SlideShare ist ein Scribd-Unternehmen logo
1 von 4
Downloaden Sie, um offline zu lesen
How to Connect Better with Customers Using A
Dynamics CRM Map Integration
From large manufacturing conglomerates to hospitals, Dynamics 365 is a
popular choice. Such big organizations use Dynamics to collect, organize
and analyze their data. And chances are you might be one of them. The
right usage, access, and availability of the data streamline your every
operation. Right?
But how is your sales team on the field getting by? Are you providing the
necessary tools and resources for them to perform well?
appjetty@gmail.com
After all, they are the front face of your company. They meet the actual
clients. They understand your customers more than anyone in your
organization.
You can make their work easy with the right Dynamics CRM Map
integration. Such integration helps you utilize the power of Microsoft’s Bing
Maps from within your CRM. It lets your sales team map the CRM data
onto a map and helps them understand the geographical aspect of your
business.
Here’s why it is an utmost necessity:
The geographical aspect of any business affects the target market. When
big brands lay their foundation in a certain city or region or area, they focus
on how they can localize their product/services to connect to their customer
base.
The spending capability, lifestyle, population, mindset, etc. are some of the
aspects of the target market which become the basis of any business
strategy. And the mapped data is the holy grail that helps businesses
connect with their customers better.
Sales summary from a particular region, regional analysis, better team
coordination, enhanced customer experience, etc are some highlighting
benefits of using a​ ​Dynamics CRM map integration​.
And here’s how your sales team can use it:
Route Optimization: By laying out the entire customer data on a
geo-analytical map, your whole sales team will plan meetings in an
appjetty@gmail.com
optimized way. Taking the shortest route possible, they can save
everybody’s time and this directly adds to customer delight.
Sales Summary: Any effective CRM map integration lets your sales team
members select their respective areas and shows a summary card. This
card should contain summarized sales data along with the customer count
and the sales target. The team can quickly review and analyze the reasons
for positive or negative gap in the targets to take necessary actions
accordingly.
Regional Analysis: The same way a sales rep selects their area and
conducts the sales analysis, your regional manager could conduct analysis
on the regional level. And accordingly, they can assign areas to the team
members for the coming month/quarter. For example, if a team member
didn’t perform well in a particular area, the manager can reassign that area
to the star performer to cover the target gap in the coming quarter.
Better Team Coordination: The manager gets to see the updated daily
routes and meetings of their team members which reduce the need to
communicate constantly. This leads to better team management. And the
manager can utilize the saved time coming up with better strategies and
training programs for the team. The company grows on multiple fronts.
Enhanced Customer Experience​: Being available to your customers
when they need you is the best way to provide great customer experience.
With better team and time management, the sales reps can pay more
attention to their higher paying customers which ultimately builds trust and
create a positive brand image.
appjetty@gmail.com
Smart Overview of Sales Activity: The manager gets to see the mapped
data like open leads, follow-ups in a particular region, and team
performance. A Dynamics CRM Map integration provides all the necessary
data to your head of sales that enables them to bring a drastic
revenue-growth.
Is your sales team equipped with the CRM Map integration? If not, then it’s
time, you provide them with this upgrade.
Start Your Free Trial Now!
Original Blog:
https://www.appjetty.com/blog/connect-better-with-customers-using-dynami
cs-crm-map-integration
appjetty@gmail.com

Weitere ähnliche Inhalte

Mehr von AppJetty

Mehr von AppJetty (20)

AppJetty_ Microblog_ Locational Intelligence_ Core Features of Geolocation-En...
AppJetty_ Microblog_ Locational Intelligence_ Core Features of Geolocation-En...AppJetty_ Microblog_ Locational Intelligence_ Core Features of Geolocation-En...
AppJetty_ Microblog_ Locational Intelligence_ Core Features of Geolocation-En...
 
AppJetty_ Microblog_ How to Sync Outlook Calendar With Dynamics 365 and Calen...
AppJetty_ Microblog_ How to Sync Outlook Calendar With Dynamics 365 and Calen...AppJetty_ Microblog_ How to Sync Outlook Calendar With Dynamics 365 and Calen...
AppJetty_ Microblog_ How to Sync Outlook Calendar With Dynamics 365 and Calen...
 
AppJetty_ Microblog_ Top 5 Alternatives to Microsoft Bookings for Dynamics 36...
AppJetty_ Microblog_ Top 5 Alternatives to Microsoft Bookings for Dynamics 36...AppJetty_ Microblog_ Top 5 Alternatives to Microsoft Bookings for Dynamics 36...
AppJetty_ Microblog_ Top 5 Alternatives to Microsoft Bookings for Dynamics 36...
 
