In every way, technology has made data processing simpler. One of the most important ways to boost sales performance is through location data. The ideal way to utilize Dynamics 365 Map is by creating and implementing marketing strategies with the help of sales teams. In this guide, we’ll explain how to boost the productivity of your on-field sales team with a mapping tool.
CRMs are used by businesses to manage and keep all of their data. Data visualization presents a challenge in this situation. A clear understanding of all the information you have on hand is challenging.
By integrating plugins with Dynamics CRM, you can upgrade its functionalities. There won’t be another tool for you to manage because the plugin will give the CRM new features.
Users of Dynamics CRM have ready-to-use plugins available to fix all problems. The Dynamics 365 Map plugins will connect to your Dynamics 365 and get all the CRM data for display on the map.
The integration can help the sales and marketing teams by boosting sales and streamlining the workflow. Using the mapping tool, you can improve sales performance in the following ways:
Use data plotting
You can represent the data on the map with the help of the plugin’s data plotting functionality. By increasing visibility, this representation also increases understanding of the data.
You can comprehend the relationships between various objects and documents. You can use the plugin to filter all the records by region, city, or country.
As a result, the sales teams can better visualize the data and plan for the future. You are free to select the things that appear on your dashboard.
The map would feature pins with information about the client on each of them. You may choose whatever information you wish to display on the map in the pin details.
As an outcome, you may choose how much information to display on the map while reviewing the CRM data.
Recognize high-performing areas
You may get a thorough picture of the performance, invoicing, meetings, activities, territories, leads, and other aspects of your sales team’s work through the reporting and analytics dashboard.
Based on these statistics, you may determine the win-and-lose opportunities and develop a marketing strategy. You can instantly see the data with a heat map and spot the gaps.
For instance, locations where a certain product is in high demand and those where the marketing plan consistently fails. This can help you comprehensively understand your campaigns and the company.
It can be confusing to have all the data regarding activities, performance, tasks, opportunities, and leads on one page.
As a result, dynamic 365 offers a variety of dashboards, including those for sales performance, activity, service, reporting activities, and more. You can also design your dashboard to evaluate specific data, such as information about a territory.
There are numerous additional items and methods that the mapping app, dynamic 365, may assist you and your sales representatives to improve efficiency and productivity while keeping security.
Optimize daily routes
The sales department creates sales by visiting several clients throughout the day. They face a lot of problems, such as traffic and uncharted roads.
To determine the routes that go via each of the prospect’s sites, they must acquire the required technology. They can only manually add addresses to them using Google Maps.
To find the prospect’s location, they must continue to add locations to the maps. Their time is taken up long for this process.
You can utilize the route optimization feature, which is available in the Dynamics 365 map plugin. Users that use the RO function can choose all the places they want to visit in a day, and the plugin will create a route for them.
The route would be the quickest and most efficient in terms of traffic, road closures, tolls, etc. The time and miles spent traveling are reduced when sales representatives take such routes.
Organizations benefit from lower fuel expenses and higher profit margins due to fewer miles traveled.
Point of interest location
The proximity search helps locate other clients nearby and set up a meeting if the encounter needs to be postponed at the last minute. However, finding a cafe or service station was challenging if you were unfamiliar with the area.
A point of interest feature in the Dynamics 365 Map helps field representatives locate locations nearby. They can identify it and mark it on a map.
It enables you to extend your reach. You may easily approach clients in new locations since you can check all the necessary information on a map.
Despite having a minor role, this feature significantly impacts your company. It enables your sales representatives to visit as many potential clients as possible without worrying about availability or location.
Look for check-in/check out
Keeping supervisors informed when on the job and talking with clients might take time and effort. Sometimes a network problem arises, and other times you are busy with meetings.
You need to contact the supervisor and give an update. You become distracted if the head continues dialing, which impacts production.
Instead of concentrating on clients, you become aware of keeping them informed. Therefore, all the representatives would want to focus on productivity rather than updating. Therefore, check-in and check-out functions are available in Dynamics 365 Map.
They can check in before a meeting and out at its end. To let your superiors know you are in a meeting, you do not need to call them.
Additionally, you can include any relevant attachments and comments that are vital to your job. You can update your seniors on essential information and do this due to this function.
Search clients in your proximity
The location of the next marketing campaign is something that sales teams are constantly looking at. Your marketing and sales techniques will change depending on the geographic areas you are targeting. Increase the number of clients on your list or increase sales from your customer interaction.
You may view neighboring clients quickly using these map plugin features. When choosing a single origin point, the map will display nearby regions in circles. These outcomes can be saved and distributed to the team as well.
Sales representatives could find more local clients using all this information. To meet another candidate, you can travel only a little bit.
Using business maps to share sales results regularly, a sales team may interact to analyze both successful and unsuccessful sales tactics, improve their overall sales strategy, and stay focused on annual targets.
A monthly or quarterly sales review meeting is a natural fit for business maps. Discussions are started by using maps.
Territory results keep the sales representatives informed of their position in the best way. It is good to have some competition. As products, clients, and sales representatives come and go, sales managers must fight to maintain fair and balanced competition.
The sales meeting is a vital step in the sales process where experienced and beginner salespeople gather to share experiences and learn what works better.
Using collaborative team mapping, which focuses your brightest minds on shared, editable maps to resolve issues and enhance KPIs, is one feature of several business mapping tools.
Consider the accounting and sales departments collaborating to reduce the average days it takes to collect accounts payable.
Visualize customer data on a map
To start, the CRM mapping tool allows you to visualize client data, making it more straightforward for your representatives to understand and, more importantly, use.
Representatives can build more effective paths between leads and clients if they can see them on a digital map.
Additionally, sales representatives will close deals more frequently if they have access to data about each lead and customer, such as their position in the pipeline or previous purchasing patterns.
It also benefits sales managers to visualize. By looking at your CRM mapping software, you may quickly determine which sales areas work best and which are underserved. Using this information, you can then modify your plan of action.
Combine team with visualized goals and shared strategies
One of those company functions, sales, requires clearly defined objectives and an ongoing desire to attain them.
The competitive nature of sales can make it one of the most challenging occupations. A solution to this issue is provided by data management and mapping software.
These applications guide teams of salespeople toward shared objectives and strategies using sharing features and visualization techniques.
By encouraging a sense of collaboration, maps showing common goals can bring team members together and break the routine of a lonely job.
CRM mapping tools are the best to maximize productivity from all the hard work your sales team puts in. It is ineffective to understand all the CRM data manually, and you risk missing vital information.
However, you may view all the data on a map using a plugin. Understanding and developing appropriate strategies are considerably simpler. You must locate a business that sells Dynamics 365 plugins.
You should request a demo from them to learn about all the features they provide. The listed are a few ways to boost the productivity of your on-field sales team with a mapping tool.