Enhance SugarCRM capabilities with CapMaps
A Google Maps powerful integration into SugarCRM !
Before we start….
• As Google declines to install a local Maps server ….
• Please switch your phone’s wifi off to get a live demonstration
Enhance SugarCRM capabilities with CapMaps
A Google Maps powerful integration into SugarCRM !
• Yannick Biet, co-founder + CTO • Captivea is a French partner of SugarCRM
• We are already working in all French-friendly countries !(and always looking for new destinations )
• Key difference : we are developers and Sugar-exclusive !
• Already working with other Sugar partners(what about you ?)
Who are we ?
20092012
Developers ?• Captivea’s action part of Open+ partner program since fall
2011 : – New features and improvements, – Bugs fixes in 6.4.x and 6.5.x,
• As part of our customers’ project, we extended SugarCRM– We developed lot additional modules for SugarCRM– We developed Windows C# apps
Which kind of Modules / Apps ?
SMS Geolocalization Word/PDF Merging
Rating field SIRET field
Google Synchronization
CTI Synchronization
capMapsGoogle Maps integration
Answering functional needs
Addresses are everywhere !
• Leads,• Customers,• Partners,• Suppliers,• …
Users spent time to fill in the information requested within the different modules…
Answering functional needs (Example)
Sales Rep. visiting a customer / lead
Travel Time remainingAppointment
Canceled or delayed
Answering functional needs
How Sugar can help the sales rep. to be more efficient ?
How Sugar can give ROI on the time spent to collect and save addresses information in CRM ?
Multiply contacts !Fill the day with other appointments !
How to find the “other” appointments ?
GEOLOCALIZATION !
Configuration panel
Configure Modules / Addresses fields
Account’s detail view : Map widget
Opening Map
Search nearby relevant cards
Search results’ display
Search results’ display
• Tooltip displaying address when mouse hovering icon• Opening Card’s detail view in a new tab• Schedule Meeting button• Schedule Call button• Create Task Button• Create Note button
Activities’ generation from map
Quick Searching using saved searches
Search filters management (like Reports)
Features
Features• Third-party module easy to install via Module Loader• Dedicated admin panel
– Enable/Disable Google Maps features on the fly– Customize look and feel of the map– Configure geocoded modules and fields
• Any module supported (including custom modules)• Any address fields (up to your choice)
• Custom Address widget replacing base widget (with geocode status)
• Automatic / on-the-fly geocoding (logic hook) + scheduler• Seamless integration within Sugar 6.x UI• Search for nearby points / Range search• Predefined saved searches• Activities scheduling right from the map• Filters
Features• Direct geocoding when saving card (and only when required)• Batch geocoding (scheduler or manual launch)
• Extensible UI (via capMaps plugins) to enable new features
QUESTIONS ?