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True Business Intelligence for Sugar and Beyond
True Business Intelligence for Sugar and Beyond
True Business Intelligence for Sugar and Beyond
True Business Intelligence for Sugar and Beyond
True Business Intelligence for Sugar and Beyond
True Business Intelligence for Sugar and Beyond
True Business Intelligence for Sugar and Beyond
True Business Intelligence for Sugar and Beyond
True Business Intelligence for Sugar and Beyond
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True Business Intelligence for Sugar and Beyond

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  • 1. TRUE BUSINESS INTELLIGENCE FOR SUGAR AND BEYOND Tad Buck Director, Informer Solutions Entrinsik @entrinsik#SugarCon
  • 2. Works efficiently with Sugar data • Official SugarCRM Technology Partner • Full Integration with all Sugar versions including 7 • Sugar clients small and large - including Sugar Corporate - rely on Informer for data analytics • 5 Years of Experience working with Sugar clients and resellers • Maximize reporting best practices from Experience – Intimately familiar with the Sugar Data Schema – Understand the reporting needs of CRM users 2
  • 3. User Friendly for non-technical staff • Modern, non-intimidating Interface • No software development training needed • No database query training needed • Common browser, web feel with familiar modern user interface (point and click / drag and drop) • Stock content delivered out of the box • If you can book a flight on Southwest Airlines Site, you can build a dashboard in Informer 3
  • 4. 4
  • 5. Augment CRM with World Class BI • Extend the capabilities of core Sugar reporting • Manage reporting and dashboarding needs in a true BI suite • Embed Informer content seamlessly within the CRM • Access CRM data along side other data sources from within the organization and out (cloud services such as Marketo / Pardot / etc.) 5
  • 6. 6
  • 7. Connect to All of Your Data Sources • Build reports and dashboards using Sugar as well as other business critical datasources • Single source repository for all reporting needs across the organization - not just CRM • Construct Visualizations comparing data from multiple sources, regardless of how or where it is stored 7
  • 8. 8 Data retrieved via Pardot Cloud API Data retrieved via local Sugar database
  • 9. THANK YOU @TwitterHandle #SugarCon

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