Kaizen #114 - Geocoding Leads' Addresses in ZOHO CRM

Kaizen #114 - Geocoding Leads' Addresses in ZOHO CRM

Hola, code enthusiasts! buckle up for a new post on our Kaizen series. 

This week, let us bring the theory to practice and explore a real-world scenario of sales representatives. We will look at how to create a Related List Widget map in Zoho CRM's Lead detail page with features such as lead location display, directions from the current user's location, and showcasing other leads in the same street or city as the current lead.

Significance of Geocoding Leads Addresses in ZOHO CRM

In this ever-evolving landscape of Customer Relationship Management, the ability to harness location data is increasingly vital. Thus, integrating geocoding functionality has emerged as a key enhancement in the lead management. Geocoding transform raw address information into valuable data, providing insights that go beyond mere location. By incorporating this in our widget, ZOHO CRM empowers the sales teams in the following ways. 

1. Geo-Targeting for Marketing Campaigns

Understanding the concentration of leads in specific streets or cities can provide a competitive advantage by tailoring strategies to local market dynamics. This can enhance the relevance of marketing materials and increase the chances of engagement. 

2. Quick Access to Information

While ZOHO CRM offers a Locate Map feature to display the lead's location on a map, having the location-related information readily available within the Lead detail page reduces the need for users to switch between different applications. 

3. Data Driven Decision-Making

Displaying other leads in the same street or city as the current lead provides valuable context. It allow users to derive insights and help making informed decisions. It also aids in understanding the local business landscape and potential opportunities nearby. 

4. Efficient Route Planning

For sales representatives who need to visit leads in person, having a map view helps in optimizing routes. This can lead to more efficient travel, saving time and resources.

5. Increased Productivity Based on Proximity

Strategic planning based on proximity, like arranging visits to leads in close proximity, minimizes the time spent traveling between distant leads. Representatives can allocate more time to engaging with leads and less time in transit. Additionally, this approach helps reduce travel-related expenses, including fuel costs and transportation expenses.

Empowering Sales Representatives with Geocoded Insights

Imagine you are a Sales Manager overseeing a team of sales representatives who handle a diverse portfolio of leads in ZOHO CRM. Your organization's territory extends across various regions, and your sales team frequently finds themselves on the move, meeting with potential clients.

Now, to increase the productivity and efficient traveling, you aim to develop a custom Related List Widget to dynamically display the lead's location and provide the shortest route to their destinations on a map. 

Addedly, you want to show other leads in the same street or city as the current lead. This helps the sales team to plan their visits to multiple leads more efficiently by considering the proximity of leads in the same street or city. It reduces travel time and allows representatives to cover more leads in a given timeframe.

Let us walk you through the configuration process of this widget. 

Step 1: Check this post to carry out the initial set up for creating a widget in ZOHO CRM. 

Step 2: Once you have created a project for ZOHO CRM service via terminal, open the project locally and navigate to the app folder to find the widget.html file.



Step 3: In the widget.html file, integrate your third party map application and design your Related List Widget. 
To keep this demo simple, we have used the Google Maps JavaScript API in the provided sample code. You can access the sample code by downloading the attached zip file in this post. 

Step 4: Now in the terminal, validate and pack the application to create a zip file which can be uploaded to the ZOHO CRM. 



Step 5: Log in to your ZOHO CRM account and navigate to Setup > Developer Space > Widgets > Create New Widget. 



Step 6: Upload the zipped file and fill in the details as shown in the above image. 

Step 7: Now, go to Setup > Customization > Modules and Fields > Leads > Layouts > Standard > Detail View. 
You can install a custom widget in any of your layouts based on your requirements. In this sample, we will install it in the 'Standard' layout. 

Step 8: Click 'Add' on the left menu and select Widgets. 



This will list you the available widgets in your organization. Install the widget 'Maps', which was uploaded a few minutes ago. 



Ta-da, It is done! Let us go check this new Related List widget from the Leads module. 



We hope this post was both informative and beneficial!

If you have suggestions for future topics or questions, drop a comment or send us an email at support@zohocrm.com. We are here to listen and engage with you.

Cheers!

