SalesTech Star

Maplytics Announces an Impactful Integration With Dynamics 365 CRM Mobile Apps for the Comfort of Field Reps on the Go!

With the changing global scenario, business executions have shifted from Desktops to hand-held devices. Team Maplytics has been very agile to notice this shift and work upon it in the nick of time. We are proud to re-introduce the amazing features of Maplytics integrated into your hand-held devices using the Dynamics 365 CRM App, Dynamics 365 Sales App as well as the Power Apps mobile apps!

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Maplytics a preferred, 5 star rated app on Microsoft AppSource for Microsoft Dynamics 365 CRM/ Dataverse (PowerApps) is a market-leading geo-analytical mapping app that provides seamless Maps and Dynamics 365 CRM integration on a rich and interactive map interface within Dynamics 365 CRM. It empowers users across verticals with Visualization of their Client records over maps, suggesting shortest business travel routes, Automatic scheduling of Meetings for the reps, searching for records within radius proximity, assigning target territories for Sales Reps, and so on by enhancing their sales and other business processes on and off the field, across all devices.

The sales and services representatives hit the roads on a day-to-day basis, sometimes for days together. These frequent travels often involve a lot of appointments that get cancelled, or postponed due to impromptu conditions. To counter such arising situations and for the ease of doing business, Maplytics has introduced the integration of locational intelligence app on Dynamics Sales app over mobile devices. Now the daily routes taken by these reps can be plotted and saved in advance and followed. The reps can acknowledge their presence at a meeting and even forward client requirements while being on the go. Such is the cohesion of Maplytics with Mobile devices.

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Some of the Key Highlights of Maplytics on Mobile are-

  • Proximity Search: Reps planning a field trip can search and plot nearby clients/CRM Records over the map within a particular radius in miles/kilometres around a preferred location.
  • Optimized Routing: Plot a travel route that is shortest in terms of the distance to be covered and the time taken.
  • Along the Route: Search and plot on the Map Point of Interest like a coffee shop, a restaurant, or a client location that falls along the travel route near a chosen location.
  • Notes: Mark special requirements of the client, urgent emails, attachments, meeting summaries against the respective Client records using the app on mobile devices while on the go.
  • Check-in/ Check-out: Sales rep can check into a meeting while on the field and check out from the same once done.
  • Turn-by-turn Navigation: Sales reps on the field can view detailed steps to be followed to reach an appointment location using Google Maps or Waze app.

With the increasing adoption of Mobiles into Business processes, Maplytics on mobile shall become the unique solution for increasing productivity and gaining insights using locational intelligence. To experience Maplytics first hand and to know how it has been assisting organizations globally with their Geo-Analytical requirements.

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