SlideShare a Scribd company logo
1 of 9
TRUE BUSINESS INTELLIGENCE
FOR SUGAR AND BEYOND
Tad Buck
Director, Informer Solutions
Entrinsik
@entrinsik#SugarCon
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
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
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
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
Data retrieved via
Pardot Cloud API
Data retrieved via local
Sugar database
THANK YOU
@TwitterHandle #SugarCon

More Related Content

Viewers also liked

MS Dynamics CRM Implementation Scenarios
MS Dynamics CRM Implementation Scenarios MS Dynamics CRM Implementation Scenarios
MS Dynamics CRM Implementation Scenarios
Nikhila A
 
CRM 101: Session 7: Best Practices for Your CRM Implementation
CRM 101: Session 7: Best Practices for Your CRM ImplementationCRM 101: Session 7: Best Practices for Your CRM Implementation
CRM 101: Session 7: Best Practices for Your CRM Implementation
SugarCRM
 

Viewers also liked (15)

From Mad Men to Moneyball: How Leading Chief Marketing Officers are Different...
From Mad Men to Moneyball: How Leading Chief Marketing Officers are Different...From Mad Men to Moneyball: How Leading Chief Marketing Officers are Different...
From Mad Men to Moneyball: How Leading Chief Marketing Officers are Different...
 
How You Can Leverage Social Media to Benefit Your Entire Organization
How You Can Leverage Social Media to Benefit Your Entire OrganizationHow You Can Leverage Social Media to Benefit Your Entire Organization
How You Can Leverage Social Media to Benefit Your Entire Organization
 
Business at the Speed of Social
Business at the Speed of SocialBusiness at the Speed of Social
Business at the Speed of Social
 
From Mad Men to Moneyball: Research and Hands on Tools to Guide Your Marketin...
From Mad Men to Moneyball: Research and Hands on Tools to Guide Your Marketin...From Mad Men to Moneyball: Research and Hands on Tools to Guide Your Marketin...
From Mad Men to Moneyball: Research and Hands on Tools to Guide Your Marketin...
 
Auckland Airport Dynamics CRM (case study)
Auckland Airport Dynamics CRM (case study)Auckland Airport Dynamics CRM (case study)
Auckland Airport Dynamics CRM (case study)
 
Manu's case study on Target Marketing
Manu's case study on Target MarketingManu's case study on Target Marketing
Manu's case study on Target Marketing
 
IBM's Social Business Transformation
IBM's Social Business TransformationIBM's Social Business Transformation
IBM's Social Business Transformation
 
MS Dynamics CRM Implementation Scenarios
MS Dynamics CRM Implementation Scenarios MS Dynamics CRM Implementation Scenarios
MS Dynamics CRM Implementation Scenarios
 
Orchestrating a Successful CRM Implementation
Orchestrating a Successful CRM ImplementationOrchestrating a Successful CRM Implementation
Orchestrating a Successful CRM Implementation
 
Lessons Learned: Building IBM's Next Generation CRM Architecture
Lessons Learned: Building IBM's Next Generation CRM ArchitectureLessons Learned: Building IBM's Next Generation CRM Architecture
Lessons Learned: Building IBM's Next Generation CRM Architecture
 
CRM 101: Session 7: Best Practices for Your CRM Implementation
CRM 101: Session 7: Best Practices for Your CRM ImplementationCRM 101: Session 7: Best Practices for Your CRM Implementation
CRM 101: Session 7: Best Practices for Your CRM Implementation
 
SugarCRM Integrated Solutions: A Recipe for Success
SugarCRM Integrated Solutions: A Recipe for SuccessSugarCRM Integrated Solutions: A Recipe for Success
SugarCRM Integrated Solutions: A Recipe for Success
 
The Impact Outweighs the Effort: Effective and Impactful CRM and Online Appli...
The Impact Outweighs the Effort: Effective and Impactful CRM and Online Appli...The Impact Outweighs the Effort: Effective and Impactful CRM and Online Appli...
The Impact Outweighs the Effort: Effective and Impactful CRM and Online Appli...
 
