sugar crm marketing industries presentation 4 reporting
DESCRIPTION
SugarCRM presentation by Marketing Industries BV Netherlands. See also: Presentation - 0 OverviewPresentation - 1 Marketing Automation Presentation - 2 Sales Force Automation Presentation - 3 Customer Support Presentation - 4 Reporting Presentation - 5 Platform Presentation - 6 CollaborationTRANSCRIPT
SugarCRM Reporting
©2008 SugarCRM Inc. All rights reserved.
Create real-time reports and dashboards on any CRM metricMonitor the effectiveness of marketing programs, sales opportunities, and support casesShare/restrict access to reports and dashboards across teams
04/12/2023 ©2008 SugarCRM Inc. All rights reserved. 2
Provide Better Visibility Across the Business
04/12/2023 ©2008 SugarCRM Inc. All rights reserved. 3
SugarCRM Reporting
Issues Solution Impact
Lack of understanding onhow marketing impacts
sales
Poor visibility into businessperformance
No understanding of whycustomers are defecting
Understand how leads aregenerated and whichmarketing programs work
Identify small customerproblems before they becomelarge ones
Gain the insight needed todrive the business
Customer reports on service requests, bugs, case resolution and response times
Dashboards identify win/loss rates, competitive deals and lead source
Review and revise rep and team forecasts
Track results of marketing leads to closed-won deals
Measure ROI programs of programs across channel
Users can create any number of custom dashboards based on any variable within SugarDashboards display real-time information Charts can be shared across individuals, teams, or the entire company
04/12/2023 ©2008 SugarCRM Inc. All rights reserved. 4
Dashboards
Understand the ROI of marketing programsTrack which channel is most/least profitableReplicate successful campaigns in a few simple steps
04/12/2023 ©2008 SugarCRM Inc. All rights reserved. 5
Marketing Analytics
Present user-specific information about opportunitiesConsolidate sales data for executives Customize charts and reports based on key metrics Drill down on charts to understand performance
04/12/2023 ©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
04/12/2023 ©2008 SugarCRM Inc. All rights reserved. 7
Case Reporting
Understand your customer baseParse by industry, revenue, time, geography, and other attributesDeliver relevant reports based on concrete data
04/12/2023 ©2008 SugarCRM Inc. All rights reserved. 8
Customer Profiles
Start with SugarCRM within daysProfessional CRM systemEasy to useCollaborate with other applications and databasesCost effective, no need to invest in:
ServersServer softwareDatabasesApplication managersDatabase managersBack-up
04/12/2023 ©2008 SugarCRM Inc. All rights reserved. 9
Your advantage
04/12/2023 ©2008 SugarCRM Inc. All rights reserved. 10
More information?
Marketing Industries BVTelevisieweg 561322 AM AlmereThe NetherlandsTel +31 36 536 72 33
Presentation - 0 OverviewPresentation - 1 Marketing AutomationPresentation - 2 Sales Force AutomationPresentation - 3 Customer SupportPresentation - 4 ReportingPresentation - 5 PlatformPresentation - 6 Collaboration