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Dynamics CRM Map Integration: A Smart
Way to Sell
CRM (Customer Relationship Management) software is a big hit among
every sized enterprise around the world. The reason behind its success is
that this software allows firms to nurture their customer relations and build
a strong-based alliance with prospects. Some of the renowned CRM
features are Lead management, Contact Management, Campaign
Management, Reports & dashboards, and Email Tracking. All these
features make CRM software a must-have for every organization. And with
the technological advances happening every day, there are some CRM
extensions that expand the usage scope of CRM. And one such feature is
CRM Map Integration.
But what is CRM Map integration? What does it offer to an organization like
yours? And as mentioned in our title, how will it help you sell smartly?
Integrating maps with CRM means you will be able to visualize your CRM
customer data on the maps which will give you a better geographical idea
of your customer base. Based on this data, the Sales manager can devote
the resources and energy to the required areas accordingly.
This feature of CRM Map integration is the future of the Sales Department.
An essential in your sales stack and here’s how it will up your company’s
HOW TO USE CRM MAP INTEGRATION TO UPGRADE
YOUR SALES GAME:
Recognize high performing areas:
A proper geo-analytical mapping tool will provide you with an overview of
your CRM customer data on a user-friendly, interactive, and easy to
understand map. This enables the Sales manager to know the highest and
lowest performing regions from the targeted areas.
Manager can utilize this information smartly to reallocate the resources
accordingly. Moreover, such CRM Map integrations equipped with features
like Heat map and summary card which highlight the area with a number of
customer records & sales and color bifurcation.
One such popular Dynamics CRM Map Integration extension is Quick
maps with multiple dynamics CRM mapping fields. This tool allows you to
configure color, radius, and intensity according to your choice to create a
heat map. A map that is custom-tailored to your preferences and needs.
Manage Your Sales Team:
One of the most acknowledged challenges that a Sales manager faces is
getting live updates of the Sales reps on the field. Communication between
a Sales Rep and Manager should be efficient in order to close deals. Being
a necessity, it also is a challenge. A rep can communicate with a single
manager but it becomes hard for a manager to communicate with multiple
And the solution for such a challenge is CRM Map integration. It enables
the manager to assign a lead or customer to the Sales rep in the area right
from the tool. Making it an effective way to manage the sales reps on the
CRM Mapping integration tools are also compatible with mobile devices
giving freedom to the sales department to operate from anywhere and
everywhere. The ease in accessibility creates space for the sales
department to expand beyond expectations.
Access Data Offline:
If you are in the sales department, then you know how essential customer
data is. More importantly, having the right data at the right time is
necessary if you are the one on the field.
When you are in the office where you have proper data connection, it is
easy to fetch the data you require. But when you are on the go, it becomes
a tab bit difficult to access data because of multiple reasons like poor
internet connection, network issues, lack of time, etc.
And that’s where the CRM map integration tool comes in the picture. The
Sales Rep can download area specific customer data when he is leaving
the office which he will be able to access if offline whenever he wants.
Nurture Your Existing Customers:
Rewarding long-term customers is the best way to make sure they stay
with you for another few years and bring their business to you. And what
better way to reward such customers than to organizing a small and cozy
get together of your existing customers according to a particular area.
You can create a central location in Dynamics CRM Map integration tool
and choose a radius of your choice to view the nearby customers. And
accordingly, you can choose a point of gathering like a small restaurant,
coffee bar, etc. which is convenient to all your customers.
This way you can make the best of your time while on the field. Making
sales and nurturing customers simultaneously will benefit the sales
department and indirectly the organization.
Analyze & Execute:
A geo-analytical dashboard right in your CRM serves a great purpose. That
purpose is the overview of the data it provides. In today’s world, all you
need to make successful decisions is data. Microsoft Dynamics CRM
mapping tool will give the sales manager an overview of the sales figures
according to the regions.
This makes the work for the manager easier. The data presented visually is
always easy to understand and interpret. Making sense out of such data
and then coming up with viable solutions gets easier. And with the data
being region specific, it becomes easier to know the pain points and
regions where the manager needs to pay attention.
The world is changing with every blink and so should our ways to operate
and do business. From finding new leads to making a pitch in front of a
prospect, you need an upgradation of the whole process. Sales was never
an easy task and with so much competition out there it has become the
Adapting to the new ways and technology in the sales department is the
only way to make sure you are up to the level of this task and that you have
an edge over the competition. And a tool like Quick Maps will surely help
you in achieving the ace position in the market.