    • Sticky Posts

    • Kaizen #197: Frequently Asked Questions on GraphQL APIs

      🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

    • Kaizen #198: Using Client Script for Custom Validation in Blueprint

      Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

    • Celebrating 200 posts of Kaizen! Share your ideas for the milestone post

      Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQs

    • Kaizen #193: Creating different fields in Zoho CRM through API

      🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

    • Client Script | Update - Introducing Commands in Client Script!

      Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! Commands

    • Recent Topics

    • Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture??

      Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture ??

    • How can I adjust column width in Zoho Books?

      One issue I keep running into is as I show or hide columns in reports, the column widths get weird. Some columns have text cut off while others can take a fourth of the page for just a few characters. I checked report layout guides and my settings, but

    • Invalid value passed for file_name

      System generated file name does not send file anymore - what is the problem?

    • Custom Function for Estimates

      Hey everyone, I was wondering if there was a way to automate the Subject of an estimate whenever one is created or edited: * the green box using following infos: * Customer Name and Estimate Date. My Goal is to change the Subject to have this format "<MyFirm>-Estimate

    • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

      I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the

    • Search in module lists has detiorated

      Every module has a problem with the search function :-/

    • YouTube Live #1: AI-powered agreement management with Zia and Zoho Sign

      Hi there! We're excited to announce Zoho Sign’s first YouTube live series, where you can catch the latest updates and interact with our Zoho Sign experts, pose questions, and discover lesser-known features. We're starting off by riding the AI wave in

    • Search in module lists has detiorated

      Every module has a problem with the search function :-/

    • Sales Receipts Duplicating when I run reports why and how do we rectify this and any other report if this happens

      find attached extract of my report

    • Add Zoho Forms to Zoho CRM Plus bundle

      Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant and

    • Bigin: filter Contacts by Company fields

      Hello, I was wondering if there's a way to filter the contacts based on a field belonging to their company. I.e.: - filter contacts by Company Annual Revenue field - filter contacts by Company Employee No. field In case this is not possibile, what workaround

    • Has Zoho changed the way it searches Items?

      Right now all of our searches have broken and we can no longer search using the SKU or alias. It was fine last night and we came in this morning to broken.....this is impacting our operations now.

    • Refunds do not export from Shopify, Amazon and Esty to Zoho. And then do not go from Zoho inventory to Quickbooks.

      I have a huge hole in my accounts from refunds and the lack of synchronisation between shopify , Amazon and Etsy to Zoho ( i.e when I process a refund on shopify/ Amazon or Etsy it does not come through to Zoho) and then if I process a manual credit note/

    • CRM->INVENTORY, sync products as composite items

      We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,

    • Zoho Calendar not working since a few days

      Hey there, first off a minor thing, since I just tried to enable the Calendar after reading this in another topic (there was no setting for this though) : For some reason my current session is showing me based in New York - I'm in Germany, not using a

    • Monthly timesheet, consolidation of time by project

      I have time logs for various jobs for project. Is it possible to consolidate the time spent for each job, when I am generating a timesheet for a month? I am getting the entries of jobs done on each day when I generate a timesheet for a month For example

    • Building a Strong Online Identity with G-Tech Solutions

      In today’s fast-moving world, having a strong online identity is essential for every business. https://gtechsol.com.au helps businesses establish a digital presence that reflects their vision and values. By focusing on innovation and quality, they create

    • Sending emails from an outlook account

      Hi, I need to know if it's possible to send automatic emails from an Outlook account configured in Zoho CRM and, if so, how I can accomplish that. To give you some context, I set up a domain and created a function that generates PDF files to be sent later

    • Struggling with stock management in Zoho CRM – is Zoho Inventory the solution?

      My biggest pain point today with Zoho is inventory management. I run a retail business and reliable stock management is absolutely critical. Obviously, I need this inventory to be visible inside the CRM. At first, I tried handling it through custom modules

    • Automating CRM backup storage?

      Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,

    • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

      Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration

    • can't login Kiosk URGENT

      already try, can't login pls help to support. thanks.

