MUMBAI, India — December 13, 2021 - Analyzing daily productivity, increase in sales, enhancement in customer engagement are the prime requirements of any organization. And Territory Planning and Management within Dynamics 365 CRM is one of the main drivers for ensuring effective analysis of these prime factors. Team Maplytics has always focussed on enhancing the features of Territory Management and presenting the users with more smarter upgrades each time.
Maplytics, a preferred, 5 star rated multi-language geo-analytical mapping app on Microsoft AppSource for Microsoft Dynamics 365 CRM/ Dataverse (Power Apps) empowers Dynamics CRM users with Optimized Routing, Truck Routing, Appointment Planning, Drill-down Radius Search, Heat Maps, Census Data, Personalized Pushpins, Advanced Territory Management and much more to achieve high Sales Performance and improve Marketing initiatives.
Territory Management popularly supports organizing an available region into smaller regions to be concentrated on for sales, marketing activities, services and more. Maplytics, an established name amongst Dynamics 365 CRM users for its Territory Management and other Location Intelligence features, has recently come up with some new advanced features such as auto-creating and drafting territories, overlay and territory hierarchy, territory assignment, and more.
Some of the key advanced features of Territory Management within Dynamics 365 CRM using Maplytics are as follows:
Auto Create Territories: Users can upload an excel/shape file into Microsoft Dynamics 365 CRM, plot records and enter number of territories required. The number of records plotted on the map shall be automatically divided into the number of territories entered. Team member responsible for each of the territories too can be assigned and the territories can be coloured for convenience right from the map. Territories can be assigned to the respective crm records with just one click.
Draft Territories: Create some, save, and complete it later. Draft Territories option allows users to save the territories that are created as a draft. This saved draft can be opened again later and the territory planning can be continued.
Create territory by Region, by Drawing & Shape file: Territories can be created on the Map using shape or excel files, by regions like postal codes, counties, etc, and by drawing shapes over the map.
Overlay Census Data and Territories: With business expansion at hand, the overlay option can be selected from Territory Management menu and shape/excel files can be uploaded. These files can be used to view regions on the map or even the census data for the regions if the file contains it. User can provide category and summary attribute to view regions colour coded based on the select census attribute. Users can select the regions based on the target audience having the required demographics and create territories out of it, for running various campaigns/generating sales based on the location of the target audiences and more.
Realign territories: Once the territories are created, users can also realign territory using the option ‘Move to’ and ‘Copy to’. ‘Move to’ allow the user to move any region from one territory to another. Likewise, ‘Copy to’ allow the user to copy regions from one territory to other territories. User can adjust regions within the territories to get proper distribution of the territories for its Field Sales or Field Service Reps.
Territory Assignment Rule: While working with territories assignment, sometime certain records need to be assigned with territories based on specific conditions. Users can create territory assignment rules to assign their records based on the required conditions. Users can also assign owners to the records based on the created rules.
Territory Hierarchy and Visualization: A team manager could be assigned a specific territory for sales. The sub territories under his territory could be assigned to his reps. The manager, however, can view all the sub territories as well. The entire hierarchy of the sub territories and his territory above it can be visualized over the map in an overlapping way.
Maplytics is the right solution for your territory management needs that not only helps in managing the territories but also aligns them and much more. To experience Advance Territory Management within Dynamics 365 CRM using Maplytics first hand, and to know how it has been assisting organizations globally with their Geo-Analytical requirements, download a trial from our website or Microsoft AppSource or contact us at crm@inogic.com to discuss you requirements on Maps integration with Dynamics 365 CRM.
About Inogic:
Inogic: Microsoft Gold Partner and a leading Dynamics 365 CRM ISV since 2007 with exclusive focus on providing innovative apps and services on Dynamics 365 CRM/Power Platform. Its flagship product Maplytics™, a 5 star rated Preferred App on Microsoft AppSource, is a market-leading maps integration app for Dynamics 365 CRM and Dataverse. Inogic is renowned for its 15 Microsoft Preferred Productivity Apps on Microsoft AppSource. Be it our latest Gamifics365- Gamification app for Dynamics 365 CRM to engage, motivate and increase user adoption, or App Integrations like MailChimp Integration, Subscription and Recurring Billing Management, QuickBooks Integration, Auto Tax Calculator, streamlining Document Management in Dynamics 365 CRM/CE with Attach2Dynamics, SharePoint Security Sync improving productivity with Click2Clone, Click2Export, Click2Undo, Alerts4Dynamics, Lead Assignment and Distribution Automation, User Adoption Monitor or simply visual representation of data using Visualization Apps Kanban Board, Map My Relationships, Inogic has always been a hub of distinct and innovative apps for Dynamics 365 CRM / Dataverse. Contributing to the community, Inogic Blogs are very popular for its regular high-quality tips and tricks on all things Dynamics 365 CRM / Power Platform. To learn more about how Inogic can help you in enhancing your Dynamics 365 CRM user experience, visit https://www.inogic.com/ or contact crm@inogic.com