Wednesday, 2 October 2013

See Your Companies On The Map with Zimplu

Zimplu CRM released a new feature which enables us to set the location of a Company or a Contact on the map. This is very useful if you want to have a view of how you are standing in contacting leads in certain regions, or it can give you an idea of where you have a strong influence and where you don't.
In the picture below we can see that we have a stronger influence on the west coast, but not so much on the east coast or south USA. This can give you an idea of where you should expand and where to invest more time and money.

All of your contacts on the map

How does it work?
We added a new field when you create a company or a contact. Street field is completely new and it is different from the Address field. It is not a mandatory field, but if you want to have the company/contact on the map and if you choose to fill the Street field, you will have to fill the Country and City field.

Once you filled these fields, you will find the location on the map. If you believe this slows you down, you can choose to Mark The Position On The Map by clicking the Mark position on the map button. Once you click it, you will be able to click on the map on the exact location you want.

Where do I see the companies on the map after I create them?
If you created the company and you marked the position on the map, you will be able to see it in the Reports section. If you go to Reports and you click on the Companies report (checking the With Map box will enable you to see the map), you will see all the companies on the map created within a specified period.

You can also click the companies/contacts on the map too, doing this will show you the contact details of the selected company.

If you are asking yourself what map is this, this is the Open Layers Map.

To make it easy for you, we created a video where we add a Company on the map, you can watch it below.

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