, and even find additional hotels to approach as potential leads.

Beyond that, Sophie can use POI to locate local attractions, organizing meetups for existing clients to gather feedback or showcase new products. This strategic use of POI not only enhances her travel experience but also optimizes her sales efforts.

So, the next time you find yourself in a new city, remember the opportunities waiting to be uncovered with POI search in Maplytics within Dynamics 365. Download a free trial today from our website, or visit Maplytics for detailed information and personalized assistance. Have questions? Drop us a line at crm@inogic.com, and let us help you transform your business.

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