The best mapping component for Sage CRM is the Google Maps integration published by S5. This solution makes it easy to:
This Google Maps integration keeps getting better. Recent features added to the solution include:
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.
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.
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.
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.
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.
Licenses: $20 per user / per month billed annually = $240/year for each routing user.
Note: These costs are in addition yearly subscription pricing.
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