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If you’re involved in sales you don’t need me to tell you that salespeople have taken a bad rap over the years.

They’ve been branded with all manner of monikers; shysters, charlatans, hucksters, snake-oil peddlers, swindlers, con-men, phoneys, crooks, scoundrels, robbers, sharks, tricksters, and a hell of a lot more. Hardly flattering to an entire profession.

So, how did that happen?

The answer is, probably pretty easily. Someone somewhere had their trust in another human being completely destroyed.

Trust is the cornerstone of all great sales relationships

It’s no secret, trust is the cornerstone on which all lasting sales relationships are built. Ask yourself, would you buy anything from a person you don’t trust? That’s what I thought.

Literally speaking, trust is defined as; ‘To believe that someone is good and honest and will not harm you, or that something is safe and reliable’.

Trust is the radar which our brain beams out to bounce off the world around us, just to make sure that it’s not about to do something it might later regret. Like when a stranger asks you to wear a suit made from raw meat and take a walk through a pride of lions while imploring you to believe him that the lions are not only tame, but they’re also vegetarians.

In essence, trust is vital for our well-being, and for our survival, especially in sales.

From the moment we are born, trust comes in to play. Every child depends entirely on those around them to answer all of their needs; food, warmth, security, love. If these needs are not met, the seeds of distrust are planted early.

As we grow we gather more and more information about the world around us, every interaction we have with the world adds, or subtracts, to our understanding of the notion of trust.

Can we trust our trustworthiness?

But there’s a problem with these interactions, and it’s this. People are fallible; we are capable of making mistakes and errors of judgement, we can even misinterpret the signals which we receive from our inbuilt trust radar. Our trust instinct can become blurred and confused.

In order to get us back on the track, we look for other clues to guide our judgment. We ask questions, search for visual pointers, seek references and source similar scenarios from our own past, and from the pasts of others.

But regardless of who we are, every one of us arrives at adulthood with a notion of trust which has been kissed, kicked, battered and coddled, molded and sculpted, until all we are left with is the bare bones with which to form our opinions. Hardly an ideal situation for doing business, but as mere humans, it’s all we have.

In response, the majority of us have come to realize that we need to form strong relationships – in all sectors of our lives, including sales – in order to nurture success.

Has the value of trust changed?

Customers won’t buy from people they don’t trust. If your goal is to sell more, you’ve got to be trusted more.

But, times have changed, and sales patterns have changed.

Customers are far more informed. They know what they want, the problems that need to be solved, and they know where to look for those solutions.

It’s highly likely that whatever it is that you happen to be selling, so are a thousand of your competitors. So what makes you stand out from the noise?

The answer should be, as it always has been, trust.

Employing the tools of trust

From the very first moment a prospective customer lands on your company’s website, the message has to be, ‘It’s cool, I know what I’m talking about, plus, you can trust me’.

In the same way that a jilted lover needs a shoulder to cry on, a customer with a pain-point needs someone they can really trust to relieve that pain.

Never forget for an instant that humans evolved by being social animals, by needing, and receiving the support of other members of the group, by being aware of the social responsibility, and by the preeminent need for social trust. This need hasn’t changed.

By way of emphasizing that idea, a study of chimpanzees by J.M. Englemann & E. Herrmann – Chimpanzees trust their friends’ – says, ‘Trust is… inherently uncertain as it involves the risk of exploitation by cheaters who fail to prove trustworthy. One solution to this problem is the formation and maintenance of close and long-term social relationships…’ Trust goes back a long way.

What sales professionals need is a trust mantra. A series of definitive principles regarding the notion of trust and how it should be enshrined and grounded throughout the complete sales process.

7 steps on the righteous road to trustworthiness

 Speak no evil – You’ve got two ears and one mouth for a very good reason – to listen twice as much as you speak. Show your customers that you really care by listening to what they have to say. If they have a problem that needs to be resolved, ask in-depth questions on how they would like the problem resolved, then listen very carefully. If you spent the time nurturing the customer through effective listening, they’re far more likely to build a trusting relationship – regardless of whether you close a deal or not.

