Maps for Dynamics 365/CRM

Geo-Analytics, Routes, Locational Marketing &

Territory Management

Microsoft Dynamics Certified

▪ All Lines are muted

▪ Ask Questions in the chat window

▪ Q & A at the end of the webinar

▪ Slide Deck and Recording will be uploaded in Members area in cloud.logicom.net

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

Live Demo

Q & A

“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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