Representing your company at a trade show, field day, or customer appreciation seminar means a long list of sign-ups and registrations at the end of the day. These registrations and sign-ups are the source of valuable information about potential customers, including names, emails, phone numbers, and, most importantly, their addresses (for field visits).
This data is the source for many valuable insights, like which state showed the most interest, where the highest lead concentration is, or where you can find expansion opportunities. But if your traditional CRM is not capable of extracting this information from an entire dataset, it is nothing more than a few rows and columns filled with some words.
Does this situation seem familiar? Where post-event management goes from a task to a nightmare. We have a solution for that – MappyField 365’s Dynamics 365 location intelligence integration.
This is a Dynamics 365 add-on that implements a visual approach by plotting every sign-up on an interactive map using the address provided. This allows your team to immediately visualize every opportunity on the map and plan smarter sales approaches.
MappyField 365’s built-in territory management lets users filter and visualize leads by region, state, or custom-drawn parameters. Doing so helps your team divide the audience into workable segments before you get started with the outreach program.
Real-World Use Cases: From Sign-Up to Sales Conversion
Here are five primary use cases to showcase how MappyField 365 can transform post-event lead conversion and management:
Use Case 1: Plotting Sign-Up Data on Maps for Immediate Insights
The Challenge: After a big trade show, you have hundreds of form submissions. Manually scrolling through spreadsheets and emails reveals raw data, with no patterns or proper data visibility. The only way to organize this massive chunk of data is by manually entering it into one system accurately (which is not only tedious but also next to impossible).
The Breakthrough with MappyField:
Within minutes, you can implement Dynamics 365 location intelligence to plot all sign-ups on a map. Suddenly, what was a flat spreadsheet comes alive: you notice clusters in certain cities and discover unexpected interactions with a neighbouring state.
So instead of scrolling through an unorganized spreadsheet for hours, you can instantly visualize areas with minimal to no activities. Not only does this mitigate error chances by eliminating manual data entry, but AppJetty’s smart integration also helps you get all the necessary information immediately.
The Value:
- Clarity: Instead of guessing, you see where the action is.
- Speed: Marketing and sales can act on geographic insights immediately.
- Strategy: Leaders can make informed calls about where to invest next.
MappyField 365’s territory management lets users filter and visualize leads by region, state, user, or custom-drawn territories within the map. This allows you to plan your outreach strategies more effectively using data-driven insights.
MappyField 365’s territory management feature lets users visualize their data in various ways: by region, state, user, or custom-drawn territories on the map. You can create custom sales regions with polygons or group postal codes to ensure efficient lead distribution. This lets you plan your strategies more effectively.
Dynamics 365 Expert Tip: Deduplicate your address data and standardize formatting before implementing event signups in MappyField 365. This is to avoid inaccurate cluster creation on your map caused by inconsistent or incomplete entries. Clean data import will save several hours of manual labour.
Use Case 2: Location Driven Campaign Planning & Result Tracking
The Challenge: Your marketing team wants to send follow-ups to all potential clients. But since manual data sorting takes time, they generate one generic email and send it to all. The issue is that, while this was effective before, with the rise of personalization, it no longer makes sense (Just like a mail sent to someone in Texas with references used for a target from Illinois).
The Breakthrough with MappyField:
The Dynamics 365 location intelligence lets you segment sign-ups by state or region and create a target list for your marketing campaigns. Using this, the team can tailor messages based on the selected region. So instead of using one generic tonality, you can modify the content in relevance to the targeted area/region.
Once responses are received, visual tracking will give you a clear picture of high- and low-performing regions. For instance, Texas is showing more engagement? You can prioritize the follow-ups there. The Chicago suburbs aren’t that interested? You can manually reduce the follow-ups there.
The Value:
- Relevance: Makes your campaign look more local instead of a generic one
- Smarter Budgeting: You selectively allocate marketing budget to areas with the highest ROI
- Visual Proof: Get a complete overview of your campaign’s impact in one space
The most commonly asked question here is, “How does MappyField 365 handle geocoding? Do we need to purchase additional API credits from mapping services like Google or Bing?”
MappyField 365 uses Azure Maps for geocoding by default (or Google Maps if enabled). You’ll need to configure the corresponding API key in the setup. You don’t have to purchase any additional API credits from mapping services.
Ready to stop guessing where your best leads are? See how MappyField 365 can transform your post-event strategy.
Use Case 3: Territory Management for Fair Lead Distribution
The Challenge: Let’s say you have two sales representatives whom you assign two different ZIP codes, thinking the workload is divided equally. But one of them has to visit 12 places while the other has just 4 in their bucket. This is what happens due to lack of proper territory management. ZIP codes do not define equal workload, but the number of leads does.
The Breakthrough with MappyField:
With MappyField 365’s Dynamics 365 location intelligence, you can visualize lead distribution by territory and balance workloads using heat maps to identify areas with the highest lead density. Leads can be distributed automatically or manually based on these insights. MappyField 365 improves decision-making by allowing managers to get a complete view of leads across various territories.
Here’s how you can visualize the territories and simplify management with MappyField 365
- Shape-based Differentiation: Draw polygons on the map to create custom sales regions.
