Presentation by Captivea from France on SugarCRM Partner Summit 2012

1. Enhance SugarCRM
capabilities with CapMaps
A Google Maps powerful
integration into SugarCRM !

2. Before we start….
• As Google declines to install a local Maps
server ….
• Please switch your phone’s wifi off to get a
live demonstration

3. Enhance SugarCRM
capabilities with CapMaps
A Google Maps powerful
integration into SugarCRM !

4. 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 ?)

5. 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

6. Which kind of Modules / Apps ?
SMS Geolocalization Word/PDF Merging Google Synchronization
Rating field SIRET field CTI Synchronization

8. Answering functional needs
• Leads,
• Customers,
• Partners,
• Suppliers,
• …
Users spent time to fill in the information requested
within the different modules…

9. Answering functional needs (Example)
Travel Appointment Time remaining
Canceled or delayed

10. 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 !

11. http://demo.googlemaps.captivea.net

12. Configuration panel

13. Configure Modules / Addresses fields

14. Account’s detail view : Map widget

15. Opening Map

16. Search nearby relevant cards

17. Search results’ display

18. 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

19. Activities’ generation from map

20. Quick Searching using saved searches

21. Search filters management (like Reports)

23. 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

24. 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