Need a way to label similar items so that you can find them easily when you need them? Consider using tags and hashtags. Tags Use tags to quickly label records. To reduce typing errors, TeamGram automatically learns the tags used in your company and lets you select from a list…
Get familiar with the language of sales. Here is a glossary of terms used throughout TeamGram.
Remember that a deal and a quote are not the same thing. Your goal is to close the deal. The quote is just a document you send to your customer to explain the terms and prices at which you offer to close it. In the course of the same deal,…
Phone calls and face-to-face meetings are rarely enough to close complex deals. You may receive letters, brochures, specification files, drawings, hand-drawn sketches, photos, plans, written documents, and may be asked to provide other files or written documents. You will want capture all of these in TeamGram, as part of the…
You can easily send quick emails to your contacts right from within TeamGram. If your administrator has activated the SmartEmail Outbound feature for your mail domain, the recipients will see them just like emails sent from your email client, and their replies will be delivered to your email address. You…
You will want to transfer important email exchanges with your contacts to TeamGram and make them part of the deal history. The way to do that is to create TeamGram notes from those emails. This will allow you to quickly review the history of your deal, including any email exchanges,…
In TeamGram, the things you sell are called products (even if they are actually services). TeamGram has a products section where you can keep an up-to-date list of everything you sell, including product names, prices, pictures, and other details. Why Is the Product List Important? TeamGram can help you sell…
While working on deals, you will have various meetings, customer interactions. Writing notes about them and connecting them to related deals, as well as related companies and contacts is a good idea. The notes tab under each deal shows all notes related to that deal. You can view this tab…
A customer order is a document that lists the items a customer has requested to buy from you, and the terms and conditions they have agreed to. They are the customer’s response to a quote. Processing an order can take time. You may need to plan production, installation and delivery….
Depending on the options you select, the pipeline will visualize your deal flow in different ways. The column headings will always display the total number and amount of the deals in each column. Always have up-to-date stage, value, probability, and expected closing date information in your deals to make sure…