SugarCRM User Group ONLINE slides

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SugarCRM User Group ONLINE slides

  1. 1. SugarCRM User Group December 8th Topic: Better Reporting
  2. 2. Today’s Speakers Bill Harrison Jeff Tichenor President, Epicom Manager, Technical Support Twitter: @follow_bill or Engineering, SugarCRM @epicomcorp Twitter: @sugarcrm bill@epicom.com jtichenor@sugarcrm.com
  3. 3. Agenda •  Introduction to today’s topic •  Learn best practices for reporting •  SugarCRM training on building and scheduling reports •  Q&A with presenters and Epicom engineers.
  4. 4. It all Starts with Quality Data User  Acceptance   Set  Required   Techniques   Fields   Be=er   Reports  Live  in  the  System   Data  Quality  
  5. 5. Better Reporting Processes Strategize   Define   Narrow  1.  Strategize the purpose of the report and significance to the business 2.  Define field values needed for reporting 3.  Narrow data entry to those fields
  6. 6. Must-have reports for… Sales   ForecasDng   Managing   MarkeDng  Customer  Base  
  7. 7. SugarCRM Training Topic: Reports
  8. 8. Questions? Join the LinkedIn Group: SugarCRM User Group - ONLINE or email: info@epicom.com

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