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SugarCRM Reporting ©2008 SugarCRM Inc. All rights reserved.
Create real-time reports and dashboards on any CRM metric Monitor the effectiveness of marketing programs, sales opportunities, and support cases Share/restrict access to reports and dashboards across teams 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 2 Provide Better Visibility Across the Business
2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 3 SugarCRM Reporting Issues Impact Solution ,[object Object]
Measure ROI programs of programs across channelUnderstand how leads are generated and which marketing programs work  Lack of understanding on how marketing impacts sales Gain the insight needed to drive the business ,[object Object]
Review and revise rep and team forecastsPoor visibility into business performance Identify small customer problems before they become large ones ,[object Object],No understanding of why customers are defecting
Users can create any number of custom dashboards based on any variable within Sugar Dashboards display real-time information  Charts can be shared across individuals, teams, or the entire company  2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 4 Dashboards
Understand the ROI of marketing programs Track which channel is most/least profitable Replicate successful campaigns in a few simple steps 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 5 Marketing Analytics
Present user-specific information about opportunities Consolidate sales data for executives  Customize charts and reports based on key metrics  Drill down on charts to understand performance  2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 6 Sales Trend Analysis
Monitor the effectiveness of case responses  Identify and prioritize customer problems  Measure how issues are resolved across individuals and teams  2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 7 Case Reporting
Understand your customer base Parse by industry, revenue, time, geography, and other attributes Deliver relevant reports based on concrete data 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 8 Customer Profiles

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Sugar Crm Marketing Industries Presentation 4 Reporting

  • 1. SugarCRM Reporting ©2008 SugarCRM Inc. All rights reserved.
  • 2. Create real-time reports and dashboards on any CRM metric Monitor the effectiveness of marketing programs, sales opportunities, and support cases Share/restrict access to reports and dashboards across teams 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 2 Provide Better Visibility Across the Business
  • 3.
  • 4.
  • 5.
  • 6. Users can create any number of custom dashboards based on any variable within Sugar Dashboards display real-time information Charts can be shared across individuals, teams, or the entire company 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 4 Dashboards
  • 7. Understand the ROI of marketing programs Track which channel is most/least profitable Replicate successful campaigns in a few simple steps 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 5 Marketing Analytics
  • 8. Present user-specific information about opportunities Consolidate sales data for executives Customize charts and reports based on key metrics Drill down on charts to understand performance 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 6 Sales Trend Analysis
  • 9. Monitor the effectiveness of case responses Identify and prioritize customer problems Measure how issues are resolved across individuals and teams 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 7 Case Reporting
  • 10. Understand your customer base Parse by industry, revenue, time, geography, and other attributes Deliver relevant reports based on concrete data 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 8 Customer Profiles
  • 11. Start with SugarCRM within days Professional CRM system Easy to use Collaborate with other applications and databases Cost effective, no need to invest in: Servers Server software Databases Application managers Database managers Back-up 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 9 Your advantage
  • 12. 2/23/2010 ©2008 SugarCRM Inc. All rights reserved. 10 More information? 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 Marketing Industries BV Televisieweg 56 1322 AM Almere The Netherlands Tel +31 36 536 72 33 www.marketingindustries.nl info@marketingindustries.nl