Showing posts with label Analytics CRM. Show all posts
Showing posts with label Analytics CRM. Show all posts

Thursday, January 10, 2013

Maplytics in times of UR12


Native Bing Maps Integration coming in with UR12

UR12 is scheduled for a phased roll out starting next week. With one of the offerings being Bing Maps Integration. This integration is made available as a setting that when activated by the users would show a link to open Bing Maps and automatically plot the address entered on the specified record.

What is Maplytics and why should you want to use it?

Maplytics continues to work towards being a “more than simple” address plotting on the map.  It is a geographical analytics tool. Some of the features supported include
·     Support for all entities that have address fields. You would be able to see any address included on any entity on the Map
·     Map is essentially dependent on Geo-coding data. Maplytics comes bundled with Bing Maps subscription that allows for use of Bing Maps Spatial service that will let you batch Geo-code bulk data. This does away with the need to worry about getting the data Geo-coded.
·      Save geographical search as static Personal Views in CRM
·      Ability to print the route and routing directions using multiple way-points.
·      Maplytics builds upon the inherent Dashboard feature of Dynamics CRM to provide Maplytics Dashboards to provide analytics based on CRM data including Sales
·     Color-coding CRM data plotted on the Map for better analysis and geographic representation of the data
·     Usual mapping solution would include Road View or Aerial View. You can now get a Street View of the address using Maplytics



Who is Maplytics for

Maplytics is still a must-have for business driven by geography and geographic data.

For more information check out the product details here

Monday, November 26, 2012

Maplytics Release Announcement !!


The much loved Geo-analytical tool for Dynamics CRM 2011 which uses Bing Maps API now has an update available that will make Maplytics a must have tool for Dynamics CRM

We have added the following new features in Maplytics 5.4 version,
    1.      Support for all entities defined in Dynamics CRM. Configurable entity maps
    2.      Ability to map the address fields to be used for Geo-coding
    3.      Color coding of pushpins based on configurable categorizations
    4.      Heat Maps added
    5.      Configurable tool-tips
    6.      Dashboards. You can now include Maplytics component as a Dashboard web resource
    7.      Dashboard   queries is configurable
    8.      Overlay of nearby locations like airports, restaurants etc. along with the Dynamics CRM search results
    9.      Ability to save the geographic search results as static views in Dynamics CRM for later use
    10.      Ability to export search results to external file
    11.      Ability to save the geographic search results as static views in Dynamics CRM for later use


For more details have a look at the White Paper

Maplytics supports all CRM Deployment models namely On-Premise, On-Line, Office 365 and Partner-Hosted.

It is supplied as a managed solution that is easy to install and un-install without affecting your existing customization.

We already have a 15 day fully functional trial available of our product. We are now also making available for a limited period only, a Community Light version of the product. This product is free to use for the next 6 months for up to 5 users after which you can order the product from us and upgrade to the unlimited full license of the product.

You can download the light version from http://www.inogic.com/Trial/DynaMapsCommunityVersion.zip. This is valid until 26th December 2012.

The light version has the following limitations.
    1.            Available for use with only account, contact and opportunity entities
    2.            Mapping capabilities restricted to plotting of 50 addresses at a time on the map
    3.            Only 5 dashboards can be configured
    4.            Only 5 way-points can be defined for routing


After downloading contact us with your CRM install details to avail the 6 month free license.

Contact us for the 15 day full trial of the product.

Note: Bing Maps API is chargeable and you need to purchase Bing Maps subscription from Microsoft. We have entered a contract with Microsoft Bing Maps partner to make this license available to you for use with Maplytics at a reasonable price.

Here is a complete list of features included in Maplytics:
    1.       Plot any entity record on the map
    2.       Street View for any address
    3.       Color coding of pushpins based on configurable categorizations
    4.       Routing using multiple way-points
    5.       Geo-spatial analysis of Opportunity and Sales data for summary analysis
    6.       Uses Dynamics CRM views that can be easily created using the Advanced Find feature of Dynamics CRM. No learning curve required
    7.       Print the Map and Driving directions
    8.       Configurable Entity maps and Dashboards to support any Dynamics CRM entity
    9.       Dashboards. You can now include Maplytics component as a Dashboard web resource
    10.       Dashboard queries is configurable
    11.       Overlay of nearby locations like airports, restaurants etc. along with the Dynamics CRM search results
    12.       Ability to save the geographic search results as static views in Dynamics CRM for later use
    13.       Ability to export search results to external file
    14.       Ability to save the geographic search results as static views in Dynamics CRM for later use

Go ahead and request the trials and pour in your valuable feedback!


Sunday, February 5, 2012

Maplytics now available for CRM 2011


We are happy to announce the availability for Maplytics for CRM 2011. The new version now supports all 3 CRM deployment models On-Premise, Online as well as IFD.

Maplytics is geo-analysis tool that allows you to view your CRM data on a map as well as allow your Sales Rep on the field to plan their schedule with the aid of Maplytics.


This new release supports Street View. Street View allows you to get a road side view of the address


You can also select multiple addresses and have the tool plot the route through the addresses selected.


Ability to Print the map as well as the route directions so that it can be circulated within the team.


It can now be added as a Dashboard component in your Dashboard.

Click here for more details.

Wednesday, August 19, 2009

Maplytics for Dynamics CRM

Further to our post on Maps integration for Dynamics CRM using Live Maps https://community.dynamics.com/blogs/crminogic/archive/2009/04/27/maps-integration-for-dynamics-crm-4.aspx we have been able to compile a list of mapping components that can be made available on different entities of CRM with the aim of enabling Geo analysis of the data stored in CRM.The entities covered are:
1. Lead/Account/Contact – Plotting of the primary address of these on the map. It also provides the directions to the customer address starting from the organization address.

2. Plotting of Accounts from a selected range of Accounts that come within the specified distance. The aim here it to be able to list out all accounts that are within a given range from the Starting point.

3. Geo mapping of Leads/Accounts on the map with the aim to allow the users to analyze their customer based on geographical regions.

4. Geo mapping of Sales/Opportunity on the map with the aim to allow the users to analyze their sales by geographical regions and thereby be able to design strategies focusing on a given region.
Some of the features are:
Ø Each of these when plotted on the map allow the users to drill down ability and also be able to open Contact/Lead/Account etc CRM form to check further details of these.

Ø While searching for directions, you can specify the Route that you want to take and you would get the direction via the specified location.

Ø View Summary or Detail information

Ø Use of Advanced find view for providing the record selection to be plotted on the map.

Preview:

Here clicking on Get Direction one can see the following screen.

Click here to check further details.