How to Use the Map Plotter Extension in Zoho CRM скачать в хорошем качестве

How to Use the Map Plotter Extension in Zoho CRM

🗺️ How to Use the Map Plotter Extension in Zoho CRM The Map Plotter extension for Zoho CRM brings your data to life—literally. It allows you to visualise contacts, leads, or deals directly on a map, enabling smarter route planning, better field team coordination, and instant geographical insights. In this tutorial, we’ll walk you through the entire process—from installation to real-world use—so you can get the most value out of location-based CRM data. 🧭 What Is the Map Plotter Extension? The Map Plotter lets you: -- View CRM records geographically on Google Maps -- Segment by sales rep, region, or visit status -- Plan efficient routes and reduce travel time -- Use Google Maps features like Street View, Satellite View, and even 3D mapping -- Instantly identify visit history via colour-coded pins This is perfect for: Field sales teams Account managers Customer success reps Marketers with regional campaigns 🔧 Step 1: Install Map Plotter from Zoho Marketplace 1. Navigate to CRM | Settings | Marketplace 2. Search for “Map Plotter” 3. Click Install 4. Configure it for the relevant modules (e.g., Contacts, Leads, Deals) Need help installing or configuring? Contact support@goldstarit.com 🗂️ Step 2: Filter & Select Records 1. Head to your Contacts or Leads module 2. Filter by field (e.g., Sales Rep) 3. Select the records you'd like to map 📌 You can select all or just a few, depending on your route or territory plan. 🗺️ Step 3: Visualise on Google Maps 1. Click your custom “Map Plotter” button 2. Instantly view your selected records on the map 3. Use tools like: -- Satellite View for real-world visuals -- Street View to check access points and landmarks -- Zoom & 3D for detailed navigation 🎨 A legend will show colour-coded statuses: Green = Followed up Red = Not yet visited Custom categories based on your CRM fields 💬 Route Planning & Visit Insights Check customer proximity and cluster visits Use map layers to prioritise hot leads or overdue follow-ups Review last visit dates and activity history without leaving the map 🌍 Why Use Map Plotter? ✔️ Increase visit efficiency ✔️ Reduce travel costs ✔️ Maximise territory coverage ✔️ Improve customer engagement ✔️ Access regional insights in real time 📩 Final Tips Encourage reps to use the mobile CRM app for map-based navigation Use tags or custom fields to build smart map filters Combine Map Plotter with CRM automation for follow-up workflows by location 📢 Like, comment, and subscribe for more Zoho CRM best practices. 📩 Need help setting up advanced CRM extensions or automations? Reach out to support@goldstarit.com Please Note: Unless otherwise specified, all of our videos use randomly generated sample data. Any resemblance to real individuals or organisations is purely coincidental. | More about Goldstar | At Goldstar, we believe in working with you and your business, getting to know you, your ambitions, and how we can help you realise them through technology and data-driven decisions. We’re all about making your life easier with our expertise and honesty, especially given the challenges of digital business transformation. As Zoho Advanced Partners and Digital Transformation specialists we understand the importance of technology, process, data and culture. Bringing all aspects together to offer CRM, transformational analytics, inventory management, finance, business intelligence and more, to your business. Based in Hastings, we have helped clients from East Sussex, West Sussex, Hampshire, London, Kent, Surrey and across the South East of the UK, transform their business with Zoho solutions. Delivering business transformation consultancy through our Discovery Workshop and Solution Design. Contact us today, to discuss how Goldstar Consultants can deliver Digital Transformation through Zoho solutions and launch your business to the next level. Visit us at www.goldstarit.com