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Sales Teams Embrace KlipFolio Desktop Dashboard for SugarCRM

Digital Dashboard Drives Adoption and ROI for Popular CRM Software.

Ottawa, ON and San Jose, CA - February 6, 2008 Serence, Inc., the leading developer of sales dashboards for the desktop, today announced the immediate availability of the latest version of KlipFolio for SugarCRM. The desktop dashboard for SugarCRM unlocks ROI for customers by driving SugarCRM adoption throughout the sales team as well as other enterprise departments.

"KlipFolio for SugarCRM has increased the usage and ROI of our SugarCRM investment", says Evans Wroten, Executive Vice President, Delivery at Interact Public Safety Systems. "When we initially licensed the product, we thought our sales people would benefit the most, but we realized senior management is the real winner, with easy and fast access to up-to-the-minute sales data right on their desktops, without becoming reporting experts."

KlipFolio for SugarCRM improves user adoption by streamlining access to key Sugar data and performance indicators with a digital dashboard right on the desktop. This latest release of KlipFolio for SugarCRM incorporates feedback from hundreds of Sugar users and customers resulting in a great number of improvements to the desktop dashboard application including:

  • Column headers for improved sorting and filtering.
  • Action items within Klips such as changing the stage of an opportunity in the dashboard without logging into SugarCRM.
  • A new API engine so customers and partners can develop their own custom Klips faster and easier.
  • Support for Sugar 5.0.


"We are very pleased to see how this product is maturing", says Jason Green, President of Intelestream, a leading SugarCRM partner and premier KlipFolio for SugarCRM partner. "This product helps us speed the deployment and adoption of SugarCRM within our customers." The availability of the developer API is exciting and will allow us to effectively tailor the product to meet the unique customization requests we are getting from our customers."

"Customer feedback gave us some great direction for where to focus our energies for this release", says Allan Wille, CEO of Serence. "We worked to add the high-value features they requested without sacrificing the product's simplicity. It makes the intuitive SugarCRM software even easier to use and our customers are seeing immediate improvements."

This announcement coincides with SugarCon, SugarCRM's global customer and developer conference, taking place this week in San Jose, California where Serence representatives are in attendance.

KlipFolio for SugarCRM is also available for trial through SugarExchange at http://www.sugarexchange.com/product_details.php?product=473, and at www.serence.com/sugarcrm

To celebrate the release, Serence is also announcing a SugarCon price promotion. KlipFolio for SugarCRM can be licensed at 30% off of list prices until March 31, 2008. Please contact Serence for more information.

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About Intelestream, Inc.
Intelestream, Inc. is a Chicago based authorized SugarCRM partner and leading supplier of SugarCRM professional services supporting implementations of all sizes and complexity. With over 15 years of combined experience working exclusively with SugarCRM products, the company's consultants provide the professional know-how required to match SugarCRM software capabilities with all business requirements. Intelestream concentrates on SugarCRM and nothing else.

For further information about the premier provider of SugarCRM consulting services, please visit the company's website: http://www.intelestream.net, or call (800)244-3775.

About Klipfolio Inc.

Klipfolio develops Klipfolio Dashboard – the KPI Dashboard – to help the Fortune 1000 increase the visibility of key performance indicators for informed decisions that improve performance and profitability. Klipfolio Dashboard is the only enterprise dashboard that presents information where it's always visible and actionable. Clients include Intel, Staples, Aviva, Baxter Healthcare, and Lufthansa. For more information, visit www.klipfolio.com.

For more information visit www.klipfolio.com, call +1.877.233.6149 US and Canada or +1.613.233.6149 Worldwide, or email sales@klipfolio.com.

For media inquiries only, please contact:

Allan Wille
+1 613 233 6149
press@klipfolio.com

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