Make the Most of Time with Nearby Search within Dynamics 365 CRM

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Make the Most of Time with Nearby Search within
Dynamics 365 CRM
Umm, since I have a few hours of spare time, let
me check if Jack is available for a quick
meeting. People working in sales would get it.
Meeting with clients all the time no matter what
time of the day it is. Who knows when a lead gets
closed giving your business a major deal.
Understanding the importance of catching up with
your clients, you need to make sure that you are
not losing out any one of them especially when
in the nearby area. In some cases, when you have
multiple addresses of the customers, it may take
longer than anticipated to identify the current
location of the customer. In such cases,
searching nearby your proximity can save you
time. Because you can decide on the proximity
you want to travel based on the time you have. To
do this, a sales rep will have to log in to
Dynamics 365 and then access CRM Map integration
like Quick Maps to get started.
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Make sure to enable your location before getting
started. There will be a location pin on the
map, automatically updating the users current
location.
This will enable the button Locate me on the
map. Now, a sales rep can click this button to
enable the application to read his current GPS
location.
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There will be a Blue circle on the map,
automatically updating the users current
location.
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This will allow users to perform proximity search
providing them all the customers within their
proximity. From here, a sales rep can set their
radius from the current location, lets say 2
miles and perform the search.
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After that, a sales rep can view the available
pins(customers) within the proximity. Now, they
can click on any of the pins and view the details
of the customers. Based on the priority, they
can also plan a multi-stop route accordingly.
They can also view the distance of the pin to and
take the shortest travel distance route from the
location. To set up a meeting with the
customers, they can create an appointment with
the tooltip card.
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After the meeting has been scheduled and
confirmed from the customers end, they can go
to the location and then can add the details of
the meeting conducted. They can right-click on
the customers pushpin to open the record and
update data, create tasks, notes, etc.
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dynamics CRM map
integration
Thats how you can make the perfect use of time.
By performing a proximity search with dynamics
CRM map integration, the sales rep can make
optimize their time to make the most out of
their prospects. It not only streamline their
sales cycle but also helps them identify the
areas with the highest and lowest performance
rates to improve their sales cycle
further. Original Blog https//www.appjetty.com/
blog/nearby-search-within-dynamics-365-crm