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How Real-Time Tracking Supercharges Sales Reps in the Field within Dynamics 365


For sales representatives, time is money. Every minute spent navigating traffic, searching for client locations, or filling out tedious paperwork is a minute stolen from closing deals. But in today’s competitive landscape, efficiency and responsiveness are paramount. This is where the real-time tracking feature of Maplytics emerges as a game-changer.

What is Maplytics Real-Time Tracking?

Maplytics, a powerful geo-mapping solution integrated with Microsoft Dynamics 365 / Dataverse offers a real-time tracking feature that empowers businesses to visualize the location of their field sales reps. This feature goes beyond just location pinpoints and provides a dynamic view of rep movements refreshed every few seconds, allowing managers to optimize appointment scheduling, track progress, and ultimately, boost sales success.

Benefits for Sales Reps:
  1. Optimized Route Planning: Say goodbye to frantic last-minute scrambling. Maplytics analyzes traffic patterns and suggests the most efficient routes to client meetings, saving valuable time and reducing travel stress with navigation directions at hand.
  2. Reduced Administration: No more manual logging of mileage or wasted time filling out cumbersome time sheets. Maplytics automatically tracks location, route followed, and travel time, streamlining administrative tasks and freeing up reps for what matters most – sales!
  3. Improved Client Communication: Imagine informing a client you’ll be there in 15 minutes, with real data to back it up. Real-time tracking allows for transparent communication, building trust, and setting realistic expectations with clients.
  4. Focus on Building Relationships: By eliminating the hassle of route planning and admin tasks, reps can dedicate their energy to building rapport, understanding client needs, and delivering impactful presentations.
Benefits for Sales Managers:
  1. Data-driven decision-making: Real-time insights into rep location and travel patterns allow managers to make informed decisions about scheduling, resource allocation, and territory management. This data can also be used to identify areas for improvement in training or support.
  2. Improved Sales Pipeline Management: With real-time visibility into rep schedules and locations, managers can proactively identify potential roadblocks and adjust pipelines accordingly. This proactive approach ensures deals stay on track and minimizes wasted efforts.
  3. Enhanced Team Collaboration: Real-time tracking fosters greater collaboration within sales teams. Managers can quickly identify nearby reps who could offer support or expertise on a specific client call.
  4. Increased Accountability: Knowing their location is being tracked can motivate reps to stay on schedule and maintain a professional demeanor while on the road. This creates a culture of accountability and responsibility.
Building Client Trust and Transparency

The benefits of Maplytics’ real-time tracking extend beyond internal efficiency gains. Importantly, it fosters trust and transparency in client relationships.

  1. Accurate Appointment Estimates: Clients appreciate being informed about arrival times, especially when scheduling meetings or expecting on-site visits. Real-time tracking allows for accurate estimates, setting realistic expectations, and strengthening client relationships.
  2. Proactive Communication: Unexpected delays happen. With real-time tracking and usability of Maplytics across devices sales reps can proactively communicate any unforeseen circumstances to clients, minimizing inconvenience and demonstrating professionalism.
  3. Demonstration of Commitment: Being able to track a rep’s progress towards a meeting shows a commitment to punctuality and client satisfaction. This sends a positive message and reinforces the value placed on the client relationship and within the company.
Addressing Privacy Concerns:

Privacy is a priority. Maplytics provides a customizable framework allowing organizations to determine the level of tracking detail they share. Reps can choose to opt out of tracking during breaks or personal time by disabling the tracking ability on their mobile, ensuring a healthy balance between work and privacy.

Unlocking the Potential

Imagine Sarah, a sales rep for a medical equipment company. Traditionally, Sarah spent an inordinate amount of time navigating congested city streets to visit hospitals. This not only wasted valuable time but also caused stress and fatigue, impacting her performance during client meetings.

With Maplytics, Sarah’s experience transformed. Optimized Routing automatically suggested the most efficient routes, saving her valuable time. Real-time traffic updates allowed Sarah to communicate realistic arrival times to hospitals, building trust and professionalism. With reduced stress and more time for client interaction, Sarah became a top performer, exceeding sales targets and building strong client relationships.

Real-Time Tracking – A Powerful Ally for Sales Success

In the fast-paced world of sales, every advantage counts. Real-time tracking empowers both sales reps and managers with valuable location intelligence. By optimizing routes, streamlining workflows, and fostering client trust, real-time tracking equips teams to close more deals and achieve ultimate sales success. So, ditch the outdated methods and embrace the future of field sales with Maplytics.

What’s More?

Maplytics is like water that can be moulded into any role. 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.

Until then,

Happy Tracking!

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