Informer for SugarCRM  Extend the Value of Your CRM           July 11, 2012
Today’s Speakers    Cheri Stockton    Technical Product Marketing Manager,       SugarCRM    Bill Harrison    CEO & Founde...
Agenda• SugarCRM Reporting• Business Challenges & Need for  Third Party Application• Integration is Key• DEMO: Informer fo...
What is SugarCRM?              Marketing                           Sales-forceCall Center                           Automa...
SugarCRM Reports        • Marketing          Campaigns        • Case Reports        • Sales Trends        • Customer Profi...
Customer Business Challenges &              Needs• Report from multiple databases: phone  systems               Other Phon...
Customer Business Challenges &              Needs• Report from multiple databases         SugarCRM           Excel   ERP  ...
Customer Business Challenges &              Needs• Report on multiple modules in SugarCRM                Calls  Meetings  ...
It is now faster, better, and cheaper to buy best-in-class    tools and integrate them rather than buy monolithic         ...
What is Informer?• Web-based reporting and analysis solution  accessed every day by tens of thousands  of users around the...
What can Sugar Users Do with             Informer?• Access Data from Multiple Sources• Incorporate runtime variables to sp...
Informer DEMO
Questions?For more information on   SugarCRM and the     intregration withInformer, contact Epicom.  info@epicom.com    51...
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Informer for SugarCRM webcast

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Epicom, SugarCRM, and Entrisik discuss advanced reporting with Informer for SugarCRM. Entrinsik, the makers of Informer software, also provide a demo of the product and its benefits when integrated into Sugar. For more information on products and services described in this webcast, please contact us at info@epicom.com.

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  • Report from multiple databases. For example, asterisks vstwilio inbound call volume or different accounting systems, or erp systems with crm data
  • Report from multiple databases. For example, asterisks vstwilio inbound call volume or different accounting systems, or erp systems with crm data
  • To report how many calls, meetings, emails, etc. a sales rep created in a certain period of time.
  • Web-based reporting and analysis solution accessed every day by tens of thousands of users around the world since 2000.·       User interface utilizes Google Web Tool Kit for fast, interactive, drag and drop Web 2.0 functionality.  ·       Unique architecture integrates real-time data from multiple systems without a data warehouse·       Ad-hoc, self-service data analysis capabilities for business users (less reliance on IT)·       Interactive visualizations and dashboards linking data from multiple sources·       Supports enterprise-wide security requirements·        Quick to install and implement
  • Informer for SugarCRM webcast

    1. 1. Informer for SugarCRM Extend the Value of Your CRM July 11, 2012
    2. 2. Today’s Speakers Cheri Stockton Technical Product Marketing Manager, SugarCRM Bill Harrison CEO & Founder, Epicom Corporation Andrea Dawkins R&D Project Manager, Entrinsik
    3. 3. Agenda• SugarCRM Reporting• Business Challenges & Need for Third Party Application• Integration is Key• DEMO: Informer for SugarCRM• Q&A
    4. 4. What is SugarCRM? Marketing Sales-forceCall Center Automation SugarCRM CustomerReporting Support Social CRM
    5. 5. SugarCRM Reports • Marketing Campaigns • Case Reports • Sales Trends • Customer Profiles • User Activity & Productivity
    6. 6. Customer Business Challenges & Needs• Report from multiple databases: phone systems Other Phone Systems Informer
    7. 7. Customer Business Challenges & Needs• Report from multiple databases SugarCRM Excel ERP Accounting Informer
    8. 8. Customer Business Challenges & Needs• Report on multiple modules in SugarCRM Calls Meetings Emails Informer
    9. 9. It is now faster, better, and cheaper to buy best-in-class tools and integrate them rather than buy monolithic applications that perform many functions.
    10. 10. What is Informer?• Web-based reporting and analysis solution accessed every day by tens of thousands of users around the world since 2000. – Fast, interactive user interface – Integrates real-time data from multiple systems without a data warehouse – Ad-hoc, self-service data analysis capabilities for business users (less reliance on IT) – Supports enterprise-wide security requirements – Quick to install and implement
    11. 11. What can Sugar Users Do with Informer?• Access Data from Multiple Sources• Incorporate runtime variables to specify filter parameters• Dynamically connect Informer reports to access leads, accounts, and task details• Leverage Sugar users and define roles for authentication and security
    12. 12. Informer DEMO
    13. 13. Questions?For more information on SugarCRM and the intregration withInformer, contact Epicom. info@epicom.com 512-481-9000 www.epicom.com

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