    • 【Zoho CRM】CRM for Everyoneに関するアップデート：関連データ機能

      ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、CRM for Everyoneの新機能「関連データ機能」をご紹介します。 関連データ機能は、あるタブのデータを別のタブに柔軟に関連付け、異なるタブで管理されている情報を1か所にまとめて表示できます。 たとえば、組織タブとチームタブのデータを関連付けることで、必要な情報に効率よくアクセスでき、顧客理解を深めながら他チームとの連携もスムーズに行えます。 目次 1. 関連データの設定方法

    • Zoho Books

      How do I manually insert opening balance?

    • Profit / margins on Sales orders / Invoices / Estimates

      When we select an SKU or item name in any of these documents, much info such as invoice.line_items.rate is pulled from the item & filled into the document being worked on. If we had another lineItem DB field (hidden) auto filled at the same time: invoice.line_items.purchase_rate

    • Inventory to Xero Invocie Sync Issues

      Has anyone had an issue with Invoices not syncing to Xero. It seems to be an issue when there is VAT on a shipping cost, but I cannot be 100% as the error is vague: "Unable to export Invoice 'INV-000053' as the account mapped with some items does not

    • How to activate RFQ? What if a price list has ladder price for items?

      Where can I find the option to activate request for quotation? How does it work? If the item has ladder price, does it gets calculated depending on how many items are in the cart?

    • Mailk got blocked / Inquiry About Email Sending Limits and Upgrade Options

      Dear Zoho Support Team, My name is Kamr Elsayed I created this account to use for applying for vocational training in Germany. As part of this process, I send multiple emails to different companies. However, after sending only 8 emails today, I received

    • Can't join canal Developers Zoho User

      Hello, I received an invitation to join this channel, but I get an error when I try to join it, and I get the same error when I go to the Zoho Cliq interface > Search for a channel. Is this because I don't have a license linked to this email address?

    • Desk Email reply - set default font / use custom font

      Hello, in our e-mails, which we send to our customers, a certain font must be used (Corporate Design): Segoe UI https://en.wikipedia.org/wiki/Segoe#Segoe_UI How can this be included? How can this be set as the default font to ensure that this font is

    • PDF Templates - Checkbox Borders

      Is there a way to remove the border of a radio/checkbox on a PDF? I'd like to use the function of checkbox but if there's no easy way to remove the border (the PDF form already has a rectangle so it gets cluttered), then I'm forced to create a single

    • Zoho CRM's custom views are now deployable from sandboxes

      This feature is now available for users in the AU, JP, and CN DCs. This feature is now available for users in CA and SA DCs. New update: This feature is now available for users in all DCs. Hello everyone, We're excited to announce that you can now deploy

    • Settings Icon No Longer in ZOHO Desk?

      In ZOHO desk, there has been a gear icon for settings. as of yesterday, it is no longer there. I showed up briefly this morning but is gone again. Anybody else experiecing this?

    • Introducing the all-new email parser!

      Greetings, We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements. On that note,

    • Tip #43 - Track, Review, and Analyze Your Assist Sessions with Reports-'Insider Insights'

      Did you know you can generate detailed reports for both remote support sessions and unattended access sessions in Zoho Assist? This makes it easy to monitor technician activity, measure efficiency, and review customer interactions. Let us now take a closer

    • Function #20: Custom calculation in item table of invoices

      When you create an invoice in Zoho Books, the 'Amount' of a line item is typically calculated as the product of the "Quantity" and the "Rate" of the item. For instance, if an item has a sales rate of $50 and a quantity of 5 is sold, then the amount would

    • CBSA - GST CHARGES on imports

      Hi there, We have a questions about landed cost categorization. We received a shipment from overseas. CBSA invoiced us for the GST on the items. Now we entered the CBSA-GST as a separate bill and attached it as landed cost to the main invoice based on

    • Simplified Call Logging

      Our organization would like to start logging calls in our CRM; however, with 13 fields that can't be removed, our team is finding it extremely cumbersome. For our use case, we only need to record that a call happened theirfor would only need the following

    • Sub form doesn't as formula field

      Is it possible to get formula field in sub form in futures?

    • Week date range in pivot table

      Hello, I need to create a report that breakouts the data by week.  I am using the pivot table report, and breaking out the date by week, however the date is displayed as 'Week 1 2014' format.  Is there anyway to get the actual dates in there? ex. 1/6/2014-1/12/2014 Thanks,

    • Next Page