Advanced Reporting and Wireless

• Advanced Reporting and Analytics
• Wireless
• Tracker
• Data Import Enhancements
• Module Builder

Advanced Reporting and Analytics improve insight into how your business is performing

• New User Interface and Wizard combines a simple, intuitive design with a guided process to step the user through report creation.
• Complex Reporting Sets allows users to create complex reports across multiple modules, including support for combining two data sets and reporting on unmatched records.
• Matrix Reports create powerful reports across modules with the ability to group by multiple attributes. Users can create complex pivot tables in HTML with capabilities to display operations like Sum, Average, Count and Percentage.

• Run-Time Filters allows users to change the attributes of a report in real-time, similar to pivot tables.
• Excel Integration captures Sugar report information in the familiar, easy-to-use Microsoft Office application.

New Wireless Client breaks the tradeoff between usability and mobility

• Improved User Interface provides users with view into edit, detail, and list views, as well as the ability access employee directory, store preferences, and view recent items.
• Rich HTML Client delivers rich presentation of SugarCRM data through a standard web browser.
• Device Independence allows users to view SugarCRM data from any PDA or smart phone, including Blackberry and iPhones.
• New Search Capabilities allow users to find information quickly with the click of a few buttons.

Tracker provides a view into CRM usage and performance

• Tracker Reports provide a snapshot into system usage in order to increase user adoption and visibility into CRM utilization. Users can view reports on weekly CRM activities, records and modules viewed, cumulative login time and online status of other team members.
• System Monitoring provides administrators information on how the system is being used and potential stress points for the application.

Data Import Enhancements

Data Import Enhancements - makes it even easier to move from data from applications such as Excel, Act!, Microsoft Outlook, and Salesforce.com into SugarCRM.

• Import on All Modules - User can now import information from other CRM application into all modules with SugarCRM, reducing data reentry.
• Improved Import User Interface provides more options for ensuring data transfer is executed smoothly and accurately into SugarCRM
• Data Quality Controls allows administrators to specify whether data imports should create new records or update existing records, reducing duplicate information.

Module Builder

Module Builder allows you to extend SugarCRM in new and innovative ways.

Improvements include:

• New Relationships allow for new modules to be related to multiple existing modules.
• Auditing provides a complete history of module creation and modifications to better keep track of customizations.
• Dashlet Support allows customer object and module functionality to be displayed in AJAX containers on the homepage.
• New Templates to track files and opportunity information. SugarCRM users can now build new modules to track information related to people, requests, company, as well as documents and opportunities.

This new functionality is now in beta. Generally Availability will occur in early summer 2008.