Data Visualization: The Key to Increased Sales

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Data Visualization The Key to Increased Sales
Analyzing CRM data properly is as important as
collecting data to reach the right decisions.
Just as the ways to collect data differ as sign
up forms, surveys, calls, etc. ways to analyze
that data differ too. And data visualization is
one of the most important ones among them. The
human brain is wired for visualization Never
found a newborn reading a book, have you? But
found the same baby reacting to visuals? YES!
Does it click something in your mind? That
humans have that innate ability to understand
visuals faster.
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• The same logic goes with CRM data. Rather than
  analyzing complex data in the form of numbers
  and figures, visualizing it makes it much easier
  and faster.
• Various plugins like Dynamics 365 map integration
  for Dynamics lets you plot CRM records on the
  map. This entity mapping like Dynamics CRM field
  mapping not only makes data presentation
  aesthetically better but also easily
  comprehensible.
• Now that you have understood the core reason
  behind the need for data visualization, read on
  to know how it can help grow your organization.
• Better Utilization of Time at Hand
• With Dynamics CRM field mapping, sales reps can
  utilize the available time to a maximum. With an
  easy view of filtered data as per region,
  territory, proximity, or other filters,
  scheduling daily activities and appointments
  becomes easier. Hence, they can make the best
  use of available working hours.
• Trend Identification

By creating a category/attribute specific view of
entities on a
Dynamics 365 map, you can understand the core
reasons
behind the success and failure of your
strategies. Further,
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you can identify the developing trends in a region through you can identify the developing trends in a region through
the visualization of data over a period of time. Accordingly, the visualization of data over a period of time. Accordingly,
you can collaborate with the marketing team to work out you can collaborate with the marketing team to work out
future strategies to strengthen your position in that region.

• Effective Communication in Sales Team
• A sales manager can stay on top of your sales
  reps activities. With live tracking, they can
  always keep track of their on-field sales reps
  whereabouts. They can also add or remove new
  routes or activities in real-time as the
  situation demands. By creating and sharing
  optimized routes with their on-field members,
  they can help on-field resources reach out to
  more customers in lesser time.
• In return, sales reps can also use
  check-in/check-out that can give you an
  overview of their activities throughout the day.
  This movement of information in both directions
  helps enhance communication between sales
  managers and sales reps.
• Effective Territory Management
• With a feature like a region drawing, you can
  easily create territories and assign them to
  your team members right from within CRM using a
  mapping integration like a Dynamics 365 map
  plugin. Additionally, you can allot contacts and
  leads to

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• your on-field team members to upkeep efficiency
  and productivity.
• Goal-Oriented Marketing Approach
• Having acquired full details of the
  highest-grossing clients and areas available,
  the sales team can forward it to the marketing
  team. It can help streamline communication
  between sales and marketing teams. Also, the
  marketing team can then work out strategies to
  engage such high-grossing clients and enhance
  sales in all such areas.
• The marketing team can also set several goals for
  itself and discuss and suggest sales goals for
  the sales team. This way, the sales team and
  marketing team can work hand-in-hand to
  implement targeted location marketing strategies
  and boost sales in those locations.
• Enhanced Data Visualization
• Be it a Dynamics 365 map plugin or any other,
  most of them have features like summary cards or
  analytical detailed dashlets. These features
  help get a smart overview of sales activity,
  open leads, follow-up data, and region-wise
  performance, and more. With all these insights,
  planning daily or monthly activities becomes
  easier and more efficient.

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• Actionable Information
• Besides Dynamics CRM field mapping, heat map
  plotting also makes visualizing and analyzing
  the CRM data in real-time possible. With
  area-wise heat maps, pie charts, column charts,
  etc. you can get deeper insights into data and
  take more efficient and data-driven decisions
  accordingly.
• Ease of Navigation and Use
• Generally, a Dynamics CRM map plugin or others
  come with the support for not only Google Maps
  but also others like Apple or Waze. Therefore,
  on-field sales reps can easily navigate to
  assigned clients, leads, or contacts by accessing
  the defined routes from any map they prefer.
• Further, they can also personalize their map view
  with user-level configuration. By configuring
  minor details like auto zoom and default
  location, they can save manual efforts and time
  in accessing frequently required data.
• Improved Security
• At times, sharing data of all modules with all
  team members may not be secure. To help you
  filter what to share with whom, a Dynamics 365
  map integration lets you create security
  templates.

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You can just filter the fields of every module
once and save them in a security template. This
helps you save the time in switching between
modules and filtering the fields you need to
share every now and then. You can simply create
multiple security templates containing data as
per team members frequent requirements.
Whenever a team member asks for it, you can
share one of the pre-created security templates
as per their requirements. Final Thoughts Data
visualization is indeed a very crucial aspect
when it comes to analyzing CRM data. Dynamics
CRM field mapping not only gives you better
insights into available CRM data but also
streamlines your sales operations and activities.