Although Sangam CRM offers extensive reporting, I want to integrate the CRM with BI so that I can get the single view of reports like top performing team member, top caller, percentage analysis of the sales forecast with historical comparison etc.
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Mam/sir
Please share that reports which saw at the time of Webinar of Bi.
Hello sir,
Are you looking for any specific report or all the reports showed at the webinar.
Technically, BI tools are easy to learn and use as GUI is intuitive and like Excel. There is a bit learning curve in terms of design and presentation of data/reports.
Easiest way to generate report from Sangam CRM specifically, create a detailed report in Sangam CRM-reports, export to Excel and use BI tool to get data from Excel sheet.
This can be automated too but need a bit of expertise on API integration.
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@Frenil Sir, I want that all reports which sawn during webinar.
Also please share that pdf file.
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Hello @SanketBarot Sir,
I’ve sent all the reports to you via email and also messaged you. Please feel free to reach out if you have any questions reagrding these.
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Thanks Frenil for mail and PDF of Report, but can we have any Steps related to integration, Like How to integrate?
any Merials for this.
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@SanketBarot sir, we have session upcoming regarding this integration part with Bi tools where you get more information about this. You will be notified about this session.
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