Map Your CRM Relationships in a mind map view & Take Your Business to The Next Level!

There is no doubt that data visualization can fuel growth, enable innovation, and help businesses take better decisions.

Through data visualization, businesses can save valuable time to focus on higher-priority items and avoid tasks from falling through the cracks. They can also gain advance insights, easily analyse vast amounts of data, recognize new patterns & errors in the data and track progress better.

Eventually all these processes, in turn, drives the business ahead!

At its core, Microsoft Dynamic 365 CRM helps companies manage customer interactions and relationships. However, integration of a data visualization solution within Dynamic 365 – such as “Map My Relationship” can further boost the process!

But What Is “Map My Relationship”? And Why Does Your Business Need It?

Map My Relationships is a Microsoft AppSource preferred solution in Dynamics 365 CRM that allows you to visualize relationships and connections between different entities in Microsoft CRM.

It is a data visualization app that allows businesses to simplify relationship mapping for key accounts, connections, contacts and more into easy-to-understand visuals. In simple words, it takes data and presents it in a way that is visually appealing and easy to comprehend.

This app can offer a quick analysis of customer relationships and powerful insights into customer connections and their needs. Moreover, with its user-friendly interface, even non-technical users can effortlessly create insightful data visualizations.

Businesses need apps like Map My Relationships to quickly identify data, offer pictorial representation of data sets and enable data proliferation.

It is clear that businesses can significantly leverage and benefit from this app, but let’s understand in brief how this app works?

How Does “Map My Relationships” Work?

Map My Relationships uses an algorithm that analyzes the data in your Dynamics 365 CRM and visually represents the relationships between records. This algorithm considers different relationships in your CRM, including one-to-one, one-to-many, and many-to-many relationships.

Once the algorithm has analyzed the data, it creates a map that shows the relationships between records. This map can be customized to show different levels of detail and can be filtered to show only specific records or relationships.

Now, let’s explore how “Map My Relationship” can take businesses to the next level by visualising data!

Here’s How ‘Map My Relationships’ can Revolutionize Your Business Growth:

‘Map My Relationships’ is a powerful data visualization app that helps businesses create interactive relationship maps. These maps allow businesses to visualize their data and identify key relationships and connections between various entities. The app supports a wide range of data sources, including CRM systems, spreadsheets, and databases, making it easy to import and visualize data from various sources.

Listed are a few ways through which ‘Map My Relationships’ is revolutionizing businesses and taking them to the next level:

1. Manage Relations

Map My Relationships helps businesses streamline their processes by managing relationships. By visualizing customers’ data, businesses can maintain relationships more efficiently.

For example, if a CPA has to account for multiple companies, including individuals, and entities that belong to each company, it can get really messy!

Using the app, the CPA can visually see all the companies on one dashboard, check all the connections associated with each of these companies, make quick calls or emails, check the aggregated taxable sum, and so much more!

Below is a screenshot for reference:

2. Manage Connections

With Map My Relationships, businesses can better understand their customers and manage these connections. Companies can, at a glance, evaluate customer interactions, history, and other data points such as ‘connected to,’ ‘role,’ & ‘type.’

Businesses can quickly identify which connection belongs to which company as well as their roles or designations within the company.

For example, if the same CPA who accounts for several companies gets a call from an individual associated with a particular company. He can quickly check on all the details linked with the individual, including designation, company details, and more.

As seen in the screenshot below:

3. Manage Multiple Data Sources

The app enables users to view multiple data source at a glance! Offering a comprehensive and 360-degree view – Map My Relationships creates drill down N-level data. Furthermore, the records can be grouped, aggregated, color coded and images can also be added to make it more interactive.

4. Improve Decision-Making

‘Map My Relationships’ enables businesses to make data-driven decisions. By visualizing their data, businesses can identify opportunities for growth and make informed decisions based on data-driven insights. This helps businesses stay ahead of the competition and adapt to changing market conditions.

5. Improving Customer Engagement:

Efficiently managing connections and relationships eventually improves customer engagement. Moreover, with the help of Map My Relationships, users can set preferences using a variety of functions.

Such as:

• Businesses can colour code connections to have defined indications.
• Use filters to focus on specific relationships or records.
• Customize the map to show the level of detail needed.
• Regularly analyze the map to identify potential opportunities.
• Collaborate with other team members to share insights and improve decision-making.

6. Take Quick Actions

With the app, users can create and take quick actions like making phone calls, sending emails, scheduling appointments or even referring the summary of the records. These actions can further be customised depending on the business industry.

Would you like to take your business to the next level?

Get A 15 Days FREE Trial Today!

Install ‘Map My Relationships’ from Microsoft Appsource or download from our website today!

Gain a deeper understanding of your customers, spot new opportunities, streamline processes, and ultimately manage customers better.

Sign up for a 15-day free trial and start unlocking the power of data visualization to drive better business outcomes!

Still, have doubts? Feel free to run through our video guide, check online help files, or directly connect with one of the industry experts if you want to know more about Map My Relationships.

Book a free consultation now!