AppJetty_ Microblog_ Supercharge Your Dynamics 365 CRM with Entity Calendar o...
AppJetty_ Microblog_ Supercharge Your Dynamics 365 CRM with Entity Calendar o...AppJetty_ Microblog_ Supercharge Your Dynamics 365 CRM with Entity Calendar o...
AppJetty_ Microblog_ Supercharge Your Dynamics 365 CRM with Entity Calendar o...
 
AppJetty_ Microblog_ MappyField 365 for Marketing and Sales Team.pdf
AppJetty_ Microblog_ MappyField 365 for Marketing and Sales Team.pdfAppJetty_ Microblog_ MappyField 365 for Marketing and Sales Team.pdf
AppJetty_ Microblog_ MappyField 365 for Marketing and Sales Team.pdf
 
AppJetty_ Microblog_ Calendar 365 for Project Management.pdf
AppJetty_ Microblog_ Calendar 365 for Project Management.pdfAppJetty_ Microblog_ Calendar 365 for Project Management.pdf
AppJetty_ Microblog_ Calendar 365 for Project Management.pdf
 
AppJetty_ Microblog_ How to Create a Follow-Up Appointment in Resource Calend...
AppJetty_ Microblog_ How to Create a Follow-Up Appointment in Resource Calend...AppJetty_ Microblog_ How to Create a Follow-Up Appointment in Resource Calend...
AppJetty_ Microblog_ How to Create a Follow-Up Appointment in Resource Calend...
 
AppJetty_ Microblog_ How to Filter Activity Based on Custom Field in Entity C...
AppJetty_ Microblog_ How to Filter Activity Based on Custom Field in Entity C...AppJetty_ Microblog_ How to Filter Activity Based on Custom Field in Entity C...
AppJetty_ Microblog_ How to Filter Activity Based on Custom Field in Entity C...
 
AppJetty_ Microblog_ How to Create and Save Visit Planner in MappyField.pdf
AppJetty_ Microblog_ How to Create and Save Visit Planner in MappyField.pdfAppJetty_ Microblog_ How to Create and Save Visit Planner in MappyField.pdf
AppJetty_ Microblog_ How to Create and Save Visit Planner in MappyField.pdf
 
How to Approve/Reject Pending Check-in/Check-out in MappyField 365
How to Approve/Reject Pending Check-in/Check-out in MappyField 365How to Approve/Reject Pending Check-in/Check-out in MappyField 365
How to Approve/Reject Pending Check-in/Check-out in MappyField 365
 
How to View Activities in the Calendar View in MappyField 365.pdf
How to View Activities in the Calendar View in MappyField 365.pdfHow to View Activities in the Calendar View in MappyField 365.pdf
How to View Activities in the Calendar View in MappyField 365.pdf
 
How to Use and Configure Desktop Notifications in Calendar 365.pdf
How to Use and Configure Desktop Notifications in Calendar 365.pdfHow to Use and Configure Desktop Notifications in Calendar 365.pdf
How to Use and Configure Desktop Notifications in Calendar 365.pdf
 
Plan your Construction Schedule with Calendar 365.pdf
Plan your Construction Schedule with Calendar 365.pdfPlan your Construction Schedule with Calendar 365.pdf
Plan your Construction Schedule with Calendar 365.pdf
 
How dynamics 365 map help nonprofit industry
How dynamics 365 map help nonprofit industryHow dynamics 365 map help nonprofit industry
How dynamics 365 map help nonprofit industry
 
How to embed html web resource in crm’s entity form
How to embed html web resource in crm’s entity formHow to embed html web resource in crm’s entity form
How to embed html web resource in crm’s entity form
 
How to create fetch xml query from dynamics 365
How to create fetch xml query from dynamics 365How to create fetch xml query from dynamics 365
How to create fetch xml query from dynamics 365
 
How to add tasks and appointments in mappy field
How to add tasks and appointments in mappy fieldHow to add tasks and appointments in mappy field
How to add tasks and appointments in mappy field
 
How to get entity records in dynamics 365 crm custom calendar
How to get entity records in dynamics 365 crm custom calendar How to get entity records in dynamics 365 crm custom calendar
How to get entity records in dynamics 365 crm custom calendar
 
E commerce delivery trends to zero in on, in 2021-converted
 E commerce delivery trends to zero in on, in 2021-converted E commerce delivery trends to zero in on, in 2021-converted
E commerce delivery trends to zero in on, in 2021-converted
 
Configure tooltip, popup & title attributes to display in calendar 365 ac...
Configure tooltip, popup & title attributes to display in calendar 365 ac...Configure tooltip, popup & title attributes to display in calendar 365 ac...
Configure tooltip, popup & title attributes to display in calendar 365 ac...
 

