Quickly and easily find customer data, including key contacts, companies, communication history, and much more. You get a complete picture of every customer, from call records to the history of campaigns, to the deals they’re involved in.
Build Highly Personalized Relationships
Within the contact management feature there are two distinct contact categories available – People and Companies – each containing differing types of contacts. But, most importantly, these sections are strongly related, ensuring that all business information remains connected the individual’s details. Adding new contacts is a simple process and also allows you to conveniently convert qualified leads into contacts, import them, or add them manually.
Contact cards contain valuable core information essential to your sales process. These cards may be enriched even further by adding custom fields. These customisable fields may be; contact information, notes, tasks, communication history, deal details, and more, suiting the exact requirements of whatever type of business you run.
Manage Your Time
Plan your time, take action and win. Whether you need to create a new meeting, schedule a follow-up, or just add a note or reminder, it’s all just one click away. You may also utilise activity feeds, calendar management tools, event synchronisation, to-do lists and much more, each element firmly focused on supporting your complete sales process. Remember, time is money.
Advantages of Teamgate Contact Management
- Reaching out to qualified prospects and moving them through the whole sales cycle is convenient. Teamgate supports prospecting with various features, such as Smart Dialer, MailChimp integration, follow-ups, reminders, and more.
- Keep track of your communication with a contact. Emails, call logs, or comments, everything stays in one place and can be seen by all of your team.
- Contacts can be segmented by various categories; this helps when working with specific target groups. The categories are static, which allows keeping your database organized.
- Cross-section global search aids finding and accessing contacts easier from within the system.
Some of the Contact Management Elements Featured in Teamgate
Save precious time entering leads manually, you may now use highly flexible import options, such as Excel spreadsheets, Google contacts, your personal address book, and more.
Customization & Segmentation
Contacts may be segmented by various static categories; keeping your database well-organized and highlighting important information through filters.
Integration with Google Maps helps you to create a clear geographic map outlining exactly where your leads are located.
Locating important information quickly is important, very important. The global search solution offers you this facility by means of the cross-section search feature.
Collecting and collating all possible information related to your deals – in one place – only serves to increase your sales efficiency. Important information can be held in various type of formats: proposals, contracts, project plans, pictures, etc. We strongly suggest uploading and storing all related files to your deal card where they can be located with ease, and downloaded ready for action.
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.