The Ultimate Guide to Location Intelligence for Field Teams!

Visit Website View Our Posts

 

Location Intelligence for Field Teams

Technology is continuously upgrading, it is changing every minute of the hour. Thus, revisiting even a well-versed technology is needed to better understand it and to use it to its potential. Let us revisit Inogic’s flagship, the 5-star rated popular geo-mapping app of the Microsoft AppSource, Maplytics, or Map-Analytics.

The basics of Maplytics?

Maplytics™ is a comprehensive and powerful Geospatial and Analytical Mapping solution for Microsoft Dynamics 365 CRM users. It is designed to enable Microsoft Dynamics 365 CRM users to leverage the power of location intelligence to plot, plan, analyze, and take action on their CRM data.

It empowers users across industry verticals with Geographical Data Visualization, Optimized Routing, Appointment Planning, Proximity Search, Heat Maps, and Territory Management to drive better sales, improve business processes and engage customers at the right time.

What are the benefits of using Maplytics?

The key benefits of integrating Microsoft Dynamics 365 CRM with Bing Maps using Maplytics are:

  1. Better analysis, and improved strategizing in real-time
  2. Strong relationships and improved customer engagement
  3. Reduced fuel consumption, shortened time of travel, and expense
  4. Strategic targeting in new markets
  5. Strong and loyal client relationships
  6. Upscaled Business Productivity

What are the popular and most in-demand features of Maplytics?

Plot Records - Microsoft Dynamics 365 CRM records can be plotted over the Map with respect to their location, region, territory, etc. The whole-sellers of the Cosmetics giant can be displayed easily in this manner. Plotted records can be used for further business decisions

Radius/ Proximity Search - If the current location of an on-field rep is provided and if he intends to find a retailer within a radius of 2 miles or kilometers around him, he could provide his desired number and the proximity of existing/potential retailers within that circle could be searched using the maps within Microsoft Dynamics 365 CRM. He could even plot them based on the number of hours/ minutes required to reach them from his current location. The rep could plot multiple circumferences by providing up to 3 radii options.

Location Intelligence for Field Teams

Location Intelligence for Field Teams

Along the Route - The records/ Clients that fall in a defined proximity and along the plotted route can be searched and added on to the existing route. If a rep is on his plotted route and has some spare time to accommodate an additional Client Meet, he could search for an available Client on his route and meet him.

Optimized Routing - If a sales rep has been allotted 4 pharmacies, to pay a visit to in a day, this feature helps in plotting an optimized travel route that is shortest in terms of the distance he’ll have to travel and the time taken to travel. It also helps in finding possible traffic-free and toll-free routes.

Location Intelligence for Field Teams

POI (Point Of Interest) Locations - Places such as Restaurants, Cafes, Hotels, Airports, etc. along a route or near a Client can be searched specifying a particular location of interest. The rep could conduct his meetings at such places, have his food, refill his car, etc.

Location Intelligence for Field Teams

Auto Scheduling - Client appointments for a day/s can be auto-scheduled using maps within Microsoft Dynamics 365 CRM. The schedules can be updated in case of ad-hoc changes. This way both the reps and the managers are pre-planned, organized, and ready for the appointments.

Location Intelligence for Field Teams

Real-Time Tracking - The resources/ field reps can be tracked when in real-time. Their routes can be monitored and saved for future use. This prevents waste of time, unhandled emergencies, and untapped travel.

Location Intelligence for Field Teams

Check-In/ Check-Out- The on-field professionals can check into a meeting while being on the field and check out from the same once done. This can be done when the reps are within a specific distance of the meeting location and thus helps their managers in monitoring their availability, activity, and spare time. If enabled by the managers, the reps get an option to apply for pending Check-Ins/ Check-Outs days after the completion of the meetings.

                  Location Intelligence for Field Teams        Location Intelligence for Field Teams

Territory Management-Territory Management, a powerful feature, is used to sort and plot data based on Territories. The ease of the feature aids multiple users in creating multiple territories based on the record required, categories selected, physical shapes drawn, altered, or edited existing marked territories, and so on. One can create, draft, align and manage territories as per one’s business needs. Auto creation of territories is one of the upgraded benefits.
An organization can mark multiple territories to plot and manage multi-level territories popularly termed hierarchical territories. Thus, in case there are any child territories created and associated with the selected territories, those too will get plotted on the map along with the selected territories. If Austin Texas has a child territory of Wimberley, it too shall be plotted when Austin shall be selected.

Location Intelligence for Field Teams

Detail Map - All the desired displays are visible because of Detail Maps. The Detail Map is used to plot data on a Road Map or in an Ariel View. In a Detail Map, the Beverage Company’s sales team can plot the Records of the Clients based on the selected Data Source, Category, and Proximity from the Current Location or Overlay.

Heat Map - Heat Map is a visual data analytics tool that displays actionable insights through a visual representation. The user can visualize the data in the form of colored boundaries, pie charts, or column charts.

Location Intelligence for Field Teams

Land Area Mapping - Users can assign specific land regions to the records. These regions can then be visualized on the map to understand the coverage of the area for each of the records.

Mobility across Devices- Maplytics can be accessed from Microsoft Dynamics 365 App for Phones and Tablets using a dashboard for the Detail Map. The current GPS Location can be picked up for advanced auto-scheduling. Maplytics is compatible with desktops, laptops, mobile, tablets, windows, iOS, and Android.

Truck Routing -The routes of the Trucks/ Trailers delivering goods can be plotted, traced, and tracked with the specifications of the vehicle in the record. A truck carrying vaccines or ammunition can be routed and traced for safety and quick clearances.

Location Intelligence for Field Teams

Multiple language support - Maplytics is a multi-language solution. It is currently available in eleven different languages namely German, French, Spanish, Portuguese, Turkish, Hungarian, Dutch, Arabic, Polish, and Russian along with English as the default language.

Census data visualization - The Census data is visualized on the Map to help the users take strategic decisions for an entire country or a region keeping their business goals and plans in mind.

Location Intelligence for Field Teams

Maplytics Configuration (Personalization) - A user can configure zoom levels, current location, origin, destination, and much more as per his personal preference. The same can be saved and re-used.

Overlay – CRM users can mark and view records along with the shape/excel files/ ArcGIS and the existing territories plotted on the Map. An overlay record can also be converted into a different territory.

Location Intelligence for Field Teams

Shape Operations - The users can perform Binary Operations on the shapes drawn on the Maps. Through these operations, the overlying shapes could be eliminated, intersecting shapes could be highlighted, and overlapped shapes could be merged as one, and so on.

Location Intelligence for Field Teams

Maplytics Dashboard- With the help of Dashboards, one can visualize and analyze Dynamics 365 CRM data and insights. The Dashboard view for Maplytics can also be customized.

Location Intelligence for Field Teams

What’s more?

To get more acquainted with Maplytics and experience it first-hand, one can write to them at crm@inogic.com. To explore the product in depth, with a free trial of 15 days, or a personalized demo within Microsoft Dynamics 365 CRM / Dataverse get in touch with the Team.

For applied knowledge, do visit the Website or the Microsoft AppSource. For a quick query resolution, one can hop on to the detailed BlogsClient Testimonials, Success Stories, Industry Applications, and Video Library.

Until then,

Map Along the Way!

Show Buttons
Hide Buttons