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Transforming Business Travel with maps integrated within Dynamics 365 CRM

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Business travel is a whirlwind of tight schedules, complex logistics, and pressure to maximize productivity. For sales teams, service professionals, and anyone who relies on travel to achieve their goals, streamlining the travel experience is essential. Here’s where Maplytics, a powerful geo-analytical and location-based mapping tool, revolutionizes travel management within Dynamics 365 CRM.

The Common Struggles of Unoptimized Travels

  1. Manual Itinerary Planning: Time-consuming creation of itineraries for meetings and client appointments with limited visibility into locations and routes.
  2. Absence of Route Planning: Spending hours manually plotting routes, leading to missed/ delayed meetings and wasted time.
  3. Buffer Travel Time: Inaccurate travel time/distance estimates lead to late arrivals and disgruntled clients.
  4. Limited Territory Management: Difficulty visualizing sales territories and optimizing travel for maximum lead coverage during long-distance travel.
  5. Inefficient Field Agent Management: Difficulty in tracking agent locations on the field for on-site visits and customer meetings.
  6. Data Silos: Scattered information across spreadsheets, documents, folders, and emails causing confusion and wasted effort, and more.

These challenges are all too real and repetitive for many businesses. Traditional methods of travel management simply fall short in today’s dynamic world.

Maplytics Tries to Rescue By Optimizing Every Step of the Journey

Maplytics the premier geo location certified software by Microsoft seamlessly integrates with Dynamics 365 CRM & Dataverse, empowering you to transform your travel experience. Here’s how:

  1. Visualizing Your Travel Network: Plot your agents, clients, and destinations on a single, interactive map. Gain a clear understanding of geographical distribution, facilitating efficient resource allocation and itinerary planning. Planning meetings using the Auto Scheduling feature of Maplytics can be the ultimate answer here.
  2. Effortless Route Planning:
    1. Automated Optimization: Ditch the manual map plotting. Maplytics utilizes traffic data at the time of appointment planning to automatically calculate the most optimized routes, saving precious time.
    2. Multi-Stop Planning: Need to visit multiple clients in a day? Maplytics optimizes routes with multiple stops, ensuring you can maximize your time on the road. The waypoints can also be added using the Lasso Tool.
    3. Visual Representation: Get a clear picture of your travel itinerary on a route map within Dynamics 365 CRM. See distances, and travel times, and visualize your entire journey with ease.
  1. Enhanced Time Management:
    1. Accurate Travel Time Estimates: Eliminate guesswork. Maplytics provides accurate travel time estimates for each leg of your journey, allowing you to schedule meetings and appointments with confidence.
    2. Reduced Travel Time: Optimized routes in Dynamics 365 minimize wasted time and ensure on-time arrivals, creating a more reliable and professional image. The highways and tolls are avoided like a plague. Turn-by-turn navigation also ensures awareness of the travel route for the reps, their managers, and the clients as well.
    3. Improved Client Satisfaction: No more scrambling to reach meetings late. Timely arrivals show respect for your client’s time and build stronger relationships leaving a lasting impression.
  1. Smarter Territory Management:
    1. Visual Territory Mapping: Gain a clear visual understanding of your sales territories on a map within Dynamics 365 CRM. Pinpoint customer locations and identify areas that require more attention.
    2. Strategic Territory Planning: Optimize territory boundaries for balanced workloads and ensure every client receives the same level of service.
    3. Data-Driven Decisions: Use Maplytics to analyze customer density and travel patterns, guiding you in making informed decisions about resource allocation and territory assignments. Heat Map Analysis and Census Data Mapping can also be used to analyze the target audience better and establish boundaries accordingly.
  1. Streamlined Communication and Collaboration:
    1. Real-Time Location Tracking: Monitor the location of your field team in real-time within Dynamics 365 CRM. Improve scheduling and communication by knowing exactly where everyone is. Help can also be sent as soon as possible with the locations known.
    2. Collaborative Workflows: Share optimized routes and travel plans with your team seamlessly, ensuring everyone is on the same page and can adjust schedules efficiently in case of ad hoc requests or emergencies.
    3. Improved Client Communication: Keep clients informed about estimated arrival times with real-time updates. This transparency builds trust and fosters better relationships.

The Power of Data-Driven Insights

Maplytics goes beyond mere route optimization. It empowers you to unlock the power of location intelligence within Dynamics 365 CRM:

  1. Radius/ Proximity Search: Find new clients and business opportunities within a specific radius around existing locations.
  2. Performance Analytics: Analyze travel patterns and identify areas for improvement to continuously refine your travel strategy.

 Transformation of Businesses

By integrating Maplytics with Dynamics 365 CRM, businesses can experience a range of benefits:

  1. Increased Efficiency: Optimized routes, accurate travel times, and improved territory management lead to a significant gain in efficiency for your team.
  2. Reduced Costs: Minimized travel time and optimized routes translate to significant savings on fuel and travel expenses.
  3. Enhanced Productivity: Time saved on route mapping and travel translates to more time spent on core business activities and client interactions.
  4. Improved Customer Satisfaction: On-time arrivals, better communication, and a focus on client needs lead to increased customer satisfaction and loyalty.
  5. Data-driven decision-making: Gain valuable insights from location intelligence, enabling you to make strategic decisions about future travel strategies and resource allocation.

Maplytics offers a seamless integration with Dynamics 365 CRM, providing a user-friendly experience for both technical and non-technical users. Transforming the face of travel can evidently help in transforming the business as a whole!

What’s More?

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

Buen Viaje!

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