And it’s not just business talk you need to be listening to. You might not want to hear about your customer’s belly ache, but sometimes, for the sake of trust, you just have to take one for the team.

Liar liar your pants are on fire – Whatever else you might be in life, build a reputation for being honest. There’s no surer way of losing your customer’s trust, and their business, than by telling lies. Remember, a little white lie might get you across the sales finishing line, but it may also come back to haunt you forever. In the long-term clients are more likely to respect your willingness to tell the truth, regardless of the outcome.

It’s good to talk – Stay on top of the game with your customer. If they have a query make sure you reply within the promised timeframe. Even if you can’t find an answer, get back and let them know that you’re working on a solution. Be in contact and stay in contact during all stages of the sales process, and even after the deal’s been done. There’s nothing says more about your trustworthiness than a customer-care call long after a deal has been closed, and the product has been delivered

It’s not you, it’s me – Think of your customer in the same way as you would like others to think about you. Really try to imagine the questions they might have and do your best to answer them, even before they’ve been asked. This ability will see your trust rankings soar through the roof. If you think they may be a little upset about some aspect of the deal, ask them straight up. Analyze your own performance and ask for your customer’s feedback, maybe there’s something extra you could be doing. Is there some way you can offer extra value to the customer? Try to think as they might think, you’ll be surprised by the dividends it can pay.

Rome wasn’t built in a day – Give your customers the time they deserve. Remember, people aren’t just waiting to offer you their trust, you have to earn it, and that takes time. Be attentive to their needs, their calls, the scheduled meetings, delivery dates, national or local issues, and anything you can think of. The more you know about your customer – that’s where ‘it’s good to talk’ comes in – the bigger the overall picture of their life you can build, and the easier it becomes to anticipate their needs. If you can reach out in the right way, at just the right time, you’re on their Christmas card list for life.

Walk the walk – Be confident in yourself and your product. Never overinflate your abilities but if you’re genuinely proud of your yourself and what your company can do, fill your lungs and say it proud. Customers will recognize this for what it is and not bravado. And what’s more, they’ll like it and trust you for it too.

Now that you’re going steady – Let a satisfied customer know that you’ve really enjoyed building your relationship. Don’t be afraid to ask their advice on how you might approach a similar customer in a similar situation. Request feedback, and feature their recommendations on your website. Invite them to seminars or meetings that might be of interest to them. It doesn’t even have to cost, sending them some of the latest industry information may be enough to show how much you value the relationship. And, when the time comes for upselling, let them know, personally, about how new products, advances in technology, or improvements might benefit their particular needs.

The technology to boost your trust factor

Hey, you might say, look at my sales records, look at my company rankings, my customers love me and trust me. And it might be true. But is there nothing you can do to keep that trust and grow it even further?

In fact, there is. With the advancement of the digital age, a host of new sales technologies have come to the fore. One, in particular, is the ever-evolving sales CRM software sector. Intelligent CRM software lets salespeople work smarter and with less effort by automating the processes. This gives you more time for your customers.

From automatically sourcing the right leads, to scheduling calls, meetings, and follow-ons, CRM sales software has done more for creating an aura of trust than when the inventor of the guillotine offered to demonstrate the device on himself in order to prove its worth.

Thankfully, there’s no need for you to go that far. Modern CRM technology gives salespeople a full range of automated tools, features, and ARIs with which to build a long-lasting, and profitable relationship, steeped in the principles of mutual trust. 


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The post In CRM We Trust – Stop Selling Product and Start Selling Trust appeared first on Teamgate Blog.

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There’s an elephant in the sales room, and nobody wants to talk about him.

Sure, everyone on the team knows he’s there. They can all see him. He even treads on people’s toes from time to time. But hey, that big old elephant just keeps on getting ignored.

