Leads are people who may be interested in buying from you. Anyone who leaves a business card at your trade show booth, calls to get prices of a product, or fills out a form in your website to request information can be a lead. Not every lead eventually becomes a…

Good planning and execution are key to managing consistently high-performing sales teams. Deals can be lost when salespeople don’t follow-up on time, miss deadlines, or simply forget critical tasks in the sales process. TeamGram has multiple tools to help schedule and execute sales activities to increase your chances of winning…

Your customer database is a valuable asset. A simple list of contacts is not enough to fully utilize this powerful business tool. If you are selling to businesses, you will also want to capture the relationships between people and the companies they work for.Your customer may be a company, but…

You will use two different types of records to manage your sales: Leads and Deals. Leads Leads are people who may be interested in buying from you. Generating a steady stream of new leads is a key part of sales growth and is typically achieved through marketing activities. Anyone who…

TeamGram doesn’t just capture and store vital information about your sales process and customers. It also helps you capture the links between them to make relevant information more accessible. Throughout the sales process, different members of your team may interact with different people working for your customer, each one interested…

You can extend the functionality of TeamGram by adding new record types. Just like built-in records (contacts, companies, products, leads, deals…), these custom records can be easily linked to other information you have in TeamGram, helping you quickly deploy powerful business applications in minutes. Step 1: Basic Settings of a…

You can completely remove a section from the navigation bar of some users while allowing others to access it. To do this, go to Control Panel > Department access controls and click on the department you want to restrict. Then click on the section you don’t want members of this…

You don’t have to use everything in TeamGram. Some businesses do not send quotes. Others may want to use an alternative system to keep track of customer orders. If you don’t need some features, you can simply remove them from the left navigation bar for a more uncluttered user experience….

Administrators can change the stages quotes and orders go through. Read how deal stages and order stages are used before making any changes. Note that deal stages are used to visualize the pipeline. Although you are allowed to have as many deal stages as you need, having about 4-6 different…