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Your business must have a well-structured CRM system. It helps teams be more productive, streamline their sales efforts, and achieve better results. Additionally, the CRM system facilitates improved customer service, valuable insights into customer behavior, etc.
With CRM offering you so much, have you ever considered the data mapping and management problems that you face? This goes without saying, but even the best CRM systems have their share of problems. Issues occur, especially when working with a large volume of data.
Let's understand how, in such cases, a tool like Dynamics 365 Map can help you resolve these common problems.
But before we step into the details, let's learn more about the mapping and routing tool.
Dynamics 365 Map is an advanced CRM mapping tool. It is designed to offer you the best location intelligence services, ensuring your business experiences improved productivity quickly.
Additionally, the powerful geo-mapping plugin helps with live tracking, automatically creating routes, auto-check-ins, and so on.
In simpler terms, this mapping tool is a savior for your business if you heavily depend on on-field sales and marketing operations. Moreover, if your business deals with large volumes of customer data, this tool will make visualizing them a breeze.
If you are determined to integrate the Dynamics 365 Map tool, you must take a look at the top four problems it solves for you.
Data synchronization is one of the most common challenges organizations deal with. This usually results in data inconsistencies and errors, leading you to put extra effort and time into resolving them.
The primary reason behind this is the lack or absence of automation in the CRM system. Incompatibilities occur when transferring the data manually, as it is prone to human-made errors.
Solution:
Dynamics 365 Map lets you easily import data and plot entities on the map. You can directly import the data in a CSV file, do the plotting, and then effortlessly sync the uploaded data with your CRM. This flexibility swiftly reduces any inconsistencies affecting your data migration and mapping processes.
It often becomes difficult for teams to identify potential markets. Moreover, finding and marking these markets geographically can be much more tedious. You may need a larger ground force, i.e., on-field executives, and a lot of data to pinpoint the areas or demographics you want to cover.
But why does manually analyzing the market come with so many limitations? Well, that is because:
Too much data will make it impossible for 'humans' to make sense of it and precisely identify geographical regions.
No or limited visualizations make it hard for teams to interpret the data.
Some of the potential areas may go unnoticed, leading you to miss excellent business opportunities.
Solution:
With Dynamics 365 Map, you can easily visualize the data that is already in your CRM. You can also change the pushpin colors to make the visualization better. You will be able to distinguish different entities plotted on the map. These pushpins will further help identify trends and patterns in a particular market. For instance, for simplified visualization, you can colorize pushpins of various entities like competitor locations, customers, high-income households, etc.
Manually planning routes for your on-field teams sounds like something that companies did a decade ago. Moreover, with big, medium, and small organizations using advanced GPS technology, manually doing this job makes no sense. Well, this process is time-consuming and prone to blunders!
Besides, when you have the technology to find routes in real-time, considering live traffic conditions, why do you need to depend on a map drawn on paper?
Your sales teams will have to work twice as hard and use twice as many resources when using traditional routing techniques. And what results will you receive? Well, they won’t be good, for sure.
Solution:
Instead of doing all of this manually, use the Dynamics 365 Map tool. The advanced plugin for Dynamics CRM helps you optimize the route based on the SPF (Shortest Path First) algorithms. To create a route, you only need to select the clients with whom you want your on-field team to have a 1:1. The system will automatically calculate the distance and time and create the best route that covers all of them.
As the administrator, you can enable and disable the live traffic retrieved from Bing Maps to make your sales team’s job more seamless. To make things easier, you can also configure the map mode and zoom level.
Collaborating with teams can be daunting when half of them work on the field. CRM mapping tools usually lack appropriate features for collaborating across teams. This results in missed opportunities or misunderstandings.
Solution:
When working with feature-rich tools like Dynamics 365 Map, you can instantly connect with on-field teams via live chat. Since the mapping tool is mobile-compatible, it is easier to chat with the members on the go, get updates about client meetings, and resolve any questions they may have.
Listed here are a handful of advanced features of Dynamics 365 Map.
The mapping tool for Dynamics CRM allows you to easily configure the language of your choice. In the settings, you will find all of the languages listed in the drop-down menu. However, before configuring this setting on the map tool, you first have to enable or disable the languages in your Dynamics CRM.
If you have used a CRM mapping tool before, you might already know how to plot related records on the map. Well, with the Dynamics 365 Map, you can easily access and manage relationship configurators so that they can be plotted as related records of particular entities.
Geographies for territories are easily defined from Dynamics' backend. Besides creating new territories, you can also see and manage the existing ones. Also, the tool gives you the flexibility to define the region's geography after you have created territory.
Additionally, you can add one territory under another 'Parent' territory if you want.
You can easily create an activity or an appointment when saving or updating the routes. This will make it easier for you to create activities on the go without returning to the CRM to do so. All the activities you create will be directly synced with your CRM, you don't have to enter the same information or data twice.
Live tracking is another feature that differentiates Dynamics 365 CRM from any regular mapping tool. Using this feature, you can live track the on-field executive's location as the admin or the manager. The feature eliminates the scope of any miscommunications related to check-in and check-out.
Put simply, live tracking ensures managers that the executive was actually on the field at the said time.
Limitations are everywhere, but the right solution can easily overcome them. Are you looking for a mapping solution that incorporates futuristic features to overcome challenges such as data inconsistencies, collaboration, analysis, etc.? If yes, then Dynamics 365 Map should be your number one choice.
It is always best to know the risks and have proper solutions to resolve them. Therefore, this is the right time for you to address the challenges you are facing, identify the upcoming risks, and employ the best tool available to sort them out.
