CRM Reporting & Dashboards

Monitor your marketing, sales and customer support metrics with Sugar’s Dashboards. Use Sugar Reports to turn your data into insights. Manage existing relationships better and build new ones – one customer at a time.

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CRM Reporting & Dashboards

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Sugar’s Dashboards show real-time insights into customer data like Leads, Opportunities and Accounts. You’ll also be able to:

  • Customize charts and reports or filter on CRM reports to analyze sales performance.
  • See information as it happens with real-time sales performance Dashboards and pipeline reports.
  • Personalize your Sugar Homepage to display multiple Sugar Dashlets and see the most relevant information at a glance.
  • Customize your Dashlet to display data in a variety of formats.
  • Create CRM Dashboards in the Intelligence Panel to provide contextual information in the List and Record Views
  • Automatically consolidate data from various teams so management can focus on the analysis and decisions to drive their business.
  • Monitor account progress, pipeline by sales stage and sales performance including closed and expected revenue for the quarter.
  • Monitor how your sales reps and teams are performing.

With Sugar's CRM reports, you can gain a deeper understanding of your customers.  Monitor performance across your business including marketing analytics, sales trends, case reports, and customer profiles. Users can create real-time Reports and Dashboards on any metric and manage access, without having to rely on Administrators.

Integrate Sugar with complex data modeling tools and view their calculations as Dashlets or fields in a Record within Sugar.

CRM Reports and Dashboards show customer profiles by industry, geography, company size, product assets, revenue, and other important attributes. Understand your customer base and how it is changing over time.

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20+ Years of Happy Clients

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Great People to Work With

W-Systems has great people to work with. They really took the time to understand our business and help us move into CRM best practices. They are reliable and helpful. SugarCRM was also a great decision for our team. The product functions as we had hoped and is easy to self-manage for day to day items.

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Great CRM Partner!

We brought on W-Systems to take on a very complicated CRM upgrade. We chose W-Systems due to their knowledge around our system, and they had the resources to execute. Their PMs, dev team, customer service, and sales teams were all top-notch and responsive to our needs and feature requests. I'd recommend W-Systems to any company looking for a SugarCRM partner.

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Stellar Service

We have worked with W-Systems for many years. Their service is stellar on every level, including the expertise and caring of their staff members.

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There Will Be Issues!

I highly recommend W-Systems. We have a complex solution that integrates numerous different software application and databases. This requires several different team members at W-Systems for support. Their knowledge and ability to work together provide the timely support I need. I’m not surprised there are challenges and issues with the complex technology support I ask from them, what is surprising is they always keep it working. Thank you!

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Excellent Experience Implementing SugarCRM

W-Systems provided our not-for-profit with outstanding guidance and support to customize and implement SugarCRM to manage a complex network of activities, properties and partner relationships. The outcome was a clear, user-friendly system for our team resulting in professional reporting for our funders and senior leadership. W-Systems provides a project manager who is accountable and responsive throughout the process and provided resources for us to manage our system effectively.

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Great Coding and Good Service!

Our company has used W-Systems for about a year now for customization of our SugarCRM Cloud environment. It's been a pleasure working with a group of developers that get the job done right the first time. From the Director of Sales to the Ops Manager to the programmers... all our first class.

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CRMs are Personal and Complicated

CRMs are personal and complicated. With every project and every issue we have had, I feel that we were treated fairly and professionally. On the occasional misunderstanding or miscommunication, there was no gotcha but a desire to solve the issue fairly. The expertise level is high. Very good and respectful service.

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W-Systems is Wonderful!

W-Systems installed our system and has been wonderful about working with us over a long period of time when something went wrong.

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Excellent Partner!

Responsive, helpful, thoughtful. They have been exactly opposite (in as positive of a way as possible) of the typical software sales approach. W-Sytems created my happiness with CRM.

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