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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Contact us today for more information.

At Intelestream, we understand time is money. We also understand this valuable resource is difficult to calculate and difficult to report on. In order to run an organization effectively, managers need to have a clear picture of everything that goes into the process of getting each and every job accomplished. That is why we have developed Time Tracker, a new plug-in that allows managers and users to track the time it takes for projects and tasks to be completed.

Keep Track of Billable Hours

For organizations billing by the hour, a device must be in place to accurately record the exact start and end times for every task and every client. The Time Tracker allows users to enter billing rates for multiple tasks and users. Receipts are generated in the reporting module at the click of a button with each task itemized with the exact amount of time taken to be accomplished. Do you have different users who bill out at different rates? The tool can be automatically set to bill according to the time and rates of individual users. Are certain tasks and events that need to be recorded not billable? A simple check box allows users to designate whether or not a client will be billed.

For its sophisticated billable hour functionality, the Time Tracker is appropriate for virtually all services, especially the following:

• Legal
• Medical
• Financial
• Consulting

Keep Track of Performance; Encourage Productivity

According to a study conducted by Microsoft, workers average only three productive days per week. Where is all this time going? How much money is your organization wasting with unclear time objectives? The Time Sheet Tool facilitates a better understanding between employees and managers by setting goals and recording the time it takes to accomplish tasks. Multiple reporting metrics aid management and Human Resources in tracking performance and making staffing decisions.

Screenshots:

Creating a project plan with time requirements:

Reporting on Time Tracker totals:

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Navigate Intuitively. Search intelligently.

Sales teams are only as strong as the information they can access. In a modern economy information changes constantly and business is conducted more rapidly than ever before. CRM systems offer a wealth of data in all sorts of forms, but sifting through data consumes valuable time when split second opportunities arise.

Intelestream has developed a Web 2.0 Tag Cloud searching tool for direct use with your CRM application.

Tag Accounts, Contacts, Leads, Opportunities, and custom modules Search tags at a fraction of the time needed for traditional searches Tags weighted according to popularity offer the most important data at a quick glance Attractive user-friendly Interface Administrative controls for tag management Appropriate for all industries

Every second counts. By providing your sales teams with Web 2.0 Tag Cloud, you are placing yourself steps ahead of the competition.

Contact Intelestream today for a live demonstration of the Web 2.0 Tag Cloud Tool:

Intelestream, Inc.
www.intelestream.net
Phone: (800) 391.4055
Fax: (312) 244.3765
Address: 27 North Wacker Drive Suite 370 Chicago IL 60606
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For more information including a demonstration of this product, contact Intelestream.

It’s a well known fact - Individuals are motivated by clearly defined goals. It’s true in sports, it’s true in business - teams need goals to win.

Intelestream has developed a ground breaking solution that allows sales managers and team members to set goals and track progress together.

Key features included in the solution:
Greatly enhance sales performance by providing managers and sales representatives with a module tool that tracks the progress of team members in real time Sales representatives are constantly reminded of their progress by a thermometer that measures where they stand in reaching their goals: Thermometer is displayed both on the CRM homepage as a KlipFolio Klip. Module accessible by sales managers displays each team member’s numbers according to calls made, quotes, lead conversions, opportunities won, and other user defined criteria
Questions asked; Questions answered.
Sales representative have the following thoughts everyday: “I’ve made 240 calls, 39 quotes, converted 16 leads, and won 7 opportunities so far this month. Am I ahead of schedule? Am I behind? What do I need to do to meet my goals?” Sales managers constantly wonder: “Who are the strongest members of the team? Who can I depend on to consistently bring in numbers? Who works sporadically? Who needs further coaching? With the Goals and Metrics Module, everyone knows where they stand.

For more information including a demonstration of this product, contact Intelestream.

Intelestream is pleased to offer CRM Maps, a plug-in that fully integrates Google Maps™ technology with the line of CRM applications provided by SugarCRM, Inc. The product provides a module where maps and place marks are displayed according to a wide range of user determined criteria.

Unlike other mapping products found on the CRM platform, CRM Maps has the ability to draw maps from reporting results and geographical radiuses.

Here is an example of how the product works:

A user works in the hospitality industry and would like to target clients within a certain geographical radius of Indianapolis. She uses CRM Maps to generate a custom report displaying all prospective hotel accounts employing 100-500 people within a 25 mile geographical radius of Indianapolis. The mapping module will then display the results with each account indicated by a place mark whose color and/or size vary according to preselected criteria. The user can next print driving directions using each account as a waypoint.

