Excel- and Web-based Reporting for MS CRM Presenters: Nils Rasmussen

 Problem: Why enter lot’s of data in CRM if you can’t get meaningful reports? Too hard for business users to create SSRS reports CRM Views have very limited capabilities Most 3rd party BI tools are not LIVE on MS CRM  Solution: With BI360, business users can:  Build their own reports  Use Excel (incl. all calculations, charts, formatting) as the report writer  Get more value from their CRM data  Use the BI360 DW to combine CRM with ERP and other data for complete BI Integrated to Campaigns, Leads, Opportunities, Accounts, Contacts and more. Custom CRM fields can be added by your admin 10 pre-configured reports to get you started  Helps you analyze campaigns, leads, pipeline, sales person performance, and CRM usage (who is updating what in CRM) Why BI360 for MS CRM?

The Solver BI360 Suite Reporting Planning Dashboard Collaboration Data Warehouse Suite

A Closer Look at BI360 MS CRM Other Db ERP Suite

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A Closer Look at BI360

Summary & Next Steps  Price: Starts at $2,500 for report writer w/1 user  More information Contact Solver at Ask for MS CRM White Paper  One-on-One Demo Installation  Free Trial 10 pre-built reports will run out of the box Contact to