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Real Business Intelligence – Powerful CRM BI and ERP BI Solutions from SmartBridge Partners

Business Intelligence is more than just reporting. It's about how transform the data captured by the ERP and CRM systems into useful information that management can use to make operational decisions. Accurate data that's a real reflection of how your business is running is vital to making good decisions, planning for the future, and building profits. It's something that neither accounting software nor consulting alone can provide a full picture of. Integrated CRM and ERP BI gives you the data to act effectively, bringing greater profitability and efficiency to your organization.

Customizable ERP & CRM Business Intelligence

BI has many different levels and variations because every organization is different, and there are managers at different levels and functions. Just as important, the people needing the information have different styles of consuming information. Our solutions draw from a wide variety of tools to meet all of those needs.

  • Our ERP and CRM solutions all permit dumping data grids you see on the screen to Microsoft Excel. These solutions also have many different ways to create and organize these grids, so you get powerful reporting generated in a way that feels natural to users and is simple to integrate into reporting.
     
  • Ad hoc filtering and sorting. Just two examples from many possible:
    • MAS 90's Business Insights Explorer and Advanced Lookup Engine makes it easy for the average user to pull together data into grids for comparisons.
    • SalesLogix's time-tested groups enable salespeople to create grids of contacts, opportunities, tickets, or just about anything else. Not only can these can be adapted for a variety of uses in customer-focused work, but they can be easily put into Excel for easy integration in other MS Office applications.
       
  • Flexible Crystal Reports. All of our solutions include completely customizable reports with built-in filters to let you get out only the data you need. For reports that you need regularly, this is the most efficient and powerful approach.
     
  • Dashboards. Our solutions have built-in, customizable dashboards of different types.
     

ERP Business Intelligence (ERP BI)

  • Financial reporting for non-programmers. MAS 90 offers at least two ways to create income statements, balance sheets, and cash flow reports that let you pick and/or combine accounts, location codes, and companies in a way that financial managers can easily master: Sage MAS Intelligence and BizNet BizInsight
     
  • Business Activity Monitoring. The right information sent to the right people at the right time, via the right device – is critical to the success of your organization. The remarkable KnowledgeSync tool lets you do that, including orders to customers, notices of low inventory to the purchasing manager, running reports and emailing them to sales reps automatically based on data conditions, and turning a customer email automatically into a support ticket. It can do all that and much more.
     

Let SmartBridge Partners help you define the best BI solutions for your unique management needs.