Kürzlich hochgeladen

Why Teams call analytics are critical to your entire business
Why Teams call analytics are critical to your entire businessWhy Teams call analytics are critical to your entire business
Why Teams call analytics are critical to your entire business
panagenda
 
Architecting Cloud Native Applications
Architecting Cloud Native ApplicationsArchitecting Cloud Native Applications
Architecting Cloud Native Applications
WSO2
 

Kürzlich hochgeladen (20)

Strategies for Landing an Oracle DBA Job as a Fresher
Strategies for Landing an Oracle DBA Job as a FresherStrategies for Landing an Oracle DBA Job as a Fresher
Strategies for Landing an Oracle DBA Job as a Fresher
 
Axa Assurance Maroc - Insurer Innovation Award 2024
Axa Assurance Maroc - Insurer Innovation Award 2024Axa Assurance Maroc - Insurer Innovation Award 2024
Axa Assurance Maroc - Insurer Innovation Award 2024
 
Ransomware_Q4_2023. The report. [EN].pdf
Ransomware_Q4_2023. The report. [EN].pdfRansomware_Q4_2023. The report. [EN].pdf
Ransomware_Q4_2023. The report. [EN].pdf
 
Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...
Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...
Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...
 
A Year of the Servo Reboot: Where Are We Now?
A Year of the Servo Reboot: Where Are We Now?A Year of the Servo Reboot: Where Are We Now?
A Year of the Servo Reboot: Where Are We Now?
 
Apidays New York 2024 - Scaling API-first by Ian Reasor and Radu Cotescu, Adobe
Apidays New York 2024 - Scaling API-first by Ian Reasor and Radu Cotescu, AdobeApidays New York 2024 - Scaling API-first by Ian Reasor and Radu Cotescu, Adobe
Apidays New York 2024 - Scaling API-first by Ian Reasor and Radu Cotescu, Adobe
 
Connector Corner: Accelerate revenue generation using UiPath API-centric busi...
Connector Corner: Accelerate revenue generation using UiPath API-centric busi...Connector Corner: Accelerate revenue generation using UiPath API-centric busi...
Connector Corner: Accelerate revenue generation using UiPath API-centric busi...
 
A Beginners Guide to Building a RAG App Using Open Source Milvus
A Beginners Guide to Building a RAG App Using Open Source MilvusA Beginners Guide to Building a RAG App Using Open Source Milvus
A Beginners Guide to Building a RAG App Using Open Source Milvus
 
TrustArc Webinar - Unlock the Power of AI-Driven Data Discovery
TrustArc Webinar - Unlock the Power of AI-Driven Data DiscoveryTrustArc Webinar - Unlock the Power of AI-Driven Data Discovery
TrustArc Webinar - Unlock the Power of AI-Driven Data Discovery
 
TrustArc Webinar - Stay Ahead of US State Data Privacy Law Developments
TrustArc Webinar - Stay Ahead of US State Data Privacy Law DevelopmentsTrustArc Webinar - Stay Ahead of US State Data Privacy Law Developments
TrustArc Webinar - Stay Ahead of US State Data Privacy Law Developments
 
Repurposing LNG terminals for Hydrogen Ammonia: Feasibility and Cost Saving
Repurposing LNG terminals for Hydrogen Ammonia: Feasibility and Cost SavingRepurposing LNG terminals for Hydrogen Ammonia: Feasibility and Cost Saving
Repurposing LNG terminals for Hydrogen Ammonia: Feasibility and Cost Saving
 
MINDCTI Revenue Release Quarter One 2024
MINDCTI Revenue Release Quarter One 2024MINDCTI Revenue Release Quarter One 2024
MINDCTI Revenue Release Quarter One 2024
 
MS Copilot expands with MS Graph connectors
MS Copilot expands with MS Graph connectorsMS Copilot expands with MS Graph connectors
MS Copilot expands with MS Graph connectors
 
AWS Community Day CPH - Three problems of Terraform
AWS Community Day CPH - Three problems of TerraformAWS Community Day CPH - Three problems of Terraform
AWS Community Day CPH - Three problems of Terraform
 
