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 !

Demonstration

http://demo.googlemaps.captivea.net

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 ?