Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Effortless sales and field service territory mapping for Dynamics 365, Power BI, and Excel is achievable with our top-rated solution on Microsoft AppSource. EasyTerritory stands out as the premier web-based mapping software specifically designed for managing sales territories, planning service capacity, and providing geospatial business intelligence integrated with Microsoft Dynamics 365, Excel, and Power BI. For those not utilizing Dynamics 365, EasyTerritory remains versatile, also supporting Excel, Power BI, and SQL Azure. This powerful tool is utilized across various sectors, including logistics, manufacturing, financial services, food and beverage distribution, franchising, pharmaceuticals, and biotechnology, among others. Our mission is to simplify the challenges associated with territory mapping and management. With EasyTerritory, sales managers gain the ability to create and adjust their sales representatives' territories seamlessly on an interactive map, enhancing operational efficiency and strategic planning. As a result, organizations can better optimize their resources and drive sales performance.
Description
Experience a comprehensive CRM platform that consolidates all the essential tools for effectively managing your business. This includes features for handling Contacts, Sales Agents, Opportunities, Tasks, Orders, Territory Management, and Advanced Reporting, among others. Whether you're at the office or on the move, you can oversee your operations seamlessly from a single location. Statistics indicate that the average business dedicates 68 hours each month to administrative duties; don’t let your organization be one of them. Integrate with Profi WebForm for streamlined contact submissions, Google for login and calendar synchronization, Whosms for SMS communication, Mailchimp for your email marketing needs, and Jabber for VOIP services. By assigning territories and product lines to various agents and companies, you can enhance the organization of your sales activities. Structuring your business according to regions and product categories can provide valuable insights. Who secured the most deals this month? Which products are the top sellers? Who are their buyers? With robust reporting capabilities, you will gain a clear perspective on how to elevate your sales strategies. Make informed decisions grounded in data, eliminating uncertainty from your business processes. In a competitive landscape, leveraging such insights can be a game-changer for your operational success.
API Access
Has API
API Access
Has API
Integrations
Azure IoT Hub
Azure SQL Database
Dynamics 365 Field Service
Microsoft Dynamics 365
Microsoft Dynamics 365 Marketing
Microsoft Excel
Microsoft Power BI
Integrations
Azure IoT Hub
Azure SQL Database
Dynamics 365 Field Service
Microsoft Dynamics 365
Microsoft Dynamics 365 Marketing
Microsoft Excel
Microsoft Power BI
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$15 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
EasyTerritory
Founded
2015
Country
United States
Website
www.easyterritory.com
Vendor Details
Company Name
ProfiCRM
Founded
2015
Country
Romania
Website
www.proficrm.com
Product Features
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management