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A Roadmap for Supercharging Online Sales with Maps Integration within Microsoft Dynamics 365!


After a grueling day of work, Bree sank into her living room couch, exhausted from the demands of her sales career. While she thrived on the thrill of negotiation, the relentless travel and extended periods away from her family had begun to wear her down. Seeking a new direction, she impulsively posed a question to her voice assistant, “Alexa, what’s the better choice, online sales or offline sales?” Alexa’s response, delivered with the precision of a parrot, was, “The most effective sales approach depends on the nature of your product or service and the target market you’re aiming for. If you’re selling items that require physical interaction, such as trying on clothing or examining a product’s texture, then offline sales might be a better fit. However, if your offerings can be easily purchased online, then the digital realm might be more suitable.”

A smile graced the lips of the software salesperson in Bree’s office. She had discovered a clear path for her future! Like Bree, many individuals have made the transition to online sales for a multitude of reasons. Since the lockdown era, online sales have become the new norm. Work can be accomplished at one’s own pace from the comfort and security of home! A study conducted by McKinsey & Company revealed that 75% of consumers intended to continue shopping online post-2023. With such compelling statistics, streamlining the online sales process has become an evident necessity. Enter Maplytics, the dependable sidekick to Dynamics 365 CRM!

Visualizing locations virtually

While names may not always reveal much, locations hold a treasure trove of insights. A tailored sales strategy is the cornerstone of successful product sales. Location-based information often provides valuable clues about a client’s buying habits, investment preferences, and overall lifestyle. By plotting client records from CRM onto a map using Maplytics, sales representatives can gain valuable demographic, geographic, and contextual insights. These insights can then be seamlessly incorporated into sales pitches, enhancing their relevance and effectiveness. This approach proves particularly beneficial when dealing with large target groups, as it allows for the creation of personalized and impactful pitches for each client. Additionally, in the absence of in-person interactions, leveraging location data can help authenticate the genuineness of clients, further bolstering trust and credibility.

Location visualization serves as a valuable tool for answering crucial business questions, such as assessing delivery feasibility and determining the need for onsite field representatives for installations. Familiarity with geographic locations enables businesses to navigate legal regulations and practices that vary across regions, ensuring compliance. Additionally, by understanding the limitations of software products in specific areas, potential issues can be identified and addressed early on, preventing unnecessary delays and costs.

Reaching out to the client locations

Imagine a coffee maker manufactured in an Asian country that needs to be shipped to a customer in Australia. Transversing vast oceans, the salesperson responsible for handling this order must not only manage the long-haul logistics but also meticulously plan the final leg of the delivery. This involves coordinating with courier partners and providing them with accurate address details. By employing a map-based visualization tool with optimized route planning capabilities, the salesperson, even from a distant continent, can gain a clear understanding of the delivery distance, enabling them to effectively verify the delivery charges proposed by the courier partner. Additionally, providing turn-by-turn navigation directions directly to the customer’s location would prove invaluable to the delivery company, ensuring a smooth and efficient delivery process.

Tracking a product being shipped

Spanning multiple offices across Chicago, LeBlanc and Sons, a multi-million-dollar foundation, is venturing into a sales deal with an office décor company in Texas. This interstate collaboration necessitates the seamless movement of décor items across state lines. By incorporating real-time tracking devices into the shipments, LeBlanc and Sons can effectively monitor the whereabouts of the consignments, ensuring safe and timely deliveries.

Connecting over Teams Meetings

Just a few weeks ago, Roger, based in Zurich, needed to discuss crucial aspects of a sales contract with his client in Sydney. Faced with an unfavorable time difference, Roger had to schedule a meeting during the early hours of his morning. Utilizing Microsoft Teams, he connected with his client and even delivered a brief presentation. Since Maplytics integrates seamlessly with Microsoft Teams, Roger could effectively showcase past and projected revenue figures for the Sydney region using Heat Maps. Additionally, he swiftly presented all relevant deal details through Maplytics’ Analytical Dashboards. By leveraging these tools, Roger avoided a lengthy 21+ hour flight and successfully conducted a productive 45-minute online presentation. Moving forward, Roger can employ this approach to effectively address any maintenance concerns or client grievances through this convenient channel.

Exploring the proximities

Travel companies meticulously planning tour packages for online sales often embark on virtual expeditions to explore popular tourist destinations. By harnessing the power of Maplytics, they can effortlessly plot a renowned landmark like the Colosseum in Rome and uncover a treasure trove of nearby attractions, encompassing libraries, museums, historical sites, gas stations, cafes, and more. With this comprehensive information at their fingertips, travel companies can craft enticing itineraries that are sure to captivate the attention of potential travelers. Similarly, a salesperson based in Nairobi can leverage Maplytics to identify prospective clients in the proximity of their existing customer base in Alaska. By tailoring their sales pitch to the specific needs and interests of these potential leads, the salesperson can establish meaningful connections and foster long-lasting customer relationships.

The examples provided showcase the potential of Maplytics in enhancing and empowering online sales. Further exploration will undoubtedly reveal a vast array of additional use cases.

Free Trial

What’s More?

The unique features of Maplytics could be experienced when explored more with a trial. One can write to the Team at crm@inogic.com for mapping requirements, a free trial of 15 days, or a personalized demo within Microsoft Dynamics 365 CRM / Dataverse.

To learn more about Maplytics, its applications across industries, and another multitude of features, do visit the Website or the Microsoft AppSource. For further details, one can hop on to the BlogsClient TestimonialsSuccess StoriesIndustry Applications, and Video Library for a quick query resolution.

Until then,

Happy Selling!

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