Enhance SugarCRMcapabilities with CapMaps A Google Maps powerful integration into SugarCRM !
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 ?)
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 Google SynchronizationRating field SIRET field CTI Synchronization
Answering functional needs • Leads, • Customers, • Partners, • Suppliers, • … Users spent time to fill in the information requested within the different modules…
Answering functional needs (Example) Travel Appointment Time remaining Canceled or delayed
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 !
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