Are your sales reps continuously complaining about the chaotic way of managing tasks? Do they often confuse and end up reaching the wrong door with the wrong product? Or is reaching on time trouble for them?
That indicates that you need a solution that can streamline your sales team’s operations and help them work effectively. A tool like Dynamics 365 Field Mapping could prove helpful.
It would help them automate their tasks. For instance, a sales manager can track all the activities and know – how a rep performs on the field.
Wondering what more it has to offer?
Let us see how Dynamics CRM Mapping Field helps boost sales.
- Appointment Management
In 9 to 5 official hours, your sales reps have to meet multiple clients at different locations and times and manage all the desk tasks. It could be difficult for them to handle meetings and tasks effectively and on time.
That is when the Dynamics CRM Mapping tool will help you with appointment management. Using it, your team can get an overview of their tasks with marked priorities. Further, they can reach their clients on time. Besides, the module would reduce the unwanted paperwork to manage clients’ details and other appointments.
- Record Mapping
With a mapping tool, you can map your records on the map and view them using different filters. You can filter the data based on region, drawing territory, proximity, etc. It will give a visual understanding of the territories, regions, product demand, and more. Overall, it would help make better decisions.
- Location-based Targeting
With location-based targeting, your sales reps can target customers according to the location. They can research a specific location and give data to the marketing team, who can then plan marketing strategies. It would also help the team understand their potential clients.
- Heat Map Visualization
No one likes scrolling through the Excel sheet to get the correct information. It can be a pain for the sales team, who needs to know the lead count and customer information to take the next step.
But with Dynamics CRM Mapping Field, you can now view the data in different ways like pie charts, column charts, heat maps, etc. With heat maps, you can get a bird’s eye view of the records and activities.
It will not only enhance work efficiency but also provide needful data at the right time.
- Route Optimization
The important rule of business is never to let customers wait. When it comes to sales reps, it becomes more critical to reach a place on time. Well, it’s possible with a Dynamics Mapping tool. It has a route optimization feature using which your in-house team and sales reps can reach a place on time. They can find optimized routes and reach clients faster. This way, they won’t miss out on the meetings or take the wrong route.
You can access defined routes from Google Maps, Waze Maps, or Apple Maps.
- Live On-Field Tracking
It’s difficult for an on-field sales team to report every activity to managers. It’s frustrating and time-consuming to update everything.
With live-field tracking, you can track your on-field team, know their location, upcoming meeting details, and even share the optimized route.
- Secure Sharing
Data security is vital for businesses. With a security template, you can share all the confidential information across your team without any fear of data leaks.
This means that you won’t have to use different apps for security purposes.
- Territory Management
With the Dynamics Mapping tool, you can visualize and create territories. You can also assign territories to your sales team directly from the CRM.
And thus, having a Dynamics 365 Field Mapping Tool is essential for your business.