Mapsly: Map, Routing, Territories, Prospecting
Autor: Mapsly LLC
A powerful geolocation platform for optimized routing, auto-assignment of territories & automation
A powerful geolocation platform offering a wide range of tools for analysis, routing, territories, embedding of maps & no-code automation.
TRY FOR FREE for 2 weeks (no credit card required). Schedule a demo with our solution engineer, or ask us anything in chat, we’re always online.
Implementation services, 24/7 chat support and live training of your sales/service team are included in your Mapsly subscription.
To get started, please follow the Mapsly setup guide for Dynamics 365.
Key features
VISUALIZATION, ANALYSIS, PROSPECTING
✔ View & (mass-)edit CRM records on the map, including custom ones, with real-time sync to Dynamics
✔ Split your data into layers, customize markers, pick fields for labels & map popups
✔ Create records from map with pre-filled address & coordinates
✔ Search local businesses by keywords & add them as records of any Dynamics object with adjustable field mapping
✔ Auto-correct errors in addresses & fill in zip/counties
✔ Nearby search
✔ Heat maps, MKL/KMZ
ROUTING
✔ Plan optimized routes for sales/service teams based on live/historic traffic
✔ Configure check-in with geofencing & other processes with buttons & forms
✔ Save collected data to Dynamics in real time
✔ Track users’ current location & view history of movements
✔ Plan regular visits with desired regularity and duration, for individual sales reps or entire teams
✔ Navigate to locations using your favorite app in 1 click
TERRITORIES
✔ Draw territories or create them out of zip codes, counties, census tracts
✔ Auto-assign records to territories & sales reps based on custom criteria
✔ Add aggregate metrics & demographics
EMBED LIVE MAPS
✔ Share maps with live data by link & embed them into websites, portals or dashboards
✔ Add personalized maps with unique dataset per user to customer portal
✔ Add custom buttons, forms & let users execute processes/automation
NO-CODE AUTOMATION
✔ Execute actions by a button, by schedule or entirely automatically, without writing code
✔ Create/update/delete records & territories, send email/SMS, call external APIs, and more
✔ Search records by custom criteria that may include driving distance/time & execute actions with them
✔ Create dynamic forms that show/hide fields and call external APIs as user fills in the form
✔ Use user’s current location and calculate driving distance/time between any locations
✔ Implement cross-system analysis & automation by connecting spreadsheets & other data sources to Mapsly