EasyTerritory - Territory Management & Routing

by EasyTerritory

(20 ratings)

Map any data from Dynamics 365 or Power BI and perform powerful territory management!

EasyTerritory is the leading SaaS mapping software for sales territory management, field service capacity planning, spatial business intelligence and salesperson productivity.
EasyTerritory integrates with Dynamics 365 (online and on-premises), and Dynamics CRM 2011-2016.  Optionally, EasyTerritory can be used without Dynamics 365 using Excel upload or data ingestion service.

Territory Mapping Features:

  • Territory Management: Build territories from US ZIP Codes, counties, states and other political boundaries. EasyTerritory also includes postal codes from additional countries.
  • Auto-Build & Realign Territories: Automatically or Manually build and realign territories with optimization tools.
  • Business Intelligence: Overlay business data from Dynamics 365 to get valuable business-intel with classifications, filtering , hotspots, and instant statistics.
  • Scheduling and Routing: Create schedules, route services and sales activities.
  • Mobile Mapping: Create map views for access on mobile phones in the field.
  • Upload Your Data: Import address information from an Excel or CSV document.
  • Dynamics 365 Integration: Map Leads, Accounts, Opportunities, and any other entity or custom entities data.
  • Export to Dynamics 365 Marketing List: Select records on a map and export results to a Marketing List.
  • GIS Integration: Support for overlaying additional geographic data sets.
  • Dashboard: Embed EasyTerritory maps within a Dynamics 365 dashboard or entity form.
  • Leading MapPoint Alternative: EasyTerritory is the leading MapPoint upgrade and replacement.

Dynamics 365 Managed Solution Features:

  • Postal Code Data: US ZIP Code data set including Latitude and Longitude.
  • Geocode Workflow Plugin: Geocode records using Bing Maps in any entity that include an address, city, state or postal code fields.
  • Location Lookup Workflow Plugin: Lookup and populate a field in your entity with the specific territory name that the records are located in from an EasyTerritory project.
  • Map View Builder: Map records from multiple entities at a time.
  • Bulk Workflow Execution Utility: Bulk execute a workflow on all records from an entity.

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