skip to Main Content

A Simple Measure for Projections with Act! CRM

Guest Post by Vivek Gargav

Intro from Rob:  continuing the series of guest posts that got temporarily shelved, today we have one from Vivek Gargav.  This post captures a trend that I monitor quite closely:  people who are heavy users of ERP, CRM, and Accounting systems are increasingly realizing that Power Pivot provides FAR superior reporting and analysis, against those systems, than what those systems provide “in the box.”

It makes perfect sense of course.  If you are a software company who produces CRM software, your specialty is…  CRM software!  Not reporting and analysis software.  Furthermore, the needs of your customers couldn’t be more divergent – whatever you build “in the box” is inevitably going to be “lowest common denominator” stuff – borderline relevant to everyone, but not terribly insightful for anyone.

Enter Power Pivot.  And people like Vivek Gargav.

Background

By Vivek Gargav (twitter | website)

Act! CRM:  Begging for some Power Pivot Analysis

ACT! – a Leading CRM System.

Act! is one of the leading Contact Management/CRM products used by many SMBs worldwide within organisations that in some cases don’t have a formal IT department or resource internally. For many, the sole point for reporting on their organisational knowledge is via the weak and complex native Act! reporter, some even use the Dashboard component to extend their reporting capabilities.

Unfortunately neither of these routes provide the depth of reporting requirements that most businesses need (especially aggregate data) and so Act! users traditionally have had to look at 3rd party add-ons including the old stalwart of Crystal Reports.

Read the Rest