Why You Should Choose a Dynamics Mapping Tool?

1
Why You Should Choose a Dynamics Mapping Tool?
Are your sales reps continuously complaining
about the chaotic way of managing tasks? Do they
often confuse and end up reaching the wrong door
with the wrong product? Or is reaching on time
trouble for them? That indicates that you need a
solution that can streamline your sales teams
operations and help them work effectively. A tool
like Dynamics 365 Field Mapping could prove
helpful. It would help them automate their
tasks. For instance, a sales manager can track
all the activities and know - how a rep performs
on the field. Wondering what more it has to
offer?
2

• Let us see how Dynamics CRM Mapping Field helps
  boost sales.
• Appointment Management
• In 9 to 5 official hours, your sales reps have to
  meet multiple clients at different locations and
  times and manage all the desk tasks. It could be
  difficult for them to handle meetings and tasks
  effectively and on time.
• That is when the Dynamics CRM Mapping tool will
  help you with appointment management. Using it,
  your team can get an overview of their tasks with
  marked priorities. Further, they can reach their
  clients on time. Besides, the module would
  reduce the unwanted paperwork to manage clients
  details and other appointments.
• Record Mapping
• With a mapping tool, you can map your records on
  the map and view them using different filters.
  You can filter the data based on region, drawing
  territory, proximity, etc. It will give a visual
  understanding of the territories, regions,
  product demand, and more. Overall, it would help
  make better decisions.
• Location-based Targeting
• With location-based targeting, your sales reps
  can target customers according to the location.
  They can research a specific location and give
  data to the marketing team, who can then plan
  marketing strategies. It would also help the
  team understand their potential clients.
• Heat Map Visualization
• No one likes scrolling through the Excel sheet to
  get the correct information. It can be a pain
  for the sales team, who needs to know the lead
  count and customer information to take the next
  step.
• But with Dynamics CRM Mapping Field, you can now
  view the data in different ways like pie charts,
  column charts, heat maps, etc. With heat maps,
  you can get a birds eye view of the records and
  activities.

3

• It will not only enhance work efficiency but also
  provide needful data at the right time.
• Route Optimization
• The important rule of business is never to let
  customers wait. When it comes to sales reps, it
  becomes more critical to reach a place on time.
  Well, its possible with a Dynamics Mapping
  tool. It has a route optimization feature using
  which your in-house team and sales reps can
  reach a place on time. They can find optimized
  routes and reach clients faster. This way, they
  wont miss out on the meetings or take the wrong
  route.
• You can access defined routes from Google Maps,
  Waze Maps, or Apple Maps.
• Live On-Field Tracking
• Its difficult for an on-field sales team to
  report every activity to managers. Its
  frustrating and time-consuming to update
  everything.
• With live-field tracking, you can track your
  on-field team, know their location, upcoming
  meeting details, and even share the optimized
  route.
• Secure Sharing
• Data security is vital for businesses. With a
  security template, you can share all the
  confidential information across your team without
  any fear of data leaks.
• This means that you wont have to use different
  apps for security purposes.
• Territory Management
• With the Dynamics Mapping tool, you can visualize
  and create territories. You can also assign
  territories to your sales team directly from the
  CRM.