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What is RT SalesMap?

RT SalesMap is an advanced Sugar plugin designed to enhance the efficiency of sales professionals by graphically showcasing Sugar records. This innovative tool integrates smoothly with Google Maps, enabling users to track and identify Sugar Accounts, Leads, and Contacts with ease. As a comprehensive sales data visualization solution, RT SalesMap pulls information from three essential modules, effectively plotting Accounts, Contacts, and Leads directly onto the map. The plugin utilizes Sugar records to accurately determine the geographical locations of the displayed results. Additionally, users have the flexibility to tailor their searches according to specific preferences. With RT SalesMap, you can apply custom search parameters to yield the most relevant match results, filtering records by selecting various fields and their corresponding values. Moreover, the plugin allows you to save particular module search criteria for future reference, enhancing efficiency in subsequent searches. Beyond just mapping, RT SalesMap also validates addresses, extracting data from Sugar to identify both geocoded and ungeocoded addresses, ensuring that users have accurate location information for their sales efforts. This functionality transforms how sales teams interact with their data, making for a more streamlined and effective workflow.

What is CASH for Sugar?

CASH for Sugar provides the capability to share crucial data within Sugar with a wide range of external users, potentially reaching from a few dozen to thousands. This innovative system grants limited data access to those who previously could not obtain information without logging into Sugar. For example, if you work with multi-line sales representatives, you can give them access to their accounts specifically to review detailed account data. Customers and vendors can also track the status of projects recorded in Sugar seamlessly. In addition, they have the option to log into the portal to create support requests, monitor the status of their inquiries, and access vital company documents. Furthermore, if your system is integrated with ERP software, customers can retrieve product information, including current inventory levels. This enhanced accessibility not only empowers users but also significantly improves communication between businesses and their clientele, fostering a more collaborative environment. Ultimately, this system is designed to streamline interactions and make vital information readily available to those who need it.

Media

Media

Integrations Supported

Sugar Sell
Configure One Cloud
Google Maps
QuickBooks Online
Sage 300
Sage Intacct

Integrations Supported

Sugar Sell
Configure One Cloud
Google Maps
QuickBooks Online
Sage 300
Sage Intacct

API Availability

Has API

API Availability

Has API

Pricing Information

$5 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Rolustech

Date Founded

2008

Company Location

United Kingdom

Company Website

www.rolustech.com/rtsalesmap/

Company Facts

Organization Name

Faye Business Systems Group

Date Founded

2009

Company Location

United States

Company Website

fayebsg.com/sugarcrm-portal/

Categories and Features

Categories and Features

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

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