Delivering BI with Crystal Reports

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Laura Kasman KasTech Consulting

The Challenge

A manufacturing company (KasTech Consulting's customer) finding the process of generating standard CRM quotes inefficient and not being able to include data from custom fields.

The Solution

Crystal Manager allowed reports to be run on custom fields in the opportunity entity with specific branding applicable to all sales people on an international scale and across more than one data source

Benefits

Consistent International branding on reports, styled as per Sage 300 ERP

One click reporting from Sage CRM reporting the Case information and matching RMA information from Sage 300 ERP

Ability to include a date parameter field

Users get information through Sage CRM from Sage 300 ERP without needing to log in to Sage 300 ERP

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