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
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  • 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
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  • 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