Effective Territory Management with Dynamics Map Integration

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Effective Territory Management with Dynamics Map
Integration

• Sales Territory - A defined area assigned to a
  specific sales rep or a team. Usually, companies
  create and assign sales territories based on
  aspects like data, sales potential, industry,
  geography, product, purchase history, and past
  customer relationships.To make sure your
  territory strategies are working, an evaluation
  of how your sales team is performing to achieve
  defined targets is mandatory.
• Along with the targets you would also want to
  know
• How well the Sales Reps are managing their
  respective customers?
• Whether sales opportunities have grown in a
  particular region?
• Are the sales reps overloaded/underloaded with
  work?

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- What is the geographical reach of the
territories? Sounds important, right? But when
you have a monotonous excel sheets full of sales
data, it becomes tedious to assess results.
Thats when a full-fledged Dynamics map
integration comes in the picture to save the
day. It helps your team to visualize their sales
territories data on a map and manage operations
from there. And here is how it streamlines your
territory management Quick Territory
Creation When you have your Dynamics CRM
integrated with Maps, you can strategize and map
your territories easily. It is the first and most
important step to kick start your sales
campaign. After finalizing the regions, the
sales manager can create territories assigning a
particular sales rep or a team to that area
based on the number of clients, sales
projection, and other aspects. Easy
Visualization Since territory management is
related to geographical bifurcation, having a
Dynamics CRM map extension complements it. You
can easily plot your accounts, contacts, leads,
etc. on the map within the defined territories.
Just by looking at the map, youll get insights
about who are highly valuable customers, the
demographic spread of customers, low
revenue-generating areas and more. Improved
Sales Rep Allocation For example, within a
particular state, you assign multiple cities to a
single sales rep. If a single city is generating
enough revenue, a sales rep might not cover
other cities. With a map integration, a sales
manager can identify such high-potential yet
non-performing cities and assign other sales
rep(s) to that territory to tap into potential
leads.
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Decreased CRM-Map-CRM Cycle Visualizing
prospects or leads as pins on Bing maps give
Salespeople a luxury to update data like
Revenue, Products, Last updated status, etc.
from the map itself. This eliminates redundant
steps and so updating data becomes
easier. Defeat Fluctuations Whenever there is a
change in the market or a new sales rep is
assigned, it might impact your existing clients.
Taking these changes into consideration, the
sales manager can assess and take necessary
actions like reassigning such areas to an
existing sales rep to handle client
relationships.
Build a Team Your team is your strength. With
properly distributed territories, you can train
sales reps with minimal cost and time. Because
their targets would be defined and clear. And
that results in an optimized distribution of
workload for you. It gives equal opportunity to
each sales rep and eventually generates more
sales for your organization. It increases
overall efficiency of the team i.e. increased
interactions, sales, profits, and clients. In
sales, balancing territories is important. If you
assign only one of your sales representatives to
a large territory, he would have to work
proactively to attend each customer of the
territory. In this scenario, the clients might
not feel satisfied with the services. Same way
when you allocate a small area to multiple sales
reps, it increases the overall cost. In both of
these cases, sales manager can utilize the
overall capabilities of the team by allocating
the work wisely from the map integration tool.
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If you want to give such solution a try, opt for
a 30-days free trial of Dynamics CRM Map
Integration Tool to explore the opportunities for
proper management of Territories.
Original Blog https//www.appjetty.com/blog/effec
tive-territory-management-dynamics-
map-integration