SugarCRM User Group

December 8th Topic: Better Reporting

Today’s Speakers

Bill Harrison President, Epicom Twitter : @follow_bill or

@epicomcorp

bill@epicom.com

Jeff Tichenor Manager, Technical Support Engineering, SugarCRM

Twitter : @sugarcrm

jtichenor@sugarcrm.com

Agenda

•  Introduction to today’s topic

•  Learn best practices for reporting

•  SugarCRM training on building and scheduling reports

•  Q&A with presenters and Epicom engineers.

It all Starts with Quality Data

User  Acceptance  Techniques  

Set  Required  Fields  

Live  in  the  System   Data  Quality  

Be=er  Reports  

Better Reporting Processes

1.  Strategize the purpose of the report and significance to the business

2.  Define field values needed for reporting

3.  Narrow data entry to those fields

Strategize   Define   Narrow  

Must-have reports for…

Sales  ForecasDng  

MarkeDng  Managing  Customer  Base  

SugarCRM Training

Topic: Reports

Questions?

Join the LinkedIn Group: SugarCRM User Group - ONLINE

or email: info@epicom.com