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From large manufacturing conglomerates to hospitals, Dynamics 365 is a popular choice. Such big organizations use Dynamics to collect, organize and analyze their data. And chances are you might be one of them. The right usage, access, and availability of the data streamline your every operation. Right?
But how is your sales team on the field getting by? Are you providing the necessary tools and resources for them to perform well? After all, they are the front face of your company. They meet the actual clients. They understand your customers more than anyone in your organization. You can make their work easy with the right Dynamics CRM Map integration. Such integration helps you utilize the power of Microsoft’s Bing Maps from within your CRM. It lets your sales team map the CRM data onto a map and helps them understand the geographical aspect of your business. Here’s why it is an utmost necessity: The geographical aspect of any business affects the target market. When big brands lay their foundation in a certain city or region or area, they focus on how they can localize their product/services to connect to their customer base. The spending capability, lifestyle, population, mindset, etc. are some of the aspects of the target market which become the basis of any business strategy. And the mapped data is the holy grail that helps businesses connect with their customers better. Sales summary from a particular region, regional analysis, better team coordination, enhanced customer experience, etc are some highlighting benefits of using a Dynamics CRM map integration. And here’s how your sales team can use it: Route Optimization: By laying out the entire customer data on a geo-analytical map, your whole sales team will plan meetings in an optimized way. Taking the shortest route possible, they can save everybody’s time and this directly adds to customer delight. Sales Summary: Any effective CRM map integration lets your sales team members select their respective areas and shows a summary card. This card should contain summarized sales data along with the customer count and the sales target. The team can quickly review and analyze the reasons for positive or negative gap in the targets to take necessary actions accordingly. Regional Analysis: The same way a sales rep selects their area and conducts the sales analysis, your regional manager could conduct analysis on the regional level. And accordingly, they can assign areas to the team members for the coming month/quarter. For example, if a team member didn’t perform well in a particular area, the manager can reassign that area to the star performer to cover the target gap in the coming quarter. Better Team Coordination: The manager gets to see the updated daily routes and meetings of their team members which reduce the need to communicate constantly. This leads to better team management. And the manager can utilize the saved time coming up with better strategies and training programs for the team. The company grows on multiple fronts. Enhanced Customer Experience: Being available to your customers when they need you is the best way to provide great customer experience. With better team and time management, the sales reps can pay more attention to their higher paying customers which ultimately builds trust and create a positive brand image. Smart Overview of Sales Activity: The manager gets to see the mapped data like open leads, follow-ups in a particular region, and team performance. A Dynamics CRM Map integration provides all the necessary data to your head of sales that enables them to bring a drastic revenue-growth. Is your sales team equipped with the CRM Map integration? If not, then it’s time, you provide them with this upgrade. Start Your Free Trial Now! Original Blog: https://www.appjetty.com/blog/connect-better-with-customers-using-dynamics-crm-map-integration Ordering things online and having it reach wherever you are is a boon. You don’t have to drive somewhere after a long day just to find out the product you want is out of stock. You also have the convenience of sending things back if you change your mind about the product or no longer need it. Online stores have significantly elevated our way of living and the concept of a market.
It has made the customer’s life very simple. Just a few clicks and they get everything they need. But what about the e-commerce store owner? While it may look like a simple matter of shipping the right product from inventory, it is not quite that easy. It includes finding the right vendors and shipping partners because those can decide the costing and quality of your products. A customer experience cycle does not end with them shopping from your website. The perfect delivery experience is just as important. Customers should be able to track their orders and get timely updates about when it is arriving. If the delivery experience is satisfactory, it adds to the overall experience of shopping from your website and helps you retain that customer for more than a singular order. Shipping services differ from country to country. Some e-commerce companies use private shipping companies, while some use public sector ones, whereas some also have dedicated shipping arms within their company. This is a way to get complete control over delivering customer experience. However, not all companies can afford to do this, so they have to depend on the most reliable shipping company in the region they are operating in. We are limiting this article to shipping within or to Australia. If your store ships in or to Australia, then this is for you. One of the top most shipping companies, Australia Post, is the country’s biggest shipping and postal company. There’s a cherry on top of the cake if your store is on the Magento platform: Magento Australia Post extension! Why should you trust Australia Post though?Simply put, because of their numbers! Australia Post reported that they delivered a record 3 million parcels in day! It was a first for the company. Apart from this, they delivered 40 million parcels in December 2018. Lastly, they have 11.9 million delivery points in Australia itself! These are impressive numbers! Magento Australia Post extension caters to both you and your customers. Take a look at some of the best features it offers.
