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CapMaps for SugarCRM
- 1. Enhance SugarCRM capabilities with CapMaps A Google Maps powerful integration into SugarCRM !
- 2. Who are we ? • Yannick Biet, co-founder + CTO • Captivea is a French partner of SugarCRM 2009 2012 • 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 ?)
- 3. 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
- 4. Which kind of Modules / Apps ? SMS Geolocalization Word/PDF Merging Google Synchronization Rating field SIRET field CTI Synchronization
- 6. Answering functional needs • Leads, • Customers, • Partners, • Suppliers, • … Users spent time to fill in the information requested within the different modules…
- 7. Answering functional needs (Example) Travel Appointment Time remaining Canceled or delayed
- 8. Answering functional needs How Sugar can give ROI on the time spent to collect and save addresses information in CRM ? How Sugar can help the sales rep. to be more efficient ? Multiply contacts ! Fill the day with other appointments ! How to find the “other” appointments ? GEOLOCALIZATION !
- 11. Configure Modules / Addresses fields
- 12. Account’s detail view : Map widget
- 13. Opening Map
- 14. Search nearby relevant cards
- 16. 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
- 17. Activities’ generation from map
- 18. Quick Searching using saved searches
- 19. Search filters management (like Reports)
- 21. 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
- 22. 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