What’s the most challenging thing that on-field reps face – lead generation or creating a sales pitch?
In reality, it’s managing time! To meet with the prospects, accomplish administrative tasks, keep the managers updated, and reach the meeting venue on time. They have so little time to focus on their key work due to the long list of mundane tasks that they fail to accomplish their set goals. You might be thinking of bringing in a calendar for productivity. Well, that won’t help your sales reps. They need a tool like Dynamics 365 Map that will help them manage time and work efficiently on the field without any disturbance or delay.
Optimized routes, targeted marketing, spotting high-risk areas, and heat maps increase your sales reps’ productivity. In this article, you will learn about more productivity hacks of Dynamics 365 Map.
- Territory Management
Suppose you are a sales manager of a software company that provides SaaS products. These products need to be re-subscribed after a certain duration, and you have to compile the data as to whose subscription is about to expire and who is interested in renewal. So, you have to create lists and allocate your reps to approach specific customers.
In that case, Dynamics 365 Map lets you create territories. Instead of assigning clients individually to each rep, you can group clients using similar products or other similarities as one territory and assign that to your rep. Auto-assignment of territory is another feature of the Dynamics CRM Map that improves efficiency by saving time from manual tasks.
You can create new territories and even manage the existing ones by simply moving them from one territory to another. Plotting desired territories by importing shapefiles is also possible. You can also plot records by drawing and selecting specific regions. In case you want to assign tasks from two different territories to a specific rep, you can use shape operations like intersection, union and assign them that accurate territory. The best thing is that you can visualize the data while on the go. Your reps can update the status, and you can know how many clients have been approached and so on.
- Activity Tracking
Your on-field reps may have to approach a lot of clients, have face-to-face meetings, and show demos. While doing so, they also have to keep you updated about their activities all the time. Calling them is not a great option as it hampers their productivity. Say, if they are in the middle of a serious discussion, pitching a new product to the client, your call might distract them.
So, you can use the mapping tool and know their updates from them. You don’t have to call and ask them about their working hours or performance. You can use the mapping tool, select the users whose activities you want to track and for which date. With live location, you can stay abreast of your reps’ minute-to-minute movements.
The mapping tool also provides the check-in and check-out times in real-time. You can view their ongoing and finished tasks on the map with the time required to accomplish them. The feature also lets you manage your team’s in and out requests. Instead of manual approvals and in-person communication, you can automate the request approval process. Your on-field reps can also attach notes and attachments at checkout for you to look over. This keeps you both updated about the tasks. Last but not least, you can visualize your reps’ daily activities on a map, like the places and leads they met with, the estimated time they spent over there, and so on.
This feature helps you keep track of their activity, along with their performance. You can calculate the average hours spent and find activities with better potential for them. Instead of spending time on call with reps, this feature of the Dynamics 365 Map lets you strategize your plans while your reps can achieve their set goals.
Also, they can leave notes during check-out – to update you about the meeting, status, or other activities involved.
- Auto-Scheduling
Activity tracking prevents you from micromanaging and enhances your team’s performance, while auto-scheduling increases your team’s productivity. It lets you assign records/clients to your sales reps with parameters such as start and end date, buffer time, working days, meeting duration, total time period of the activity, etc., and attach an optimized route along with it. The shared optimized routes consist of details such as hotspots, shortcuts, and traffic updates that help your reps reach the desired location on time, reducing the missed opportunities.
Your on-field reps can plot it on the map and meet their prospect on time using the optimized route. The mapping tool also lets your reps look for other clients in the vicinity. So that they can meet and cover more in less time, which also helps cut down on fuel expenses, using a map, they can also find nearby places for meetings.
- Advanced Search
Another productivity hack is the advanced search feature of Dynamics 365 Map. This feature gives you and your team better visibility of the high-performing and low-performing areas. In other words, it helps you identify the loopholes in your strategy, performance, and efforts. It also provides the search with a filter options such as region, territory, user, and proximity to simplify your field resources’ work by filtering data and viewing only what they want to. Another advantage of advanced search is the proximity search that allows reps to find the prospects in their near location in terms of time and distance, empowering them to cover maximum leads in minimum time frame.
- Smart Insights
Having a dashboard is good, but what if you can create your custom dashboards as per your requirements? That’s fantastic! Because you get a geospatial view of all the tasks and activities, you want to focus on. Total leads, their sources, a summary of your resources’ activities and performance, everything is at your fingertips. The best part is that you can use it to improve your business offerings further. You can utilize the data to develop marketing strategies and increase profitability. You can approach the failed opportunities differently by taking calculated risks.
- Multi-language Support
One simple trick to enhance your team’s performance is to let them work in their preferred language, the one they feel comfortable and confident in. One may feel comfortable in English while the other might be fluent in Spanish.
So, Dynamics CRM map offers multi-language support to ensure that no one’s work is affected due to language barriers. It lets you and your reps work in their convenient way and get the work done efficiently.
Final Words
If you want to optimize your reps’ working practices and increase profits, Dynamics 365 map is your solution. It offers various features that improve your team’s efficiency and performance. You can visualize the results in real-time. Dynamics CRM map also focuses on security and hence offers a security templates feature that helps you define security roles to each and every user. You can define which actions you want users to view and what actions they can perform. It means, you have full control over your data and user accessibility.
So, do not miss out on this fantastic productivity tool. Go and get it today!
