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How to Add Value by Using CRM

Now, when you have general knowledge about CRMs, it’s time to get your hands on one! We are well-aware that any major change can be stressful, but it’s worth it. A CRM can take your business to the next level and help you save both time and energy:

  • Customize your CRM at the very beginning and make it work for your business.
  • Capture leads by automating the process – no more manual data entry.
  • Maintain communication history and don’t forget to follow-up by setting reminders.
  • Find necessary information in a matter of seconds.
  • Keep relevant documents attached to leads, contacts and deals.
  • Track every stage of your sales process easily.

Turning Issues into Business Goals

A CRM will bring more value to your business if you are ready to exploit its potential to the fullest. Therefore, before even choosing a CRM, spare some of your time to identify what business problems you are facing and how, potentially, a CRM could help you resolve them. Create your own checklist which may look like this:

Not enough leads are captured
Automate lead capturing process
Too long sales cycle
Track opportunity movement
Bottlenecks hard to identify
Constantly analyze performance data
Poor lead conversion
Score leads to increase conversion
Hard to identify progress
Set personal and team goals
Not everybody on the same page
Share information and track progress

Convinced yet?


Hi, I am Amber, Sales Manager here at Teamgate. I am responsible for ensuring that you drive maximum value from our tool. I would like to learn more about your main goals for using the CRM solution and to tell you how other companies are using our CRM. Please fill in the form and I will get back to you ASAP.

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