maplytics™ – maps integration with dynamics 365 (crm)...maplytics™ –locational intelligence...

20
Maplytics™ by Inogic Maplytics™ – Maps Integration with Dynamics 365 (CRM) www.maplytics.com Copyright © 2017 Inogic. All rights reserved www.inogic.com by

Upload: others

Post on 14-Mar-2020

7 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Maplytics™ – Maps Integration with Dynamics 365 (CRM)...Maplytics™ –Locational Intelligence Simplified Allowing users gain geo-spatial insight to ease the business process

Maplytics™ by Inogic

Maplytics™ – Maps Integration with Dynamics 365 (CRM)

www.maplytics.com Copyright © 2017 Inogic. All rights reservedwww.inogic.com

by

Page 2: Maplytics™ – Maps Integration with Dynamics 365 (CRM)...Maplytics™ –Locational Intelligence Simplified Allowing users gain geo-spatial insight to ease the business process

Maplytics™ – Locational Intelligence Simplified

Allowing users gain geo-spatial insight to ease the business process execution. It uses

the power of Bing Maps.

Available for CRM 2013 and above, Dynamics 365, Online, On-premises,

Partner Hosted, IFD

www.maplytics.com Maplytics™ by Inogicwww.inogic.com

Page 3: Maplytics™ – Maps Integration with Dynamics 365 (CRM)...Maplytics™ –Locational Intelligence Simplified Allowing users gain geo-spatial insight to ease the business process

Maplytics

KEY FEATURES

Maplytics™ by Inogic

• Geocode Data

• Map Your Data

• Territory Management

• Radius Search

• Search using Shape

• Save Search Criteria

• Plot Related Record

• Build Marketing list

www.maplytics.comwww.inogic.com

Supported Languages -English, German, French, Spanish,

Portuguese, Turkish

• Appointment Planner

• Route Optimization

• Route Sharing

• Nearby Places

• Analytical Dashboard

• Heat Maps

• Export from Map

• Quick Action button

Page 4: Maplytics™ – Maps Integration with Dynamics 365 (CRM)...Maplytics™ –Locational Intelligence Simplified Allowing users gain geo-spatial insight to ease the business process

MULTI-LANGUAGE COMPATIBILITY

• Currently available for English, Spanish,

German, French, Portuguese, and Turkish• Auto detects language set in your

Dynamics 365/CRM

Maplytics™ by Inogicwww.maplytics.comwww.inogic.com

Page 5: Maplytics™ – Maps Integration with Dynamics 365 (CRM)...Maplytics™ –Locational Intelligence Simplified Allowing users gain geo-spatial insight to ease the business process

How to get there?

Once you successfully

install and configure

Maplytics, You will see

two buttons,

Detail Map & Heat Map

in ribbon bar.

Another way to access Maplytics

Select Map button in

ribbon bar from

the entity record which you

wish to plot

Maplytics™ by Inogicwww.maplytics.comwww.inogic.com

Page 6: Maplytics™ – Maps Integration with Dynamics 365 (CRM)...Maplytics™ –Locational Intelligence Simplified Allowing users gain geo-spatial insight to ease the business process

GEOCODE DATA

• Geo – Code Millions of CRM Records

• Easy & interactive platform for geocoding records• Locate Client geographically

• Find Latitude & Longitude of your address data

Maplytics™ by Inogicwww.maplytics.comwww.inogic.com

Page 7: Maplytics™ – Maps Integration with Dynamics 365 (CRM)...Maplytics™ –Locational Intelligence Simplified Allowing users gain geo-spatial insight to ease the business process

MAP YOUR DATA

Maplytics™ by Inogicwww.maplytics.comwww.inogic.com

• Plot multiple data source

• Filter data using proximity

(radius) search

Page 8: Maplytics™ – Maps Integration with Dynamics 365 (CRM)...Maplytics™ –Locational Intelligence Simplified Allowing users gain geo-spatial insight to ease the business process

MULTIPLE OPTIONS TO PLOT DATA

Maplytics™ by Inogicwww.maplytics.comwww.inogic.com

• 5 different ways to plot data

• Draw the desired shapes to

focus on a particular area

• Use Category option to filter

data

Page 9: Maplytics™ – Maps Integration with Dynamics 365 (CRM)...Maplytics™ –Locational Intelligence Simplified Allowing users gain geo-spatial insight to ease the business process

