Spotlight: Creating an Intelligent, Global Forecasting Mechanism with Sugar (AGFA)

Document created by Alex Nassi Employee on Aug 11, 2017Last modified by Alex Nassi Employee on Nov 2, 2017
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Agfa, a provider of global healthcare imaging solutions, had just finished a global implementation of Sugar for managing Contacts, Accounts and Opportunities. When it came time to add Forecasting to its CRM initiative - Agfa needed to insure its configuration of Sugar matched its sales practices. In this session, Agfa’s Doug Irvine will outline how he worked with SugarCRM to build a streamlined, highly effective forecasting tool for its global salesforce. Doug will highlight the specifics of his forecasting module, as well as reveal how Agfa was able to communicate to users and managers to effectively drive adoption of the key new system.



Doug IrvineAgfa HealthcareGlobal CRM Project Manager





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