Index

Delivering BI with Crystal Reports


CM

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
    • For those looking to expand upon their CRM vision. Join the Sage Summit Virtual Event - September 27th