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Recent blog posts

Download the latest here: http://www.mapdotnet.com/index.php/developers-center/60-day-trial-downloads 

  • Improved label rendering and multi-line labels
  • Added “sum” to feature service
  • Support in Silverlight/WPF advanced drawing to modify history stack
  • Multiple enhancements to the mapsjs HTML5 map control library (see http://mapsjs.com/docs/index.htm for details)
  • MapDotNet UX Services no longer support express-model
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Written By: Benton Belcher - Resident Digital Cartographer, Mapaholic & SFA Expert

I am amazed at the use cases we have come across that call for adding geospatial support to Microsoft Dynamics CRM over the past few years.  Given that experience, I’ve compiled a list of my top 5 reasons for spatially enabling CRM.

#5 – Ensure the “locational” accuracy of your data

The Broward County Sheriff’s Office has been leveraging maps within CRM to keep track of registered sexual offender’s known address locations. Over 20% of the 1,200 offenders in Broward County are considered transient and don’t have a valid address (e.g. they live in the woods or under an overpass). BSO takes things a step further by implementing a web resource plugin that allows deputies to adjust the positional accuracy of the location. Mapping these offenders accurately is a very important step since this system feeds their public facing sex offender locator apps for iOS and Android.

BSOExample

#4 – Visualize CRM entity data within the spatial context of other CRM data

GeoDimensions, a large land surveying company out of Bellevue, WA, innovated by introducing mapping into CRM. They needed to be able to identify all their historic survey locations (completed jobs) within a given distance of a new opportunity. By overlaying the opportunity location on the map combined with the historic survey locations, they were able to increase the speed of proposal generation and lower their fees by leveraging control points from prior surveys they’d done.

SS427

#3 – Visualize CRM entity data within the spatial context of other ‘GIS’ data or feeds

Overlaying geographic data that exists outside of CRM is a very common use case I’ve encountered. For example, the Broward Sheriff’s Office also uses the maps to overlay school, park, daycare and library parcel boundaries in order to measure the distance around an offender’s address to see if it intersects a property where children may congregate. This functionality in CRM helps BSO comply with state and local ordinances and saves them the time of going into the field to do a measurement.

BSOBufferExample

Another great example of integrating additional geographic data is from a large restaurant franchise. This organization manages their store and supplier locations (reasons #4 & #5) within CRM. When a big storm system moves across a region of the US, oftentimes their suppliers (e.g. bakeries and protein producers) can be impacted. By overlaying a live weather feed on top of their store and supplier locations they can anticipate disruptions in the supply chain. Here is an example of what a weather overlay combined with store location data looks like.

WeatherExample

#2 – Geospatial Business Intelligence and Ad Hoc Spatial Analysis

Geospatial business intelligence is always a very hot topic when it comes to CRM data, I’ve observed this again and again over the past few years. The limitation of the out-of-the-box CRM charts and graphs is they can’t deal with one of the most important factors of the data, the location. BI components that display information on an interactive map allow CRM users to account for location in their analysis. The following are descriptions of popular geospatial visualization techniques that give prospective to the data.

Thematic Mapping

Thematic mapping capability is the cornerstone of BI and ad hoc analysis. Good mapping tools should allow the user to on-the-fly create classifications and filters. In this example, locations are classified by both sales data (color) and sub-type (shape).

ThematicExample

Drawing and Querying

The ability to draw shapes or select features then query your CRM data is also a very important concept in geospatial BI. Having this capability in a mapping application gives you the ability to select features from existing layers or draw free-form shapes and areas.

DrawingExample

Clustering

Clustering allows you to visualize large amounts of data on the map aggregated by density. This example goes a step further by applying the classification (2013 Sales Totals) color to the cluster.

ClusterDemo

Hotspots

In this example hotspots are used to visualize the distribution of data normalized by the 2013 Sales Data. Tampa and Orlando pop out as having high sales volumes based on density.

HotSpots

Points

The other visualization technique that is common is simply viewing point locations. Viewing the individual points works well at the sub-count/city level when you can ‘click-identify’ the feature. Showing a callout with information about the point as well as a hyperlink back to the CRM record is a much desired feature.  Here is an example of voter registration data used by a political campaign.

