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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Simple Plugins with a lot of Power |
The StarRater | Helps CRM users categorize data according to their quality. With the click of a mouse, individual leads, accounts, and contacts are given a rating from one to five stars. After the data is rated, the number of stars assigned is displayed visually alongside the metrics in modules and list views. Additionally, ratings are integrated into the reporting module. Although a relatively simple tool, the StarRater is in fact very powerful for CRM users. This is especially true when it comes to qualifying leads. |
The Address Verification Tool | Improves database accuracy and saves time by automatically inputting the city and state fields once a user has entered the zip code of a lead, contact, or account. |
The Zip Code Radius Search | Allows users to view a list of all leads, contacts, and accounts within a specified geographical radius. |
The Phone Number Formatter | Automatically formats phone numbers upon entry according to country code and area code. |
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Our Last Webinar
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!
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