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Streamline brokerage dealerships with the power of maps within Dynamics 365 CRM

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The world of dealership brokerage is a dynamic landscape, demanding a keen eye for detail and a quick strategic approach. Performance Brokerage Services, North America’s highest volume dealership brokerage firm, understands this principle better than most. Headquartered in Irvine, California, with offices across the continent, Performance Brokerage Services boasts an impressive 90% closing rate and a reputation for exceptional integrity. But even the most seasoned professionals can benefit from a boost in efficiency and data-driven insights. Here’s where Maplytics, an advanced geo-mapping and data visualization tool, enters the picture, sparking a “field revolution” for Performance Brokerage Services.

Targeting the Right Audience, Efficiently

Before Maplytics, Performance Brokerage Services faced hurdles with identifying and analyzing potential clients. Traditional methods involved:

  1. Time-consuming manual searches: Manually pinpointing dealerships near their clients’ existing locations was a tedious and error-prone process.
  2. Limited data visualization: Gauging the proximity and accessibility of dealerships relied on spreadsheets and rough estimates, hindering accurate decision-making.
  3. Inaccurate travel estimates: Manually calculating travel times and distances resulted in unreliable estimations, impacting scheduling and related communication.

These challenges not only hampered Performance Brokerage Services’s efficiency but also limited its ability to provide the most accurate and strategic advice to its clients.

Maplytics: A Geo-Mapping Solution for Dealership Brokerage

Maplytics, seamlessly integrated with Microsoft Dynamics 365 CRM and offered Performance Brokerage Services a foolproof solution. Its key features transformed the way it approached dealership targeting:

  1. Effortless Radius/Proximity Search: With a few clicks, Performance Brokerage Services could identify all dealerships surrounding a specific location, within a travel distance/ time of choice. This visualized representation on a map provided a clear understanding of the market landscape, allowing them to personalize their client outreach strategy.
  2. Improved Distance Calculation: Maplytics provided accurate straight-line distances and travel distances with navigation directions between dealerships. This valuable information facilitated efficient scheduling of appointments and client visits.
  3. Enhanced Data Visualization: The intuitive map interface offered a visual representation of dealerships, competitors, etc. allowing Performance Brokerage Services to analyze the geographical distribution and identify potential synergies.

Unlocking Business Growth with Locational Insights

The impact of Maplytics on Performance Brokerage Services’s operations has been significant:

  1. Increased Efficiency: Streamlined identification and targeting of potential clients allowed for more client interactions in less time and in a pre-scheduled manner, boosting overall productivity.
  2. Improved Client Service: Accurate travel estimates with Route Optimization enabled Performance Brokerage Services to provide clients with realistic timelines along with ensured and timely communication.
  3. Data-Driven Decisions: Locational insights from Maplytics empowered Performance Brokerage Services to make informed recommendations to their clients, enhancing strategic value.

“The accuracy and efficiency with which Maplytics allows targeting the prospective purchasers for our engagements” is what resonated most with Performance Brokerage Services. Maplytics provided a clear advantage by going beyond the limitations of standard CRM tools. It transformed how the organization interacted with data, resulting in a deeper understanding of the dealership landscape and enabling them to deliver exceptional service to their clients.

Targeting the Right Buyer

Imagine Performance Brokerage Services having a new dealership listing in a rural area. Using Maplytics’ radius search, they can quickly identify all dealerships within a specific radius. Additionally, Maplytics allows them to filter by factors like dealership type or size, further refining the target audience. This visualized data allows Performance Brokerage Services to customize their marketing and outreach efforts to reach the most relevant potential buyers, ultimately maximizing the success of the sale.

A Strategic Partner

Maplytics can extend its benefits beyond mere geo-mapping. It can provide Performance Brokerage Services with a platform to:

  1. Visualize sales territories: By mapping sales territories, the organization can allocate territory managers and plan client outreach strategically.
  2. Track performance: Maplytics can allow Performance Brokerage Services to track and analyze their team’s performance across different locations, providing valuable insights for optimizing workflows with Heat Maps

Maplytics has revolutionized the way Performance Brokerage Services operates. By integrating seamless geo-analytical functionalities with their Dynamics 365 CRM, Performance Brokerage Services has gained a strategic advantage. They can now identify potential clients with greater efficiency, ensure accurate travel estimates for improved client service, and leverage data-driven insights to deliver exceptional value to their clients.

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 Searching!

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