Empowering your employees, that is what CRMWorks Asia does for you and your team. When a customer calls, CRMWorks Asia provides your team with an intuitive system that presents a comprehensive single view of the customer across your entire organization. This 360° view of customer interactions with your organization allows you to serve your customers with the highest possible standards.

When employees need a complete view of their activities, they need not run a multitude of reports to derive the entire picture. Instead with CRMWorks Asia/ SugarCRM Dashboards, each member of your team will be able to get a comprehensive single view of all their activities, priorities, responsibilities and analytics on one screen.

See real-time Forecast Status, Top Deals, Recent Deals, Sales Representative Activity and view what’s in your Pipeline, Marketing Activities, Daily To-do’s & Appointments, Performance Gauges and more, all in one place. Because CRMWorks Asia Dashboard is tightly integrated with the rest of CRMWorks Asia, you can even drill down into the details and optimize team effectiveness, based on real-time metrics.

Unlimited Customized Dashboards for Each User

Users can customize their Dashboards to suit their roles in the organization. The best part is that each user can create unlimited Dashboard views!

Customizing the Dashboard is as easy as 1-2-3

1.       Select from a pre-configured template for each row.

2.       Decide which type of data to view, and what type of chart to use.

3.       Set the appropriate filter selection criteria.

Access saved Dashboards at any time, by choosing a name from the drop-down at the top of the screen. Features include:

• Create Unlimited Custom Dashboards
• Share Dashboards with your Team
• Drill Down to Detailed Individual Records
• Real Time Information at your finger tips
• Key Metrics helps you immediately identify the health of your business
• Keep Track of Top Clients
• Customize Dashboard Views for Employees, Managers or Executives
• Tightly Integrated with CRMWorks Asia Suite

With Sugar Dashboards you can provide your employees and managers with real-time information about leads, opportunities and accounts. You can also define access based on user profile and expose the information what the employees need to know to get their job done. And with the automatic consolidation of sales data your entire team can reveal the information to your executives and what needs to be done to drive performance across your business.

Impact

• Present user-specific information about sales opportunities and progress
• Consolidate sales information from across the business for executives
• Customize charts and reports based on key metrics
• Drill down on charts to understand account progress and individual performance

Now, you and your team will always be on top of what you know are the most important elements of your business. By using our services with the help of the Sugar Dashboard, you will increase efficiency, productivity and the bottom line. Most important of all you too will be able to Keep Customers for Life!