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SugarCRM Reporting<br />©2008 SugarCRM Inc. All rights reserved.<br />
Create real-time reports and dashboards on any CRM metric<br />Monitor the effectiveness of marketing programs, sales oppo...
2/23/2010<br />©2008 SugarCRM Inc. All rights reserved.<br />3<br />SugarCRM Reporting<br />Issues<br />Impact<br />Soluti...
Measure ROI programs of programs across channel</li></ul>Understand how leads are<br />generated and which<br />marketing ...
Review and revise rep and team forecasts</li></ul>Poor visibility into business<br />performance<br />Identify small custo...
Users can create any number of custom dashboards based on any variable within Sugar<br />Dashboards display real-time info...
Understand the ROI of marketing programs<br />Track which channel is most/least profitable<br />Replicate successful campa...
Present user-specific information about opportunities<br />Consolidate sales data for executives <br />Customize charts an...
Monitor the effectiveness of case responses <br />Identify and prioritize customer problems <br />Measure how issues are r...
Understand your customer base<br />Parse by industry, revenue, time, geography, and other attributes<br />Deliver relevant...
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Sugar Crm Marketing Industries Presentation 4 Reporting

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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

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Sugar Crm Marketing Industries Presentation 4 Reporting

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

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