Do users of your CRM system leave the office as part of their job? If so, you want them to be effective on the go and enable them to visualize data in the space around them. Maps are the tools that many of us use to navigate the world around us as they are a natural way to find where people and places are.
PowerMap is one of our more popular PowerPack Add-ons that many organizations choose as the mapping solution for their Dynamics CRM systems. If you’ve been wanting to take this mapping solution on the road, there’s no better time than today!
Microsoft Dynamics CRM 2016 finalized the capability to display web resources in the updated CRM mobile app. Web resources can be added to both dashboards and forms, and PowerObjects has optimized the PowerMap solution to work even better with the CRM mobile app.
Let’s take a look at two use cases:
1. In the event of a no-show or early resolution, a field service technician can now locate other customers in the area and use that opportunity to drop-in for an early inspection.
2. When visiting a new opportunity, a sales professional can check to see if there are other nearby accounts they have not touched base with in a while and even get helpful directions to one or more records displayed on the map.
PowerMap, when utilized on mobile devices like Microsoft Surface or Apple iPad, can enable your team do more while on the go.
Want to learn more about Mobile and CRM? Email help@DorsetConnects.com to find out how your businesses can save time and money when enabling your teams do to more while on the go!