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Sugar Crm Marketing Industries Presentation   4 Reporting
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Sugar Crm Marketing Industries Presentation 4 Reporting

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SugarCRM presentation by Marketing Industries BV Netherlands. …

SugarCRM presentation by Marketing Industries BV Netherlands.

See also:
Presentation - 0 Overview
Presentation - 1 Marketing Automation
Presentation - 2 Sales Force Automation
Presentation - 3 Customer Support
Presentation - 4 Reporting
Presentation - 5 Platform
Presentation - 6 Collaboration

Published in Business , Technology
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Transcript

  • 1. SugarCRM Reporting
    ©2008 SugarCRM Inc. All rights reserved.
  • 2. Create real-time reports and dashboards on any CRM metric
    Monitor the effectiveness of marketing programs, sales opportunities, and support cases
    Share/restrict access to reports and dashboards across teams
    2/23/2010
    ©2008 SugarCRM Inc. All rights reserved.
    2
    Provide Better Visibility Across the Business
  • 3. 2/23/2010
    ©2008 SugarCRM Inc. All rights reserved.
    3
    SugarCRM Reporting
    Issues
    Impact
    Solution
    • Track results of marketing leads to closed-won deals
    • 4. Measure ROI programs of programs across channel
    Understand how leads are
    generated and which
    marketing programs work
    Lack of understanding on
    how marketing impacts sales
    Gain the insight needed to
    drive the business
    • Dashboards identify win/loss rates, competitive deals and lead source
    • 5. Review and revise rep and team forecasts
    Poor visibility into business
    performance
    Identify small customer
    problems before they become
    large ones
    • Customer reports on service requests, bugs, case resolution and response times
    No understanding of why
    customers are defecting
  • 6. Users can create any number of custom dashboards based on any variable within Sugar
    Dashboards display real-time information
    Charts can be shared across individuals, teams, or the entire company
    2/23/2010
    ©2008 SugarCRM Inc. All rights reserved.
    4
    Dashboards
  • 7. Understand the ROI of marketing programs
    Track which channel is most/least profitable
    Replicate successful campaigns in a few simple steps
    2/23/2010
    ©2008 SugarCRM Inc. All rights reserved.
    5
    Marketing Analytics
  • 8. Present user-specific information about opportunities
    Consolidate sales data for executives
    Customize charts and reports based on key metrics
    Drill down on charts to understand performance
    2/23/2010
    ©2008 SugarCRM Inc. All rights reserved.
    6
    Sales Trend Analysis
  • 9. Monitor the effectiveness of case responses
    Identify and prioritize customer problems
    Measure how issues are resolved across individuals and teams
    2/23/2010
    ©2008 SugarCRM Inc. All rights reserved.
    7
    Case Reporting
  • 10. Understand your customer base
    Parse by industry, revenue, time, geography, and other attributes
    Deliver relevant reports based on concrete data
    2/23/2010
    ©2008 SugarCRM Inc. All rights reserved.
    8
    Customer Profiles
  • 11. Start with SugarCRM within days
    Professional CRM system
    Easy to use
    Collaborate with other applications and databases
    Cost effective, no need to invest in:
    Servers
    Server software
    Databases
    Application managers
    Database managers
    Back-up
    2/23/2010
    ©2008 SugarCRM Inc. All rights reserved.
    9
    Your advantage
  • 12. 2/23/2010
    ©2008 SugarCRM Inc. All rights reserved.
    10
    More information?
    Presentation - 0 Overview
    Presentation - 1 Marketing Automation
    Presentation - 2 Sales Force Automation
    Presentation - 3 Customer Support
    Presentation - 4 Reporting
    Presentation - 5 Platform
    Presentation - 6 Collaboration
    Marketing Industries BV
    Televisieweg 56
    1322 AM Almere
    The Netherlands
    Tel +31 36 536 72 33
    www.marketingindustries.nl
    info@marketingindustries.nl