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Map integration for CRM

Maplytics

by Inogic

Solution Overview

Businesses generate a plethora of data every minute. This data is analyzed for reporting, interpreting, strategizing, etc. in Microsoft Dynamics 365 CRM.

80% of all business data has a geographical component associated with it. Maplytics, a preferred, 5-star rated, multi-language geo-analytical mapping app on Microsoft AppSource integrates CRM records with Maps and empowers users across verticals to:

  • Visualize records over maps within different sales territories
  • Locate clients around them
  • Schedule client meetings
  • Find the shortest travel routes for the reps to follow

Its intuitive features give managers a better picture of their teams’ activities on and off the field.

Maplytics currently supports 7 global languages, including English, Spanish, German, French, Portuguese, Turkish, and Arabic. Its seamless integration with Dynamics 365 CRM, easy installation, and compatibility across devices makes it a popular choice among Sales, Services, and Marketing teams.

Details

Click on any of the drop-downs below for further information:

Key Features
  • Radius Search: Visualize client records based on the rep’s current location by fixed radius or travel time. Advanced search features also include search by cities, drawings, multiple sales territories, and templates.
  • Route Optimization: Field reps can Plot toll and traffic-free, short optimized routes, save and email the routes for improved field sales performance.
  • Appointment Scheduling: Auto-schedule meetings for days/weeks/months in advance considering meeting duration, break time, location, etc. Keep track of the appointments along with the ability to Check-In/Check-Out for these meetings.
  • Analytical Dashboards and Heat Maps: Get an insightful overview of Dynamics 365 data with Analytical Dashboards, Heat Maps, Pie Charts, etc. Get map visualization of census data like Housing units, Area land, Area water, Population Demographics, and others to make informed decisions.
  • Territory Management: Maplytics allows managers to build optimal territories in Dynamics 365 for Sales Reps by visualizing organized segments on the map. Automate the process of territory creation, save drafts, edit and customize, and manage territories with ease.
  • Real-Time Tracking: Track the whereabouts and routes followed by reps on the field on a real-time basis. Track the location history and today’s plan of the Field Reps for more insightful planning and assigning of high-yielding meetings.
  • Mobility Across Devices: View and use geo-mapping features across devices viz desktops, mobiles, and tablets with ease. Use Maplytics in Dynamics 365 CRM, Power Apps, and Dynamics 365 Sales mobile apps for both iOS and Android devices.
  • Truck Routing: Plot routes for trucks/trailers on map optimized considering its asset details like hazardous, sensitive material carried.
Key Benefits
  • 10-30% reduction in mileage costs
  • 1-2 hours saved on monthly spend in scheduling and managing travel schedules of field reps
  • 30-40% increase in touchpoints
  • 4-5 days spent managing territories reduced down to hours with better visual administration and alignment of territories.

System Requirements
  • Supported versions: Dynamics 365 CE v8.2 and above and Dataverse
  • Supported Deployment type: On-Premises & Online.
Solution Overview (15-minute video)
Maplytics – Location Intelligence Simplified
Screenshots
Auto Scheduling

Multiple Territories with Census Data
Route Optimization & Radius Search
Useful Resources
Product Website

Pricing

Please contact us for pricing information.


About Inogic

Inogic, a Microsoft Gold Partner and leading Microsoft Dynamics ISV since 2007, has an exclusive focus on providing innovative apps and services for Microsoft’s Dynamics 365 CRM and Power Platform solution. Their innovative products (5-star rated Preferred Apps on Microsoft’s AppSource) and services help organizations enhance their Dynamics 365 CRM and Power Platform user experience, enabling them to transform their businesses and achieve a higher return on their CRM investment.

For more information, please visit: inogic.com