The best way to generate more leads is to implement a modern solution to a modern problem.
You might have noticed the efficiency of the sales team outside work, which is, unfortunately, far less than expected. Many-a-times, your sales rep may go out to meet a lead, and only after returning back, they may realize that they could’ve met another lead just a mile away.
A report says that sales teams only spend 34% of their time on spelling. The rest goes into administrative tasks and mapping the routes manually. So, how can you generate leads when you don’t have a solution to deal with this modern problem, i.e., efficiency?
You can start by integration with Dynamics 365 Map.
It’s a one-stop solution to boost the sales team’s productivity and efficiency, which in turn would help generate more leads. Here’s how.
- Record Mapping
What if there was another way to view the records of potential leads?
Instead of an Excel sheet, if you could plot them on a map and locate the areas of your leads. That would be time-saving and appealing, of course!
Dynamics 365 Map provides you with a feature to plot your entities on the map and visualize it in real-time. You can create areas, heat maps, pie charts, and column charts to make sound decisions. Set different colors to indicate saturation from low to high-level areas, filter data based on areas to measure record density, etc.
Easy comparison of records in different areas further helps you zero-in high performing areas and redistribute resources.
- Activity Management
In-between meetings, understanding new prospects, and attending current customers, a sales rep’s schedule is always full.
And in that, if they have to keep reporting you about their tasks every now and then, that can be overwhelming and highly unproductive.
So, to make it easy for you and your sales team, Dynamics provides live tracking with check-in and check-out features. While your team is on the field, you can view all their activities from within Dynamics 365.
Without hindering reps’ performance, you can get an overview of their tasks and even calculate the average time spent on meetings or tasks. It enables you to plot all the check-in tasks on the map and get a clear idea of all the ongoing tasks. Besides, your team members can add notes while check-out.
Overall, it keeps the communication intact while ensuring that the team focuses on conversion.
- Route Optimization
How many times does your sales team have too much/too little time in between meetings? It often happens, not because they don’t plan it properly but the on-road problems like traffic, distance are not precisely measured.
Sometimes, they take the long route and end up reaching late, by the time the lead has left or decided that they won’t go for your services or products.
Using a mapping tool, you can create optimized routes and share them with your on-field team, helping them cover more customers in a short time.
The shortest path algorithm and filters like shortest time and distance, miles/km, avoid highways, avoid tollways help optimize routes within the search radius.
The best part is that it allows plotting routes based on different transport modes like walking or public transit. Accordingly, you can plan the schedule of your team based on available transport modes and traffic conditions.
You can also save cost by choosing the right transport.
- Territory Management
We all know how much time can be wasted on manual route mapping on Google Maps or Apple Maps. Besides, the map won’t notify if there are 2 leads in one territory. It means your territories are unorganized and imbalanced.
However, you can overcome the territory challenges with Dynamics 365 Map. You can plot all the CRM records on the map and segregate them into different territories. Plotting multiple regions and creating territories is also possible with mapping CRM. It also allows managing existing territories and moving and copying them to other territories.
With the Dynamics mapping tool, you can create territories by importing shapefiles. You can plot different files such as .shp, .kml, .geojson to enhance visualization.
Do you know you can perform shape operations with a mapping tool? You can plot territories by drawing and applying operations like union, intersection to get accurate results. Apart from creating territories, Dynamics CRM Map allows managers to assign territories to the sales reps directly from the CRM.
It eliminates the chances of assigning similar territories to different individuals or teams. And thus, increases productivity.
- User-Level Configuration
The best mapping software allows you to configure small details like auto zoom and the default location. After all, everyone likes to view the data in their way.
With Dynamics, you as an admin can configure all the settings for users when mapping. You can configure various attributes like map mode, zoom level, data plotting in cluster and non-cluster form, and more.
As an admin, you can even allow your sales reps to configure their default settings based on their requirements. They can change the attributes anytime.
The mapping solution also allows multiple configurations, including default origin and default destination, the route distance unit, check-in, check-in radius, and more.
In short, a convenient way to work so that the team can focus on generating leads.
- Data Visualization
With so many things on the plate, it can be difficult for the sales team to keep track of everything, even if they have a CRM solution.
So, to ensure that they don’t miss out on priority tasks and have a glimpse of every meeting and every lead in one place, the mapping tool provides multiple smart dashboards to choose from.
It allows you to view multiple dashboards and get an overview of sales prospects, open leads, current activities, and more in one place. Accordingly, you can plan a marketing strategy and devise new ways to drive sales. You can also allow your resources to view the dashboard based on their roles and requirements.
For instance, a sales manager can view all the team activities along with leads and sales. In contrast, sales reps will only view the tasks assigned to them, their goals, leads, etc.
It further enhances the data visualization by providing filters for multiple dashboards. Overview dashboard, for example, will provide information related to activities, schedule, follow-up, opportunities, and cases. On the sales activity dashboard, you can view the sales pipeline, leads, invoices, etc. Similarly, a sales performance dashboard will give an overview of won and lost opportunities, new leads, while the reporting activity dashboard provides an activity summary, assigned routes, and more. The service dashboard, on the contrary, covers all the cases generated and resolved.
In addition to the default dashboards, it also allows creating custom dashboards. With easy customization, the user can design their dashboard to get all the relevant information in one window. Dynamics mapping tool makes it easy to view the data and take necessary business steps.
Final Thoughts
With a mapping solution, you can manage all the sales team’s operations – creating and assigning sales territories, customizing maps, tracking every activity, simplifying the field reps’ tasks with optimized routes, heat maps, etc.
Every step that a sales rep has to go through to generate leads is simplified with Dynamics CRM Map. It takes over the administrative tasks and manual mapping that slows productivity. Also, the fewer chances of miscommunication further help generate more leads.
What to know what more a CRM mapping tool can do?
Well, integrate it and see how it can work for your business.
Summary
By simplifying all the management tasks and automating the tedious tasks, Dynamics CRM Mapping helps sales teams and businesses, as a whole, to generate more leads.
