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Mapsly: Map, Routing, Territories, Prospecting

avaldaja Mapsly LLC

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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.


VISUALIZATION & ANALYSIS:
✔ View and edit contacts, accounts and deals on the map
✔ Mass-edit records with real-time sync to CRM
✔ Split your data into map layers with custom markers using a visual formula builder
✔ Customize map markers, pick fields for their labels and pop-ups, and switch between layer groups to instantly re-colorize your records based on different criteria
✔ Search near a “base” location and filter records by distance
✔ Create CRM records from the map with pre-filled address and coordinates
✔ Auto-correct errors in addresses and fill in zip and counties; import their coordinates back to CRM

ROUTING:
✔ Plan optimal multi-day routes, for individual users or entire teams, with up to 1000 stops, based on live/historic traffic and various job parameters (duration, open hours, required skills and capacity, and more) and vehicle parameters (working hours, truck size and capacity, skills, and more) controlled directly from your CRM (more)
✔ Choose your job type: service, pickup, delivery or a complex pickup-delivery job
✔ Configure check-in, check-out or any other custom processes with buttons and custom forms (more)
✔ Save check-in, check-out or custom events and data collected with forms to your CRM in real time
✔ View users’ current location and history of movements (more)
✔ Plan regular visits with desired regularity and duration, for individual sales reps or entire teams (more)
✔ Navigate to locations using your favorite app or Mapsly navigation (supports truck routing)

TERRITORIES:
✔ Draw territories or build them out of postal codes, counties, census tracts, etc., using the geo-library (more)
✔ Auto-assign records to territories and sales reps based on custom criteria (more)
✔ Calculate aggregate metrics per-territory out of your CRM data
✔ View 50,000+ US Census demographic data (US only)
✔ Embed live maps with territories into dashboards, portals or websites
✔ Automatically create/update territories for individual CRM records

EMBED LIVE INTERACTIVE MAPS:
✔ Shared maps with live data by link and embed them into websites, portals or dashboards or send by email (more)
✔ Add personalized maps with unique dataset per customer to your customer portal (more)
✔ Show/hide Mapsly features and select the style of map tiles on embedded maps
✔ Add custom buttons, forms and let users execute processes/automation from embedded maps

PROSPECTING:
✔ Search local businesses on the map by keywords and add them as records of any CRM object (more)
✔ Adjust field mapping, use custom fields, and add fields with fixed values
✔ Use automation to filter out duplicates

NO-CODE AUTOMATION:
✔ Execute custom actions by a button, by schedule or entirely automatically, without writing code (more)
✔ Create/update/delete records and territories, send email and SMS, call external APIs
✔ Find records by custom criteria, including driving distance or time, and execute actions with them (more)
✔ Create dynamic forms that show/hide fields and call external APIs based on user actions
✔ Use user’s current location and calculate driving distance/time between any locations
✔ Implement cross-system analysis and automation by connecting spreadsheets and other data sources to Mapsly

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