Deal Basics
In TeamGram, sales opportunities are called deals. Every separate opportunity to make a sale is a separate deal. It is...
Manage Your Sales (Deals)
The essential guide to managing sales opportunities. Most features available in Regular subscription plans and above.
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Visualize and Update Your Deal Pipeline
Depending on the options you select, the pipeline will visualize your deal flow in different ways. The column headings will... -
Plan and Execute Sales Activities
Good planning and execution are key to managing consistently high-performing sales teams. Deals can be lost when salespeople don’t follow-up... -
Write Notes About Meetings and Phone Calls
While working on deals, you will have various meetings, customer interactions. Writing notes about them and connecting them to related... -
Store Paper Documents, Images and Other Files About Your Deals
Phone calls and face-to-face meetings are rarely enough to close complex deals. You may receive letters, brochures, specification files, drawings,... -
Transfer Emails About a Deal From Your Mailbox Into TeamGram
You will want to transfer important email exchanges with your contacts to TeamGram and make them part of the deal... -
Send Emails to Your Contacts from TeamGram
You can easily send quick emails to your contacts right from within TeamGram. If your administrator has activated the SmartEmail... -
Write a Quote
Quotes are documents you send to your customers explaining the terms and prices you are willing to offer them on... -
Manage Your Quotes
Remember that a deal and a quote are not the same thing. Your goal is to close the deal. The... -
Manage Customer Orders
A customer order is a document that lists the items a customer has requested to buy from you, and the... -
Split Orders
TeamGram’s “Customer Orders/Supplier Orders” section lets you create customer orders that consists of several different product items and follow-up on... -
TeamGram Discount Campaigns
While creating a proposal, you may want to apply a special discount to your products or specific customers. In this... -
Sales goals
As a sales management tool TeamGram ensures that the information that companies need is accessible anywhere and from any device,... -
Special Keywords
The use of “Special Keywords” in TeamGram CRM allows you to enter data seamlessly and quickly in multiple fields. This... -
Price Categories in Products (Defining multiple prices for the product)
You can define more than one price for your products with the “Price Categories” feature of TeamGram CRM. For example;...