CRM Tools Product Review- Teamgate - ToOLOwl
Friday , August 17 2018

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CRM Tools Product Review- Teamgate

CRM-Tools-Product-review- teamgateYou can see Top 10 CRM Tools for Small and Medium Businesses and Top 3 CRM Tools for Small and Medium Businesses to look into details.

Teamgate can be an excellent inbound sales CRM application if you are working in a small or medium-sized industry. With powerful features and rich integrations, the app can help you pull in useful insights about your clients and customers. The application also has some powerful features to boost your sales process. Also present at Google Play and App Store, the application is available right at your fingertips.

Editions and Pricing

Teamgate offers a 14-day free trial to all its users. The paid plans available are:

Starter $9 per user per month billed annually
Professional $22 per user per month charged annually
Enterprise $65 per user per month billed annually

Capabilities and Supporting Set of Features

Dashboard
The dashboard displays the overview of all your CRM activities. Details that this plays displays are:

  • New Leads
  • Pipeline in the next 30 days
  • Forecast in the next seven days ( also has other time filters), and
  • Sales Revenue

The dashboard also displays sales velocity giving an overview of the number of leads, number of deals, average deal value, percentage win rate, sales cycle, and sales velocity. This place also displays activity goals vs. performance percentage for the current month. Also, with other added features, the dashboard shows the activity feed, and win ratios for your website.

Lead Management
This feature helps you to nurture new connections. This feature helps you to have all your feeds in one place. This feature helps you better plan your activities, interact with your leads and segment them accordingly. You can also use a significant number of useful features such as lead import, duplicate detection, and much more. This feature helps you manage your leads most conveniently.

Opportunity Management
The tool lets organize your sales pipeline and keeps your sales opportunities moving. You can also improve your conversation rates and enhance your insights by better managing your sales pipeline in the smartest way possible.

 

LinkedIn Shuttle
Automatically import contacts from your LinkedIn account. Without any hassles, now directly import people that are associated with your LinkedIn profile. The tool can directly pull in details such as:

  • Name
  • Position
  • Company
  • Email Addresses, and even
  • Phone Numbers

Email Requests and Newsletters
The tool can help you improve your client relationship management. The tool does this by storing your communication history. Teamgate also has facilities to categorize your leads or contacts and carefully track your newsletter campaigns. You can use the communication features to collect and qualify your business leads. The tool also integrates with a powerful newsletter automation platform MailChimp.  Through this platform, you can tag, categorize, and filter your points and transfer them directly into your MailChimp recipient’s list.

Mobile Accessibility

Teamgate is available on mobile platforms to get its access anyplace and anytime.

External integrations

  • Google Contacts
  • Gmail
  • Outlook
  • MailChimp
  • Thunderbird
  • Slack

Support

  • Video tutorials
  • Product Tour
  • Call Support
  • Email Support
  • Online Chat Support
  • Support Centre
  • Ebooks for sales and Conversation Hacks
  • FAQ section

Pros and Cons of Teamgate

Pros

  • Functionally rich application with integrations to do work smoothly.
  • Powerful integrations help to pull in details smoothly.

Cons

  • The application can be a bit complex to use for a naive user.

Differentiator

  • Smart Dialers to Make direct calls
  • Search and Filter Fast

For more details, please visit Teamgate website.

About ToOLOwl

I am ToOLOwl. I have few friends in my nest; whenever someone requests a tool’s review or I pick a one out of my interest, someone in the nest does research on the tool, someone takes a tool’s walkthrough and some of them share their experiences and expert advice. Based on all; I give it a  stereoscopic vision and present important insights for you to go through and ease your selection process for tools. Wish you Happy reading, Easy choosing.

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