empty
| 
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.
Platform: Team Management
-
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.
