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Maplytics™ by Inogic
Maplytics™ – Maps Integration with Dynamics 365 (CRM)
www.maplytics.com Copyright © 2018 Inogic. All rights reservedwww.inogic.com
by
Microsoft Dynamics Certified
Maplytics™ – Locational Intelligence Simplified
Allowing users gain geo-spatial insight to ease the business process execution. It uses
the power of Bing Maps.
Available for CRM 2013 and above, Dynamics 365 Customer Engagement, Online, On-
premises, Partner Hosted, IFD
www.maplytics.com Maplytics™ by Inogicwww.inogic.com
• Geocode Data
• Visualize Data on a Map
• Search by Region & Shape
• Sales Territory Management
• Proximity Search (Distance & Time)
• Concentric Proximity Search
• Save Map Query
• Data Filters
• Set Default Template
• Plot Related Records
• Shape Layer Integration
• Targeted Marketing Lists
• Appointment Planner
• Route Optimization & Sharing
• Along the Route Search
• Point of Interest (POI) Search
• Create new records from Map
• Analytical Map Dashboards
• Heat Map Visualization
• Customizable Color Scale
• User Level Personalization
• Summary Card
• Save Advance Find View
• Lead Generation
• Change Owner
• Send Emails
• Execute Workflows
• Configure Fields
• Live Traffic
• Data Clustering
• Default Origin & Destination
• Batch Geocoding
• Shape Operations
Microsoft Dynamics Certified
Supported Languages: English, German, French, Spanish, Portuguese, and Turkish
• Customizable Pin Shape
• Color Categories
• Custom Tooltip Actions
• Mass Actions
• Auto Scheduling
• Pie & Column Chart in Heat Maps
• Security Access Template
• Overlay Layer Visualization
• Auto Search Window
• Show/Hide Layers
• Turn-by-turn Navigation
KEY FEATURES
www.maplytics.com [email protected]
MULTI-LANGUAGE COMPATIBILITY
• Currently available for English, Spanish,
German, French, Portuguese, and Turkish• Auto detects language set in your
Dynamics 365/CRM
Maplytics™ by Inogicwww.maplytics.comwww.inogic.com
GEOCODE DATA
• Geocode Millions of CRM Records
• Easy & interactive platform for geocoding records• Locate Client geographically
• Find Latitude & Longitude of your address data
Maplytics™ by Inogicwww.maplytics.comwww.inogic.com
MAP YOUR DATA
Maplytics™ by Inogicwww.maplytics.comwww.inogic.com
• Plot multiple data source
• Filter data using proximity (radius) search
• Add multiple shapes & colors to pins
MULTIPLE OPTIONS TO PLOT DATA
Maplytics™ by Inogicwww.maplytics.comwww.inogic.com
• 5 different ways to plot data
• Draw the desired shapes to
focus on a particular area
• Use Category option to filter
data
TERRITORY MANAGEMENT
Maplytics™ by Inogicwww.maplytics.comwww.inogic.com
• Visualize territories on map
• Better data segregation
• Territory creation, alignment & analysis
• Create Multiple Geographies by
uploading an Excel file
PROXIMITY SEARCH
Maplytics™ by Inogicwww.maplytics.comwww.inogic.com
• Quickly find records by defining
Proximity as distance or time
• Building Marketing list from your
selection
• Save search criteria as a template
in Dynamics 365/CRM
CONCENTRIC PROXIMITY SEARCH
Maplytics™ by Inogicwww.maplytics.comwww.inogic.com
• Perform up to 3 concentric
proximity search
• Further filter the data based on
proximity distance & zone
QUICK CALL TO ACTION
Maplytics™ by Inogic
Change Owner Open Record Form Plot Related Record Run Workflow Define Activity Actions
Action Buttons
www.maplytics.comwww.inogic.com
• Get customized information from CRM
• Perform quick actions on records
• Visualize one to many relationship
(Plot Related Records)
• User can define quick activity action
buttons
APPOINTMENT PLANNER
Maplytics™ by Inogicwww.maplytics.comwww.inogic.com
• Visualize all appointments on map
• Categorize your appointments by
priority or other parameter
ROUTE OPTIMIZATION & SHARING
Maplytics™ by Inogicwww.maplytics.comwww.inogic.com
• Build an optimized Route
• Save, Print or Share these Routes
via Email
• Quickly switch to default Maps app
for turn by turn direction
• Overlay data points on the route
• Along the route search
• Ability to copy and share
directions using deep links to
default maps app for mobile
AUTO SCHEDULING
Maplytics™ by Inogicwww.maplytics.comwww.inogic.com
• Auto schedule appointments in
few clicks
• Save this schedule as a route
SHAPE LAYER INTEGATION
Maplytics™ by Inogicwww.maplytics.comwww.inogic.com
• Visualize the shapes that you draw
and the Dynamics 365 data as an
overlay
• Ability to visualize the Dynamics
CRM data that lies outside of the
shape as well
NEARBY PLACES
Maplytics™ by Inogicwww.maplytics.comwww.inogic.com
• Search POI like Coffee shops,
Hotels, etc.
• Add them as new accounts, leads
or any custom entity into CRM
ANALYTICAL DASHBOARD
Maplytics™ by Inogicwww.maplytics.comwww.inogic.com
• Easy way to visualize & analyze data • Easily create & configure dashboard views
HEAT MAPS
Maplytics™ by Inogicwww.maplytics.comwww.inogic.com
• Pictorial Representation of Data
• Easily evaluate regional performance
• Hands on filters for better analysis
• Summary Card for aggregate
information of each region
• Pie charts and Column charts for
advance analysis
Common Use Cases
Maplytics™ by Inogicwww.maplytics.comwww.inogic.com
Build targeted marketing list based on location and further filter on the basis of revenue,
profession, Industry, Interest etc.
Reducing travelling expenses through optimized routing
One of my client has cancelled his meeting, what's next?
Setting up Sales Territories on basis of geography / re-aligning territories
Ideal location for my next marketing event?
View my lost leads in last 6 months, in few clicks.
Which region is performing well in terms of sales?
Device Compatibility
Desktop
Tablet
Maplytics™ by Inogicwww.maplytics.comwww.inogic.com
Mobile
Email us on [email protected]
Visit us at
www.inogic.com | www.maplytics.com
Maplytics™ by Inogicwww.maplytics.comwww.inogic.com
@inogic @inogicindia@maplytics@maplytics @inogicindia