Stay on your Toes with Dynamics 365 Calendar - PowerPoint PPT Presentation

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Stay on your Toes with Dynamics 365 Calendar

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Title: Stay on your Toes with Dynamics 365 Calendar


1
How To Nurture Your Sales Cycle with
CRM Map Integration?
CRM software is an essential element of any type
of industry these
days. It helps a business to keep track of their
customers, their activity
and confidential business data.
There are many CRM available catering to
different sizes of business
and organizations. Dynamics CRM is one of the
most versatile CRM
software that can add efficiency to your business
in more than one
ways. It is said to be versatile CRM because of
the numerous features it
provides, which includes lead management,
contact management,
2
campaign management, reports, emails, and much
more. Additionally,
they have different layouts, modules, and fields
for different teams like
sales, marketing, etc.
With all these features, roles and multiple
accesses, it might get a bit
tricky to manage your customer data in an
organized way. Some teams
might need access to sales income related
fields while some might
need just basic customer information.
With the current advancements going in the tech
field, there is always a
way to facilitate access to the data. Lets say
if we target one of the
segments of CRM users which is the sales team,
and then they need to
operate it on a daily base to schedule their
regular customer meetings.
To make the flow easier for the whole
sales team, there is one
extension for dynamics CRM map integration that
lets you project all of
your sales data onto the maps.
This way you can visualize the data on the map
effectively. Having the
geographical idea about your sales figures would
make it more effective
for all your CRM users. Based on the data
available on the map,
salespeople can
divert their energy and efforts in the
required
direction. It could be a great source to develop
your sales development.
And thats not it! Here are some of the other
ways the dynamics CRM
map integration works magic for any company.
Identify the Scope
Mapping CRM data would help you identify
effective areas producing
higher sales. This overview is provided to you
with a user-friendly and
easy to understand interface. The sales manager
can keep an eye out
for the highest and lowest performing areas from
the plotted records.
3
Once he gets an idea about such data, then he
will be able to take the
informed decisions.
Such CRM map integrations would help you
and your customers
connect on a better level. Various features like
a heat map, summary
cards, etc. would fuel the sales process.
Moreover, you can highlight
the area with a number of customer records and
sales.
Enhanced Team Management
It becomes a herculean task to manage the
multiple sales reps on the
field. The communication with them after and
before meetings is an
important aspect. For a sales rep, it could be
easy to pass the message
to the sales manager. But for a sales manager, it
can be a tedious task
to communicate with multiple reps.
With the CRM Map integration, a manager can
easily communicate
with their sales reps, assign them daily tasks
from the tool itself. This
way, they can manage the activity of sales reps
on the field effectively.
Availability of Data
It is important to have access to data whenever
needed. Especially
when you are not online, it is important that you
fetch the data on
time. Even if you have access to CRM from your
mobile devices, a poor
internet connection, network issues could be the
obstacles in your way.
Simultaneously, if you have the CRM map
integration tool, a sales rep
can easily download the customer data specific to
the area he is
handling. This way they can leverage the offline
data whenever they
want to.
4
Effective Analysis
A geo-analytical dashboard in your CRM serves not
one but many
purposes. Whenever users login into the CRM, they
easily get the
overview of overall activities of the current
sales cycles. With the help
of Dynamics CRM Mapping tool, a salesperson would
be able to get an
overview of the sales figures, sales performance,
activity, and what not.
You get a nice visualization of data which is
easy to understand and
interactive. And when you have such data
bifurcated in a regional form,
it becomes easier than ever to manage your team
and performance.
Conclusion
With the changing tech world, it is important to
stay updated with the
new ways to make sure you and your sales team is
on the same page.
There are various Microsoft Dynamics CRM mapping
plugins available
in the market to help you to excel in your
business.
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