Integrate Bing Maps with Microsoft Dynamics CRM for an Enhanced Sales Experience

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Author: 
Memie Whiteside
Category: 
Microsoft Dynamics CRM

One of the huge benefits of mobile customer relationship management (CRM) software is to help your sales people on the road with valuable customer information.  By integrating Microsoft Dynamics CRM with an external website, such as Bing, you can enhance this even more so your sales team always knows where they’re at and where they’re going.

There are three important ways this integration can enhance the sales experience:

1.  Mapping: There is nothing more embarrassing than being late to an important customer meeting because you got lost or your mapping software was outdated.  Besides being embarrassed, you risk losing an important business relationship or contract.  By linking Microsoft Dynamics CRM with Bing Maps to view driving directions for all of your new or existing customers, you can rest assured you’ll get to meetings on time. 

2.  Area Focused Prospecting: Sometimes having multiple clients in one area can be an effective sales strategy. You can customize your Bing maps integration with Microsoft Dynamics CRM to see other accounts near certain locations, making sales visits more effective, essentially hitting 2 or more birds with one stone.

3.  Address Validation: Before you even venture out, it’s important to confirm where you’re going. When you enter a zip code, CRM uses web services to hit Bing maps for the city, state and county to confirm exact location. We find that Bing maps are much more current and reliable to Google maps, especially in regard to zip codes and counties.

With enhanced mapping, area focused prospecting and address validation capabilities, your sales team can make the impression that leads to more sales and happier clients. Contact Cargas Systems to see how Microsoft Dynamics CRM can keep your sales team ahead of the game.

Tags: 
CRM
Integration Tips
User Adoption
Success
Training
Bing Maps
Mapping
Prospecting
Address Validation