Auto Create and Draft Territories with Territory Management for efficient Field Services within Dynamics 365!

Maplytics has been a constant manufacturer of unique features that innovate the way marketing and sales approach field sales and field service. Territory Management is a leading example in defining Sales Territories by using Maplytics- the Certified Software of the Microsoft AppSource for Dynamics 365. These innovations and new-age thinking have led Maplytics to earn popularity, respect, and a wholesome family of loyal clients and partners.

The unanimous motto is to improve user experience. We have created exciting features for Auto Scheduling, Detail Map control, Security Template, and much more over the years!

Coming to one of our users’ favorite features, Territory Management in Maplytics empowers Sales Managers to easily create territories using a simple UI that allows them to assign, manage, and navigate their field reps with ease and efficiency. Today let’s explore-

1. Auto Territory Creation
2. Draft Territories

Here’s what they do and how they help in daily business operations.

Auto Territory Creation

Managers can offload their territory management responsibility to Maplytics by using this feature of Automated Territory Creation. They can simply upload shape/excel files on the map, plot the required records, and then set the number of territories they want to create automatically.

This will calculate the number of records falling into the regions plotted on the map and distribute them to create the specified number of balanced territories.

Managers can set names and colors for territories, and also assign users as the territory managers for the territories as per the requirements. Once done, they can choose to create these processed territories into CRM to let their field reps start using them. The field reps can plot these territories on the map, understand the clients they are responsible for, and carry out their tasks.

Draft territories

Territory Management also allows users to save their progress while working on the territories. Once managers have started their territory creation process, they can save their progress as a draft and come back later to pick up where they left off. This allows a seamless territory creation process even if they have to pause while working on territories.

After saving a draft, they can simply plot the drafted territories saved in CRM and rework them. Managers can further take the opinion of their colleagues or superiors on the drafted territories and decide how to proceed on the same. They can choose to save them again as a draft with the updates or go on to create the respective territories in the CRM... Read More