Información del proyecto

SuiteCRM customization and integration with Pentaho Reporting

Metropolis insurance needed a tool for theis sales people, so they chose SugarCRM, adapting the tool to the peculiarities of the company: new modules definition and modification of existing ones. Later, we migrated successfully to SuiteCRM to enhance the experience with mobile devices and new safety rules for groups.

The integration with ERP was imperative for the company and thanks to Pentaho Data Integration (PDI) the data from customers and sales people was synchronized dialy bettween the ERP and SuiteCRM .

The reporting requirements of the company exceeded SuiteCRM native capabilities, consequently SuiteCRM was integrated with Pentaho Reporting in order to provide advanced reports without switching interfaces.

sales data mart integration crm custom developments comercial support and maintenance