Analyzing CRM data properly is as important as collecting data to reach the right decisions. Just as the ways to collect data differ as sign up forms, surveys, calls, etc.; ways to analyze that data differ too. And data visualization is one of the most important ones among them.
The human brain is wired for visualization
Never found a newborn reading a book, have you? But found the same baby reacting to visuals? YES! Does it click something in your mind? That humans have that innate ability to understand visuals faster.
The same logic goes with CRM data. Rather than analyzing complex data in the form of numbers and figures, visualizing it makes it much easier and faster.
Various plugins like Dynamics 365 map for Dynamics lets you plot CRM records on the map. This entity mapping like Dynamics CRM field mapping not only makes data presentation aesthetically better but also easily comprehensible.
Now that you have understood the core reason behind the need for data visualization, read on to know how it can help grow your organization.
- Better Utilization of Time at Hand
With Dynamics CRM field mapping, sales reps can utilize the available time to a maximum. With an easy view of filtered data as per region, territory, proximity, or other filters, scheduling daily activities and appointments becomes easier. Hence, they can make the best use of available working hours.
- Trend Identification
By creating a category/attribute specific view of entities on a Dynamics 365 map, you can understand the core reasons behind the success and failure of your strategies. Further, you can identify the developing trends in a region through the visualization of data over a period of time. Accordingly, you can collaborate with the marketing team to work out future strategies to strengthen your position in that region.
- Effective Communication in Sales Team
A sales manager can stay on top of your sales reps’ activities. With live tracking, they can always keep track of their on-field sales reps’ whereabouts. They can also add or remove new routes or activities in real-time as the situation demands. By creating and sharing optimized routes with their on-field members, they can help on-field resources reach out to more customers in lesser time.
In return, sales reps can also use ‘check-in/check-out’ that can give you an overview of their activities throughout the day. This movement of information in both directions helps enhance communication between sales managers and sales reps.
- Effective Territory Management
With a feature like a region drawing, you can easily create territories and assign them to your team members right from within CRM using a mapping integration like a Dynamics 365 map plugin. Additionally, you can allot contacts and leads to your on-field team members to upkeep efficiency and productivity.
- Goal-Oriented Marketing Approach
Having acquired full details of the highest-grossing clients and areas available, the sales team can forward it to the marketing team. It can help streamline communication between sales and marketing teams. Also, the marketing team can then work out strategies to engage such high-grossing clients and enhance sales in all such areas.
The marketing team can also set several goals for itself and discuss and suggest sales goals for the sales team. This way, the sales team and marketing team can work hand-in-hand to implement targeted location marketing strategies and boost sales in those locations.
- Enhanced Data Visualization
Be it a Dynamics 365 map plugin or any other, most of them have features like summary cards or analytical detailed dashlets. These features help get a smart overview of sales activity, open leads, follow-up data, and region-wise performance, and more. With all these insights, planning daily or monthly activities becomes easier and more efficient.
- Actionable Information
Besides Dynamics CRM field mapping, heat map plotting also makes visualizing and analyzing the CRM data in real-time possible. With area-wise heat maps, pie charts, column charts, etc.; you can get deeper insights into data and take more efficient and data-driven decisions accordingly.
- Ease of Navigation and Use
Generally, a Dynamics CRM map integration plugin or others come with the support for not only Google Maps but also others like Apple or Waze. Therefore, on-field sales reps can easily navigate to assigned clients, leads, or contacts by accessing the defined routes from any map they prefer.
Further, they can also personalize their map view with user-level configuration. By configuring minor details like auto zoom and default location, they can save manual efforts and time in accessing frequently required data.
- Improved Security
At times, sharing data of all modules with all team members may not be secure. To help you filter what to share with whom, a Dynamics 365 map integration lets you create security templates.
You can just filter the fields of every module once and save them in a security template. This helps you save the time in switching between modules and filtering the fields you need to share every now and then. You can simply create multiple security templates containing data as per team members’ frequent requirements. Whenever a team member asks for it, you can share one of the pre-created security templates as per their requirements.
Final Thoughts
Data visualization is indeed a very crucial aspect when it comes to analyzing CRM data. Dynamics CRM field mapping not only gives you better insights into available CRM data but also streamlines your sales operations and activities.
Generally, companies create territories based on a number of factors including data, potential, geography, product, industry, demographics, purchase history, past customer relations, etc.
However, volumes of sales data in monotonous excel sheets can assess data a really tough job.
It helps your teams view their territories data on a map and manage operations from there.Read on to know how it helps streamline territory management.
Marking your territories is the first and most essential step in the direction of kickstarting your campaign.After mapping the regions, the sales manager can create territories and assign a rep or team to that area after taking into consideration a number of aspects like the number of clients, projects, etc.
Simplified VisualizationSince geographic distribution directly affects territory management, a Dynamics CRM Map extension can help with it.
With a map extension, plotting your accounts, leads, contacts, etc.
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