How to Connect Better with Customers Using A Dynamics CRM Map Integration

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.