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Building Dream Backyards with geo-mapping within Dynamics 365 – a Barrette Outdoor Living Story!

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Barrette Outdoor Living, a leading manufacturer in North America, takes pride in crafting beautiful, functional outdoor spaces. Their diverse product line, encompassing fencing, railing, decking, and more, allows homeowners to embrace their “Outer Side” and create immaculate backyards. With a focus on innovation and quality, Barrette utilizes over 70 patents, cutting-edge machinery, and rigorous testing to ensure their products are not only stunning but also durable and easy to install.

Challenges in a Competitive Landscape

Despite its success, Barrette Outdoor Living, like many businesses, faced challenges in optimizing their operations. One specific hurdle was finding a suitable replacement for Microsoft MapPoint, a legacy mapping software discontinued by the organization. They needed a solution that offered the following:

• Seamless Integration: Integration with Dynamics 365 CRM was crucial for a smooth workflow.
• Location-Based Insights: Visualizing inventory levels, sales data, and customer locations on a map was essential for informed decision-making.
• Sales Team Empowerment: A solution that benefitted both sales representatives and managers was paramount.

Maplytics, The Perfect Fit

Enter Maplytics, an advanced geo-mapping and data visualization app available on Microsoft AppSource. This powerful tool seamlessly integrates with Dynamics 365 CRM, providing Barrette Outdoor Living with the functionality they craved.

1. Enhanced Visibility with Location Intelligence

One of the most impactful features of Maplytics is its ability to plot and visualize CRM records on a map. This allows sales representatives and managers to:

  1. Amass detailed insights: Gain a clear view of customer locations, leads, potential clients, and suppliers, fostering better customer relationships and targeted sales strategies.
  2. Optimize Territories: Create and manage sales territories efficiently. Maplytics even facilitated the sharing of private templates within the organization, allowing for customized territory management strategies.
2. Streamlined Scheduling and Route Optimization

Barrette Outdoor Living’s sales team leverages Maplytics’ Auto Scheduling feature to streamline their daily routines. This feature automatically schedules meetings and activities within their Outlook calendars, minimizing unnecessary calls and ensuring efficient time management. Additionally, Route Optimization ensures:

  1. Time-Saving Routes: Optimized routes avoid traffic congestion and tolls, saving valuable time for sales reps.
  2. Flexibility and Choice: Optimized routes can be viewed on preferred navigation apps like Google Maps, Waze App, or Apple Maps.
  3. Reduced Stress: Turn-by-turn navigation directions and optimized routes minimize travel stress and allow reps to maximize their time with clients.
  4. Repeat Routing: Sales reps can save optimized routes for future visits, which becomes particularly valuable when field reps from different territories or new frontline workers need to travel for meetings.
3. Data-Driven Decisions with Heat Maps

Heat maps within Maplytics provide Barrette Outdoor Living with valuable insights into:

  1. Demand Analysis: Identify areas with high demand for specific products, allowing for better inventory allocation and targeted marketing campaigns.
  2. Sales Performance: Analyze sales patterns across various regions, enabling strategic decision-making for future sales efforts.
4. A Smooth Implementation Process

Barrette Outdoor Living highlights the ease and speed of Maplytics’ implementation process. With guided support throughout the installation, Barrette Outdoor Living was able to quickly integrate Maplytics into their Dynamics 365 CRM environment, maximizing the benefits of location intelligence.

A Winning Combination

By leveraging Maplytics, Barrette Outdoor Living has gained a significant advantage in the competitive outdoor living space. Data visualization, territory management, heat maps, route optimization, and more empower their sales team and leadership to make informed decisions, optimize their workflows, and ultimately, bring the “Outer Side” to life for more homeowners. Barrette Outdoor Living’s success story is a testament to the power of location intelligence in today’s data-driven business landscape. For more such interesting case studies based on successful application of Maplytics check out our case study series!

What’s More?

Maplytics is like water that can be moulded into any role. It is a popular geo-analytical application that brings about seamless map integration within Dynamics 365. It simplifies Territory mapping, Radius Search, Route mapping, Heat Map Analysis, and a lot more!

To get more acquainted and experience it first-hand, one can write to crm@inogic.com To investigate the product further, with a personalized demo within Microsoft Dynamics 365 CRM / Dataverse get in touch with the team.

For applied knowledge, do visit our Website or Microsoft AppSource. One can hop on to the detailed BlogsClient TestimonialsSuccess StoriesIndustry Applications, and Video Library for a quick query resolution. You can also leave us a review or write about your experience on AppSource or G2 Website.

Until then,

Happy Streamlining!

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