Visualizing CRM data has never been easier, thanks to the integration of Google Maps with SuiteCRM through the powerful RT SalesMap. Offering a unique visualization of leads, contacts, and accounts right on a map, it helps sales teams optimize routes and strategize sales efforts effortlessly. Despite the ongoing pause in development, existing users of SuiteCRM version 7.14.2 can continue enjoying robust support for RT SalesMap.
RT SalesMap is the ideal solution for tracking and locating SuiteCRM data on the go. Gone are the days of sifting through databases to find customer information. With a visual representation, sales teams can easily decide which leads to visit in the field. The tool picks records from Accounts, Contacts, and Leads modules, organizing them on a Google map based on associated addresses. For users’ convenience, it categorizes the records into three colors: green pins for Contacts, red for Accounts, and blue for Leads.
Customization is at the forefront of RT SalesMap’s features. Users can refine their search criteria to view nearby Leads, Accounts, or Contacts, filtering records by different fields. This not only provides precise search results but also allows saving these criteria for future reference, saving valuable time and effort.
Address validation is another critical aspect of RT SalesMap. It distinguishes between geocoded addresses — those with latitude and longitude — and non-geocoded, invalid entries. Knowing the count of valid and non-valid records aids in maintaining a clean and usable database.
For sales teams planning their daily routes, RT SalesMap integrates GPS services to find the optimal path from the user’s address to the destination. This integration showcases all possible routes and assists in strategic planning, enhancing efficiency and productivity.
RT SalesMap also includes a convenient record detail view, accessible through clickable pins on the map. This feature opens a popup showing details and provides a link to the full record in SuiteCRM.
For those seeking deeper insights into their data, the integrated Heatmap dashlet simplifies identifying clusters based on data density, providing an intuitive overview of business opportunities.
Interested in trying out RT SalesMap? Initiate your trial today and visualize your SuiteCRM data like never before. For additional inquiries or support, contact us at product.support@rolustech.com. Visit Rolustech for more information.
If you want to explore further, visit our official SalesMap listing for comprehensive details and user guides.