Maplytics™ – Maps Integration with Dynamics 365 (CRM) · Microsoft Dynamics Certified....

Maplytics™ by Inogic

Maplytics™ – Maps Integration with Dynamics 365 (CRM)

www.maplytics.com Copyright © 2018 Inogic. All rights reservedwww.inogic.com

by

Microsoft Dynamics Certified

http://www.inogic.com/

Maplytics™ – Locational Intelligence Simplified

Allowing users gain geo-spatial insight to ease the business process execution. It uses

the power of Bing Maps.

Available for CRM 2013 and above, Dynamics 365 Customer Engagement, Online, On-

premises, Partner Hosted, IFD

www.maplytics.com Maplytics™ by Inogicwww.inogic.com


• Geocode Data

• Visualize Data on a Map

• Search by Region & Shape

• Sales Territory Management

• Proximity Search (Distance & Time)

• Concentric Proximity Search

• Save Map Query

• Data Filters

• Set Default Template

• Plot Related Records

• Shape Layer Integration

• Targeted Marketing Lists

• Appointment Planner

• Route Optimization & Sharing

• Along the Route Search

• Point of Interest (POI) Search

• Create new records from Map

• Analytical Map Dashboards

• Heat Map Visualization

• Customizable Color Scale

• User Level Personalization

• Summary Card

• Save Advance Find View

• Lead Generation

• Change Owner

• Send Emails

• Execute Workflows

• Configure Fields

• Live Traffic

• Data Clustering

• Default Origin & Destination

• Batch Geocoding

• Shape Operations

Microsoft Dynamics Certified

Supported Languages: English, German, French, Spanish, Portuguese, and Turkish

• Customizable Pin Shape

• Color Categories

• Custom Tooltip Actions

• Mass Actions

• Auto Scheduling

• Pie & Column Chart in Heat Maps

• Security Access Template

• Overlay Layer Visualization

• Auto Search Window

• Show/Hide Layers

• Turn-by-turn Navigation

KEY FEATURES

www.maplytics.com [email protected]


MULTI-LANGUAGE COMPATIBILITY

• Currently available for English, Spanish,

German, French, Portuguese, and Turkish• Auto detects language set in your

Dynamics 365/CRM

Maplytics™ by Inogicwww.maplytics.comwww.inogic.com


GEOCODE DATA

• Geocode Millions of CRM Records

• Easy & interactive platform for geocoding records• Locate Client geographically

• Find Latitude & Longitude of your address data



MAP YOUR DATA


• Plot multiple data source

• Filter data using proximity (radius) search

• Add multiple shapes & colors to pins


MULTIPLE OPTIONS TO PLOT DATA


• 5 different ways to plot data

• Draw the desired shapes to

focus on a particular area

• Use Category option to filter

data


TERRITORY MANAGEMENT


• Visualize territories on map

• Better data segregation

• Territory creation, alignment & analysis

• Create Multiple Geographies by

uploading an Excel file


PROXIMITY SEARCH


• Quickly find records by defining

Proximity as distance or time

• Building Marketing list from your

selection

• Save search criteria as a template

in Dynamics 365/CRM


CONCENTRIC PROXIMITY SEARCH


• Perform up to 3 concentric

proximity search

• Further filter the data based on

proximity distance & zone


QUICK CALL TO ACTION

Maplytics™ by Inogic

Change Owner Open Record Form Plot Related Record Run Workflow Define Activity Actions

Action Buttons

www.maplytics.comwww.inogic.com

• Get customized information from CRM

• Perform quick actions on records

• Visualize one to many relationship

(Plot Related Records)

• User can define quick activity action

buttons


APPOINTMENT PLANNER


• Visualize all appointments on map

• Categorize your appointments by

priority or other parameter


ROUTE OPTIMIZATION & SHARING


• Build an optimized Route

• Save, Print or Share these Routes

via Email

• Quickly switch to default Maps app

for turn by turn direction

• Overlay data points on the route

• Along the route search

• Ability to copy and share

directions using deep links to

default maps app for mobile


AUTO SCHEDULING


• Auto schedule appointments in

few clicks

• Save this schedule as a route


SHAPE LAYER INTEGATION


• Visualize the shapes that you draw

and the Dynamics 365 data as an

overlay

• Ability to visualize the Dynamics

CRM data that lies outside of the

shape as well


NEARBY PLACES


• Search POI like Coffee shops,

Hotels, etc.

• Add them as new accounts, leads

or any custom entity into CRM


ANALYTICAL DASHBOARD


• Easy way to visualize & analyze data • Easily create & configure dashboard views


HEAT MAPS


• Pictorial Representation of Data

• Easily evaluate regional performance

• Hands on filters for better analysis

• Summary Card for aggregate

information of each region

• Pie charts and Column charts for

advance analysis


Common Use Cases


Build targeted marketing list based on location and further filter on the basis of revenue,

profession, Industry, Interest etc.

Reducing travelling expenses through optimized routing

One of my client has cancelled his meeting, what's next?

Setting up Sales Territories on basis of geography / re-aligning territories

Ideal location for my next marketing event?

View my lost leads in last 6 months, in few clicks.

Which region is performing well in terms of sales?


Device Compatibility

Desktop

Tablet


Mobile


Email us on [email protected]

Visit us at

www.inogic.com | www.maplytics.com


@inogic @inogicindia@maplytics@maplytics @inogicindia


https://twitter.com/maplytics

https://www.linkedin.com/company/inogicindia

https://www.facebook.com/maplytics

https://twitter.com/inogic

https://www.facebook.com/inogicindia

Maplytics™ – Maps Integration with Dynamics 365 (CRM) · Microsoft Dynamics Certified....

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