RECORDS’ VISUALIZATION

Records’ visualization

View all your Leads, Contacts and Accounts on Google Maps to visualize their location.

RADIAL SEARCH

Radial Search

Draw a circle from any location to plot prioritized records within a certain radius.

CUSTOM SEARCH

SEARCH FILTERS

Focus your search using custom fields and use Sugar’s default filters to get best matching results.

MOBILE COMPATIBLE

Mobile Compatible

Make your sales reps truly mobile with the mobile app!

About RT SalesMap

Feature-rich SugarCRM plugin that empowers your sales team by integrating

GOOGLE MAPS and SUGARCRM

Easily track and locate your SugarCRM Accounts, Leads and Contacts in Google Maps with this integration.

About RTSalesmap

Features

SugarCRM Records in Google Maps

RT SalesMap is a sales data visualizer. The plugin fetches records from Accounts, Contacts, and Leads, and displays them on a Google Maps view. On the map, the positioning of the results is determined by the addresses associated with the SugarCRM records.

Custom Search Criteria

Customize your search as per your needs. RT SalesMap offers custom search criteria to provide the best matching results. You can filter your records by selecting different fields and their values.

Address Validation

Validate your addresses through RT SalesMap. The plugin has been developed to pick addresses from Sugar and identify the geocoded and non-geocoded address. Geocoded addresses are the valid addresses with defined latitude and longitude coordinates. RT SalesMap counts invalid addresses and shows the number below the map.

Route Planner

Plan your route with the RT SalesMap’s route planner. This feature helps you not only in finding the best route from your source location to the destination but also provides driving direction.

Radial Search

RT SalesMap allows users to filter their search by radius from a certain location. Enter the center location, then enter the radius, and a simple toggle will limit the search to records within the radius only. This will help users prioritize records that are within a certain distance of a desired location. The radius can be created in both miles and kilometers, making it useful for both US and European markets.

Record Segmentation

Identify the category of pins on the map through record segmentation. To segment records on the map, RT SalesMap uses a combination of multiple colors. For instance, Green colored pins represent Contacts, Red-colored pins stand for Accounts, and Blue pins depict Leads etc.

Pin Clustering

If multiple pins are in close proximity, a zoomed out view shows them as a cluster, with the number of pins in each cluster specified. Zooming in breaks down the cluster into smaller clusters, whereby pins are separated from each other. At the most granular level, there are no clusters, and pins are visible in their individual locations.

Save Search

Want to save your search and the predefined set of filters against which your search is being performed? It is possible with RT SalesMap. RT SalesMap enables creation and storage of filters you define for your search. This feature saves time while being handy.

pricing

Monthly Plan

$5

per user, monthly

(30-day trial)

On-Site/On-Demand

 

  • License for one production instance
  • Can use on multiple test and dev instances
  • Support Included
  • Download available after checking out
  • Google API pricing is charged separately
  • Also available on SuiteCRM
  • Works with Sugar 7.11 to 10.0
  • Click here for details.

 

* All purchases come with a 30-day money back guarantee. We’ve tested and stand behind everything.

* We also offer one time purchase. Please Contact us for quotation.

Documentation

SugarCRM
SugarCRM

INSTALLATION GUIDE FOR SUGARCRM

INSTALLATION GUIDE FOR SUITECRM

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