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Top 10 Time Management Tips With Your CRM | Teamgate Sales Blog

10 Time Management Tips With Your CRM

Close your deals faster. Learn how to get the full value from your sales CRM, using a great range of labour-saving features.

The salesperson’s toolbox

Your CRM is a lot like a craftsperson’s toolbox. An intelligently designed space, holding everything you need to manage your complete sales process. In a toolbox, the most used tools are usually found at the top. The ‘hammer and saw space’.  But not every day is a hammer and saw day, and just like your CRM, a well-stocked toolbox comes with a lot of other time-saving, but rarely-used tools. Really great craftspeople know-how, and when, to use all the tools at their disposal. That’s where Teamgate can help. Presenting you with an array of great sales-management tools, Teamgate can super-charge your productivity.

Put your sales CRM to work smarter

Teamgate is packed with a range of labor-saving features, and offers you some great time management tips.

We’ve created a list of the features we think you want to know more about:

  • Sales Inbox
  • Data import of contacts and files
  • Landing pages that work for you
  • Easy editing of contact details
  • Faster activity planning
  • Filters and saved searches
  • Global Smart Search
  • To-do lists and notifications
  • Eliminating contact duplicates
  • Teamgate on-the-go

#1 Sales Inbox

Communication with clients and potential buyers eats up the major part of salespeople time. Moreover, in order to keep communication transparent and relationship sustainable, they must log every contact.

Having sales inbox synced with your CRM account is essential. Such feature ensures that communication history is available for any team member and in case of unforeseen events, it will not only make reaction time shorter but might even save the deal itself.

Even on a daily basis, not having to manually update companies’ and clients’ data saves plenty of time which can be used to actually do what you know best – sales.

Furthermore, exchanging emails directly from your CRM account will prevent any human errors such as typos in the address bar or mixing up names.

To make it even more convenient and save your precious time, you can create your own email templates and save yourself from creating new content every time you want to send the same information.

#2 Data Import of contacts and files

time management tips in Teamgate

Manual data import is the bane of many salesperson’s lives.

Teamgate gives you automated data import as one of the best time management features for busy salespeople. Time-saving with CRM features designed with you in mind, is the key to that effective time management process.

Contacts’ and leads’ data files can be imported automatically into your CRM software. You can import CSV files, XSLX files, Google and Apple contacts, and other contacts directly from LinkedIn by downloading Linkedin Shuttle extension

In order to facilitate faster and simpler data import, Teamgate allows for data mapping.

This means, that according to field names which you’ve chosen, the software determines which data belongs to which field, and organises that data intelligently.

You can create these fields before importing your data to the system, or they can be created automatically during import.

#3 Landing pages that work for you

efficient sales crm

By connecting your website directly to Teamgate you can easily create landing pages to capture new leads.

Landing pages can be created without any technical knowledge, the use of web-designers, or IT people. The landing pages – templates – are designed to gather visitors’ data, allowing you to generate new leads effortlessly, and import them automatically into Teamgate.

#4 Easy editing of contact details

Easy edit

An efficient sales CRM has to let you make changes to your leads’ or contacts’ personal, or status details, quickly and easily.

Teamgate allows you to make such changes directly within the lead/contact card – it couldn’t be easier.

There’s no long-winded editing process, simply click on the ‘edit’ button in the lead/contact card, click on the button with ‘three dots’ and you’re ready to edit, instantly. This lets you edit, amend, copy, or delete data on the fly.

With your Teamgate sales CRM increase productivity right across the whole sales pipeline.

#5 Faster activity planning

New Activity Planning

Here’s another great feature straight from the bank of Teamgate time management tips.

Event and activity planning, tracking, sharing, and amending is central to keeping up-to-date with all of your leads and contacts.

Teamgate CRM allows you to create events more easily, straight from your lists (Leads, Contacts or Companies), and not only from your contact cards.

#6 Filters and saved searches

New Filtering

Another great way of valuable time-saving with CRM smart features is through the use of filters and saved searches.

Searching through an extensive contact list takes time. Teamgate recognised that the use of filters is essential for smooth lead and contact-management.

That’s why the Teamgate sales software has upgraded, and streamlined, the whole filtering process.

The new filtering process allows for neat and uncluttered views and simplifies the search process, – letting you choose from the filters most relevant to your search.

While still retaining quick filters, your lists section now benefits from custom filters, letting you use the 3 most suited to your needs.

You can create – and save – new filtering criteria to be used repeatedly. Any filtering criteria which you’ve created and saved from previous versions will remain intact.

Along with both existing, and custom filters, you can employ one-off filters to streamline the filtering process.

These innovations make your searches far more productive using the Teamgate filtering upgrades.

#7 Global smart search

Global Search

Another great time management tip is the use of Global Smart Search.

This super tool allows you to perform, and refine searches using keywords – or fragments of keywords – across any part of the database. The results can include leads, contacts, companies, files, deals, or any other information you might look for from your CRM software.

You can use Global Smart Search with phone numbers, emails, and addresses. You can also search for attached files by their file-type, ie. PDF, DOC, CSV.

#8 To-do lists and notifications

Notifications and to-do lists

Another of our great time management tips is to simplify your to-do list.

With just one click, Teamgate calendar gives you a clear overview of your to-do schedule. Uncluttered and simple, the calendar displays your tasks due today, tasks overdue, and tasks due this week.

#9 Eliminating contact duplicates


Duplicated contact information is a salesperson’s nightmare.

But Teamgate have the solution covered. To avoid duplicates in your contact lists the intuitive, and efficient sales CRM software automatically identifies duplicates, giving you the ability to manage them quickly, and simply.

#10 Teamgate on-the-go

Teamgate CRM app

Salespeople need to be highly mobile, so, if you can’t be in the office, Teamgate takes the office to you, via your smartphone.

With an internet connection and a mobile phone, you can access all of your important sales information, and a comprehensive array of sales tools, from anywhere.

No more countless, and unproductive hours at the end of each day compiling notes from every call and meeting. Teamgate mobility gives you the freedom to get on with the job at hand – selling.

Welcome to the powerhouse

Your Teamgate sales CRM is a powerhouse of valuable assets and time-saving features.

It takes many actions and interactions to make up a sale, simplifying and streamlining those actions help you make those sales smarter.

Hit your targets faster, take a Teamgate Free Trial today. 

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Abe Dearmer

Abe is the current General Manager of Teamgate CRM. With vast experience running multiple SaaS companies he is an expert on all things Sales, Marketing and SEO.

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