As an e-store owner in Australia, this shipping service is the best choice for you. So if you already use it, take your convenience a step further and get a Magento Australia Post extension. But it gets better! Australia Post recognizes its popularity and therefore provides an API to seamlessly integrate it in your store! All Magento developers will be able to add this extension to your store, but you should opt for official Australia Post partners to get the best service. CRM(Customer Relationship Management) is the foundation of a successful organization. It aligns the firm with its customers. Which means It helps salespeople to yield maximum results as they have better control over the leads.
Salesforce, Sugar CRM, Suite CRM, V-tiger and others being the market leaders, Dynamics CRM still remains favorite of large enterprises. With its interactive UI and well-developed features, it becomes easy for users to nurture leads, maintain customer relationships, manage lead cycle, analyze reports, and more. And as Microsoft keeps expanding its CRM’s capabilities, dynamics CRM map integration would help your sales team greatly.What is Dynamics CRM Map Integration? Before jumping into how it helps your sales team, let’s first understand what it is… Dynamics CRM Map Integration is a feature you can implement in your Dynamics CRM system by installing its Plugin. After integrating it, you can represent your CRM data onto the Map. By that means, you can see the customer data country, region, city, and area wise. With the help of visualized data, you can make quick and informed decisions when it comes to lead nurturing. Additionally, your sales reps can plan their meetings for the day by setting optimized routes from the map. Plus, based on the mapped CRM data, Sales manager can distribute the work by assigning clients to their team members according to their areas. How to use Dynamics 365 Mapping to Increase the Conversions?
Based on this information, you can strategize the next targeted area or shuffle the existing strategy. It helps them to concentrate on the lower performing areas to yield better results. With the Dynamics CRM Map Integration extension, you can configure small details according to your preference to create a heat map. It becomes easy to visualize region-wise performance with a heat map. 2. Distribute the Work Correctly: As a Sales Manager, it becomes important for you to get live updates of the Sales reps in the field. While it is possible to maintain communication with a single sales rep, it becomes challenging when a manager has to deal with many team members at the same time. In such a scenario, CRM Map integration enables you to get live updates of the Sales reps in the field. Also, they can assign a lead or customer to the sales rep in the area right from the tool. As these plugins are compatible with mobile devices, it provides freedom to the sales department to operate from anywhere. 3. Nurture Your Existing Customers: Customer relationship is everything. And the best way to retain them is by nurturing. Sometimes a small get together or meeting plays a huge role in the expansion of your business. With CRM map integration tool, you can through a networking event for the customers from the same area in a central location. The dynamics mapping tool provides you with a feature to determine a central location in a particular region to provide your customers with convenience. 4. A Smart Execution: With dynamics mapping tool, you get a separate dashboard. It gives you an overview of what’s currently happening with the leads. It will also have a detailed overview of sales figures aligned with the regions. It makes your work easier. And when you have the data presented in a visual format, it is easier to understand. You will be able to identify your pain points and the regions that need the most attention. 5. Access Data Offline: Data is a necessity. But only if you can use it at the right time. And while sales reps have to work mostly in the field, it is important to keep data available for them. And let’s admit it. Internet connections don’t work in remote areas regardless of which county you are working in. With the help of CRM map integration tool, it will be available to them offline whenever they want to access. The sales rep can download the data in offline mode with area-specific bifurcation. Conclusion: Sales is not easy. Just by setting targets of the quarter doesn’t solve the purpose if your team is not well equipped. Dynamics CRM Mapping Tool transforms the whole sales process and helps cope with the competitive market. As the world is experiencing advancements, it is wise to invest in a tool which aligns your customers’ goals with your business. |
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Appjetty is 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. Archives
January 2021
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