He’s there, snuffling by your desk when you hang up after another unsuccessful sales call. He’s there, looking over your shoulder when you tear a page from the calendar and realise that you’ve just missed another sales target. And sometimes – but it’s getting more frequent lately – he even follows you home, watching silently from the corner of the bedroom, as you struggle with sleep, for the umpteenth night in a row.

The elephant even has a name, and his name is Stress.

Why is selling so stressful?

But sometimes, Stress – the sales office elephant – can be useful.

He can remind you to stay on your toes, to focus on your targets and goals, to keep track of meetings and calls, and sometimes he can even give you a gentle nudge forward, just when you think that all is lost. When Stress is good, he’s good.

But – and here lies a warning – like all big elephants, Stress can turn rogue. And that’s when someone can get hurt.

Workplace stress is a habitual factor in the lives of sales professionals, and what’s more, it’s a dangerous one.

The list of common – and recurring – stress-related sales worries seems endless:

  • A workload that never gets smaller
  • Fear of not making targets
  • Dealing with irate customers
  • Making repeated cold calls
  • Getting bad leads that go nowhere
  • Missing meetings and calls
  • Not knowing why sales are being lost
  • Long hours and late nights
  • An ever-recurring sales cycle

It makes you wonder why anyone would work in sales in the first place.

The numerous causes of stress in sales can affect both your mental and physical health. It’s been medically proven that stress can raise your blood pressure, cause heart attacks and strokes, destroy personal relationships, play havoc with sleeping patterns, lead to substance abuse, and may even be the primary cause of numerous suicides.

Workplace stress can become a vicious circle. For example, you miss a sales target and become stressed, in turn, that stress causes you to lose focus and miss the next target. Before you know it, that circle of stress has gotten bigger and bigger and eventually blocks out even the tiniest glimpse of sunlight.

Not pleasant reading I’m sure you’ll agree.

Your prescription for stress-free sales

Firstly, I’m not a doctor. (I know a little about elephants, but that doesn’t make me a vet either).

But if I was a doctor I would write every stressed and overworked sales professional a prescription. That prescription would simply read, ‘Take one CRM and come see me in six months time’.

CRM software is designed to simplify the whole selling process – just what every stressed sales professional needs.

Modern, and insightful sales CRM software, like Teamgate, is equipped with a massive range of tools and features designed to actively help every sales person to handle their daily tasks, and achieve their goals in a more time-effective, and in a more results-oriented way. You get the results, stress stays away.

Think of Teamgate as a stress-buster. Handling the tasks that eat away at your time, reminding you of calls and meetings and freeing your mind to concentrate on more important matters. Teamgate helps you to prioritise, organise, and understand the whole sales environment around you, making it easier for you to get on with the real deal – selling.

Teamgate CRM making sales stress a thing of the past

Once you immerse yourself in the easy-to-learn software (no stress there – in fact, Teamgate has been voted the most user-friendly CRM on the market) you’ll instantly reap the rewards.

Countless tasks, that once ate into your time – and your soul – are now completed in an instant, if not automatically. In fact, Teamgate and its many futuristic integrations can pretty much automate almost every stage of the sales pipeline – except perhaps talk to your customers for you.

Here’s a breakdown of how Teamgate can finally banish that workplace stress, and give you back the life you need, and deserve.

Importing contacts

Manually importing mile-long lists of contacts can make you lose your will to live.

Import all external contacts, leads and data files automatically to your CRM software. With Teamgate you can directly import .CSV files, .XSLX files, Google and Apple contact lists. And here’s a real winner, with the autonomous Teamgate shuttle extension you can import targeted contact details directly from the world’s number one business networking site, LinkedIn.

“Great, but I don’t want duplicates. Duplicates ruin my day”.

Don’t worry, Teamgate will ensure that you’ll have no duplicates.

Now go spend some time with your family.

Gather the RIGHT leads with website landing pages

Spending time on the phone to leads that have no hope of going anywhere would raise anyone’s blood pressure.

