Time Management

Make every second of your sales day count. Plan your time smartly, take actions, schedule events, and increase your productivity. Time management has never been so painless. Create activities, assign meetings, and get back to selling quicker, thanks to your Teamgate CRM time management tools.
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time management

In The World Of Sales Time Is Of The Essence

Time management concentrates on supporting your complete sales process. Whether it is planning a follow-up call or reminder, congratulating your best customer on his or her birthday, synchronising events, managing to-do lists, or anything else. Your CRM is the one smart space to manage all your time management needs. View your agendas and activities, keep track of your sales team’s performance over a period of time, and use smart, inbuilt tools to manage all your communications. Make time your friend, not your enemy.

Time Management Advantages

  • Using smart filtering, Teamgate lets you find meetings, events, calls, emails and tasks instantly – saving you time
  • Use your dashboard to instantly view all activities planned for you, your colleagues, and your entire sales team
  • Create meetings and other events straight from your calendar. You can even assign recurring events so you never miss a thing
  • Tasks due today, due this week, and tasks overdue help you manage every sale minutely

ACTIVITY FEED

All events or activities which have been created will be displayed in the activity feed section of your Teamgate Dashboard. The team calendar will allow the entire sales team to oversee their colleagues’ work-in-progress, along with all future schedules and targets. This can greatly help with time management, and reduce the chances of schedules overlapping negatively with a well maintained, and well organised activity calendar.

CALENDAR MANAGEMENT

Using the Teamgate calendar feature you can create appointments, events, or activities directly. With a series of handy, and time-saving dropdowns, you can assign any desired activities, plans, meetings etc. to a specified date, time, company or deal. With calendar sync you can sync all your planned events with other calendars outside of Teamgate.

EVENTS SYNC

Are you using a calendar outside of Teamgate? If you are, don’t worry, you can still sync it with the Teamgate calendar using a CalDav protocol, or Google Calendar. Scheduled Activities and events will be synchronised and displayed in both calendars. And, as a convenient time management bonus, you may also view your CRM calendar on your smartphone while on the go.

TO-DO LIST

As a major time management activity, your daily, weekly, and monthly to-do list is central to well organised sales process. All scheduled events, activities, and reminders created in your calendar, will be visible in the ‘to-do’ section. You can filter-out events and activities depending on their type, importance and on your availability. All events in the ‘to-do’ list are divided into three categories; due today, overdue, and due this week.

PERFORMANCE MANAGEMENT

All of the events and activities which you create in your Teamgate calendar may be taken into account when tracking and assessing your performance in achieving set goals. All of your targets reached, achievements, and overall performance can then be evaluated in the dashboard or insights section of your sales CRM. The results and analysis of the sales performance may then be used when considering better time management.

SMARTDIALER

Teamgate introduces a simple and complete in-browser calling feature, equipped with auto-dialer, call recording, call routing, scheduling and much more. SmartDialer is the perfect solution for sales managers wishing to remain in contact at all times, and who actively want to improve their time management skills.
SMARTDIALER

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Hi, I am Ilmaras, 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.