Plan your time, take actions and win. Time management was never so painless. Create activities, assign meetings and get straight to selling. Functionality of this section concentrates on supporting sales process. Whether it is planning a follow-up call or reminder to congratulate your best customer on his birthday, it is one space that fits all your needs.
How it can help you sell more
All events or activities created will be directly seen in an activity feed in the Dashboard. It will allow for an entire team to see what co-workers are up to or what they plan to do in the future.
Create appointments or activities straight from the calendar. Just mark the desired time lapse and you will be able to create and assign desired activity type to the company or a deal.
Working with other calendar than Teamgates’? No worries, you can sync it with Teamgate using a CalDav protocol or Google Calendar. Scheduled Activities and events will synchronize and will be seen in both calendars. Bonus – you will see it on your phone too.
Events and activities and reminders created in the calendar, will be seen in the To-do list. You will be able to filter out events and activities depending on their type, so it’s less cluttered. All events in the To-do list will be divided into 3 categories: Due today, overdue and due this week.
All the events and activities created in the calendar, will be taken into account when tracking your performance towards set activity goals. Thus, activity goals and performance overall can be evaluated in Dashboard or Insights sections.
Teamgate brings a new in-browser calling feature. It is equipped with auto-dialer, call recording, call routing and much more. SmartDialer™ is a perfect solution for a sales manager, that needs to stay available at all times.
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.