SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable, and affordable customer relationship management solution. This solution allows you to connect marketing, sales, social media, payment gateways, and eCommerce platforms to deliver the best customer experience. Sugar has a reporting feature that can provide you with a holistic view of your business performance. However, these reports are limited in the kind of calculations they can do on the data.
Informer is a Business Intelligence tool that extends self-service reporting, dashboarding and analyzing capabilities to both technical and business users. This enables these users, regardless of their technical expertise, to take ownership of their own specific reporting needs. Informer has the capability to create meaningful information from disjointed databases and provide you with an overall picture of the operations of your business.
What to expect from this connection
Informer connects with the SugarCRM database and provides intelligence in the form of dashboards and reports. It is an affordable solution that allows you to report across multiple databases to create seamless reports, perform data analysis, and also visualize data in dashboards. Users will now be able to access data from multiple sources including CRM, other data warehouses, spreadsheets, Google Docs, and Excel spreadsheets. With a built-in security framework and intuitive user interface, users can also create reports using drag and drop, auto-complete, and in-place editing.
To sum it up, when your CRM is connected with Informer you will be able to run more concise reports from the customer data stored in the CRM. Also, with Informer, data not stored in CRM can also be combined into this extensive report
Let us look at some capabilities:
Reporting: In the past, reporting was always an issue as the IT department had to create reports for end-users. They were also tasked with building compiled fields to get data from multiple databases and various file locations. Today, this process is done seamlessly as users are able to use Informer to access data from CRM which allows them to create their own reports. Less time is spent creating and editing reports as Informer allows you to access and interact with large datasets efficiently.
Dashboards: Users are able to have visual representations of data that is most important. Years of data can be accessed and compared to make good business decisions. One of our clients has selected Informer to help them manage all their campaigns and deliver all contracted registrations on time. They use Informer for report generation, decision support, and business process management. Informer’s Dataset enables them to consolidate the different campaign data sources while dashboards provide real-time reporting. Also, Informer acts as a hub to link the different software tools used in the individual campaigns for easy access.
Security: This reporting tool allows users to pull a lot of information all at once. It is also important to make sure that all data is secured and access is only granted on a “must-have” basis. Access can also be granted across departments/groups especially when many departments have their own data. This also allows users to share information and collaborate with other teams to achieve fact-based planning and decision making.
Scheduling: This functionality allows different departments to plan ahead. Users have the ability to schedule reports and have the information available whenever they need it. No more waiting time for a report to be generated. If a non-scheduled report is needed, it can run very quickly and efficiently.
Benefits of this connection
This connection allows users to access ad-hoc reporting, self-service data analysis, and interactive dashboards in one complete solution. Queries are executed in real-time from various data systems as well as your CRM rather than having to extract and transform data from various sources. This will reduce data latency, reduce cost, and deployment time. Business decisions will also be made using real-time, factual data.
Performance Advantage is a certified implementation partner for Informer and we have experience in implementing Informer for different clients across industries. We don’t just stop with setting up Informer but work with clients in getting the intelligence that they need from the data they have. Feel free to reach out to us and we would be glad to discuss ways to leverage Informer for your organization.