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Webinar Sales

On-Demand Coffee Break Series – How to Take Your CRM Reporting to the Next Level

Take Your CRM reporting to the Next Level!

During this on-demand webinar BrainSell discussed when to use Sugar Reporting vs. Sapiens.BI. This coffee break also included a demonstration that covered:

  • Time-based reporting    
  • Reporting on multiple modules at once  
  • Data manipulation within your CRM, including calculated columns and pivot tables    
  • Scheduling and distributing reports in multiple formats
  • Filtered dashboards and advanced visualizations  

Watch the recording below:

 

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