Mapsly with Zoho CRM<\/a>\u00a0will let you set a base point (like a patient, a student, or an advisor in the examples above) and it\u00a0will calculate the distance to and from all the service providers at once, thereby incorporating distance metrics into the criteria to match the provider to consumers.<\/p>\nIt will also support viewing and updating multi-select lookup fields, allowing you to assign selected providers to their matching consumer right on the map. You can make any other necessary updates to your CRM data without leaving the map, and the integration will sync changes to the CRM in real-time.<\/p>\n
4. Inefficient sales territories (including those defined through zip codes)<\/h3>\n
Businesses that manage geographic sales or service territories usually resort to defining their territories by a list of zip codes, making zip code boundaries inevitable. Zipcode boundaries are hard to maintain because you can\u2019t visualize them to troubleshoot issues like missing or duplicate zip codes.\u00a0<\/span><\/p>\nSolution:<\/strong>\u00a0Having relevant contacts and accounts plotted out on a map in the right app gives you the option to hand-draw territories,\u00a0automatically assign CRM records to the assigned territories and save them, allowing you to utilize them in your territory assignment rules.<\/p>\n5. Disjointed processes involving the map\u2014viewing data on a map, but editing in the CRM<\/h3>\n
Using separate geo-tools can make it time-consuming to modify your CRM data, forcing you to frequently switch back to your CRM to find the records you\u2019re interested in. Finding records without geo-filters will take longer than needed.<\/p>\n
Solution:<\/strong>\u00a0Update Zoho CRM records individually or in bulk from your map. Trigger CRM workflows in the Mapsly App, both on desktop and mobile. Build your process around the map and input the location data, making work more efficient.<\/p>\nAddress the challenges gracefully with Mapsly\u2019s interactive maps seamlessly integrated with Zoho CRM. Visualise, organize, and analyze location data to make the best use of your team\u2019s time and resources.<\/p>\n","protected":false},"excerpt":{"rendered":"
Published on 31 August, 2020 | By Reena Increase sales and operational efficiency with a CRM Map Location data in your CRM records is a valuable resource, which when used with the proper tool can help dramatically increase sales and operational efficiency. You can extract actionable insights and optimize productive work hours. \u00a0Read on to […]<\/p>\n","protected":false},"author":6753,"featured_media":23887,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[203],"tags":[217,215,216,214],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/asdafrica.com\/wp-json\/wp\/v2\/posts\/23886"}],"collection":[{"href":"https:\/\/asdafrica.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/asdafrica.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/asdafrica.com\/wp-json\/wp\/v2\/users\/6753"}],"replies":[{"embeddable":true,"href":"https:\/\/asdafrica.com\/wp-json\/wp\/v2\/comments?post=23886"}],"version-history":[{"count":2,"href":"https:\/\/asdafrica.com\/wp-json\/wp\/v2\/posts\/23886\/revisions"}],"predecessor-version":[{"id":23889,"href":"https:\/\/asdafrica.com\/wp-json\/wp\/v2\/posts\/23886\/revisions\/23889"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/asdafrica.com\/wp-json\/wp\/v2\/media\/23887"}],"wp:attachment":[{"href":"https:\/\/asdafrica.com\/wp-json\/wp\/v2\/media?parent=23886"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/asdafrica.com\/wp-json\/wp\/v2\/categories?post=23886"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/asdafrica.com\/wp-json\/wp\/v2\/tags?post=23886"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}