Lead Mapper + Dynamics 365 Integration

Turn geography into revenue with smarter routes. Our customers spend 22% less time on the road and sell 20% more.

Plot Leads, Deals, and Territories on a Dynamic Map

Visualize Dynamics 365 contacts, companies, deals, leads and meetings geographically to spot untapped opportunities.
Filter by custom properties, sales stages, or proximity to your team’s location.

Color-Code Your Sales Universe

Generate heatmaps with CRM data (e.g., deal size, industry) to prioritize high-value prospects on your map.
Identify clusters and patterns of high-potential leads or underserved regions.

AI-Powered Route Optimization

Plan 6,000+ stops per route, optimized for traffic, visit duration, and rep availability.
Auto-sequence stops to save 22% drive time and reduce fuel costs.

Export Your Routes Anywhere

Integrate routes with your calendar, email, or Dynamics 365 for seamless scheduling.
Export routes as PDFs with directions and embedded visit notes.

Territories That Grow with Your Team

Create Isochrones (e.g., 45-minute radius zones) to ensure equal opportunities and assign them to specific reps.
Automatically assign leads to field reps based on your custom algorithm, ensuring optimal territory coverage, workload balance, and response speed.

Track, Share, and Optimize Together

Real-Time Performance Tracking: Monitor team metrics like visits completed and deal progress post-visit.
Share Routes & Isochrones: Assign optimized routes directly to reps or embed time-based drive zones (e.g., “30-minute radius”) into Dynamics 365 dashboards.
Role-Based Access: Control who sees what—grant managers full map access while limiting reps to their assigned routes and territories.

✅ 22% Less Travel Time: On average, our customers spend 22% less time on the road.

✅ 30-Minute Setup: Get started quickly with our Dynamics 365 integration.

✅ Intuitive and User-Friendly: Designed for ease of use, so your team can focus on selling.

✅ 24/7 Support + Free Training: Dynamics 365 onboarding specialists and live chat included.

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Lead Mapper

بواسطة Lead Mapper