5 Best B2B Sales Features within Dynamics 365 for your Sales Team’s Success

Field sales in B2B isn’t just about making calls and knocking on doors anymore. It’s about efficiency, precision, and timing.

35–50% of sales go to the vendor who responds first.

With customers expecting faster responses, customizations, and automated follow-ups, sales teams need the right tools to meet targets while maintaining low costs.

Let’s break down the five best cost-effective features your B2B sales team can’t afford to ignore for Sales Success!

1. Radius Search: Find Opportunities based on Proximity

Imagine your sales rep has just wrapped up a client meeting in downtown Chicago. Instead of heading back to the office, they use Radius Search to instantly discover nearby prospects, leads, or existing customers within a specified distance of, say, 5 or 10 miles.

This feature is a game-changer because it:

1. Maximizes time in the field by allowing reps to meet multiple clients in the same area.
2. Cuts travel costs since reps don’t have to travel across territories.
3. Boosts conversions by capitalizing on nearby opportunities.

If you are a medical supplies company that uses Radius Search to identify all nearby clinics after visiting a major hospital, then instead of one meeting, your rep can turn the trip into three productive calls, all in the same day & travel.

2. Route Optimization: Save Time, Fuel, Energy, & Money

For any field sales team, time spent on the road results in money spent. Without proper planning, reps often waste hours in traffic or cover the same route multiple times in a week. This is where Route Optimization proves invaluable.

With intelligent route planning, your reps can:

1. Create the most efficient travel path between multiple appointments.
2. Avoid backtracking and traffic bottlenecks by getting optimized turn-by-turn navigation.
3. Save fuel costs while ensuring they arrive on time, every time.

Consider a B2B logistics company that equips its fleet sales team with route optimization. Instead of visiting warehouses in random order, their reps follow optimized paths, thereby cutting travel time by 20% and increasing the number of daily meetings.

3. Auto Scheduling: Pre-Plan without Guessing

Scheduling customer visits manually can be a nightmare. Sales managers often spend hours aligning calendars, locations, skills, and availability. Auto Scheduling automates this entire process.

Using this powerful feature, you can:

1. Automatically book appointments based on rep availability, client preferences, skill required, and territory.
2. Balance workloads fairly across the sales team, with each rep getting optimum appointments for the day.
3. Prevents double-booking or missed opportunities with smart scheduling logic.

If you are a pharmaceutical sales team, you can use Auto Scheduling to plan doctor visits. The system can automatically schedule a rep’s weeks in advance, ensuring every clinic gets timely follow-ups while reps stick to efficient routes. More meetings get covered in a day with fewer scheduling conflicts, and higher customer satisfaction.

4. Mobility Across Devices: Sell Anywhere, Anytime

Sales don’t stop when your rep leaves the office. In fact, most meaningful interactions happen in the field, and that’s why mobility across devices is critical.

With access to CRM data and sales tools on mobile, tablets, and laptops, reps can:

1. Update customer information instantly after meetings.
2. Access real-time appointment and route information with ad hoc changes.
3. Work seamlessly whether they’re in transit, at a client site, or even offline.

A field sales executive for your industrial equipment distribution company reviews client history on their tablet minutes before a meeting. They tailor their pitch on the spot with new insights, winning over the client with insights that wouldn’t have been possible if data were locked in the office system.

5. Real-Time Tracking: Visibility for Managers, Accountability for Reps

Managing a field sales team comes with its own challenges. Managers need to know where their reps are, whether meetings are happening as scheduled, and how territories are being covered. This is where Real-Time Tracking steps in.

Benefits include:

1. Managers get live visibility into rep movements and meeting check-ins.
2. Sales reps feel supported, knowing help is a call away if there’s an emergency.
3. Performance tracking becomes easier, enabling data-driven coaching and improvements.

A consumer goods distributor uses real-time tracking to monitor 20+ field reps. Managers can see in real-time if reps are covering assigned outlets. If a high-priority client requests a same-day visit, the manager quickly assigns the closest available rep by improving service responsiveness.

To Sum Up

Each of these five features, Radius Search, Route Optimization, Auto Scheduling, Mobility Across Devices, and Real-Time Tracking, shares a common thread of maximizing productivity without ballooning costs.

1. They save money by reducing travel and fuel expenses.
2. They save time by automating repetitive tasks like scheduling and reporting.
3. They boost sales by enabling reps to focus on meaningful client interactions instead of logistics.

In today’s competitive B2B sales landscape, investing in the right field sales tools is a necessity. By equipping your team with these cost-effective features, you ensure they can do more with less, hit targets consistently, and build stronger customer relationships.

What’s More?

Maplytics is like water that can be moulded into any shape. It makes Bing Maps and Azure Maps integration within Dynamics 365 look seamless. Radius Search, Route Mapping, and more have become super easy to use. To get more acquainted and experience it first-hand, one can write to crm@inogic.com. To investigate the product further with a personalized demo within Microsoft Dynamics 365 CRM / Dataverse, get in touch with the team. For applied knowledge, visit our Website or Microsoft AppSource. One can hop onto the detailed Blogs, Client Testimonials, Success Stories, Industry Applications, and Video Library for a quick query resolution. You can check out our technical tutorial video series #KnowYourMaplytics here, and for fun Tips & Tricks about Maplytics, have a look at our series #ProAtMaplytics here. Technical docs for the working of Maplytics are also available for reference.

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