- ZIP Code Clusters: Group postal codes on the map to manually assign the territory clusters instead of the ZIP code.
- Lead Count Balancing: Heat-maps show lead density, to ensure proper lead distribution among your team members.
- Capacity-Based Assignment: Review the sales reps’ current pipelines and assign new leads accordingly.
The Value:
- Balance: No rep feels overburdened; no territory is neglected.
- Accountability: Each rep knows exactly where their responsibilities lie.
- Coverage: Every lead gets attention — not just the ones closest to HQ.
MappyField 365 aligns with Dynamics 365 security and allows admins to configure user access through MappyField’s User Configuration and Security Templates.
These templates help control feature accessibility by limiting specific action buttons, such as Add to Origin and others on MappyField app. This ensures that users see only the tools relevant to their roles while maintaining consistent access to data defined by your security configuration.
Dynamics 365 Expert Tip: Use MappyField 365 to create insightful heat maps using the “No Boundary” option. This helps you visualize data distribution and identify areas with high or low lead concentration. Regularly reviewing these patterns can uncover emerging opportunities and guide better decision-making in a dynamically shifting market.
Use Case 4: Improved Sales Planning with One-on-One Sessions with Sales Reps
The Challenge: Traditional CRM systems don’t capture the complete picture for team leads. This happens more commonly than you think, where sales reps start with follow-ups before they realize lead concentration. Their leads, too, without any organized information, are unable to guide them well.
The Breakthrough with MappyField:
Sales managers can use Dynamics 365 location intelligence to review hot zones and clusters, mapped territories, and assess priority zones for follow-ups. This helps them align the site visits based on geographic concentration and rep availability.
This improves the one-on-one meetings with the reps as the abstract conversations like “work harder” convert into specific action plans, like “focus on the downtown cluster till Thursday.” These insights and conversations result from accurate data accessibility and understanding.
The Value:
- Clarity: Reps walk away with a concrete game plan instead of vague dialogues.
- Confidence: Managers know their team is chasing the right opportunities.
- Focus: Energy goes into high-potential areas rather than scattered efforts.
You can trigger Dynamics 365 workflows directly from the map to geocode addresses, assign leads to territories, and route them to sales reps based on specific criteria. A new lead will trigger the flow to geocode the address, identify the corresponding territory, and you can assign the leads to sales reps.
It provides the latest records created by form submissions, imported data, or API-generated information in real-time. The plugin also allows you to set up exception handling rules for leads that fall outside the defined territories, routing them to a queue for manual review.
Use Case 5: Field Rep Visits with Check-In/Check-Out Tracking
The Challenge: Have you ever seen your team leads wondering if their team actually visited the leads or not? Or how much time are they spending on commute vs in the meeting? It is not that they do not trust their team, the lack of visibility just makes it difficult for them to measure productivity.
The Breakthrough with MappyField:
You can utilize territory management capabilities in Dynamics 365 for mobile, where sales reps follow routes via the Dynamics 365 Sales mobile app once they are generated and published with MappyField 365. Each visit includes check-in/check-out with geo-tagging and timestamps, ensuring verified activity tracking for managers. Routes can be created from any mapped records available in MappyField and pushed to the Dynamics mobile app.
This allows managers to review reps’ visit histories, complete with geo-tagging and timestamps, to gain detailed insights into field performance. They can view check-in and check-out timestamps to estimate the duration of per visit and analyze territory coverage. MappyField 365 helps streamline route planning, optimize travel efficiency, and enhance overall visibility into on-field activities.
The Value:
- Efficiency: More visits per day thanks to geography-based planning.
- Transparency: Managers can see exactly where and when reps visited.
- Trust: Reps get credit for their efforts, managers gain peace of mind.
Sales representatives can easily access maps, routes, and location-based insights through the Dynamics 365 Sales mobile app, which integrates seamlessly with MappyField 365 to maintain visibility of mapped data even in the field. This setup enables teams to view and manage their mapped data on the go, maintaining productivity and visibility even when working in the field.
Turning Sign-Ups into Conversions with Dynamics 365 Location Intelligence
MappyField, when combined with Dynamics 365 automation, fully supports digital post-event workflow, from capturing addresses to plotting leads on maps and launching targeted campaigns to verifying rep visits.
Its smart functionalities eliminate guesswork, streamline execution, and ensure sync between marketing and sales teams. This results in meaningful conversations that lead to measurable ROI from every lead.
Here is what you will observe immediately after implementation:
- Visual lead analysis that reveals patterns hidden in spreadsheets
- Geographic campaign segmentation that increases relevance and response rates
- Fair territory distribution using territory management Dynamics 365 to keep the team motivated
- Strategic planning sessions with Dynamics 365 location intelligence instead of guesswork
- Verified field activity that replaces trust-but-verify with automated transparency
The question isn’t whether MappyField 365 integration can transform your post-event process. The question is: how much longer can you afford to treat addresses as text instead of opportunities?
See how MappyField’s Dynamics 365 location intelligence can revolutionize your entire sales operation.
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The post How MappyField 365 Transforms Post-Event Lead Management with Location Intelligence appeared first on AppJetty .
This articles is written by : Nermeen Nabil Khear Abdelmalak
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