Voter1

#1 – Improved Territory Management

If you’re like me, you probably scroll through Top * lists to get straight to the number #1, so here we are. My #1 reason to spatially enable your CRM is to improve territory management! Streamlining territory management is one of the most common reasons CRM organizations contacted us about our MapDotNet technology over the past three years and is the whole reason we started EasyTerritory.com.  Reasons #2-#5 are the building blocks to tackle territory management (so they’re worth a read ;-)).

Any organization that deals with multi-tier sales territories or franchise areas is bound to struggle with the management of these regions. I’ve seen organizations struggle with the burdensome task of importing/exporting CRM data to/from MapPoint or managing territories from an Excel spreadsheet of zip/postal codes.

Companies and even governments are starting to realize the power of using maps within Dynamics build territories and see real-time statistics on the accounts/leads/stores within it. It changes the entire perspective on how you might assign your records.

To see a demo of improved territory management in action, check out this YouTube video:

https://www.youtube.com/watch?v=R4-uIlHWPG0

EZ_Youtube

If you’re interested in learning more about leveraging geospatial capabilities within Dynamics, please feel free to email me: benton at easyterritory.com.

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EasyTerritory.com, a new start-up focused on simplifying territory management in Microsoft Dynamics CRM, has just added the Florida voter registration dataset for political campaign subscribers to simplify their constituent management processes.

Florida voter data

Florida, a critical "swing state" for any national election, has a very large voter roll with over 10 million records. At the state zoom level, EasyTerritory.com aggregates the 10 million+ records by Census block group and displays a shaded thematic map of areas that lean more Republican, Democrat or are balanced.

Florida Voter Data

In addition to simplifying constituent management, EasyTerritory.com provides rich business intelligence for creating call lists, mail-outs and door-to-door canvasing. EasyTerritory.com can be accessed from a web browser, iPad, Android tablet, or mobile phone to:

  • Identify the party affiliation and status of approximately 10 Million Florida voters from their property parcel
  • Perform complex business intelligence by filtering and classifying on party, history, race, gender, status
  • Carve-up canvassing territories and electronically share them with canvassers as they go door to door
  • Generate filtered mailing lists from any canvass or other spatial criteria (zip code, counties, etc.)
  • Overlay the latest US Census data for demographic analysis
  • Even check the weather for the canvassing areas you are working

Please visit EasyTerritory.com for more information or to subscribe to a 30-day trial.

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Posted by on in General

Today we are pleased to announce that we have taken MapDotNet and built our first vertical offering to meet the needs of organizations that deal with territory management in Dynamics CRM and Salesforce.com. EasyTerritory.com is available as a cloud-hosted SaaS or for deployment on-premises and simplifies territory management by integrating directly with the two most popular CRMs on the market.  With EasyTerritory.com we’ve taken the ‘Lean Startup’ approach and are excited about the process of using customer feedback to drive continuous innovation in order to build a successful product. 

The problem

The problem we’ve observed over and over again with our CRM customers is that they have a geographically distributed sales organization and customer base but no ‘map-centric’ way to build and manage territories or visualize their CRM data. Larger organizations using a CRM typically have some sort of territory, whether it’s regions of sales rep or mid-level management coverage or franchise boundaries. We have found that a majority of these organizations are using Microsoft’s MapPoint to create and manage their territories and to assign territories to leads and other entity records. It is a very painful process of importing and exporting .CSVs between MapPoint and Dynamics CRM. This process is not only time consuming, but MapPoint itself isn’t user-friendly for drawing or selecting features.


The solution

EasyTerritory.com is our MapDotNet-based solution to territory management. We started with the powerful geospatial BI codebase, Open Intel II, which has three key features a territory management solution needs. Those features are: the ability to overlay any geographic data (e.g. county, zip code boundaries or account location data from CRM), the ability to easily draw and query the overlaid data in order to build a territory, and finally, direct integration and synchronization with CRM.

Overlaying data on the map is the first major building block to territory management. A user needs the ability to see all of the accounts or leads on the map combined with geographic boundaries. EasyTerritory.com integrates directly with the CRMs through their respective APIs giving the application the ability to map business data. In this example, the EasyTerritory.com map is embedded in a CRM dashboard with Account entity records and US county boundaries displayed for the user to query.



