The marketing and sales team often face challenges when visualizing the CRM data of all the contacts. MappyField 365 plots all the CRM data on a map by geocoding all the location details. Find more about MappyField 365 and how it can be useful for marketing and sales teams.

1. MappyField 365 for Marketing and Sales Team
Marketing and Sales teams work hand in hand to achieve targets. Tracking incoming leads,
conversions, sales numbers, client conversations, etc., are some of the most important factors for any
business, especially the heart and soul of the Marketing and Sales Team.
As technology has advanced, businesses have started investing in tools that add more to the
technology they already use.
For example, CRM is something that businesses use to store and analyze customer data. But when
analyzing team productivity or visualizing data, CRM has lengthy and time-consuming processes.
However, you will find out how this complexity can be eliminated with one single click later in the
blog.
As we know, location details of a client are crutial. Location details play an important role in
presenting a product/service or connecting with the client. This data is not just latitude and
longitude but a storehouse of information.
Marketing people will highly relate to this tweet!
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2. There is a lot marketers can do with data, like analyzing campaign performance across regions and
countries. Marketers can use location data to see what campaigns work well in different areas and
learn more about the engaged audience, like from where they belong, etc. This can help them make
important short-term and long-term decisions.
MappyField 365, which is a mapping tool for Microsoft Dynamics 365 CRM users, can help you plot
the location data. This is not it. There is a lot this tool can do for your Marketing and Sales team. So,
let’s get started.
For example, ACX is a Pharmaceutical company, that uses Microsoft Dynamics 365 CRM and has
integrated MappyField 365 with it. This blog explains how MappyField 365 helps their Marketing and
Sales Team to overcome challenges.
Problem Statement:
Before integrating MappyField 365, Carol, the head of Marketing for ACX Pharma often complained it
was getting hard for her to analyze the leads as the company started attracting more eyes, and the
number of leads eventually increased. It became difficult for her to find which data is important or
relevant for her next action. She felt lost and required better analysis and visualization to run her
next campaign.
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3. She would manually analyze leads in CRM, create a marketing list based on that analysis, and share it
with the Sales team. She was not happy with the outcome as she was missing the visualization of
regions that were attracting more leads and which region could be their next gold mine.
Carol knew the power of location intelligence and how it can help convert location from a challenge
to a competitive advantage.
She integrated MappyField 365 with their Microsoft Dynamics 365 CRM. She started using
MappyField 365 to leverage location-based data by geographically plotting relationships, trends,
dependencies, and patterns on a map. So, basically, Dynamics 365 map turned the data into
powerful information which holds the potential to solve her problems.
Carol and team often plan campaigns based on customer revenue or divide the contacts by doctors
and pharmacists, or by the specialization of the doctor, etc. But before MappyField 365, they were
facing challenges while documenting or visualizing the data.
They often find difficulty in finding answers for these questions:
➔ Where are the customers, distributors, or prospects located?
➔ Are there any gaps in the sales coverage?
➔ Is the distribution channel according to the customer’s needs?
➔ Are there any emerging regions to establish a new point of sale?
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4. ➔ Which regions to target in their next marketing campaign?
➔ Are there any risks associated with those regions?
➔ Are there any cross-selling opportunities?
MappyField 365 was the answer to all her questions. She was now able to visualize all the customers,
prospects, etc, on a map. The data helped her visualize more on regions that can be their next target
and all the necessary information of the contacts they are targeting.
Once she was ready with the target audience, she filtered the contacts she wanted and created a
marketing list out of it. It had a list of contacts that needed to be approached as a part of their
campaign.
Carol assigned the marketing list ‘Regional Marketing List 01 – USA’, to Olivia, Sales Manager at ACX
Pharmacy. She explained the agenda behind targeting those contacts. Olivia opened the marketing
list and plotted all the contacts in the marketing lists on the map.
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6. The reason for plotting the marketing list on the map for Olivia was totally different from Carol’s.
MappyField 365 gave Olivia the visualization of how many contacts were in which territory, how
many sales field agents would be required to cover the marketing list, and so on.
Once the sales manager had analyzed all the aspects, she would assign those contacts to different
sales agents. Suppose the marketing list was of 200 contacts, and Olivia had assigned 10 contacts to
each of 20 sales agents in her team.
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7. Map enhanced visualization and made it easy for Olivia to assign contacts to sales agents one by one
or by territory/region/drawing/etc. Once it was done, she could view all the accounts assigned to any
user (sales agent) at any time.
She then created routes for the sales agents by selecting the start and end locations. The route could
be shared with respective agents so that they could carry out their day.
The route optimization feature used location information to map the best route to meet the clients.
MappyField 365 saved sales agents’ time as they didn’t have to spend hours on Google Maps to try
different routes. It helped with traffic patterns, speed limits, meeting time and length, finding gas
stations, and more.
Better routing options not only saved their time but also saved sales agents from getting frustrated
waiting for hours stuck in traffic. Agents were able to offer better customer service by responding to
urgent requirements on time. The company saved on commute costs as fuel consumption was
reduced because more time was spent selling and less traveling
Sales agents could use the Dynamics 365 mobile app to view the route and the contacts assigned to
them. But this app had limitations. Olivia was unable to track her teams as it lacked advanced
features like live tracking and automatic check-in/out.
But MappyField 365 had a solution for that as well.
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8. Olivia started creating daily schedules for her sales agents on MappyField 365. She created a route
connecting all the locations they had to visit in a day and shared it with the respective field agents.
This feature is called a Visit Planner, where managers create and assign schedules to their team
members.
Before using MappyField’s mobile app, the agents often forgot to check in, note the start time of the
meeting or check-out time of the meeting. Thus, it became difficult for them to prove that they had
attended the meeting.
But with live tracking, auto check-in, and check-out features meeting tracking wasn’t an isssue. The
app was tracking the live location of the field agent. When the field agent enabled live tracking, the
app helped them check in and check out (automatically, whenever they were within the radius of the
customer location or when they left the customer location), kept track of the number of customers
visited and the total time spent in meeting & traveling.
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9. All these meeting timings were noted in MappyField 365 and visible to Olivia as well. Moreover, the
agents added meeting notes so that Olivia could see them in real-time. The MappyField 365 mobile
app made resource productivity tracking a lot easier for managers.
Managers had all the answers to the questions below because of MappyField!
➔ Did the sales agents take the route that was planned for them?
➔ How many stops/breaks do sales agents/drivers take for a snack/drink?
➔ Were there any unforeseen circumstances like traffic that caused delays to the plan?
➔ What was the total time spent on meeting and traveling?
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10. ➔ How long does it take to deliver orders (medicines) at each stop?
With the help of MappyField 365, managers had accurate data automatically gathered by the tool
that helped them in making a robust plan.
So, that’s how Carol and Olivia used and use MappyField 365 daily! They have observed that they
were able to work smartly and their strategies were bringing desired results. Their agents were
working without any worries as they had optimized routes to navigate through the whole day. Agents
also had access to some other amazing features like POI, proximity search, and more. Moreover, all
of these were available in the language of their choice. MappyField 365 ensures that language was
never a barrier to utilizing it to its fullest.
As a business ACX Pharmacy was able to:
➔ Deliver excellent customer service
➔ Respond efficiently to delays or real-time problems
➔ Review daily performances with accurate information from MappyField
➔ Improve future operations and performance
➔ Create realistic and accurate route plans
➔ Reduce transportation costs
Like Carol and Olivia make MappyField 365 the best companion of your Marketing and Sales team!
Contact our team at sales@appjetty.com, or simply click on the button below for a live demo to
know MappyField 365 works.
Book a Demo
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