Automate Communication Using Sugar Reports

Automate Communication Using Sugar Reports

Effective remote work includes the ability to monitor your organization’s marketing analytics, sales trends, case reports, and customer profiles.

Sugar allows your workforce to create real-time Reports and Dashboards on any metric and keep everyone aligned to your company’s goals, from wherever they are located.

In this webinar, we showcased how to run reports efficiently in Sugar.

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W-Systems

June 24, 2020
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  1. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Automate Communication Using Sugar Reports
  2. © W-Systems Corp. | www.w-systems.com Sarah Friedlander Garcia W-Systems sarah@

    w-systems.com Dennis Smith W-Systems dsmith@ w-systems.com Presenters
  3. © W-Systems Corp. | www.w-systems.com What are Sugar Reports 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 on any metric and manage access, without having to rely on Administrators.
  4. © W-Systems Corp. | www.w-systems.com What are Sugar Reports Integrate

    Sugar with complex data modeling tools and view their calculations as Dashlets or fields in a Record within Sugar. CRM Reports 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.
  5. © W-Systems Corp. | www.w-systems.com Support Cases by Month

  6. © W-Systems Corp. | www.w-systems.com This Month Pipeline by Rep

  7. © W-Systems Corp. | www.w-systems.com New Opportunities by Rep

  8. © W-Systems Corp. | www.w-systems.com Opportunities Need Project Assignment

  9. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Sugar Reports Live Demo © W-Systems Corp. | www.w-systems.com
  10. © W-Systems Corp. | www.w-systems.com Contact W-Systems to learn more

    about how your organization can create effective reports with Sugar. Email: sales@w-systems.com Get Started with Sugar Reports Today
  11. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Q&A
  12. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Thank You!