Video Tutorial: Where Are Your Clients?

Knowing where your clients are physically located can help you serve them better. You can create targeted messages for different regions, have location-based campaigns, and make other business decisions based on where your clients are physically located.

With Sapiens.BI, you can create a map to see where your clients are located by country, state, and city. Our charts are heatmaps so you can hover over and see the number of client accounts in each location.

You can even add a donut chart to show additional information like client distribution by sales representative or industry distribution in each location.

Want to learn to set up a geographic chart? Here is a quick video tutorial to walk you through the setup process.

To see the full playlist of all our tutorials for SuiteCRM and SugarCRM click here.

We love Sapiens.BI. It is instrumental in helping our sales team increase their productivity by providing us custom, real-time key performance metrics and making these stats easily visible. Sapiens.BI provides excellent technical support and always go above and beyond to answer any questions we have.

The system has been ‘live’ for one month now and we are already benefitting from the features of Sapiens.BI both for day-to-day management information and, in particular, for the detailed statistical analysis of our services that is required by the organizations that provide financial support for the charity. Based on our experience of the product and your excellent customer service, we would have no hesitation in recommending Sapiens.BI to potential users.

Comprehensive tool that allows all types of advanced reports including audit tables, custom fields and combined reports. The developers offer fast and efficient support. Great tool!

Great support & implementation from the team. Graphs look beautiful!

Excellent work, communications and skills from developers; I appreciate all effort, commitment and work.

Your report generator ROCKS! Wish I had found it before investing in some other rubbish!

I'm extremely excited about Sapiens.BI. We've been using it for about a month and it's by far the best available reporting tool for SugarCRM. The tool is very robust and full of features. Also, the staff and support team are very helpful and are continuing to improve the tool.

We have bought the latest version of Sapiens.BI and it is a fantastic product for Vtiger CRM. By using this I have stopped our remote users having to send external paperwork. Would recommend Sapiens.BI to any users using Vtiger CRM.

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