Maplytics is a geo-analytical mapping app that provides seamless Bing Maps & Dynamics 365 CRM integration along with various features within Dynamics 365.
The importance of geo-analytics for business growth has been established over the years and is at its prime currently. Almost all the industries in the world are following the path of globalization. This fact again highlights the importance of sales strategies and marketing campaigns that need to be designed keeping the geographical location and other spatial aspects of the business and its clients into consideration.
With multinational businesses, the need for technology that can easily translate across languages and technical devices such as phones and tablets is in high demand.
Maplytics is a powerhouse of versatile features such as Automated Appointment Planning, Optimized Routing, Radius Search, Truck Routing, Territory Management, Heat Maps, Real-Time Tracking, PCF Controls, Multi-Language Support, and so on! It is also one of the most preferred apps on the Microsoft Appsource with a 5-star rating.
Here is a look at some of the prime feature and their function-
Radius/ Proximity Search- If the current location of an on-field rep is provided and if he intends to find a retailer within the radius of 5 miles or kilometers around him, he could provide his desired number and the proximity of existing/potential retailers within that circle could be searched using the maps within the Dynamics 365 CRM. He could even plot them based on the number of hours/ minutes required to reach them from his current location.
*Optimized Routing- *If a sales rep has been allotted 4 restaurants, to pay a visit to, this feature helps in plotting an optimized travel route within Dynamics 365 that is shortest in terms of the distance he’ll have to travel and the time taken to travel. It also helps in finding possible traffic-free and toll-free routes.
Auto Scheduling- Appointments for a day/s can be auto-scheduled using maps within Dynamics 365 CRM. The schedules can be updated in case of ad-hoc changes. This way both the reps and the managers are pre-planned and ready for the appointments.
*Real-Time Tracking- *The resources/ field reps can be tracked when on the field in real-time. Their routes over the map can be monitored and saved within Dynamics 365 for future use. This prevents waste of time and un-trapped moves.
Territory Management- Territory Management, a powerful feature, is used to sort and plot data based on Territories. The ease of the feature aids multiple users to create and manage multiple territories within in dynamics 365 based on the record required, categories selected, physical shapes drawn, altered, or edited existing marked territories, and so on. One can create, draft, align and edit territories as per one’s business needs within Dynamics 365. Auto creation of territories is one of the upgraded benefits.
An organization can mark multiple territories to plot and manage multi-level territories popularly termed as hierarchical territories. Thus, in case there are any child territories created and associated with the selected territories, those too will get plotted along with the dynamics 365 records on the map along with the selected territories. If Austin Texas has a child territory of Wimberley, it too shall be plotted when Austin shall be selected.
Mobility across Devices- Maplytics can be accessed from the Dynamics 365 App for Phones and Tablets using a dashboard for the Detail Map. The Apps that support Maplytics are Dynamics 365 CRM/Power Apps and Dynamics 365 Sales. The current GPS Location can be picked up for advanced auto-scheduling.
Multiple language support- Maplytics is a multi-language solution. It is currently available in seven different languages namely English, Spanish, German, French, Portuguese, Turkish, and Arabic.
Detail Map- All the desired displays are visible because of Detail Maps. The Detail Map is used for plotting the dynamics 365 records on a Road Map or in an Ariel View. In Detail Map, the Beverage Company’s sales team can plot Records of the Clients based on the selected Data Source, Category, Proximity from the Current Position or Overlay.
Analyze CRM data on map with heat of records & pie/column charts
Track sales/service reps on field in real-time within Dynamics 365 CRM
Available for Dynamics CRM 8.2 & above, Dataverse (Power Apps) as well as native Dynamics 365 App for Phones & Tablets
Supports On-Premise & Online Dynamics 365.
Free trial of 15 days
Product recommendations, vendor rankings, market overview and tips on how to select CRM software for business. Published in November 2022.
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