Maplytics™ – Maps Integration with Dynamics CRM...Maplytics –Locational Intelligence...

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Maplytics™ by Inogic Maplytics™ – Maps Integration with Dynamics CRM www.maplytics.com Copyright © 2016 Inogic. All rights reserved www.inogic.com by

Transcript of Maplytics™ – Maps Integration with Dynamics CRM...Maplytics –Locational Intelligence...

Page 1: Maplytics™ – Maps Integration with Dynamics CRM...Maplytics –Locational Intelligence Simplified Allowing users gain geo-spatial insight to ease the business process execution.

Maplytics™ by Inogic

Maplytics™ – Maps Integration with Dynamics CRM

www.maplytics.com Copyright © 2016 Inogic. All rights reservedwww.inogic.com

by

Page 2: Maplytics™ – Maps Integration with Dynamics CRM...Maplytics –Locational Intelligence Simplified Allowing users gain geo-spatial insight to ease the business process execution.

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, Online, On-premises, Partner Hosted, IFD

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

Page 3: Maplytics™ – Maps Integration with Dynamics CRM...Maplytics –Locational Intelligence Simplified Allowing users gain geo-spatial insight to ease the business process execution.

Maplytics

KEY FEATURES

Maplytics™ by Inogic

1. Geocode Data

2. Map Your Data

3. Territory Management

4. Radius Search

5. Appointment Planner

6. Route Optimization & Sharing

7. Nearby Places

8. Analytical Dashboard

9. Heat Maps

www.maplytics.comwww.inogic.com

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How to get there?

Once you successfully

install and configure

Maplytics, You will see

two buttons Detail Map

& Heat Map in upper

toolbar.

Another way to access Maplytics

Select Map button in upper

toolbar from entity record

which you wish to plot

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

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GEOCODE DATA

• Geo – Code Millions of CRM Records

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

• Find Latitude & Longitude of your address data

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

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MAP YOUR DATA

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

• Plot multiple data source

• Filter data using proximity

(radius) search

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MULTIPLE OPTIONS TO PLOT DATA

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

• 4 different ways to plot data

• Draw the desired shapes to

focus on particular region

• Use Category option to filter

data

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TERRITORY MANAGEMENT

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

• Visualize territories on map

• Better data segregation

• Territory alignment & analysis

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PROXIMITY SEARCH

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

• Quickly find records by defining

Proximity

• Building Marketing list from

your selection

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QUICK CALL TO ACTION

Maplytics™ by Inogic

Change Owner Open Record Form Add Task Schedule Meeting

Action Buttons

www.maplytics.comwww.inogic.com

• Get customized information

from CRM

• Take some quick Action with

record

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APPOINTMENT PLANNER

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

• Visualize all appointment on map

• Categories your appointments by

priority or other parameter

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ROUTE OPTIMIZATION & SHARING

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

• Build an optimized Routes

• Save, Print or Share these Routes

via Emails

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NEARBY PLACES

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

• Search POI like Coffee shops,

Hotels, etc.

• Add them as new accounts, leads

or any custom entity into CRM

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ANALYTICAL DASHBOARD

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

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

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HEAT MAPS

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

• Pictorial Representation of Data

• Easily evaluate regional

performance

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Device Compatibility

Mobile

Desktop

Tablet

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

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Common Use Cases

I want to find my nearby customer, places.

I wish to Build marketing list within 10 miles of particular location and further filter on the basis of

revenue, profession, Industry, Interest etc. for my next marketing campaign.

How I can find our ideal location for my next event?

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

How I can Build optimized path to cover appointments in minimum amount of time?

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

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

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What they talk about Maplytics?

After reviewing many CRM mapping add-

ons we settled on Inogic’s Maplytics

solution. Their solution had as much and

even more to offer than many similar

solutions at a much higher cost. The

Inogic team has been extremely

responsive to any questions we may have

and has help immensely through the

solution’s launch.

Mr. Bob Jagger

Inogic provided fast response to all

of our suggestions and improved the

product based on these suggestions

in subsequent releases. They quickly

found a solution for our unique

security scenario that was preventing

us from using the tool initially.

Alicia Losli

Very good tool, customer

driven, very responsive to

questions and requests.

Maplytics met our need for

the proximity searches.

Johnny Bolton

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