07.03.2022 Views

5 Features of Dynamics 365 Mappy Field Plugin to Elevate Your Sales Performance

Sales Representatives' jobs are not easy. A lot of time is spent on the road to go from place to place to meet clients/customers. To know how Dynamics 365 Mappy Field can elevate your sales and your sales rep's performance, keep reading.

Sales Representatives' jobs are not easy. A lot of time is spent on the road to go from place to place to meet clients/customers. To know how Dynamics 365 Mappy Field can elevate your sales and your sales rep's performance, keep reading.

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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.

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