Скачать или смотреть Reporting Across GoldMine CRM and Another Database

Your customer interactions don't start and stop with GoldMine. Neither should your reports. Leads flow into GoldMine, get sold, and eventually make it to your quoting, accounting, or ERP system. How can you track the whole flow without expensive connectors and data transfers?

We kick off the webinar by going through some reasons you might want to report across different databases, why you probably don't want to transfer the data in order to get it all in the same place, and some ways you can create the reports. We finish off by showing you the connection string in a MasterMine report, and a few variations on a report using GoldMine CRM and QuoteWerks quoting software data.

Feel free to answer the questions in the comments section, or email us at [email protected].

Recorded on February 20, 2013

To view other webinars from our GoldMine Tips Series, visit www.mastermine.net/Webinar-Series.php

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