Qlik for SugarCRM (and SuiteCRM) – Using Qlik Sense and QlikView to integrate your CRM data to the rest of your business
Qlik for SugarCRM (and SuiteCRM)
Consolidate different data sources, link Sugar to your financial or distribution databases or ERP, even any Excel documents.
Perform associative searches similar to google’s instant search. From any keyword find associated accounts, opportunities, even down to performed activities.
Fast change from graphical charts with zoom in/out functionality, to tabular, with full drill down to lowest level of data entered
Link to external sources: websites or even back to sugar to allow ease of editing of records
Dashboards can be fully customised according to specific needs across the business, teams or individuals against the metrics that are important to them
Security can be applied to ensure high level management can see the whole picture, team leaders can see their team and individuals can only see their own data. Not only security applied across the data, but also to the dashboard and charts viewed.
Full analytics on the move, iPad, iPhone, Blackberry, Android – fully interactive
Allow collaboration amongst users (think it, build it, share it) – people can ask their own questions
Qlik for SugarCRM (and SuiteCRM) specific
Any new custom modules created can easily be appended to the existing Qlik document
Any custom fields or changes to dropdown lists will automatically be picked up
Sugar is great at allowing different relationships between data, but how do you know the business rules around data entry are being followed. Qlik for SugarCRM (and SuiteCRM) enables easy identification of integrity issues.
Ability to monitor changes to records by utilising the audit tracking in Sugar, i.e. track as opportunities progress through the sales stages
The below metrics can be viewed at any level, e.g. for the full company picture, through to Sales Teams and down to individual salespersons, whilst making selections on any field.
Opportunities and Pipeline
Monitor status (sales stage) of individual opportunities and check the performance from business-wide view through sales teams to individuals. Drill down to find the next steps for each opportunity. By date, view opportunities by close date to discover any trending.
Monitor actuals and commitments against targets (either held in SugarCRM/SuiteCRM or external)
Monitor activities being performed, based on updating of record updates and movement of opportunities by sales stage
Monitor activities being performed (calls, tasks, meetings etc) associated to a particular opportunity or account
Accounts and Customers
Understand your existing customer base and prospects and identify any trends in industries, size or other attributes.
Plot your customers over a map with drill down to street level, colour coding by any attribute to identify geographical groupings, useful when classifying sales teams by location
View top n customers by any metric
Campaigns & Marketing Activity
Monitor marketing campaigns, reviewing the expected and actual revenue against budget along with the effectiveness of the campaign, with analysis of key metrics such as leads created, new opportunities and won deals.