From time to time, we look at our portfolio and plan how to make the products better for our existing as well as future customers. This is a regular occurrence. During those efforts, once in… Read More
Medicure is a leading pharmaceutical company based in the US known for its development and commercialization of mainly cardiovascular medicines. They were facing a number of challenges in th… Read More
Courier service - the people expect it to be fast and on-time. And a courier service provider company can’t afford the delay in deliveries. However, with unexpected traffic jams and to… Read More
Nowadays data security plays a vital role in any company or organization. Every user needs to have a different level of security configuration and module access.Being a System Administrator… Read More
Smooth operations are a winning factor of any sales team and achieving this is not easy. There are too many things that can go wrong and too many ways get sidetracked from your goals. But wi… Read More
When a salesperson is on the field they need their software to support them and give them all the details quickly. That’s why having a collection of information about each record right… Read More
Medical representatives are the backbone of a pharmaceutical company just like our sales team is for us. Herein, I’ll walk you through the relation of pharmaceuticals, MRs, and doctors… Read More
AppJetty MappyFIeld 365, a plugin for Dynamics365, lets you plot the CRM records on the map to help the sales team perform different tasks and activities. Along with the Route optimization… Read More
With Microsoft Dynamics 365 as your CRM system, your demands for customized functionality and dynamic user experience are obviously higher..
Creating a dynamics dashboard in Microsoft Dyna… Read More
Being an area manager or sales manager of any reputed organization, you can manage and track some activities like sales, services, product dispatch, transportation, etc. You can easily trac… Read More
Managing activities based on the region or area can be challenging for Managers with Dynamics CRM alone. However, it is important to overview sales, marketing, or services based on the diff… Read More
Territory management will help the Sales team to manage the region-wise sales and marketing campaigns.
Dynamics 365/CRM provides default functionality of creating and assigning territories… Read More
When the sales reps are on the field, they also need to search nearby locations to schedule another meeting or to meet business aspects. Visualizing the Dynamics CRM records or any organiza… Read More
“Great salespersons are relationship builders who provide value and help their customers win,” said Jeffrey Gitomer, an American author, professional speaker, and business train… Read More
Being a field executive, you need to go out for the client meeting or for any activities at the client’s place/location.
Microsoft Dynamics 365/CRM provides the default map in that yo… Read More
Maps are a great way to visualize location-based data and records. If you have multiple records (pushpins/markers) close to each other, it can be hard to check the plotted records on the ma… Read More
Not many salespeople like to take notes. Some think that it distracts them from what the client or other rep is explaining. Others simply don’t like the idea of taking notes. Accordin… Read More
Sometimes it’s difficult to search specific records for specific regions, especially when they are scattered in the same fields. In such scenarios, drawing shapes would be beneficial… Read More
Staying on top of schedule is important for salespeople. They have to meet the clients they have appointments with while ensuring they don’t miss out on anything. MappyField 365 &ndas… Read More
Plotting your Dynamics CRM data to derive data-driven results is easy these days with Dynamics 365 map integration. But sometimes it can be too much to understand or take into account. This… Read More
Territory management is hard.
Definitely.
Sometimes even when you are following best practices for territory management, there are times when territories overlap or are double assigned or e… Read More
Ever wondered how you can make the best of a client meeting?
By meeting more clients in the same vicinity?
Of course, meeting 4 clients in a day is always better than meeting a single clien… Read More
What decides the success of the insurance industry?
A great customer service! This is why many insurance businesses strive to enhance customer service by implementing digital solutions that… Read More
If you are in the managing role for the Sales/Marketing activities, you must need to manage the activities and sales reps/field executives. You need to assign the area-wise sales reps and a… Read More
The construction industry has a lot of challenges to face – labor shortages, labor woes, shrinking profits, high margins, etc. And, if you have a huge list of ongoing work with 1K+ em… Read More
When most people think about nonprofits, they mostly think about a small, earnest office with a few people working with limited resources towards a shared goal that’s more about a cau… Read More
Managing the CRM users territories-wise is always complex and challenging for the head of the department or the Admin user of the Microsoft Dynamics 365 CRM. Being an admin user, you need t… Read More
We love to collaborate and experience success together.
Based on the same objective, AppJetty’s Partner Program provides you with an opportunity to grow in the eCommerce space. Whethe… Read More
Sales mapping plugins/apps is a fairly new addition to the sales team of any organization, but integrating sales data based on geolocation is the best way to improve the sales work and opera… Read More
Creating or managing the tasks or appointments for the sales executives can be always challenging. Being a sales executive or manager, knowing when and where your team members are going to c… Read More
Reworking on any project or proposal wastes your valuable time and money. So, default templates can be customized for various purposes and audiences which can save your time.
