Microsoft CRM & MapPoint Cases
When managing your sales team, there may be times when you want to change the distribution of sales territories in a geographical region. You may want to compare sales forecasts with the actual sales figures for specific regions or distribute accounts more equally among your organization's salespeople.
You could spend large amounts of time studying the maps of each territory to identify where changes need to be made. You would need to garner a cross-referenced list of your sales force and their associated territories before you can even begin the evaluation. Some possible points for consideration could include sales pipelines, current customer locations, sales history, associated product sales, and demographic information. Just gathering all of this information may seem daunting.
Then, you would need to visualize the information within a geographic context. When you’re finished, you would want to be able to check the performance in your new territories over time to see if further adjustments are required. Seem too complicated?
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With today’s high gasoline prices and time at a premium, it is important that you plan your business trips to visit customers, sales prospects, and others to maximize time and cut costs. Using Microsoft Dynamics CRM 3.0 and Microsoft Excel with Microsoft MapPoint, you can create a targeted and efficient plan for your onsite calls in about twenty minutes depending on the number of stops in the trip.
Suppose that you open your Microsoft CRM Workplace and see that Marketing has assigned a new task to you. They want you to introduce a new product line to your active accounts in Southern California with over 500 employees and an annual revenue of at least $7,000,000.
For our example, assume that you are based out of Chicago and will fly into Los Angeles International Airport. In Los Angeles you will rent a car and drive to each of your clients ending your sales trip in San Francisco, where you will fly back to Chicago. You want to make sure that you can see all customers in the three days that you have available, so you want to plan your trip to minimize time-consuming routes and backtracking.
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You could spend large amounts of time studying the maps of each territory to identify where changes need to be made. You would need to garner a cross-referenced list of your sales force and their associated territories before you can even begin the evaluation. Some possible points for consideration could include sales pipelines, current customer locations, sales history, associated product sales, and demographic information. Just gathering all of this information may seem daunting.
Then, you would need to visualize the information within a geographic context. When you’re finished, you would want to be able to check the performance in your new territories over time to see if further adjustments are required. Seem too complicated?
Read More
With today’s high gasoline prices and time at a premium, it is important that you plan your business trips to visit customers, sales prospects, and others to maximize time and cut costs. Using Microsoft Dynamics CRM 3.0 and Microsoft Excel with Microsoft MapPoint, you can create a targeted and efficient plan for your onsite calls in about twenty minutes depending on the number of stops in the trip.
Suppose that you open your Microsoft CRM Workplace and see that Marketing has assigned a new task to you. They want you to introduce a new product line to your active accounts in Southern California with over 500 employees and an annual revenue of at least $7,000,000.
For our example, assume that you are based out of Chicago and will fly into Los Angeles International Airport. In Los Angeles you will rent a car and drive to each of your clients ending your sales trip in San Francisco, where you will fly back to Chicago. You want to make sure that you can see all customers in the three days that you have available, so you want to plan your trip to minimize time-consuming routes and backtracking.
Read More
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