Google Maps – My CRM Manager

Google Maps

The best mapping component for Sage CRM is the Google Maps integration published by S5. This solution makes it easy to:

Visualize your data (Companies, Jobs, Opportunities, etc.)
Filter through the data that displays on the map
Add new records from the Google Map to Sage CRM
Plan and schedule routes

Recent Enhancements

This Google Maps integration keeps getting better. Recent features added to the solution include:

Ability to view company names without having to click on the pin
An easy way to recenter your map
The ability to filter your data by Sage CRM fields (example YTD Sales)
You can now add multiple companies to CRM in one shot

Filter Though the data

Not only can you filter by which records have opportunities or jobs (cases), but you can also leverage any of your company fields from Sage CRM.

Examples:

Show me only those companies have over 50k in YTD sales
Show me the accounts managed by Salesperson A (or A & B)
Show me only the accounts with open service jobs

Toggle between Sage CRM and the Map

From the map, you can click on a record and Sage CRM will refresh to that record in the background.

This makes it easy to update the record you are focused on (update the company, record a note, etc.)

You can also update the record directly from the map.

Add New Records to Sage CRM

The Google Maps integration makes it easy to create new companies (or Leads) from the map.

Example: Show me all the Farms Stores within 50 miles. Up comes a list, and users can pick and choose which records they wish to add to Sage CRM. It only takes a moment.

Optional Add-ons to Base Module (above)

View Sage CRM Leads and Create New Leads

Not all clients use Sage CRM’s leads feature. Leads in Sage CRM essentially means ‘not a verified company’.

The optional Leads Module for the Google Maps integration allows users to view Sage CRM leads as well as create new lead records in Sage CRM from the Google Map. The standard base module strictly allows you to create companies.

If you are unfamiliar with Sage CRM expression Lead (versus Company Type = Prospect), we have a short video explanation on this post on the My CRM Manager website.

Routing Module

The routing module that lets you use Google Maps to create Sales Routes using your records from Sage CRM. This is a good fit for sales users that go on road trips to visit customer and prospects and need to plan out who they are going to meet with each day and plan out their hotel stays.

You can setup days you will be traveling and plan out what companies/stops you want to plan out for your visits. It helps you make an efficient use of your sales time.

Routes consist of Days and then Stops withing each day.

Step 1: You create a new route, or clone an existing route.

Step 2: In the new route, you add days and pick pinpoints on the map, and click on the green “+” symbol within each pinpoint to add the stop to the day. You can add as many days as you would like to the route.

Subscription Pricing

Google Maps Base Module Subscription Pricing

Year 1

Year 2

Future Years

Base Solution
Includes the first 10 users

$ 1,500

$ 1,500

$ 1,500

Base Installation
Includes geocoding for the first 5,000 Company Addresses)

$ 1,000

-

-

Yearly Investment for Base Module

$ 2,500

$ 1,500

$ 1,500

Add Lead Module to Base Solution

$ 300

$ 300

$ 300

Yearly Investment for Base Module plus Lead Module

$ 2,800

$ 1,800

$ 1,800

all prices are in USD
additional base module licenses at $150.00 per user per year.
additional lead module licenses at $30.00 per user per year.
additional geocoding at $100.00 per 1000 addresses.

Add the Routing Module Subscription Pricing

Licenses: $20 per user / per month billed annually = $240/year for each routing user.
Note: These costs are in addition yearly subscription pricing.

Google Maps API Usage

When you use the s5Maps, it requires the Customer to Set up Pay As you Go Pricing and API Keys. You can get your Google API Keys here: https://console.cloud.google.com/google/maps-apis/overview

It is important to be aware that if your organization uses this integration a lot, there can be API usage charges from Googel. You can learn about Pay as you Go Pricing here: https://developers.google.com/maps/documentation/javascript/usage-and-billing?hl=en_US#new-payg

About this module

 5/5

This solution is published by s5Maps.

Well done! Using on the road today. Great tool geared towards productivity, nice to see the cluster of accounts in the city or business park you in, staying close / maximizing visits/calls. on my laptop using my AirCard.

What a productive way to visualize data AND add companies into Sage CRM quickly and meaningfully.

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