Marketing CRM Intelligence Open Source

StrateBI
How to gain knowledge?
How to apply knowledge?
SugarCRM + Pentaho
SugarCRM
Pentaho
Hybrid solution
Sample applications
Opportunity analysis
Marketing campaign analytics
Table of contents

Customer Successes
Private Sector
Public Sector

Using knowledge management to gainUsing knowledge management to gain
competitive advantagecompetitive advantage
Information become a currency of today'sInformation become a currency of today's
world. Those who control the information areworld. Those who control the information are
considered as most powerful man in the planetconsidered as most powerful man in the planet
In order to be competitive you need to haveIn order to be competitive you need to have
knowledge.knowledge.
Gain Knowledge

Gain Knowledge
Customer data

How to apply knowledge
Business Intelligence

A complete BI solution offers:
Observe: What is happening?
Understand: Why happens?
Predict: What will happen?
Collaborate. What teams must do?
Decide: Which path should we follow?
Knowledge management
What is company looking for?
Business Intelligence
Business Intelligence is the ability to
efficiently manage information for
decision-making in an organization

Facilitates decision-making process byFacilitates decision-making process by
providing analysis tools and simulationproviding analysis tools and simulation
How to apply knowledge

 SugarCRM + Pentaho
Solution free of licensing costs and which closes customerSolution free of licensing costs and which closes customer
information gathering cycle, marketing campaigns, statsinformation gathering cycle, marketing campaigns, stats
visualization, KPIs, simulations…visualization, KPIs, simulations…

 SugarCRM
Quick and easy management customers portfolio and potentials including all required
baseline data.
Attach important documents such as quotations, contracts, photos, graphics, etc.
Plan activities such as appointments, meetings, calls, information delivering, among
others.
Inform your customers of your products and services through mass mailing.
Integrate customer data, opportunities, contacts, accounts and special cases into
Microsoft Outlook.
SugarCRM information available on iPad, iPhone, Android devices and Blackberry.
Handle service requests tickets with an identification number, comments and status
View and correct track of business opportunities with customers and potentials
corresponding to each sales manager.

 SugarCRM
Due to the fact that it is web accessible, SugarCRM has a short learning curve
period, besides SugarCRM keeps the same philosophy to display and edit all
information available to manage: accounts, customers, opportunities, dates,
documents…

 Pentaho
Pentaho Business Analytics is a platform that provides data integration,
OLAP services, reporting, dashboarding, data mining and ETL capabilities.
Using Pentaho an increase in productivity is produced by empowering
Business Users with Self-Serve Business Intelligence capabilities. Provided
with this support it is easy to improve decision-making process.
IT staff can deliver a secure, scalable, flexible and easy to manage platform
for a large number of users.

 SugarCRM + Pentaho
When we join both solutions we have a very powerful tool:When we join both solutions we have a very powerful tool:

ExamplesExamples::
Opportunity analysisOpportunity analysis

 Opportunity analysis
Using SugarCRM sample data, there are several opportunities that wouldUsing SugarCRM sample data, there are several opportunities that would
be likely to be analyzed from several points of view:be likely to be analyzed from several points of view:

Opportunity analysis
Using the heat map component of STPivot OLAP viewer (designed by
Stratebi) we can observe that Manufacturing is the industry that generates
more profit.

Marketing campaigns analysis
In order to analyze campaigns, STPivot OLAP views can be used besides
there can be designed dashboards with STDashboard… apart from that in
Stratebi we have developed an intuitive analysis tool to analyze and
schedule target lists:

Contact
Stratebi is a Spanish company located
in Madrid, Barcelona and with a
delegation in Sao Paulo, we are a
group of professionals with a wide
experience in Information systems
and Technologic solutions related
to the field of open source software
and Business Intelligence.
Contact details:
info@stratebi.com -
www.stratebi.com
Phones:
(+34) 917883410 – (+34) 931844325

Marketing CRM Intelligence Open Source

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