If your sales organization is using Salesforce.com and you’re looking to improve your sales reporting and forecasting, check out this video testimonal from Angie Reese, CRM Business Applications Manager at GENBAND:
In the video, Angie shares that before GENBAND started using Crystal Reports, they were struggling in a couple of key areas with the standard Salesforce.com reporting engine:
1) Data Integration: They had to run several reports and combine the data in order to get what they truly were after.
2) Manual Process: They had to manually update reports every night to ensure that they had the latest metrics.
Using Crystal Reports for Salesforce.com, they were able to pull all of the data that they needed from various source systems into one single report and establish triggers to automatically refresh reports.
Related posts:
- Crystal Reports for Salesforce.com Demo
- Event: Crystal Reports 2008 – Report Design Best Practices
- Video: Saavis Launches SAP CRM 7.0 and Xcelsius Sales Dashboards
- Video: SAP’s Chief Sustainability Officer Peter Graf on CNBC with Erin Burnett
- CFO.com Webinar: How To Improve Planning and Forecasting Accuracy and Reduce Cycle Times
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