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March 28, 2008

SugarCRM, Intelestream Announce Goals and Metrics Tool

By David Sims, TMCnet Contributing Editor


Intelestream, a vendor of SugarCRM (News - Alert) Professional Services, has announced that the company has developed Goals and Metrics for SugarCRM, what Intelestream officials describe as "a revolutionary tool that greatly enhances sales management."
 
The tool, which is available as an add-on module to all editions of SugarCRM, allows sales managers and team members to set goals and track progress together in real time.
 
Features include a module located on user homepage to display goals and progress related to number of calls made, quotes, lead conversions, opportunities won, and instance specific custom data. Sales representatives are constantly reminded of their progress by a thermometer that measures where they stand in reaching their goals
 
There's an administrator tool to allow managers to set goals for teams and users.
 
Intelestream Sales Director Ray Stoeckicht, a man who never has to spell his last name over the phone or who has ever made dinner reservations for just "Ray, party of four," said "Teams need goals to win. It's true in sports, it's true in business. In sports you can always look up at the scoreboard to see how you're doing, we decided there should be a scoreboard in business too."
 
The tool is available for immediate purchase directly through Intelestream.
 
Last month Intelestream, an official SugarCRM partner in Chicago, announced that the group "Everything SugarCRM Chicago" held their first meeting.
 
"Everyone said the meeting was a tremendous help. There were people there who were considering various CRM options and just wanted to learn more about Sugar, people who are already using the application, and programmers interesting in learning more about SugarCRM code. I believe these regular meetings benefit all," said Jason Green, Founder and CEO of Intelestream.
 
Included on each month's agenda are the latest tips and tricks for making the most out of SugarCRM, a question and answer session with SugarCRM experts, and current information about software patches and new releases. From absolute beginner to expert administrator, the meet-up is open to all interested in learning more about SugarCRM.
 
 
David Sims is a contributing editor for TMCnet. To see more of his articles, please visit his columnist page.
 
 




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