Templates have… Read More
The benefits of the heatmap are fruitful. Assume you wanted to know what are your key performing areas, then a heat map can visually represent that information. This will make it easier for… Read More
Real-time availability and tracking has simplified the sales team’s daily activities. It helps them manage all their activities while working on-field. The use of mobile phones for bu… Read More
While working on-field, getting a real-time update about unusual traffic, roadblocks, and other factors are considered a blessing. Dynamics 365 Map helps your reps with optimized routes via… Read More
As sales reps, if you’re spending more time on field, you probably know the importance of maps and how they help reach clients’ locations on time. However, like any other softwa… Read More
View matters when it comes to visualize a lot of data on the map. MappyField also comes with the calendar view along with the map view to evaluate the data with ease.
Calendar view is speci… Read More
Route Optimization helps you in identifying the best and the cost-effective routes. Taking optimized routes help drivers to avoid unnecessary delays and risks which will result in better ef… Read More
Do you find it challenging to manage your and your team’s schedule?
Be it support executives, sales managers, or any employee of your organization, they often struggle while scheduling… Read More
Here is the conversation on a Friday evening between two best friends, Harry and Paul, over a cup of coffee. They both work as Sales VP in two different companies. They are meeting after a… Read More
Not being able to meet estimated goals is frustrating for all sales managers. When you give your best in strategizing and planning the whole thing, but in the end, you do not receive the re… Read More
Any national or international emergency, threat, or war instantly affects fuel prices. Sudden significant changes in fuel prices can impact logistic businesses or businesses that include a… Read More
What if you could save time and money as well as win more sales in one go?
Yes, you read it right!
Tools like MappyField are the perfect example of saving money, saving time, and growing a… Read More
As a Sales VP, you might want to try new territories, but you are not sure about creating one. That is when the draft territory feature of the Dynamics 365 map plugin comes in.
In Dyn… Read More
To make the process of creating tasks and appointments easy, you can directly create activities from Dynamics 365 map. Using Quick Create Activity, all you have to insert the form details… Read More
How do you manage routes for different assets (trucks)? Some might carry hazardous material or be extra large to fit on smaller roads!
We have provided Asset Management in Dynamics 365 Mapp… Read More
Dynamics 365 map gives you an easy way to define geographies from your CRM. The Geography feature lets you pick and choose an area that you can define as a territory from the Advanced Sett… Read More
Earlier, field agents could check in and check out for the appointment using Dynamics 365 map plugin. But now we are adding one additional feature named pending check-in and check-out. With… Read More
When you have new client details, there are chances that you don’t have geocode data of those clients. In that case, MappyField provides a functionality called Assign Bulk Geocode pro… Read More
Before visiting multiple clients, you need to plan a visiting route. Mappy Field provides functionality to plan your visiting route according to Start Location, Time, Start Date, End Date… Read More
We are here to brief you about some interesting features of MappyField. We often talk about the major features of location mapping tools like route optimization, proximity search, data plot… Read More
We all have once come across this quote from mathematician and statistician John Tukey,
“The greatest value of a picture is when it forces us to notice what we never expected to see… Read More
The US alone had 24.7 million downloads of Google Maps in 2022. The data clearly shows the popularity and inclination of users toward Google Maps. And its popularity can be seen in the corp… Read More
Marketing and Sales teams work hand in hand to achieve targets. Tracking incoming leads, conversions, sales numbers, client conversations, etc., are some of the most important factors for an… Read More
We are thrilled to announce the launch of our latest feature: Live Chat! It provides a seamless and efficient channel for managers in the office to connect with agents on the go. This featur… Read More
CRM data plotted on a map can give you the ‘where’ along with the ‘who’ and the ‘what.’
A lot of businesses approach us searching for a solution on how th… Read More
Recently, we received an intriguing query from a prospective client. The customer was seeking a solution to geolocate their Dynamics CRM data on a map, aiming to improve their customer visit… Read More
The customer was seeking a solution to geolocate their Dynamics CRM data on a map, aiming to improve their customer visit planning process. The tool is designed to plot Dynamics CRM data on… Read More
Imagine having to work magic to keep tabs on what’s happening outside while you sit in your office. Sales managers often find it challenging to manage their onfield teams while they ar… Read More
MappyField 365 for Dynamics CRM has already proven to be the best mapping plugin available on the market. The plugin lets Dynamics users create routes and offer better customer service. More… Read More
To understand how MappyField 365 can help the finance sector, it is important to understand the challenges it has been facing for years.
There are some common challenges like visiting unknow… Read More