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wMaps User Guide

Navigation: Introduction

Introducing wMaps for Sugar

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Features and Benefits

 

wMaps

Sugar enables businesses to create extraordinary customer relationships with the most innovative, flexible and affordable CRM solution on the market. As an open-source, web-based CRM solution, Sugar is easy to customize and adapt to your organization's changing needs.

 

Meet wMaps: Sugar Integration to Bing Maps

Using wMaps, our integration to Microsoft Bing Maps you can view any list of Sugar accounts, contacts, leads, targets, opportunities or any other Sugar module plotted on a map. You will also be able to see quickly what accounts or leads are in closest proximity to each other and plot the results on a map or generate directions for a visit. The maps we generate are content rich and can incorporate details from your Sugar records directly on the maps.

 

Search Sugar Records by Distance from Postal Code (learn how)

You are holding an event and would like to invite all customers within 50 miles from the event location.

With wMaps you can filter accounts list view using a new Distance search option and specify distance from a postal code's center point.

You can save the result set to a Sugar target list for marketing purposes.

 

Map Sugar Filtered Records (learn how)

You would like to see the distribution of customers or prospects in a specific territory.

With Sugar you can create a filter in the accounts module to list the customers in a specific territory.

wMaps can display the result of that list as pushpins on a map.

 

Map Current Records (learn how)

You have a new prospective account and would like to get some geographic context and take a look at their office building.

wMaps can produce a map that can be zoomed in all the way to the aerial photo detail of the building or location in question.

 

Generate Optimum Driving Directions

You are planning to travel in your sales territory and would like to plan the best sequence of account visits.

From a filtered list in Sugar, select the specific accounts you would like to visit.  wMaps can generate optimal directions and display the directions on a map.  

The directions can be emailed to your phone to integrate with maps on the phone.

 

Show Closest Records

You are visiting a customer and would like to see a list of the closest prospective customers or other customers so you can plan some additional stops.

wMaps will calculate the relative distance between the current record and all other records, and then show you the closest ones.

From the list of closest records you can place them on a map or generate optimum driving directions.

 

Send to Mobile Device

You have generated a map or directions and want to be able to send them to your own phone or a colleagues phone.

Any wMap can be sent to your phone via email.  In the top right of a map or directions screen there will be an Send via Email button.  Press this link to generate an email with a link to the map that can be opened on your phone.