Team Management

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Sugar's Team Management allows companies to create and manage teams based on job type, division, geography or other attributes. Once roles are assigned, administrators can assign access rights to a given role to ensure team members have access. Team Management ensures more effective information sharing and better information about team performance.

Impact

• Define teams based on company and customer needs.
• Assign leads to teams based on expertise and existing relationships.
• Analyze how teams are working together and identify potential gaps in performance.

Team Assignment

Assign leads to teams based on various attributes, including skill level, product expertise, or geography.

Team Analysis

Monitor the effectiveness of teams by leads generated, sales stage progression and quota attainment.

Team Changes

Change your teams based on market needs and skill sets to pursue opportunities with the right team members.