There are many great CRM and technology solutions for business and Microsoft Dynamics 365 is one. A combination of great technology can help your business prosper.
Mapsimise has a live integration with Microsoft Dynamics 365 and in real time can help your organisation visualise and work with your active customer data from a single view on a map, or even build several maps for your team to collaborate with your data.
Mapsimise solves many business problems, it enhances activity and use of data. Today we’ll talk through some of the scenarios of how you can use your data in a geospatial environment and how to do spatial queries to help you respond to customers with increased efficiency.
One of the greatest advantages of Mapsimise is that it can layer data from multiple systems and not just Microsoft Dynamics 365. We took this approach as we know that however hard you try, as business owners we still have data in spreadsheets and other systems, so Mapsimise make it easy to visualise data from many different data sources.
So how does Mapsimise solve problems?
Scenario 1 – It’s all about your customer
Every business, yours and mine, has customers and we collect customer data and related data about each. But CRM systems don’t build location intelligence very well and from a list view of customers, accounts, leads or prospects it is hard to get an understanding of location and how customers relate to each other by territory and region. A list of records in CRM is usually of one type like accounts, contacts or even opportunities but very rarely do you get a view of many records types all at once. With Mapsimise you can overlay different record sets, see locations of customers and prospects as well as partners and suppliers. Having this type of view helps you make better planning decisions for events, visits and territory management.
Scenario 2 – Help your sales team do more in less time, keeping sales on track!
Sales in any organisation is very important to success, but so is time. Your “cost of sale” needs to be tracked and your sales team that are out visiting customers need all the tools to be able to plan their day’s activity. Mapsimise does not just render all the customer, appointment and opportunity data into a single view, but allows teams to create route and maximise time for appointments, getting the best use of time. Mapsimise also helps your sales team prospect for new business, as it is unlikely that you have all the business records or information about a territory, region or country in your CRM or customer database, but Google does and Google has a business search that we have integrated into Mapsimise. So now when your team are working in a given area, they can quickly identify likeminded businesses by the location they are in, directly from Google Business Search.
Scenario 3 – Helping your marketing team reach the right customers at the right time.
It is very easy to take the approach that you can just send everything to everyone, but by taking a location-based approach and analysing customers needs and where they live or work, may help you define the same information. It may help you to book meetings with sales and although more content may be needed from your emails, blogs and social media posts it will help you focus more on the customer. With location-based information you can quickly build marketing lists from Mapsimise, using spatial queries to identify the right customers and prospects. You can take data from your Microsoft Dynamics 365 and pass it to marketing solutions like MailChimp and DotDigital without needing to pay for integration. Mapsimise makes life easier for you to manage your data in marketing.
Scenario 4 – Analyse and understand your business engagement.
As you can imagine, the feedback from customers has been great with many saying “WOW” and “Awesome” because Mapsimise is about data, it is a connected data platform that helps you and your business visualise and get more information in a single view, building and showing relationships around the data you hold as a business, giving you location intelligence around your customers and related Sales, Marketing and Service capability.
Scenario 5 – Helping your service teams get the jobs done and tracking outcomes.
We all need to get the job done and your teams that are out on the road installing or fixing equipment can have their daily activity planned and managed through Mapsimise using your Microsoft Dynamics data. You might not have a need for full field service management but Mapsimise gives you and your team the ability to understand by location what is happening. What is more, you can create external public facing maps to show a customer where their engineer is.
These are just some of the great business functions where Mapsimise can help you get more from your data, helping customers and create efficiency in what your business does on a daily basis. Mapsimise is broad and can cater for a vast amount of business sectors, so if you have any questions just let us know.
How to get started with Mapsimise
If you are ready to get started, it's so easy! Start visualising your data on one or more maps by signing up to your own Mapsimise account and get started. Follow the steps below:
- Firstly, visit our website Mapsimise.com
- Click Get Started
- Select the package that suites your organisation
- Fill in the registration form
- Validate and log in to your Mapsimise account (by email)
- Add your billing information and select the connectors or upgrade from your Go Package
If you get stuck, you can sign into the Help Desk and raise a ticket with Mapsimise Support OR click here.
We look forward to working with you and helping you visualise your data, gaining location intelligence.