Data visualization with Dynamics CRM map plugin helps collect valuable insights faster and easily and strategize sales activities accordingly for better sales.

1. Data Visualization: The Key to
Increased Sales
Analyzing CRM data properly is as important as collecting
data to reach the right decisions. Just as the ways to collect
data differ as sign up forms, surveys, calls, etc.; ways to
analyze that data differ too. And data visualization is one of
the most important ones among them.
The human brain is wired for visualization
Never found a newborn reading a book, have you? But found
the same baby reacting to visuals? YES! Does it click
something in your mind? That humans have that innate
ability to understand visuals faster.

2. The same logic goes with CRM data. Rather than analyzing
complex data in the form of numbers and figures, visualizing
it makes it much easier and faster.
Various plugins like Dynamics 365 map integration for
Dynamics lets you plot CRM records on the map. This entity
mapping like Dynamics CRM field mapping not only makes
data presentation aesthetically better but also easily
comprehensible.
Now that you have understood the core reason behind the
need for data visualization, read on to know how it can help
grow your organization.
● Better Utilization of Time at Hand
With Dynamics CRM field mapping, sales reps can utilize the
available time to a maximum. With an easy view of filtered
data as per region, territory, proximity, or other filters,
scheduling daily activities and appointments becomes easier.
Hence, they can make the best use of available working
hours.
● Trend Identification
By creating a category/attribute specific view of entities on a
Dynamics 365 map, you can understand the core reasons
behind the success and failure of your strategies. Further,

3. you can identify the developing trends in a region through
the visualization of data over a period of time. Accordingly,
you can collaborate with the marketing team to work out
future strategies to strengthen your position in that region.
● Effective Communication in Sales Team
A sales manager can stay on top of your sales reps’ activities.
With live tracking, they can always keep track of their on-field
sales reps’ whereabouts. They can also add or remove new
routes or activities in real-time as the situation demands. By
creating and sharing optimized routes with their on-field
members, they can help on-field resources reach out to more
customers in lesser time.
In return, sales reps can also use ‘check-in/check-out’ that
can give you an overview of their activities throughout the
day. This movement of information in both directions helps
enhance communication between sales managers and sales
reps.
● Effective Territory Management
With a feature like a region drawing, you can easily create
territories and assign them to your team members right from
within CRM using a mapping integration like a Dynamics 365
map plugin. Additionally, you can allot contacts and leads to

4. your on-field team members to upkeep efficiency and
productivity.
● Goal-Oriented Marketing Approach
Having acquired full details of the highest-grossing clients
and areas available, the sales team can forward it to the
marketing team. It can help streamline communication
between sales and marketing teams. Also, the marketing
team can then work out strategies to engage such
high-grossing clients and enhance sales in all such areas.
The marketing team can also set several goals for itself and
discuss and suggest sales goals for the sales team. This way,
the sales team and marketing team can work hand-in-hand to
implement targeted location marketing strategies and boost
sales in those locations.
● Enhanced Data Visualization
Be it a Dynamics 365 map plugin or any other, most of them
have features like summary cards or analytical detailed
dashlets. These features help get a smart overview of sales
activity, open leads, follow-up data, and region-wise
performance, and more. With all these insights, planning
daily or monthly activities becomes easier and more efficient.

5. ● Actionable Information
Besides Dynamics CRM field mapping, heat map plotting also
makes visualizing and analyzing the CRM data in real-time
possible. With area-wise heat maps, pie charts, column
charts, etc.; you can get deeper insights into data and take
more efficient and data-driven decisions accordingly.
● Ease of Navigation and Use
Generally, a Dynamics CRM map plugin or others come with
the support for not only Google Maps but also others like
Apple or Waze. Therefore, on-field sales reps can easily
navigate to assigned clients, leads, or contacts by accessing
the defined routes from any map they prefer.
Further, they can also personalize their map view with
user-level configuration. By configuring minor details like
auto zoom and default location, they can save manual efforts
and time in accessing frequently required data.
● Improved Security
At times, sharing data of all modules with all team members
may not be secure. To help you filter what to share with
whom, a Dynamics 365 map integration lets you create
security templates.

6. You can just filter the fields of every module once and save
them in a security template. This helps you save the time in
switching between modules and filtering the fields you need
to share every now and then. You can simply create multiple
security templates containing data as per team members’
frequent requirements. Whenever a team member asks for
it, you can share one of the pre-created security templates as
per their requirements.
Final Thoughts
Data visualization is indeed a very crucial aspect when it
comes to analyzing CRM data. Dynamics CRM field mapping
not only gives you better insights into available CRM data but
also streamlines your sales operations and activities.