Automated Report Distribution using Sugar

A national association of telecommunications companies uses Sugar to manage its association members and deliver services. As part of the Sugar CRM deployment, there was a need to automate the distribution of reports of data contained in Sugar to the association members.

While Sugar has a native feature to automate the scheduling of reports to users of Sugar, there is not a capability of automating the distribution of reports to external recipients who are not licensed Sugar users. W-Systems was able to extend Sugar functionality to enable Sugar administrators to specify multiple external email addresses to receive automated delivery of reports in PDF and Excel formats.

« Back to Portfolio