How to Troubleshoot Apps for the Modern Connected Worker
How to Troubleshoot Apps for the Modern Connected WorkerHow to Troubleshoot Apps for the Modern Connected Worker
How to Troubleshoot Apps for the Modern Connected Worker
 
Why Teams call analytics are critical to your entire business
Why Teams call analytics are critical to your entire businessWhy Teams call analytics are critical to your entire business
Why Teams call analytics are critical to your entire business
 
Data Cloud, More than a CDP by Matt Robison
Data Cloud, More than a CDP by Matt RobisonData Cloud, More than a CDP by Matt Robison
Data Cloud, More than a CDP by Matt Robison
 
Boost Fertility New Invention Ups Success Rates.pdf
Boost Fertility New Invention Ups Success Rates.pdfBoost Fertility New Invention Ups Success Rates.pdf
Boost Fertility New Invention Ups Success Rates.pdf
 
Architecting Cloud Native Applications
Architecting Cloud Native ApplicationsArchitecting Cloud Native Applications
Architecting Cloud Native Applications
 
Apidays New York 2024 - The Good, the Bad and the Governed by David O'Neill, ...
Apidays New York 2024 - The Good, the Bad and the Governed by David O'Neill, ...Apidays New York 2024 - The Good, the Bad and the Governed by David O'Neill, ...
Apidays New York 2024 - The Good, the Bad and the Governed by David O'Neill, ...
 

How to Connect Better with Customers Using A Dynamics CRM Map Integration

  • 1. How to Connect Better with Customers Using A Dynamics CRM Map Integration From large manufacturing conglomerates to hospitals, Dynamics 365 is a popular choice. Such big organizations use Dynamics to collect, organize and analyze their data. And chances are you might be one of them. The right usage, access, and availability of the data streamline your every operation. Right? But how is your sales team on the field getting by? Are you providing the necessary tools and resources for them to perform well? appjetty@gmail.com
  • 2. After all, they are the front face of your company. They meet the actual clients. They understand your customers more than anyone in your organization. You can make their work easy with the right Dynamics CRM Map integration. Such integration helps you utilize the power of Microsoft’s Bing Maps from within your CRM. It lets your sales team map the CRM data onto a map and helps them understand the geographical aspect of your business. Here’s why it is an utmost necessity: The geographical aspect of any business affects the target market. When big brands lay their foundation in a certain city or region or area, they focus on how they can localize their product/services to connect to their customer base. The spending capability, lifestyle, population, mindset, etc. are some of the aspects of the target market which become the basis of any business strategy. And the mapped data is the holy grail that helps businesses connect with their customers better. Sales summary from a particular region, regional analysis, better team coordination, enhanced customer experience, etc are some highlighting benefits of using a​ ​Dynamics CRM map integration​. And here’s how your sales team can use it: Route Optimization: By laying out the entire customer data on a geo-analytical map, your whole sales team will plan meetings in an appjetty@gmail.com
  • 3. optimized way. Taking the shortest route possible, they can save everybody’s time and this directly adds to customer delight. Sales Summary: Any effective CRM map integration lets your sales team members select their respective areas and shows a summary card. This card should contain summarized sales data along with the customer count and the sales target. The team can quickly review and analyze the reasons for positive or negative gap in the targets to take necessary actions accordingly. Regional Analysis: The same way a sales rep selects their area and conducts the sales analysis, your regional manager could conduct analysis on the regional level. And accordingly, they can assign areas to the team members for the coming month/quarter. For example, if a team member didn’t perform well in a particular area, the manager can reassign that area to the star performer to cover the target gap in the coming quarter. Better Team Coordination: The manager gets to see the updated daily routes and meetings of their team members which reduce the need to communicate constantly. This leads to better team management. And the manager can utilize the saved time coming up with better strategies and training programs for the team. The company grows on multiple fronts. Enhanced Customer Experience​: Being available to your customers when they need you is the best way to provide great customer experience. With better team and time management, the sales reps can pay more attention to their higher paying customers which ultimately builds trust and create a positive brand image. appjetty@gmail.com
  • 4. Smart Overview of Sales Activity: The manager gets to see the mapped data like open leads, follow-ups in a particular region, and team performance. A Dynamics CRM Map integration provides all the necessary data to your head of sales that enables them to bring a drastic revenue-growth. Is your sales team equipped with the CRM Map integration? If not, then it’s time, you provide them with this upgrade. Start Your Free Trial Now! Original Blog: https://www.appjetty.com/blog/connect-better-with-customers-using-dynami cs-crm-map-integration appjetty@gmail.com