How to Integrate Google Maps in Suite CRM?

CRM are of various types but most of them can be customized. You can enhance the platform’s basic functionalities by integrating third-party plugins to streamline your business efficiency. In case you require a solution specifically built for your business workflow, you can get your crm customization by crm expert developers. One such CRM is SuiteCRM, an open-source tool meaning anyone can download and use the platform. SuiteCRM customization is further possible by plugins and customization. 

Google Maps can elevate your SuiteCRM capabilities by visualizing data, optimizing territory, and streamlining field operations. You can integrate Google Maps into SuiteCRM by getting the Google API key and pasting it into the “administration” section of the administration panel, having a subsection for Google Maps, of the SuiteCRM platform. Below you can find details of this robust integration.

Benefits of SuiteCRM with Google Maps Integration

When you integrate Google Maps with any CRM, you’re giving your sales teams the best solution for their infield navigation. This will save travel time and travel costs. You can effortlessly integrate Google Maps in SuiteCRM. This integration has a striking effect on sales, like

• Enhanced Sales Territory Management

With Google Maps, you can visualize and define your sales territory on maps. Visualization will highlight underserved areas and you can effectively allocate infield sales agents for meetings. Improve your sales agents’ time management skills by planning efficient routes and reducing travel time. Additionally analyze sales performance by region, identifying areas with high potential and areas that require additional attention.

• Improved Lead Management And Targeting 

With geo-targeting you can identify high-potential leads based on their location, allowing you to focus your efforts on areas with greatest potential. This will show you lead distribution in any location in the form of clusters. You can then target these with valuable insights for better results. 

• Enhanced Opportunity Tracking And Analysis

Your maps not only show you your customer clusters and location but also keep track of your sales pipeline. Identify where you are converting the most and where you require additional support. Determine your success factors and work on them to improve sales meetings across the board.

• Data-Driven Decision Making

You can create geo-based customized reports that analyze sales data based on geographic location. Visualize Google Maps for key sales metrics, such as revenue, conversion rates, and average deal size by region. Having these key metrics you can identify where to improve your conversion rates leading to high future growth and focused sales efforts. 

• Improved Customer Experience

Maps showing customer locations can play a huge role in location-based marketing. You can send highly targeted promotions and offer marketing messages to customers in specific areas. Similarly, proximity-based offers, when they are close to the store, intrigue customers and make them visit the store. This can increase the likelihood of conversion and foot traffic to your store. You can use it similarly by targeting competitors’ locations. When customers are around the competitor’s store, you can send them a message telling them that a similar store with better prices is just across the street. Such timing-based messages will increase your brand awareness.

Steps Of Google Maps SuiteCRM Integration

Integrating Google Maps into your CRM platform is fairly a simple process. SuiteCRM offers built-in Google Maps integration that can be set up following these simple steps

1. Obtain Google Map API Key

Visit the Google Cloud platform and create a project. This will create a billing account and give you API calls for proper authentication credentials (key).  Enable Google Maps platform APIs and generate an API key.

2. Access SuiteCRM Admin Panel

Once you’ve got the API key generated, open your SuiteCRM administration panel and navigate to the “Administration” section.

3. Configure Google Maps Settings

In the administration section, you’ll find a subsection “Google Services”. Here look for the “Setting Up Google Maps” option. Paste your obtained API key here.

The above-mentioned step is a basic outline to break down the process. To configure the exact settings, consider following the SuiteCRM guide here.

RT SalesMap: A Powerful SuiteCRM plugin

RT SalesMap is a plugin, designed to enhance the capabilities of SuiteCRM by integrating Google Maps. As the name suggests, it is a map that is made considering what features will boost the sales team’s productivity when they are in the field. A sales map can offer much more than navigation. RT SalesMap’s key features include,

• Visualize Customer Data

You can easily visualize your leads, contacts, and accounts with color-coded segmentation on the map. It gives you a clear understanding of the geographic distribution of your customers and potential areas for growth.

• Optimize Sales Territories

By precisely identifying your sales territories, you can ensure that the sales teams are focused on the most promising regions. Send your resources as required.

• Plan Efficient Routes

When your sales team is on the field and has to visit multiple locations, RT Sales Map offers a built-in route planner to optimize travel distances that save time and fuel costs. 

• Targeted Marketing

RT SalesMap offers address validation with the help of geocoded coordinates. This further targets your efforts for location-based marketing bringing in higher conversion rates.

• Data-Driven Decision Making

With color-coded customer view on the map and information available on the map while on the go, your teams get insights on hand to make better decisions. They can view client clusters in a certain vicinity and make decisions likewise. 

To Sum Up

CRM customization is a remarkable way to enhance the working of your crm software. CRM software with mapping integrates your CRM mapping capabilities to provide a visual representation of customer data, sales territories, and other relevant information. Some CRMs offer built-in maps while others require customization. In SuiteCRM you can setup Google Maps from the administration settings. Then you can get a sales map plugin like RT SalesMap that enhances the map functionality with record segmentation, view, efficient route planning, and much more. 

Here at RT Dynamic, we are a team of CRM experts including SuiteCRM developers, having profound expertise in CRM customization, CRM development, and CRM integrations. Reach out to us for all types of CRM services.