Sage CRM

Customer has asked about best way to ""automate"" sales management reports from CRM. He would like to have reports delivered by email at set times. There is not much in the Sage CRM Commmunity on this. Any suggestions? I am familiar with VisualCut for automating custom crystal reports but those are external to the application itself.

One of the greatest strengths of CRM is to help our clients get out of reactive mode and start to become more proactive. Delivered reports, alerts, notifications, alarms, etc. are all a hold over from the reactive (Outlook-based) world. I would encourage the client to become more proactive with information gathering. Show them how to run their own reports in CRM and how dashboards work. Configure an informative dashboard that displays the information that they need and demonstrate the benefit of the interactivity - allowing them to drill-down and drill-across for more information as needed. I'm available to talk if you need anything else.

My initial response to his request was almost verbatim from your comments. The main reason for delivered reports would be if there was no remote access to CRM. But if he has access to email he should also have remote access to CRM for dashboards..etc.