TERRITORY MANAGEMENT

Maplytics™ by Inogicwww.maplytics.comwww.inogic.com

• Visualize territories on map

• Better data segregation

• Territory alignment & analysis

Page 10: Maplytics™ – Maps Integration with Dynamics 365 (CRM)...Maplytics™ –Locational Intelligence Simplified Allowing users gain geo-spatial insight to ease the business process

PROXIMITY SEARCH

Maplytics™ by Inogicwww.maplytics.comwww.inogic.com

• Quickly find records by defining

Proximity as distance or time

• Building Marketing list from your

selection

• Save search criteria as a template

in Dynamics 365/CRM

Page 11: Maplytics™ – Maps Integration with Dynamics 365 (CRM)...Maplytics™ –Locational Intelligence Simplified Allowing users gain geo-spatial insight to ease the business process

QUICK CALL TO ACTION

Maplytics™ by Inogic

Change Owner Open Record Form Add Task Schedule Meeting Plot Related Record

Action Buttons

www.maplytics.comwww.inogic.com

• Get customized information from CRM

• Perform Quick Actions on records

• Quickly plot related (child) records for

drill-down analysis

Page 12: Maplytics™ – Maps Integration with Dynamics 365 (CRM)...Maplytics™ –Locational Intelligence Simplified Allowing users gain geo-spatial insight to ease the business process

APPOINTMENT PLANNER

Maplytics™ by Inogicwww.maplytics.comwww.inogic.com

• Visualize all appointments on

map

• Categorize your appointments by

priority or other parameter

Page 13: Maplytics™ – Maps Integration with Dynamics 365 (CRM)...Maplytics™ –Locational Intelligence Simplified Allowing users gain geo-spatial insight to ease the business process

ROUTE OPTIMIZATION & SHARING

Maplytics™ by Inogicwww.maplytics.comwww.inogic.com

• Build an optimized Route

• Save, Print or Share these Routes

via Email

Page 14: Maplytics™ – Maps Integration with Dynamics 365 (CRM)...Maplytics™ –Locational Intelligence Simplified Allowing users gain geo-spatial insight to ease the business process

NEARBY PLACES

Maplytics™ by Inogicwww.maplytics.comwww.inogic.com

• Search POI like Coffee shops,

Hotels, etc.

• Add them as new accounts, leads

or any custom entity into CRM

Page 15: Maplytics™ – Maps Integration with Dynamics 365 (CRM)...Maplytics™ –Locational Intelligence Simplified Allowing users gain geo-spatial insight to ease the business process

ANALYTICAL DASHBOARD

Maplytics™ by Inogicwww.maplytics.comwww.inogic.com

• Easy way to visualize & analyze data • Easily create & configure dashboard views

Page 16: Maplytics™ – Maps Integration with Dynamics 365 (CRM)...Maplytics™ –Locational Intelligence Simplified Allowing users gain geo-spatial insight to ease the business process

HEAT MAPS

Maplytics™ by Inogicwww.maplytics.comwww.inogic.com

• Pictorial Representation of Data

• Easily evaluate regional

performance

Page 17: Maplytics™ – Maps Integration with Dynamics 365 (CRM)...Maplytics™ –Locational Intelligence Simplified Allowing users gain geo-spatial insight to ease the business process

Device Compatibility

Mobile

Desktop

Tablet

Maplytics™ by Inogicwww.maplytics.comwww.inogic.com

Page 18: Maplytics™ – Maps Integration with Dynamics 365 (CRM)...Maplytics™ –Locational Intelligence Simplified Allowing users gain geo-spatial insight to ease the business process

Common Use Cases

Maplytics™ by Inogicwww.maplytics.comwww.inogic.com

Build targeted marketing list based on location and further filter on the basis of revenue,

profession, Industry, Interest etc.

Reducing travelling expenses through optimized routing

One of my client has cancelled his meeting, what's next?

Setting up Sales Territories on basis of geography / re-aligning territories

Ideal location for my next marketing event?

View my lost leads in last 6 months, in few clicks.

Which region is performing well in terms of sales?

Page 19: Maplytics™ – Maps Integration with Dynamics 365 (CRM)...Maplytics™ –Locational Intelligence Simplified Allowing users gain geo-spatial insight to ease the business process

What they talk about Maplytics?

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.

Mr. Bob Jagger

Inogic provided fast response to all

of our suggestions and improved the

product based on these suggestions

in subsequent releases. They quickly

found a solution for our unique

security scenario that was preventing

us from using the tool initially.

Alicia Losli

Very good tool, customer

driven, very responsive to

questions and requests.

Maplytics met our need for

the proximity searches.

Johnny Bolton

Maplytics™ by Inogicwww.maplytics.comwww.inogic.com