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Maulik Shah 2020-06-15
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And data visualization is one of the most important ones among them.The human brain is wired for visualizationNever found a newborn reading a book, have you?

That humans have that innate ability to understand visuals faster.The same logic goes with CRM data.

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 HandWith 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.

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 TeamA sales manager can stay on top of your sales reps’ activities.

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Maulik Shah 2020-05-02
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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.

collect
0
Maulik Shah 2020-06-15
img

And data visualization is one of the most important ones among them.The human brain is wired for visualizationNever found a newborn reading a book, have you?

That humans have that innate ability to understand visuals faster.The same logic goes with CRM data.

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 HandWith 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.

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 TeamA sales manager can stay on top of your sales reps’ activities.

Maulik Shah 2020-05-02
img

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.