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SugarCRM™ Experts

A significant part of Intelestream's team is made up by former employees of SugarCRM, Inc. Our expertise has been achieved through many successful CRM product implementations across a variety of industries. We not only work extensively with the finished product, but have also played an intricate role in developing core components of the application.

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Intelestream Territory Management Tool

Intelestream, Inc., leading providers of CRM related professional services and products is proud to offer Territory Manager, a tool that provides sales managers accurate and timely territory mapping capabilities.

WhyTerritory Management?

It is fair. Territory assignments allow an even distribution of leads and accounts for salespeople.

It saves money. By utilizing an efficient territory management tool, there is no overlap in sales coverage and sales costs are greatly reduced.

It enhances customer service. Customers are ensured adequate and evenly distributed servicing if they are divided into territorial categories.

It offers accurate performance evaluation. Sales representatives can be measured on an equal basis according to territories through reporting tools. 

CRM Territory Managament by Intelestream: Remarkable Capabilities

Visualize all territory criteria through GoogleMaps™ technology- built right into the SugarCRM™ suite. All territory data is displayed on a map appearing on the dashboard. By interacting with the map, users can manually draw boarders or utilize the Intelligent Equalizer to assign territories. 

Plan territories for teams and individual sales representatives. Develop extensive territory plans based on both teams and individual users. Team Assignment Screenshot
Lead Assignment Automation. Utilizing the criteria defined above, the Territory Management Tool automatically assigns incoming leads to the appropriate sales representative and or team. This allows even distribution and an efficient sales process.

Intelligent Equalizer Tool ensures balanced territory assignment. Sophisticated variables such as census data, total businesses, annual payroll, and key industry metrics are sorted according to county, state, and region.

Territory Manager
Territory Reassignment.  One thing is certain, organizations change with sales reps moving on and acquisitions taking place.  In these scenarios it is often necessary to realign defined territories.  The Territory Management functionality supports an agile configuration that puts territory administrators in the driver’s seat- allowing seamless modifications that mirror changes in a company’s organizational structure.

Get Started Immediately!

To see how the Territory Manager can be configured to enhance your business, contact us today. 

 
 
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Free Webinar: How to Optimize SugarCRM’s Email Campaign Functionality. Learn how to master the following topics: adding copy and images to the email body, generating appropriate recipient lists, testing compatibility across common email clients, spam filter optimization, delivery options, tracking and attaching results to leads and contacts, addressing software bugs. 

Click here to stream our webinar from August 13th, 2008!

Intelestream's Partners

Intelestream and our strategic partners represent the highest standards in CRM and ERP solutions.Our partnership alliance includes:

Intelestream and Compiere ERP
Intelestream and info@hand CRM
Intelestream and Talend
Intelestream and Redhat/Linux
Intelestream and Interspire

For more information, please visit our Parners Page.

We understand your business

We bridge the gap between business and technology. At Intelestream, our consultants believe knowing you and your business is the key to providing solutions to your technical challenges. By selecting Intelestream as your CRM consultant, you have chosen to work with a team of leaders with experience and expertise across a wide array of industries who are best qualified to solve your organization's complex technological problems. At Intelestream, we speak your language. 

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We offer a wide range of bundled service packages that allow CRM consultation to be fast and affordable. More information about our packages and services can be found under their corresponding categories, which are listed here.