Read our blog for the latest insights on sales and marketing Take Me There
Webinar: Advanced Calendar Solution for Sugar Register
Webinar: How to Sync External Data with Sugar Register
Here at Entrinsik we use Sugar internally and love being an official Technology partner of SugarCRM, because we believe it is one of the best CRM platforms in the world. Like us, many organizations need more direct access to their key operational data, with the ability to connect and blend disparate data from systems found throughout the organization. This is where Informer provides a unique solution – a single source for all reporting and dashboarding needs across an organization, regardless of where and how the data is stored.
Informer is a reporting and Business Intelligence (BI) solution delivering ad-hoc reporting, self-service data analysis, and interactive dashboards in one complete web-based solution. We deliver pre-configured mappings for Sugar users along with sample reports and dashboards, giving both technical and non-technical users secure, instant visibility into key metrics from multiple perspectives. Sugar becomes a more powerful, comprehensive data analysis solution with Informer by allowing users to access and analyze the important Sugar data they need alongside other operational data to optimize day-to-day decision-making.
As the saying goes…we eat our own dog food. We use Sugar as a sales tool, but by integrating our CRM with Informer we’re able to glean so much more information out of our system. Need a list of all your customers in a certain state with a certain number of employees? Informer can do that. Need to know which sales reps are performing the best in certain areas or by years of experience or your opportunity pipeline trends over time? Informer can do that too. Informer gives users the ability to create and modify ad-hoc reports and dashboards based on real-time information. That means real-time answers to your real-time questions – built on the fly. Gain instant visibility into company performance and customer behavior, all with a few drag-and-drops.
Not only does it integrate seamlessly with almost any data source, including Sugar, but Informer is also very easy to use. The drag-and-drop interface makes designing and manipulating reports easy for end users but still offers the security and robust functionality that IT departments require. End users can set up report scheduling to run and email reports at any time, advanced users can use SQL queries to build reports directly or add calculations directly within reports to calculate data outputs, and all users can take advantage of one-page report creation and custom export options.
Integrating Informer with your Sugar system can enable you to evaluate how your organization is performing against your specific business goals. Informer can help you create real-time reports and dashboards; then drill down into them to make informed business decisions and projections, spot trends, and manage the overall health of your organization more effectively.
To learn more about integrating your CRM with reporting solution such as Entrinsik Informer, reach out to us here.
The following article is a guest post from our partner company Entrinsik.