But, how about this. By linking your website to Teamgate you can create landing pages that capture exactly the leads you’re after. You don’t need any technical knowledge (no stress there either), and the landing pages automatically capture your site visitors’ data and import them to your CRM software.

Did you save enough time for a long-weekend away yet?

Managing your contacts’ details

You just come off the phone with a lead and discover that they’ve changed all their contact info. Great, now you have to sit in the office updating all this new information.

With Teamgate there’s no complicated updating process. Just go to your contact’s card and click edit and update their status in an instant.

Here’s the super part. When you update a contact’s details in your CRM, the contact’s details are also – conveniently saving you a lot of time – updated wherever they might occur in the system; whether that’s in the leads, deals, and/or companies section. This great function ensures that your contact details are kept clean, neat, and up-to-date at all times.

Plan your time smarter for greater flexibility

Plan all of your activities and events, share information with your leads and contacts and stay up to date with your complete sales environment. You can create activities and events in an instant directly from your sales CRM; leads’, contacts’, and companies’ cards, and set reminders for yourself so as you never miss anything again.

Plus, your Teamgate ‘to-do’ list gives you the bigger picture of your whole schedule. With a simple and uncluttered view, your Teamgate calendar gives you an overview of tasks due today, for the entire week, and for tasks that may have somehow slipped past.

The entire sales pipeline at a glance

Having the ability to take a holistic view of your entire sales pipeline can be a really great way to avoid stress in sales. Teamgate lets you see your pipeline in detail or as an overall picture. This helps you to spot any glaring gaps, opportunities, or issues to be dealt with instantly.

You don’t have to wake up in the middle of the night wondering if you’ve missed something, it’s all there in your sales CRM software, clearly laid out, and so easy to interpret. Sweet dreams!

Remove the frustration of long searches

Everyone knows that searching through mounds of information can drive you around the bend. And, it can get in the way of doing the really important stuff.

Teamgate filters and saved searches cuts through all that time-wasting effort. Using smart filters you can find exactly what you want when you want it. Whether it’s files, attachments, telephone numbers, or details of the last communication with a lead, filters let you find everything, smarter. You even get the choice of saving filters you use regularly, so can you find what you want far quicker than ever before.

And another thing, Teamgate global smart search lets you further refine your searches using keywords, or even fragments of keywords and file-formats – .PDF, .JPG, .Doc, etc. – from anywhere in your database.

Bring the office on the road with you

Even when you’re far from the office, your Teamgate CRM software is fully mobile and lets you take your office wherever you go. No more telling a client that you’ll share a document, or check your diary for an available meeting slot once you get back to the office. There’s no need, as long as you have your office in your pocket wherever you go.

Take one CRM and come see me in six months

Unlike when a doctor prescribes a pill and tells you to come back in six months time, with Teamgate you don’t need to come back in six months. You’ll see the improvement in your sales process, your results, and your health in no time.

Stress for salespeople is a very real and ever-present danger, but not one that’s irreversible,  you’ll be glad to hear. Along with a sensible diet, keeping a healthy mind, exercising regularly, and promoting a more positive and balanced outlook, Teamgate sales CRM gives you the time and the freedom to promote this change.

Sales stress should no longer be seen as a side-effect of sales, at least not when you have Teamgate on your side.

Sign up today for a free trial, and start your journey from here.


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The post How Your CRM Can Take the Stress out of Selling appeared first on Teamgate Blog.

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Just what is a sales dashboard, and why do you need it?

As Peter Druker – the father of modern business management – so famously proposed, ‘If you can’t measure it, you can’t improve it’. And, that’s exactly what the Teamgate sales dashboard is designed to do – help you to measure and improve your sales like a pro.

The all-in-one Teamgate dashboard solution was created specifically for Sales Leaders, Sales VPs, and Heads of Sales – who need on-demand access to the health of their sales pipeline. Teamgate CRM sales dashboard displays every one of the measurements needed to analyse, understand, and improve the entire sales process.

