SugarCRM Pivotal Tracker Integration - SugarCRM Project Management

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The document discusses integrating SugarCRM with Pivotal Tracker to allow for cross-project reporting, visibility into assigned stories by user, counting stories by stage, cross-referencing CRM data with stories, and custom dashboards. It proposes linking Pivotal Tracker projects with SugarCRM projects to synchronize stories and enable robust reporting and searching across the two systems through a new SugarCRM module for Pivotal stories.

Business Technology

Attract. Convert. Retain.
SugarCRM Pivotal
Tracker Integration

Attract. Convert. Retain.
• No Cross Project Reporting in Pivotal Tracker
• Difficulty seeing all assigned Stories for specific users.
• Not able to see counts of stories by stage
• Couldn’t cross reference CRM data with Stories.
• No custom dashboards like in SugarCRM
Business Issues

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Solution
• Link Pivotal Tracker with Sugar
• Have the best of both worlds.

Attract. Convert. Retain.
Project Linking
• Link Pivotal Tracker Projects with
SugarCRM Projects.
• This Syncronizes Stories to
SugarCRM.

Attract. Convert. Retain.
Project Linking
• SugarCRM Pivotal Stories Module
for Easy Reporting and Searching

Attract. Convert. Retain.
Story Linking
• Easily transition form SugarCRM to
Pivotal.

Attract. Convert. Retain.
Robust Reporting
• Use SugarCRM Reports against
Pivotal Tracker Data

Attract. Convert. Retain.
Have Questions?
Contact:
Sales@AtcoreSystems.com

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