Map-to-Lead

Map to Lead is a customized Sugar app that provides visual lead mining, call planning, and target conversion.

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About Technology Advisors

Technology Advisors is a 3 Star Platinum SugarCRM partner that focuses on extending Sugar to reach its maximum potential.

Map to Lead for Sugar

Map to Lead is a customized Sugar app that provides visual lead mining, call planning, and target conversion. It works by displaying on a Map customer information and allows you to show accounts, contact, leads and target in a specific location. Then it lets you refine your search based upon distance, number of data point or even attributes about the information being displayed like contact type. You can also without leaving the map drill into your information and view detail including notes and opportunities so that you can better plan your calls.

Why Map to Lead?

Map to Lead allows businesses to:

  • Better planning their calls by maximizing the value of a trip.
  • Displays map locations for an existing contact, lead, target, or account for better territory planning.
  • View the location of an account and then view records that are nearby the target location.
  • Create campaign lists by converting all the addresses on one map for geographically based campaigns.
  • Sales staff can plan trips to harvest leads and visit existing customers – optimizing the time to plan their site visits and increase customer touch points.
  • The app provides real-time identification of the location of any target, lead, account, or contact via a map and then allows for lead mining based upon location.
  • Map records by "type" and "status", providing smart filtering of key or latent accounts.

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