What is MappyField 365 For Dynamics CRM?
MappyField 365 is a geolocation mapping plugin that enables Dynamics 365 CRM users to visualize their location data on a map. It provides a suite of features designed to enhance productivity, improve route optimization, and facilitate data-driven decision-making
Highlights
- Data Plotting: Geocode CRM records and display them on Google or Bing Maps, providing a visual representation of customer and prospect locations
- Territory Management: Organize customers and prospects into defined regions, making it easier to manage groups and plan sales activities
- Route Optimization: Create and share optimized routes with field teams to help them reach more customers efficiently
- Proximity Search: Find clients within a specified distance or time radius, allowing users to identify nearby prospects and plan visits accordingly
- Reporting and Analytical Dashboard: Access geo-analytical dashboards, including overviews, sales activity, and sales performance, to support data-driven planning and decision-making
- Check-in/Check-out: Monitor real-time updates on ongoing appointments, including check-in times and other relevant details
- Live Tracking: Track the locations of field sales representatives, enabling users to stay informed about high-priority tasks nearby.