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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Posts Tagged ‘crm maps’

The Value of CRM Mapping for Sales Professionals

Here’s the beauty of integrating Dynamics 365 for Sales with a CRM mapping application: raw CRM data comes alive on an interactive map so you can quickly visualize what would have taken hours to analyze in a spreadsheet. What value does this have for sales reps? It helps them see exactly where their best customers […]

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Schedule More Sales Appointments with Integrated CRM Mapping

Experience unprecedented productivity by seeing exactly where your best customers and prospects are located in relation to where you are calling, all without leaving CRM. InfoGrow recently released its most popular CRM mapping solution with enhanced desktop functionality and new mobile capabilities, enabling account managers to schedule more appointments and make more sales. With CRM […]

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Geocoding Workflow for Dynamics Maps

In a previous post we demonstrated how to add visual representation of CRM records on maps, using Dynamics Maps. Maps can be added to any CRM out-of-the-box and customised entities. While some CRM entities include fields to store address and coordinates, it is more likely that the address field is customised and we need a mechanism (a […]

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Charlie and Mapping Sales Territories

Many companies have a “Charlie.”  He is a seasoned sales rep, who works at over one hundred percent, meets quotas, and is dependable.  Charlie calls on key accounts and hits his numbers consistently.  “Good old Charlie” – sale managers love him...   But, what if Charlie is making those numbers without calling on all prospects […]

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