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2 Posts authored by: Deepak Deolalikar Employee

We have expanded SugarCRM Hint, our flagship offering from SugarCRM’s Relationship Intelligence product line beyond leads and contacts. Now, you can gather relationship intelligence about businesses and organizations. It works like this: users enter an account name into Hint (just like they always have) and it pulls in accurate, verified corporate data about the organization into Sugar’s accounts module. This includes valuable information like:

  • Industry
  • Location
  • Revenue
  • Number of employees
  • Corporate Facebook page
  • Corporate Twitter account

In addition to the above corporate data, Hint also pulls in recent news about the company such as earnings announcements, product news and management changes. 

Not only can the sales team keep a close tab on their accounts and quickly react to changes, these new capabilities will also appeal to customer success and customer support teams.  This means Hint can be deployed to more people in your organization to eliminate manual research and data entry. 

Hint gives users a broad profile of information about people and companies. It’s not that you didn’t know this information existed somewhere online, but why manually search for it and enter the data into your CRM when Hint puts the information right at your fingertips?

Hint gathers customer intelligence from a broad range of data sources so users can quickly and efficiently learn more about their prospects to establish a productive relationship.

The newest version of Hint is available now. It is compatible with Sugar 7.8 or later and available for an introductory price of $15 per user, per month. Existing customers of Hint have all been upgraded on our On Demand environment. On Premise customers can download the latest module loadable package from the download manager. 

For more information about Hint, check out the video below or visit www.SugarCRM.com/hinthttp://www.sugarcrm.com/hint

 

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The Winter '18 release of Sugar features a significant enhancement to Reports - “Drill Through on Charts”. This capability has been requested by many of our customers and provides significant value to all report users.

 

Chart Drill Through

 

The drill through features provides the ability to see the data behind the charts in reports. As a user, when you are looking at a report, you want to get more insights to the data. Let’s say you are looking at a pipeline report and you want to see the open opportunities in a specific stage. You should be able to simply click on the relevant section of the chart and see the details. That’s what this feature does.

 

How does it work?

 

In order to see the data behind a report, all you have to do is simply click on the relevant section of the chart. After you click, you will see the detailed data. For example, let’s say we have a chart that shows open opportunities by expected close month. You would like to see all the open opportunities for this month. Simply click on the area of the chart for the current month e.g. a vertical bar for the month of January. After clicking, you will see all the opportunities that are expected to close in January. It’s that simple.

 

Along with the detailed data, the same chart is now available on the right hand side for your convenience. The section you clicked is highlighted on the chart. You can now click on another section of the chart, say next month’s opportunities, and the data will refresh right there. You don’t need to go back to the report or the dashlet.

 

But wait there’s more. Not only you see the details behind the chart, you can actually take actions. For example, you can edit the data right in the detailed view. You can do all the actions on the data that you might do on your list view. In fact, the detailed data on the chart is actually the same list view, but with only the data relevant to the area of the chart you clicked.

 

You can edit the data, delete or perform mass actions. Let’s see this in action in this short video.

 

 

 

Where can you find it ?

 

The drill through feature is available in the following places

  • On a report with a chart
  • On saved report dashlets

 

The drill through feature is not available for the following -

  • The report’s base module was legacy BWC
  • Mobile app
  • Out of the box dashlets
    • Sales Pipeline Chart
    • Case Summary
    • Opportunity Metrics

 

 

Summary

 

As you can see, with drill through on charts, not only you see the data behind the report, but also are able to take action on the data thus providing significant productivity improvement in managing records (Insights to Actions).

 

SugarCRM is investing significantly in enhancing the Reporting and Insights capability. The drill through feature is a significant enhancement in providing deeper insights and perform actions.

 

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