12 Powerful Features of Maplytics to Bring Locational Intelligence to Your Sales Efforts

Improving sales efficiency must be your first goal to get a competitive edge over your business rivals. With a comprehensive Microsoft Dynamics 365 CRM, you can streamline processes, automate operations, and make informed decisions.  

However, D365 CRM users still need help with appointment management, route optimization, advanced appointment scheduling, and establishing clear communications.  

Losing even a single deal might affect their efficiency and, in some cases, employees’ morale.  

To address these challenges, businesses can use locational intelligence to help employees on various levels schedule and plan appointments, optimize travel routes, perform radius searches, and find POI (Point of Interest) locations.  

What Is Maplytics? 

Maplytics is a five-star-rated, robust, comprehensive, and powerful geo-analytical solution that integrates seamlessly with your Microsoft Dynamics 365 CRM solutions.  

Powered by Inogic, this robust tool allows D365 CRM users to visualize records on Bing maps to understand sales leads better, initiate location-based reaches, improve sales and marketing efficiency, and lead highly productive and insightful business operations.  

Maplytics is compatible with desktops, tablets, and Android and iOS devices. Whether you have an on-premises, online, or partner-hosted environment, you can easily integrate Maplytics with your D365 CRM modules.  

Maplytics addresses the “Where” aspect of your data that helps you plan market-oriented sales and marketing strategies. 

What Are the Features of Maplytics? 

Let’s discuss some features of Maplytics in detail to understand how this powerful tool can help businesses simplify their sales and marketing efforts and empower data-driven decision-making.  

Plotting of Records

Maplytics allows users to plot Dynamics 365 CRM records over the map. You can further bifurcate these records based on their location, region, and territory. 

For example, if you have different accounts with random shipping and billing locations on their websites. Furthermore, some accounts don’t have shipping or billing location details but have customer location details. It would be difficult for users to plan a route in such cases.  

To address this challenge, a user can use the Multiple Address Visualization feature to plot account addresses in a comprehensive map to plan a route. As shown in the above figure, multiple address plotting is possible with Maplytics and category-wise data visualization.  

Radius/ Proximity Search

The radius/Proximity Search feature in Maplytics is designed to be user-friendly and efficient. It allows you to visualize potential customers or entities within a specified radius, typically a few miles. 

For instance, if you are out in the field, all you need to do is input your exact location into the system. It will then provide you with a list of entities within a fixed radius, such as 5 miles or kilometers. What is more, you can even plot these entities based on the potential time it would take to reach them (in hours or minutes). This way, you can plan your route with utmost precision and efficiency. 

Along the Route

The Along the Route feature allows users to visualize accounts or clients available in a defined proximity. For example, if you are visiting a particular proximity tomorrow, it would help you check other accounts or leads and schedule appointments with a few based-on availability. If you are meeting a client and the meeting is canceled due to unavoidable circumstances, you can schedule another meeting by checking other available leads nearby.

Optimized Routing

This feature allows users to optimize their routes while visiting multiple clients or leads. For example, if you visit six clients today, you can have an optimized route to save time and reduce traffic distance.

Also, the feature allows users to see routes with less traffic. Users need to add multiple addresses, and they will be able to see the optimized route, as shown in the figure above.

Auto Scheduling

Within D365 CRM, managers or representatives can auto-schedule appointments using maps. This built-in feature also allows users to update schedules to accommodate last-minute changes or cancellations.

Real-Time Tracking

Do you want to know which client your representative is attending right now? Well, it can be tracked instantly in real-time. Not only that, but you can also monitor their routes and save them for future reference.

This feature allows you to respond immediately to emergencies and avoid untapped travel schedules.

Territory Management

Territory management is one of the powerful features of Maplytics to manage multiple territories and create new territories either manually or automatically. In addition to that, users can also use the territory alignment tool to create new territories.

Users can add multiple categories based on the records, categories, and physical shapes and alter or edit existing marked territories.

Land Area Mapping

By integrating Maplytics into Microsoft Dynamics 365 CRM, businesses can assign land regions to the records. Assigned users with permissions can then visualize these regions on the map to better understand the area coverage for each record. This feature is helpful for organizations dealing with real estate, land, or farms.

High-End Mobility

Businesses can access Maplytics from the D365 App for phones and tablets. Maplytics is highly compatible with desktops, laptops, mobiles, tablets, Android, and iOS devices.

Multiple language support

Though English is Maplytics’s default language, you can access this powerful tool in your language as well. It is a multilingual tool that supports 11 different languages, such as German, French, Spanish, Turkish, Hungarian, Arabic, and Polish.

Census data visualization

Do you want to design a marketing or sales plan for a country or a state? You can have the census data of a country or state for strategic, data-driven decision-making.

Customization

You can customize the tool based on your business goals and preferences. You can configure the origin, destination, current location, zoom levels, etc.

Conclusion 

Integrating Maplytics to your Microsoft Dynamics 365 CRM can be a smart move if you want to leverage all the benefits this tool has to offer your business. Maplytics can help boost sales activities by optimizing routes with optimum time utilization.

It also mitigates communication gaps between sales reps and potential customers to improve trust. Furthermore, Maplytics also reduces administrative burdens by automating various sales processes, like route planning, timesheet management, etc.

In short, Maplytics can be your ideal choice to redefine your sales and marketing operations using location intelligence.

Leverage this tool to ensure more closed deals, superior customer relationships, and more time spent on various critical tasks.

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