CapMaps for SugarCRM

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Discover how Captivea integrated Google Maps within SugarCRM. Presentation made for SugarCRM EMEA Summit 2012, 1st - 2nd October in Munïch

Discover how Captivea integrated Google Maps within SugarCRM. Presentation made for SugarCRM EMEA Summit 2012, 1st - 2nd October in Munïch

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  • 1. Enhance SugarCRMcapabilities 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 SynchronizationRating field SIRET field CTI Synchronization
  • 5. Answering functional needs • Leads, • Customers, • Partners, • Suppliers, • … Users spent time to fill in the information requested within the different modules…
  • 6. Answering functional needs (Example) Travel Appointment Time remaining Canceled or delayed
  • 7. 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 !
  • 8. Configuration panel
  • 9. Configure Modules / Addresses fields
  • 10. Account’s detail view : Map widget
  • 11. Opening Map
  • 12. Search nearby relevant cards
  • 13. Search results’ display
  • 14. 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
  • 15. Activities’ generation from map
  • 16. Quick Searching using saved searches
  • 17. Search filters management (like Reports)
  • 18. 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
  • 19. 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