App Spotlight: Mapsly for Zoho CRM
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Mapsly for Zoho CRM
Mapsly allows users to
build optimized routes, draw and assign territories, and find businesses by
keywords using large Google Maps. This integration allows you to use
Mapsly with your CRM records organized in layers, coupled with a powerful data
grid that allows you to filter, view, and edit your data the way you need.
Get the extension here
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