Announcing Business Intelligence for Sage CRM

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Technical Hints Tips and Tricks that cover customization and development using Sage CRM. API usage and coding are covered.

Announcing Business Intelligence for Sage CRM

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We’re delighted to announce that Sage CRM now fully integrates with Sage Enterprise Intelligence (SEI), providing advanced reporting capabilities and better insight into your Sage CRM data.

The Sage CRM / SEI integration adds value to pre-existing integrations with many of Sage’s Business Management Solutions like Sage X3, Sage 300, Sage 500 and Sage 1000 providing the ability to transform complex, fragmented data from across the entire business (front and back office) into meaningful information.

The integration is aimed at larger, integrated Sage CRM deployments where deeper, advanced reporting is a requirement. Managing Directors and Financial Directors who require BI reports for planning, forecasting and analysis purposes will benefit greatly from the flexibility of the solution and the out-of-the-box templates and dashboards that are available. Moreover, they can easily share that insight with other senior managers in their business.

What out-of-the box dashboards are available?

Out-of-the-box SEI dashboards available for Sage CRM are:
• Sales Dashboard
• Service Dashboard
• Marketing Dashboard
• Sage CRM / Sage BMS Dashboard

The Sage CRM / SEI dashboards are based on prebuilt templates that access the Sage CRM database and surface real-time CRM data on SEI dashboards. SEI users can filter data on these dashboards to analyse, slice, and dice the data. The administrator can then schedule reports to be sent to other SEI users so they can also analyse the data. Click here to learn more about the Sage CRM /SEI templates.

Can I display the dashboards directly from Sage CRM?

Yes. It’s easy to display the reports as gadgets in Sage CRM. Click here to learn more about the Sage CRM /SEI templates and how to display them directly from Sage CRM.

Already familiar with SEI?

If you already have BMS customers using SEI and you want to offer them advanced reporting for their Sage CRM data, the templates are available for you to download now from the Sage CRM Partner Community.

New to SEI

If you’re new to SEI, please contact Olivia Brown at SEI on obrown@tangerinesoftware.com or your local Sage office to learn more about the Sage CRM / SEI integration and get up-and-running with it

What to read more?

There are a number of resources available to you if you want to learn more about the Sage CRM / SEI integration:
Overview of Sage CRM Templates for Sage Enterprise Intelligence
Sage CRM Templates Installation Guide

Click on the links below to download the templates:

CRM only.zip
Sales dashboard
Service dashboard
Marketing dashboard

CRM-Full (X3 and Geography).zip
Sales dashboard
Service dashboard
Marketing dashboard
CRM X3 dashboard
Sales dashboard(geographical)
Note: You will need the Mapping Component for geographical dashboards found here.

CRM-Geography.zip
Sales dashboard(geographical)
Note: You will need the Mapping Component for geographical dashboards found here.

CRM-X3.zip
Sales dashboard
Service dashboard
Marketing dashboard
CRM X3 dashboard
Note: You will need an X3 installation for X3 dashboards.

Comments
  • would there be any place for troubleshooting SEI dashboards once the SEI Templates are uploaded ? i am figuring out a way to troubleshoot all SEI environmental issues for Sage CRM other than just restarting the BI Service & BI Distribution service, my environment for SEI is 7.1.6

  • Hello Kannan Srinivasan,

    I will be in contact with you to help resolve your issue.

    regards

    Pearse Fitzpatrick