Maps for Dynamics 365/CRM
Geo-Analytics, Routes, Locational Marketing &
Territory Management
Microsoft Dynamics Certified
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▪ Q & A at the end of the webinar
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Webinar Logistics
Inogic is one of the leading Microsoft Gold
Dynamics CRM ISV since 10+ years. Inogic is
renowned for its high quality & low-cost
Offshore/Outsourced CRM Development Services
and productivity apps like InoLink: QuickBooks
integration with Dynamics CRM, User Adoption,
Click2Export, and Click2Clone.
About Inogic
Raj SinghBusiness Manager
INOGIC TECH (INDIA) PVT. LTD.
Presenter
▪ The need for Locational Intelligence
▪ Common Challenges & Use Cases
▪ Solution Overview
▪ Live Demonstration
▪ Q&A
Agenda
80% of all business data
contains a location
component, it is critical
to understand how
location affects business.
It is estimated that the
potential global value of
smart routing in the form
of time and fuel savings
will be about $500 billion
in 2020.
8 in 10 marketers
worldwide use location
targeting and 30% of
mobile searches are
related to a location.
Market Dynamics
• Managing appointments without location context is complex & can lead to missed appointments
• Traffic can have counterproductive effect on Sales Mileage & results in poor coverage
• Availability for appointments changes rapidly & time is under utilized in case of appointment cancellation
• Campaigns targeting mass audience may not resonate positively with customers in different geographies
• Planning event location without considering customers location can result in lower participation
• Mass campaigns are a very expensive form of marketing that can drain useful resources & result in low return of investment
• Understanding market geography is essential to cover maximum regions & increase market share, revenue
• Getting insights about customer density & sales in different regions is required for performing market coverage analysis
• Unbalanced territories may lead to inefficient sales force management & can affect customer experience
Sales & Service Marketing & EventsCXOs & Managers
Challenges
• Plan & manage appointments on a map to improve customer service experience
• Optimize routes to save time and improve on-time performance, coverage, & reduce travelling costs
• Locate nearby customers to increase the touch points during each visit and efficiently cover available time in case of appointment cancellations or rescheduling
• Create well curated localized marketing campaigns to engage more customers & expand brand reach
• Find nearby point of interest & utilize customer insights to find the most suitable event venue
• Save costs of running mass campaigns by targeting specific regions with relevant & personalized campaigns
• Visualize Dynamics 365 data on a map for analyzing & understanding market geography to make data driven decisions
• Gain locational insights through Heat Map visualization and perform regional analysis for opportunity and sales pipeline
• Manage territories to balance resource distribution, cover more area, & improve customer engagement
Sales & Service Marketing & EventsCXOs & Managers
Use Cases
Visualize Dynamics 365 data on a map to gain locational insights
that help with making better and informed business decisions
Schedule appointments, manage trips, & handle cancelled
meetings to boost productivity
Easily manage territories, create localized campaigns & events to
improve customer engagement
Get the bigger picture by analyzing sales distribution & customer
density
Solution Overview
o Geocode Data
o Map Your Data
o Search by Region & Shape
o Default Template
o Territory Management
o Radius Search (Distance & Time)
o Concentric Proximity Search
o Save Search Criteria
o Plot Related Record
o Build Marketing list
o Appointment Planner
o Route Optimization & Sharing
o Along the Route Search
o Nearby Places
o New record creation
o Analytical Dashboard
o Heat Maps
o Customizable Color Scale
o User Level Personalization
o Summary Card
o Customizable Pin Shape
o Colour Categories
o Custom Tooltip Actions
o Mass Actions
Key Features
“After reviewing many CRM mapping add-ons we settled on Inogic’s Maplytics solution. Their solution had as much and even more to offer than many similar solutions at a much higher cost. The Inogic team has been extremely responsive to any questions we may have and has help immensely through the solution’s launch.”
—Bob Jagger, Sales & Operations, Hitachi Healthcare Americas
“Maplytics’s ability to plot out data points on a map and see how they relate to other sources is fantastic. It is like Google Maps but with your Account and Contact records. Maplytics helps us identify the closest distributor quickly and easily on a map. Maplytics Support response was pretty quick and responsive.”
—Ed Bustos, Sales & Marketing Development Manager, Profile Products LLC
“Very good tool, customer driven, very responsive to questions and requests.
Maplytics met our need for the proximity searches.”
—Johnny Bolton, Senior Business Analyst, SVMIC
Reviews
Thank You!
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