Teamgate gives you the dual option of both ‘Real-Time’ and ‘Historical Data’ dashboards.

Real-time dashboards give you an up-to-date view of the peaks and troughs of your current live sales pipeline. This gives you the power to react to any urgent situation which may require tweaking or complete overhaul.

Historical data dashboards are precisely what they claim to be, offering you overviews of all past activities over selected time periods. With the historical data dashboard you have to select the metrics you wish to view, and to use the results to both compare and predict future sales trends.

You Get Solutions

No confusion, no jargon, and no unnecessary information, Teamgate Sales Dashboard gives a clear and graphic representation of the sales pipeline, at any given point in the process.

The sales dashboard – as a vital component of your CRM – gathers all the most relevant information gathered by your sales team, and presents the results in an easily digestible manner.

If you can measure it, you can improve it – so let’s find out how.

You need answers, and you need them now!

You’re a busy sales leader and your CEO has just demanded a detailed sales report. And what’s more, she needs it now!

Gathering all the information needed to make a presentable, accurate, up-to-date, and actionable sales report is no easy task, and takes a lot of time – especially if you don’t have access to a modern CRM like Teamgate.

Sales reports need to contain all the latest information, and all that information needs to map and measure a very specific course of action for your sales process.

To get this information, you need access to:

  • Goals – actual sales versus projected sales over the past twelve months
  • Sales teams performance and activities – who’s doing what and when
  • Forecasting – what’s happening in your pipeline for the next 90 days
  • Win-loss ratios – number of deals needed to win just one
  • Win/Loss reasons – where things are going right, and wrong
  • A live activity feed – what’s happening now
How Teamgate CRM’s sales dashboard can give you those answers

Inside your Teamgate CRM software, there’s a lot of things going on across your sales pipeline. Your sales team are nurturing leads, converting them to deals, closing those deals and recording all the information that it takes to navigate through each stage of the sales process.

Teamgate sales dashboard gathers all this information and returns it neatly packaged in easily understandable bit-sized reports.

These combined reports give sales leaders detailed knowledge of what’s happening in every stage of the pipeline, and they also graphically illustrate of any issues requiring immediate attention – like blockages occurring in the pipeline, or targets not being met.

Other CRMs allow the user to customise their dashboards, at Teamgate we don’t allow that to happen, and for a very good reason.

Teamgate believes that we’re the experts in this field, we really understand what you need to see, and how you need to see it. That’s no arrogant boast, it’s just a fact. We’ve focused a lot of energy on making our CRM software the most results-orientated and user-friendly on the market.

We went a long way to create the ultimate sales dashboard, and then we went even further. We created the ultimate business dashboard, the ultimate sales KPI dashboard, the ultimate sales metric dashboard, the ultimate sales report dashboard, and so much more.

We understand, 100%, that being able to measure means being able to improve.

Here’s how the Teamgate Dashboard can actively help: #1 Goal Management

Sales leaders need to be able to set goals and to manage those goals. Your Teamgate CRM lets you create sales goals directly within the sales pipeline and by means of one simple graph – and three simple metrics – to analyse if your sales results have matched those goals, and to illustrate exactly how much those results are worth. It’s not just a sales dashboard, it’s a complete business dashboard.

#2 Sales team performance

Want to see what your sales team are up to, and set goals for them to reach? That’s no problem with your Teamgate dashboard.

Your sales KPI dashboard gives you a detailed overview of all of your sales team’s activities – calls made, meetings attended, deals won/lost, closed deal ratios, and a whole lot more. From here you can set goals for individual sales reps, and continuously track the progress towards those goals.

These metrics can be used to identify individuals who may be struggling to reach their goals and the reasons behind this. Measured against the success of your top performers the dashboard can be used, as part of a results-centred incentive, to help nurture individual rep’s selling skills.