This YouTube video demonstrates how to build a sales territory using EasyTerritory.com in a matter of minutes by selecting geographic features (counties in this case) and a second example showing free-hand drawing.

Building territories at the sub-city level requires easy-to-use digitizing tools for tracing roads or rivers in metro areas. With EasyTerritory.com the user can seamlessly zoom and pan the map while drawing.

Another great feature of EasyTerritory.com is the ability to calculate real-time statistics as the user builds the territory. These statistics provide information about the CRM records within the shape. For example, in this screenshot you can see how many Accounts are in the territory with their average sales.

The Functionality

  • Draw/Edit free-form polygons to define territories
  • Build territories from pre-defined geographic boundaries (e.g. US States, Counties, Zip Codes, Area Codes, Census Boundaries)
  • Overlay your target records from CRM (e.g. Accounts, Leads, Opportunities, custom entity records)
  • Export to .CSV and Map Sharing
  • Instant Statistics, Hotspots and Clustering for Business Data (i.e. Geospatial Business Intelligence)

The Data

An EasyTerritory.com map comes preloaded with this data.

  • 2013 US Census State, County, Zip Tabulation Area, Tract, and Block Group Data
  • 2014 US Area Codes (from the FCC)
  • 2013 US Census American Community Survey Data with 200+ demographic indicators
  • Bing Maps Street and Aerial Tiles
  • MapQuest Open Basemap Tiles
  • OpenStreetMap POI Data (Coming Spring 2014)


Getting Started

If your organization is using Microsoft Dynamics CRM or Saleforce.com and you have a problem with territory management, we would love to hear from you. Through www.EasyTerritory.com you can request a free 30-day trial of the cloud-hosted SaaS version. We will quickly send your instance information and schedule an initial call to give you an overview of the product and help you get started building your territories. During your 30-day trial our CRM experts will be able to assist you with questions or technical help for free, so there is no other investment other than your time.

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MapDotNet on Amazon AWS Marketplace

The MapDotNet Team is pleased to announce the availability of MapDotNet UX on the Amazon AWS Marketplace. On the Amazon AWS Marketplace anyone can provision a Windows Server 2012 AMI (virtual machine) with our entire platform including the REST/SOAP web services, MapDotNet UX Studio, touchgeo and Open Intel II pre-installed and ready-to-use to perform spatial business intelligence or mobile data collection. Equally as cool, this AMI includes 200+ indicators from the 2013 US Census American Community Survey (ACS) pre-loaded into a SQL Server 2012 and configured for visualization in Open Intel II!

Open Intel II on Amazon AWS MarketplaceCou

Census 2013 ACS data on Amazon Marketplace

Highlights: 

  • SOAP and REST Web Interfaces with a high-performance WPF-based map tile renderer.
  • An opensource business intelligence solution including the complete US Census ACS 2013 dataset for demographic analysis and territory management.
  • An HTML5 mobile GPS data collection solution.

Here is a complete description of the offering:

MapDotNet UX is the leading 100% .NET GIS server and developer toolkit. Included in the framework are HTML5, WPF, and Silverlight map controls as well as JavaScript, XAML and C# code samples. Additionally, this AMI includes a robust spatial business intelligence application (Open Intel II) as well as a mobile GPS data collection app (touchgeo) written in HTML5. This AMI also includes a SQL Server 2012 database pre-loaded with the US Census 2013 ACS data for demographic analysis and territory building. Open Intel II is the perfect application for visualizing, analyzing and sharing large geographic datasets across the enterprise, giving managers and executives the power to view and understand critical data on an interactive and easy-to-use map on their iPad, Android or Windows 8 tablet. Touchgeo is an open codebase that can be modified by developers to accomplish line-of-business data collection needs in the field. Optionally, Open Intel II and touchgeo support direct integration with Microsoft Dynamics CRM. At the core of touchgeo and Open Intel II is ISC’s MapDotNet UX server technology and its HTML5 (mapsjs.com) map visualization control.

For more information on hourly pricing or to getting started with a 30-day trial please visit: https://aws.amazon.com/marketplace/pp/B00IIY1NU6 

 



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