A short video highlighting various professional-looking reports delivered within Sage CRM via one-click or the Crystal Manager Reports area.
Provide your staff with access to the customer information in your Crystal Reports that they need wherever they are and wherever the data is. Reports can be accessed in the browser, as PDF and even MS Word formats.
Track and control report access with user and team permissions. The system keeps a copy of the report as viewed for audit purposes ensuring you have full knowledge of the business activity.
An easy way to provide reports and generated documents from entities in CRM. With One-Click you can provide a button on the CRM screen that opens a report without requiring user input. This is a great way of providing information on an entity (company/person/oppoertunity etc)
Provide controlled access to your data and allow your staff utilize the data as they need in the environments that they excel in. Did we say "Excel"....well yes export data to CSV for use your excel skills to mine the data.
It has been great working with CRM Together. They are professional and knowledgeable. We have used Crystal Manager at a few clients and now recommend it on every Sage CRM proposal that we present. It gives us a great way to pull data from all data sources into a CRM Crystal report and provide security by user or team.