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Business needs

Some business processes are based on geographic location of leads, accounts, or contacts, such as:

• Managing sales territories
  
• Finding the closest clinic to a patient
  
• Planning an optimal route for a field technician
  
• Finding local businesses by keywords and adding them as a lead or account in Zoho CRM
  

To build processes around the geolocation data in their CRMs, businesses have to deal with multiple apps. Without a map tool tightly integrated with Zoho CRM, they have to rely on:

• Matching by zip codes
  
• Manually entering data into Google Maps
  
• Using fragmented geographic tools with manual uploads to view records on the map
  

Solution

Mapsly addresses these needs by providing a feature-rich customizable map embedded into Zoho CRM which allows Zoho users to:

• View and update CRM records right on the map, including custom fields and records from custom modules
  
• Draw sales territories on the map and use them with Zoho CRM territory management instead of relying on matching by ZIP code
  
• Plan optimal routes for your sales reps and field technicians by rearranging waypoints to minimize driving time
  
• Set a ‘base point’ such as a CRM record, address, or GPS coordinates, and find all records within a certain distance from this point
  
• Determine a subset of records by flexible criteria using the Mapsly formula builder that can include distance from a certain location and mass-update them in Zoho CRM in a few clicks
  
• Find local businesses by keywords, as you would do on Google Maps, and add them to Zoho CRM in a few clicks, one-by-one or in bulk
  
• View and update lookup fields and even multi-select lookup fields out-of-the-box
  
• Trigger CRM workflows and execute Deluge functions right from the map
  

Benefits

Using Mapsly with Zoho CRM will help increase sales and per-account revenue by:

• Providing a clear view of location of leads, accounts, and contacts
  
• Increasing efficiency of territory management by adding precise hand-drawn territories
  
• Building optimal routes for sales reps that would allow them to visit +20% more leads and customers
  
• Discovering and helping connect with local businesses for traveling sales reps
  
• Implementing complex check-ins for traveling sales reps
  

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