Measure Everything: Building Effective CRM Reports | SugarCRM

Measure Everything: Building Effective CRM Reports Overview Agenda Speakers Partners Sponsors Hotel & Travel FAQs Track 1: CRM Strategy Track 2: Open Source & Open Cloud(s) Track 3: Business Apps in the Cloud Track 4: Extending Sugar Track 5: Beyond CRM Track 6: Getting Social Track 7: Partner Innovation Track 8: SugarU Room: Marina Tuesday, April 13th \| 3:15 pm – 3:55 pm \| Track 8: SugarU “If it is important, measure it”, the saying goes. This session will focus on what you should measure in Sugar and how. SugarCRM reporting expert Ryan Meeker will detail how to use and modify standard reports, create and share custom reports and take advantage of matrix reporting, run time filters and the Reports Wizard. Learn how to get the most out of the deep reporting capabilities inside Sugar, and come away from this session a power reports user. Speaker(s): Ryan Meeker, Sales Operations Manager, SugarCRM Ryan Meeker is a Sales Operations Manager at SugarCRM where he focuses on global sales processes, lead management and executive reporting. Previously, he managed the lead qualification team at the company. Ryan’s quantitative background and knowledge of SugarCRM has made him one of the most prolific and expert users of SugarCRM’s reporting functionality. Ryan began his career in accounting with KPMG after graduating with a degree in Business Management Economics from the University of California, Santa Cruz. Related Tracks: Manage an Inside Sales Team with Sugar

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