Hp Oracle Crm
Hp   Oracle CrmHp   Oracle Crm
Hp Oracle Crm
 
Crossing the Chasm – From Email Marketing to Marketing Automation
Crossing the Chasm – From Email Marketing to Marketing AutomationCrossing the Chasm – From Email Marketing to Marketing Automation
Crossing the Chasm – From Email Marketing to Marketing Automation
 

More from SugarCRM

Leveraging Marketing Data to Gain More Revenue
Leveraging Marketing Data to Gain More RevenueLeveraging Marketing Data to Gain More Revenue
Leveraging Marketing Data to Gain More Revenue
SugarCRM
 
10 Years of Sugar by Clint Oram
10 Years of Sugar by Clint Oram10 Years of Sugar by Clint Oram
10 Years of Sugar by Clint Oram
SugarCRM
 
The Power of "i" in Action
The Power of "i" in ActionThe Power of "i" in Action
The Power of "i" in Action
SugarCRM
 

More from SugarCRM (15)

Mobilizing Your Sugar Instance
Mobilizing Your Sugar InstanceMobilizing Your Sugar Instance
Mobilizing Your Sugar Instance
 
Leveraging Marketing Data to Gain More Revenue
Leveraging Marketing Data to Gain More RevenueLeveraging Marketing Data to Gain More Revenue
Leveraging Marketing Data to Gain More Revenue
 
Top Ten Integration Targets for Sugar
Top Ten Integration Targets for SugarTop Ten Integration Targets for Sugar
Top Ten Integration Targets for Sugar
 
Transforming Marketing Data into a Useful Sales Pitch
Transforming Marketing Data into a Useful Sales PitchTransforming Marketing Data into a Useful Sales Pitch
Transforming Marketing Data into a Useful Sales Pitch
 
How to Exceed the Expectations of Today's Digital Customers
How to Exceed the Expectations of Today's Digital CustomersHow to Exceed the Expectations of Today's Digital Customers
How to Exceed the Expectations of Today's Digital Customers
 
10 Years of Sugar by Clint Oram
10 Years of Sugar by Clint Oram10 Years of Sugar by Clint Oram
10 Years of Sugar by Clint Oram
 
The Power of "i" in Action
The Power of "i" in ActionThe Power of "i" in Action
The Power of "i" in Action
 
The Power of 'i'
The Power of 'i'The Power of 'i'
The Power of 'i'
 
The Decade Ahead
The Decade AheadThe Decade Ahead
The Decade Ahead
 
Making Leaders Successful Everyday by Kate Leggett
Making Leaders Successful Everyday by Kate LeggettMaking Leaders Successful Everyday by Kate Leggett
Making Leaders Successful Everyday by Kate Leggett
 
Why Subscriptions are Good for Customers…and Business by Brent Leary
Why Subscriptions are Good for Customers…and Business by Brent LearyWhy Subscriptions are Good for Customers…and Business by Brent Leary
Why Subscriptions are Good for Customers…and Business by Brent Leary
 
(Beyond) Next Generation CRM by Mitch Lieberman
(Beyond) Next Generation CRM by Mitch Lieberman(Beyond) Next Generation CRM by Mitch Lieberman
(Beyond) Next Generation CRM by Mitch Lieberman
 
Upgrading to Sugar 7.2
Upgrading to Sugar 7.2Upgrading to Sugar 7.2
Upgrading to Sugar 7.2
 
Beyond Sugar 7.2
Beyond Sugar 7.2Beyond Sugar 7.2
Beyond Sugar 7.2
 
Sugar Analytics: Powered by Cognos Business Intelligence
Sugar Analytics: Powered by Cognos Business IntelligenceSugar Analytics: Powered by Cognos Business Intelligence
Sugar Analytics: Powered by Cognos Business Intelligence
 

Recently uploaded

JustNaik Solution Deck (stage bus sector)
JustNaik Solution Deck (stage bus sector)JustNaik Solution Deck (stage bus sector)
JustNaik Solution Deck (stage bus sector)
Max Lee
 

Recently uploaded (20)

10 Essential Software Testing Tools You Need to Know About.pdf
10 Essential Software Testing Tools You Need to Know About.pdf10 Essential Software Testing Tools You Need to Know About.pdf
10 Essential Software Testing Tools You Need to Know About.pdf
 
Agnieszka Andrzejewska - BIM School Course in Kraków
Agnieszka Andrzejewska - BIM School Course in KrakówAgnieszka Andrzejewska - BIM School Course in Kraków
Agnieszka Andrzejewska - BIM School Course in Kraków
 
Entropy, Software Quality, and Innovation (presented at Princeton Plasma Phys...
Entropy, Software Quality, and Innovation (presented at Princeton Plasma Phys...Entropy, Software Quality, and Innovation (presented at Princeton Plasma Phys...
Entropy, Software Quality, and Innovation (presented at Princeton Plasma Phys...
 
