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Mapsly: Map, Routing, Field Sales & Service

โดย Mapsly LLC

Map. Multi-day routing, check-in, location tracking, calendar. AI. Territories. Geo-automation.

Help your team reach its full potential with Mapsly's 90+ geo-tools and customizable AI features.

VISUALIZE DATA ON MAP

- View Dynamics objects and their properties on the map
- (Mass-)update data in Mapsly with real-time sync to Dynamics
- Colorize CRM records based on Dynamics properties; assign custom markers
- Choose Dynamics properties to show in marker labels and map pop-ups
- Search records near a location and sort/filter them by distance
- Create records of any CRM object from the map with pre-filled addresses and coordinates
- View heat maps weighted by Dynamics properties
- View data from your spreadsheets alongside Dynamics data

MAXIMIZE FIELD TEAMS' PRODUCTIVITY

- Plan more visits and calendar events in less time with Mapsly’s route optimizer and calendar featuring point auto-sequencing based on live and historic traffic and various visit and vehicle/user parameters (visit duration, open hours, sales reps' working schedules, required vs. available skills, equipment, capacity, and many more)
- Optimally plan visits and calendar meetings for multiple days for your entire team while filling in available time between existing meetings
- View travel time between meetings and scheduling conflicts right in your calendar view
- Script your visit scenarios using configurable check-in with geofencing and adaptive forms; collected data, photos, documents and e-signatures are immediately saved to Dynamics (as records, timeline events and attachments)
- See how your field team performs using customizable charts and dashboards
- Plan continuous multi-day routes with night stops along the route
- Analyze collected data with AI, including notes, photos and videos, based on customizable GPT prompts
- View your team’s location and movement history
- Plan regular visits with desired regularity and individual visit's duration

MANAGE TERRITORIES

- Draw territories or assemble them out of postal codes, counties, census tracts, etc. using the geo-library
- Auto-assign records to territories and sales reps based on custom criteria
- See roll-up metrics per territory out of your CRM data
- View 50,000+ US Census demographic data (US only)

EMBED LIVE INTERACTIVE MAPS

- Share maps with live data, territories, custom buttons, forms and desired Mapsly features by link and embed them into websites, portals or dashboards, or send by email
- Add personalized maps with unique datasets per customer to your customer portal

FIND LOCAL BUSINESSES ON MAP

- Search local businesses by keywords and add them as records to any CRM object
- Adjust fields mapping

START INNOVATING WITH NO-CODE AUTOMATION

- Execute custom actions by a button, by schedule or entirely automatically, with no code
- Create/update/delete records, send emails and SMS, call external APIs
- Search records by custom criteria i.e. driving distance or time, and execute actions with them
- Create adaptive forms that show/hide fields and call external APIs
- Use user's current location and calculate driving distance/time between any locations

TRY FOR FREE for 2 weeks.

24/7 chat support, implementation services 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.

สรุปย่อ

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