Quotes are documents you send to your customers explaining the terms and prices you are willing to offer them on a specific deal. Buyers take quotes seriously, mostly for their financial implications. Since quotes are so carefully inspected by buyers, you might as well use them to make an impression…

Listing Leads Go to the leads section of TeamGram to list your leads. You can use one of the built-in lists, or define your own selection criteria and save it as a new list. Either way, the list view displays all leads that match your criteria. Note that depending how…

You will get leads as a result of your marketing activities. Marketing costs money, and you will want to allocate your budget wisely. A good measure of marketing efficiency is cost-per-qualified lead. You probably know your costs for each marketing channel, but you will also want to know how many…

Accessing Built-in Reports Most sections (including leads, deals, quotes, customer orders, contacts, activities, companies, and products come with built-in report definitions that address specific needs for those record types. For example the activities section has built-in reports to list all open activities, your call backlog, and all completed activities, among…

There are multiple ways you can add your leads to your TeamGram account. Depending on the source of the lead, some methods are more appropriate than others. Manually Adding New Leads You can manually add new leads to TeamGram using the new lead entry form. This method is especially useful…

A canned email is an email with content copied from a template. All your users need to do to send a canned email is to select the recipient (a lead, a contact or a company), hit the send email button, and select a template. Some common use cases are follow-up…

In TeamGram, sales opportunities are called deals. Every separate opportunity to make a sale is a separate deal. It is also important to understand what a deal is not: A deal is not necessarily a “done deal” You may still be working on it. You may or may not be…

TeamGram comes with a wide array of features to tackle almost every aspect of managing sales, but you don’t need to start using everything at once. Take time to understand what issues each TeamGram feature addresses and plan your deployment. Start with Entering (or Importing) Companies and Contacts Companies are…

Qualifying a lead means deciding that they are worth your sales team’s time. The real selling only begins after qualification. Before you can do that, you need to create some essential CRM records used in managing sales. The process of producing these new records from a lead form is called…

You can automate new lead generation, but qualifying them is usually done manually. To qualify a lead, you will need to make some research, have a quick phone call with them, look for clues, and make a judgement. Who Does the Qualifying? Disqualifying a lead can be a difficult decision….