SalesLogix is an excellent CRM tool, with a user interface that is flexible and simple to learn. But creating reports using Crystal Reports requires technical expertise in SQL, SalesLogix, Crystal, and relational databases. Crystal, therefore, is not the right tool for SalesLogix users to create their own reports.

Pivot Reporter for SalesLogix allows sales reps, Customer Service Representatives, sales managers, Support managers, product managers, marketing and sales analysts, and senior management to quickly create reports using the information in your SalesLogix database. Within minutes of installing Pivot Reporter for SalesLogix and following the 20-minute tutorial, you can be creating your own reports. No special report writing skills or database skills are necessary. Every SalesLogix user in your company can create their own reports and share them with others. And, with one click a report can be exported to Microsoft Excel®.

Simply drag and drop fields into rows or columns. The report changes after you drag a field or change a caption, so you quickly can see your changes. Simple. Fast. Flexible.

For Sales Managers

Create pipeline reports grouped by Sales Rep and Team. Incorporate "rolling months" forecasts to reflect the current month, the next month, and the month after. Track the number of days required to close opportunities. Track wins and losses. Monitor the number of sales calls made by week, time-of-day, day-of-the-week, or month. Create sales charts for management and board meetings.

For Sales Reps

Monitor your sales pipeline. Print the activity report to list scheduled calls or meetings. Generate Excel lists of customer contacts and prospect accounts.

For Marketing Analysts

Report on the number of times a lead source has been used. Report on the status of marketing campaigns. Generate Excel lists of contact mailing information for generating mailing labels. Track sales activities by region, sales team, or rep. Report on lead source and campaign reference information.

For Product Managers

Measure sales by product family or product group. Determine what products are in the pipeline. Discover reasons opportunities are won or lost.

For Support Managers

Track the number of tickets opened by time-of-day, day-of-the-week, day-of-the-month, week, month, quarter, or year. Create reports to reflect the Area/Category/Issue of closed tickets.

For SalesLogix Administrators

Print information in the SalesLogix reference tables such as User Profiles, Team Profiles (including team members), Lead Sources, Products, and Campaigns. Generate a report listing custom SalesLogix tables and fields. Find users who have synchronized recently.

You can begin using Pivot Reporter for SalesLogix almost immediately, with the installation only taking a few minutes. No bundles to install. No customizations to make. Simple.