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Your Roadmap to CRM Success


Start with populating your customer database. If you get stuck, get help from our customer success team with importing your data. Move on to lead and deal management. Start using the pipeline. Then move on to quotes, orders, email integration, custom apps and other features if you need them.

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 businesses you work with, especially those who buy from you (your customers). Contacts are real people you deal with, usually working at those companies.

TeamGram treats companies and contacts as separate but related entities. It understands that your customer is Acme Inc, and both John and Sally are your contacts working there. Having these interconnected records is much more powerful than having a long list of contacts in a flat spreadsheet.

It is a good idea to start using TeamGram by entering your companies and contacts. This will allow you to start connecting other sales related information to these records, and quickly build a powerful database you can use to manage your sales.

If you already have the list of your contacts and companies in a spreadsheet, you can easily import that data. Otherwise, you can enter manually. You will see that the manual entry process is pretty fast too.

Move on to Managing Your Leads and Deals

Getting new leads and winning deals (closing sales) are probably why you want to use TeamGram in the first place.

Leads are new people who may be interested in buying from you. Anyone who stops by at your trade show booth, fills out a web form at your website, calls to inquire about a product, or anyone you identify as a potential buyer can be a lead. Not every lead is qualified. The person who filled out that web form may turn out to be a curious person with no immediate intention to buy. When you get a new lead, you will want to qualify them, and decide if your sales team should spend more time with them. TeamGram makes it easy to manage new leads, qualify the ones that meet your criteria, and convert them to contacts, companies, and deals.

Deals are specific sales you are working on. This is probably the most important part of TeamGram in terms of managing sales. Typically your sales team will be spending most of their time to win the deals in their pipeline. The pipeline metaphor is commonly used in sales, because it helps the sales team to visualize their work, quickly drill down into details, plan their next moves for each deal, update their progress, and make accurate estimates. TeamGram makes it easy to manage multiple deals assigned to multiple members of your team.

Integrate with your Email System

You can import incoming and outgoing customer emails into TeamGram. That way, you can archive and access all email traffic with your customers, even if they were sent or received at different individual mailboxes. TeamGram supports multiple automatic and manual methods to transfer emails, while filtering out anything that is not related to your customers.

You can also use templates to send canned (pre-written) emails to leads and customers. This speeds up customer follow-up, and increases consistency.

If you send emails from TeamGram, you can also get notified when they are read by recipients.

Build Your Product List

TeamGram’s product list lets you store information about every single product or service you sell, including product names, model numbers, SKUs, prices, images, brochures, specifications, and even inventory amounts. You can instantly search for any product and answer customer questions instantly.

Start Sending Quotes

TeamGram has a quote builder that lets you produce good looking quotes quickly. To use the quote builder, start with building your quote templates with the visual designer. Add your letterhead, standard text and customize the settings. Save your template so it can be used to build new quotes by any of your users.

TeamGram quotes support multiple sections, currencies, taxation methods and discount calculations. All you need is to select a template, specify the client, select the products, enter quantities, and apply appropriate discounts. All mathematical calculations are performed automatically to instantly produce error-free quotes.

TeamGram will automatically convert your quote into a PDF file and email it to your customer.

Manage Customer Orders

TeamGram’s order management features help you keep track of customer orders.

You can convert accepted quotes into orders without having to reenter the same data. During conversion, you can also make last minute changes. Alternatively, you can enter new orders from scratch. You can view shipment dates, overdue orders, and even update inventory levels when orders are shipped.

Add Custom Forms

If you use specific forms to track internal processes like customer feedback, quality control, human resources, etc., you can use TeamGram’s custom apps feature to integrate them. You can even build simple workflows with internal approval steps.

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