With most sales going online, there are still industries that rely on a sales representative. For example, the health industry has Medical Reps, Banks and Insurance companies have Sales agents, Sales reps for Consumer Packaged Food.  

There are a lot of difficulties sales representatives face on a daily basis, like traveling from one place to another and coming back to the same place to meet another client. This happens because they don’t have optimized routes and configured data that will highlight nearby routes to cover them in one go.

To minimize such day-to-day troubles and save time, you can integrate Dynamics 365 map plugin. 

Want to know how? Keep Reading.

Heat Map Visualization

With heat map visualization, you can set the saturation levels from low to high and indicate the different colors. You can use this feature to target the high sales area as they bring in more sales. And with a low sales area, you can make strategies to improve the sales. You can filter the records to have a view of specific regions.

It allows you to create territories by merging multiple areas as per your preference. You just have to simply draw on the map to create a territory. This way, it will be easier for you to highlight the area on the basis of the sales generated.

Route Optimization

This feature will save a lot of time for your sales rep. It will show your sales rep the optimized route that will help them to reach the customers in his territory faster. You just have to enter a source and destination location and based on the records, it will create an optimized route. You can also share these routes with your sales reps for better productivity.

With this plugin, you can also have user-level configurations like a zoom-in-out map, data plotting in the cluster or non-cluster form, change route options, etc. 

You can auto-schedule the tasks for your reps and save time from manually assigning every detail.

Analytics

To keep an eye on the entities, opportunities, sales, accounts, leads, invoices, daily activity of resources, etc. you get an analytics dashboard. You can choose from multiple dashboards like overview, sales performance, sales activity, etc. to analyze the data for acknowledgment and improvement and plan upcoming days accordingly.

Advanced search filters will filter territories, users, drawings, proximity, etc. to have a better understanding of high-performing areas and the allocated sales reps. This will help them visit more clients than spending time analyzing. You can also create custom dashboards and have an enhanced view of the data. This real-time data are helpful to take action quickly and improve sales. 

Check-in/Check-out

To know whether your sales reps are on the field or they have called it a day, can be known with the check-in/check-out feature in Dynamics 365 map field plugin. You don’t have to keep calling them to know where they are.

Live tracking will give you the route history and their next targets. You can also view the time spent on demos, meetings, etc. This information will help you suggest them better and find what works the best for your team.

Other Important Features

Apart from these features, this plugin has multiple language support so that the users can choose the language they understand.

With security templates, you will share only the required information with your team so that you do not have to worry about moving back and forth between modules.

You get to choose from Google Maps, Waze Maps, or Apple Maps to easily navigate.

Conclusion

With the Dynamics 365 plugin, you can reshape how you handle your sales representatives and spend more time with your clients than on road. When you have a map that shows the regions with higher sales it will be easy to target and improve the sales and productivity of the sales reps, rather than them wandering from place to place with no solid leads.

Author's Bio: 

Mr. Maulik Shah is the founder & CEO of AppJetty, a digital software products store specializing in extensions, plugins and apps for host of software platforms like Magento, WordPress, SugarCRM, SuiteCRM, Odoo, Dynamics CRM, etc.