Business Analytics for Sales & Marketing

by Roxana Rangu on July 17, 2019

5 minute read

Do you make business decisions based on data from one source? You might as well wear a blindfold and play pin the tail on the donkey.

Learn how to take off the blindfold, make more meaningful business decisions and ultimately grow your ROI by looking at how Business Intelligence (BI) fits into your SugarCRM strategy.

Thank you to everyone who participated in this meeting! Below is the video recording of the meeting, general notes as well as the questions & answers.

If you have questions about Sugar, please feel free to contact us.

Agenda

  • Recap of Last User Group Webinar
  • SugarCRM and W-Systems 
    Announcements
  • Feature Topic – Business Analytics for Sales & Marketing
  • Q&A

Last User Group Meeting

May 2019: Optimizing Sugar: Tuning Tips for Scale

News Roundup

Sugar Releases: SugarCRM Mobile 8.0

SugarCRM Mobile 8.0 extends the ability to use drill-through capabilities on any charts with reports to the mobile app.

Sugar Releases: SugarCRM Hint 5.1.2

SugarCRM Hint 5.1.2 is a security update released to address a previously identified security vulnerability.

Sugar Releases: Customer Journey Plug-In 5.0

The Customer Journey Plug-In 5.0 adds the following feature enhancements:

  • Support for Target Lists
  • Ability to archive completed journeys
  • Ability to define custom closed statuses
  • Ability to display link shortcuts for reference
  • Support for Summer ‘19
  • And more…!
  • Release Notes:

SugarCRM Resources

Sugar Resources by SugarCRM

Sugar Resources by W-Systems

eBooks and White Papers

  • See all of our eBooks and White Papers on one page.
  • Recent eBooks and White Papers include:
    • Your Sales Lead Process is Half-Baked. Learn a Better Way.
    • The Dynamic Duo: SugarCRM + Act-On Marketing Automation
    • Best Practices for CRM User Adoption
    • 50 Things Your CRM Should Tell You About Your Customers
    • Solving the Sales-Marketing Conundrum
    • Customer Interactions: Your CRM's Hidden Gold

Sugar University Training

Sugar University has gone through a small revamp and now has divided its training into three major sections:

Optimizing Sugar: Business Analytics for Sales & Marketing

Sugar User Group Q&A

Where can we find pricing on these different tools?

We don’t charge a licensing fee for every tool showcased today, such as dashlets. We would, however, charge you for installation, configuration, etc.

wBenchmark costs $120 per year per license (min. 10 users) plus installation and configuration. For more information, we recommend reaching out to your W-Systems Account Manager to get a quote on all of our BI services.

Do you offer free trials of Amazon QuickSight?

We do not, but we can set up a few users with the AWS Free Tier, which includes access to Amazon QuickSight as well.

How can we get these enhanced reporting dashlets?

Reach out to us and our consultants will help you configure these dashlets for your specific business needs.

We have Power BI, could we use your data warehouse services?

Absolutely! Since Power BI is connected to Microsoft Azure, we would set up a Microsoft SQL Server on Azure and configure the connection to your Sugar instance. Then, we would extract and transform your data, which would allow you to point Power BI to the Data Warehouse as a Data Source.

Can the Data Warehouse be hosted On-Premise?

Yes. We currently use a Windows environment (a Microsoft SQL Server) as our Data Warehouse, but you can also use more complex tools, such as Amazon Redshift.

What is the machinery behind the synchronization of data between Sugar and AWS? Do you download the regular backup or do you use the API?

We use API—more specifically, an in-house Extracting, Transforming and Loading (ETL) tool called wTransit. It connects to the REST Service APIs for Sugar and extracts the data. Initially, we load all the available data (we recommend doing this over weekends to avoid downtime), and then it compares instance data with extracted data on a regular basis.

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