Stay Organised with Maplytics Appointment Planner in Dynamics CRM

By | May 10, 2016

Stay organized to stay successful, often heard phrase and one of the most important part of a sales rep on the field or the service engineer is to ensure that they keep up with their appointments and are never late.

Microsoft Dynamics CRM with its robust inbuilt scheduling engine allows for effective scheduling of the resources for the job but other part of the deal is to manage appointments and that is where Maplytics will add value to your Dynamics CRM implementation.

Maplytics Appointment planner is your helpful assistant that would help you plan for your day, so that you focus more on the meeting agenda preparation rather than looking up the directions or route to the various meeting for the day. It takes a lot of work to stay on top of your schedule after all.

You cannot visualise distance between different appointment locations or the time to travel. With Maplytics Appointment planner, you can do all this and more with just few clicks using your favourite Dynamics CRM application.

  • Visualize your appointments on Map: You can have all the appointments for the day plotted on a map in your dashboard view, so that you easily get a view of the region/location that you need to travel toVisualize your appointments on Map
  • Quick access to important details: Get easy access to additional information about the meeting time location and contact details in case you want to just call up and check.quick access in crm
  • Optimize Route: In case the appointments are open-ended and can be re-scheduled for the day then you can actually get the optimum route for checking into all the appointments for the day and thereby save on mileage and cost.Optimize Route
  • Record Notes and Tasks: You can easily update the appointments in CRM with the notes after the meeting or create a todo list in CRM for post appointment tasks right from within this screen.Record Notes and Tasks

Maplytics is built natively on Dynamics CRM platform and is available as a managed solution component for easy install.

Do contact us at crm@inogic.com for one on one demo and webinar.

To keep yourself updated with latest Maplytics news and updates, visit our Maplytics Infocentre.

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