No other technology is capable of accomplishing these sorts of tasks with the CRM platform.

This plug-in will be especially useful for marketing research, sales strategies, and logistics organization.

Although the plug-in offers a wide range of features that can benefit all instances of the CRM, Intelestream is able to customize the product through its professional services department in order meet the needs of individual organizations. For more information about individual customizations and/or pricing, please contact us today by either sending an email to This e-mail address is being protected from spambots. You need JavaScript enabled to view it This e-mail address is being protected from spam bots, you need JavaScript enabled to view it or by calling us toll free at (800) 391-405

Please note: CRM Maps is currently only available in the United States. Additional Professional Services resources will be required will to leverage the tool in other countries.

Why Territory 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 Management by Intelestream: Remarkable Capabilities

Visualize all territory criteria through Google Maps™ technology- built right into your CRM 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.
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 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.

Do you spend hours, days or weeks using search engines to find candidates, sales leads or contact information? Have an Intelestream sales representative contact you now to find out more about Diver!

Intelestream is proud to offer Diver, the newest, fastest, most user-friendly software for sourcing candidates on the Internet.

Stop wasting precious time sifting through search engine results to find leads and spend more time pursuing actual candidates.

If you can perform a Google search, you can use Diver - it's that simple.

Diver extracts the contact information out of the search engine results of Google, Yahoo, Alltheweb, AltaVista and Microsoft Live searches. This innovative way of expediting Internet research allows users to capitalize on their existing search skills while reducing the time spent pouring through results.

• Use your own search query strings, Diver extracts the contacts automatically for you
• Find contacts, resumes, companies, emails and phone numbers quickly and easily using basic search methodology

Testimonials

“Diver’s speed in yielding necessary contact information makes the program a staffing industry's dream come true”
Joel Chessman
HRSEO.com

“Diver will change the way you conduct candidate searches online. Diver will make your searching and extracting of information seamless and efficient. I highly recommend Diver to all people serious about online research, and a great plus is it is cost-effective with a knowledgeable staff to back it up.”
Suzy Tonini
Deloitte Services, LP

“What takes eight hours manually takes just a few minutes with Diver extracting data.”
Shally Steckerl
JobMachine.net

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Intelestream is proud to offer Contact Capture, a solution that makes putting contact information from lists, documents, and emails into your CRM suite as easy as copy & paste.

The patent-pending technology recognizes contact information such as names, titles, addresses, emails, phones, websites, and exports the data directly into your CRM instance.

Fast

Contact Capture uses patent-pending technology to recognize contact information faster than other solutions. Ask your Intelestream sales representative to see just how much faster Contact Capture is.

Simple

To capture contact information from a document or list, simply highlight the info and tap a key on the keyboard. Contact Capture springs to life and captures your contact into your database.

Value

Rather than purchasing separate programs to capture contacts from lists and documents, Contact Capture covers both bases with one easy to use product.

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The KlipFolio™ Dashboard is a unique addition for your CRM application.

Surface the data that matters on your desktop for continual real-time awareness. Out of sight, out of mind. You know how fast you're driving because the speedometer is always right in front of you. Like a dashboard, the CRM software captures all your important customer data in one place, but unlike your speedometer, your top priorities aren't right in front of you. How much could you improve performance if your top priorities stayed visible without logging on or switching applications? KlipFolio™ Dashboard brings your most valuable, actionable data to the surface with a compact desktop widget. And as your priorities change, you can swap different measures in and out. Rather than you adjusting to your data, now your data adjusts to you.
Key Benefits Save time. Spend less time digging for information and more time acting on it. Gain awareness. Preempt problems and respond to new opportunities as updates appear in real time. Act faster. Improve response time to your hottest prospects by receiving information quickly, without logging in or performing a search. Secure value. Capture the full value of your company's data by using it more often. Sustain competitive advantage. Address your top priorities more often and more consistently to stay one step ahead of the market.	Key Features Compatible. Works with hosted or in-house deployed versions of your CRM software. Alerts. Receive desktop alerts for upcoming calls, meetings, untouched leads, and any other changes you choose. Updates. See when new leads arrive, when they've been updated, when sales pipeline changes, and more. Monitoring. Track changes to any data you specify, such as major customer support cases, win-loss reports, etc. Search. Explore your entire database from the desktop. Heads-up display. Keep your priority data visible regardless of what other applications are running.