AI/ML Infra Meetup | Reducing Prefill for LLM Serving in RAG
AI/ML Infra Meetup | Reducing Prefill for LLM Serving in RAGAI/ML Infra Meetup | Reducing Prefill for LLM Serving in RAG
AI/ML Infra Meetup | Reducing Prefill for LLM Serving in RAG
 
Top Mobile App Development Companies 2024
Top Mobile App Development Companies 2024Top Mobile App Development Companies 2024
Top Mobile App Development Companies 2024
 
How to pick right visual testing tool.pdf
How to pick right visual testing tool.pdfHow to pick right visual testing tool.pdf
How to pick right visual testing tool.pdf
 
JustNaik Solution Deck (stage bus sector)
JustNaik Solution Deck (stage bus sector)JustNaik Solution Deck (stage bus sector)
JustNaik Solution Deck (stage bus sector)
 
INGKA DIGITAL: Linked Metadata by Design
INGKA DIGITAL: Linked Metadata by DesignINGKA DIGITAL: Linked Metadata by Design
INGKA DIGITAL: Linked Metadata by Design
 
AI Hackathon.pptx
AI                        Hackathon.pptxAI                        Hackathon.pptx
AI Hackathon.pptx
 
GraphSummit Stockholm - Neo4j - Knowledge Graphs and Product Updates
GraphSummit Stockholm - Neo4j - Knowledge Graphs and Product UpdatesGraphSummit Stockholm - Neo4j - Knowledge Graphs and Product Updates
GraphSummit Stockholm - Neo4j - Knowledge Graphs and Product Updates
 
OpenChain @ LF Japan Executive Briefing - May 2024
OpenChain @ LF Japan Executive Briefing - May 2024OpenChain @ LF Japan Executive Briefing - May 2024
OpenChain @ LF Japan Executive Briefing - May 2024
 
COMPUTER AND ITS COMPONENTS PPT.by naitik sharma Class 9th A mittal internati...
COMPUTER AND ITS COMPONENTS PPT.by naitik sharma Class 9th A mittal internati...COMPUTER AND ITS COMPONENTS PPT.by naitik sharma Class 9th A mittal internati...
COMPUTER AND ITS COMPONENTS PPT.by naitik sharma Class 9th A mittal internati...
 
Workforce Efficiency with Employee Time Tracking Software.pdf
Workforce Efficiency with Employee Time Tracking Software.pdfWorkforce Efficiency with Employee Time Tracking Software.pdf
Workforce Efficiency with Employee Time Tracking Software.pdf
 
What need to be mastered as AI-Powered Java Developers
What need to be mastered as AI-Powered Java DevelopersWhat need to be mastered as AI-Powered Java Developers
What need to be mastered as AI-Powered Java Developers
 
A Guideline to Zendesk to Re:amaze Data Migration
A Guideline to Zendesk to Re:amaze Data MigrationA Guideline to Zendesk to Re:amaze Data Migration
A Guideline to Zendesk to Re:amaze Data Migration
 
Tree in the Forest - Managing Details in BDD Scenarios (live2test 2024)
Tree in the Forest - Managing Details in BDD Scenarios (live2test 2024)Tree in the Forest - Managing Details in BDD Scenarios (live2test 2024)
Tree in the Forest - Managing Details in BDD Scenarios (live2test 2024)
 
Facemoji Keyboard released its 2023 State of Emoji report, outlining the most...
Facemoji Keyboard released its 2023 State of Emoji report, outlining the most...Facemoji Keyboard released its 2023 State of Emoji report, outlining the most...
Facemoji Keyboard released its 2023 State of Emoji report, outlining the most...
 
5 Reasons Driving Warehouse Management Systems Demand
5 Reasons Driving Warehouse Management Systems Demand5 Reasons Driving Warehouse Management Systems Demand
5 Reasons Driving Warehouse Management Systems Demand
 
APVP,apvp apvp High quality supplier safe spot transport, 98% purity
APVP,apvp apvp High quality supplier safe spot transport, 98% purityAPVP,apvp apvp High quality supplier safe spot transport, 98% purity
APVP,apvp apvp High quality supplier safe spot transport, 98% purity
 
CompTIA Security+ (Study Notes) for cs.pdf
CompTIA Security+ (Study Notes) for cs.pdfCompTIA Security+ (Study Notes) for cs.pdf
CompTIA Security+ (Study Notes) for cs.pdf
 

True Business Intelligence for Sugar and Beyond

  • 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