#3 Sales forecasting

Sales forecasting is at the centre of growing your business. Using the benefits of past sales data, your Teamgate CRM’s sales metrics dashboard gives you a simple visualisation of your sales forecast for the next 7 to 90 days.

If targets are not being reached as expected, the dashboard helps highlight stages of the pipeline where you may need to deep-dive and take the steps needed to relieve blockages.

#4 Win Ratios

This simple Teamgate dashboard breakdown helps you to identify and correct actions which need to be taken in order to close a deal successfully.

Armed with the knowledge of your win ratios at each stage of the sales process you can then take the necessary steps to rectify and improve the stages which are not living up to their promise.

Using the Teamgate dashboard the process couldn’t be simpler. Select a period of time you wish to analyse and instantly receive a metric outlining the movement of all won and lost deals throughout the pipeline. See the number of opportunities you need to win one deal, plus the number of leads you need to win one deal. One of the most important metrics in your whole sales process.

#5 Top Loss Reasons

Not closing deals can be the most frustrating part of the sales process. If your deals are not closing, you’re going to want to know exactly why.

Thanks to your Teamgate dashboard you get an easy-to-interpret overview of the most common reasons why deals are being lost in your pipeline.

When sales reps are entering loss reasons into your CRM software it all combines to create an overall picture of all won and lost deals and guides you towards taking corrective action, instantly.

If you have an issue with dissatisfaction in your product, pricing concerns, more persuasive competitors, or any other regularly occurring reason for a loss, your dashboard analysis lets you move swiftly to counter the problem.

#6 Activity Feed

Think of your Teamgate dashboard activity feed as the crystal ball that lets you see inside the heart of your entire sales process.

See, and understand every activity, action, and movement within the pipeline and complete the bigger picture using all of the components and metrics that you have at your disposal.

Using the information that you have in front of you in your dashboard, you can join easily join the dots between all actions and their reactions. You can also quickly identify your top personnel across different markets, in different geographic locations, and across various time frames.

And most importantly for any sales leader, you quickly get to understand if sales targets are being met, and if not, why not.

Measure and improve it

Teamgate dashboard is the simple, and understandable visual expression of all the information in your CRM. This information is compiled in layouts you can instantly ‘read’ and ‘understand’. A vital array of tools for sales leaders to fully understand the complete sales model on a moment-by-moment basis. In short, it’s the essential sale report dashboard for every smart sales manager.

Teamgate sales dashboard gives every sales manager the crucial advantage of being able to measure accurately in order to improve quickly. 


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Wouldn’t it be great if you could write sales emails that get read every time? And wouldn’t it be even better if you could write sales emails that not only get read but provoke a positive response every time?

It sounds like a dream.

With over 125 billion business emails sent every day, the likelihood of the above happening with every email you send… Well, it’s pretty slim.

But, if you’re smart, and you really understand the behaviour of your prospective customer, you can swing the odds and increase the chances of your prospects opening, and responding to your emails more frequently than your competitors.

Knowing how to write sales emails that work is the first step. And it’s not as difficult as you might think. A few simple easy-to-follow guidelines, a little common sense, and an intelligent CRM like Teamgate, will go a long way.

Once you know how to create those killer emails, your Teamgate CRM is ready and waiting to help you take the next step and begin the whole sales nurturing process.

Teamgate lets you connect your email account directly to the CRM software, to help you effectively track, schedule, automate and report on all your email communications, and marketing campaigns. Plus, with the Teamgate MailChimp integration, you get to see who’s actually reading your emails.

The 4 steps to writing sales emails that grab the attention

Writing a cold email can be a daunting task. But it doesn’t have to be. There are a simple set of rules to follow when writing every effective sales email.

#1 The Subject Line

If your email never gets opened – no matter how great the content is – it hasn’t done its job. That’s where great subject lines come in, especially with sales introduction emails.

The objective of the subject line is to create interest and attract attention. Try to keep in mind how many emails busy business people get every day.

Give them a reason why yours should be the one they choose to open.

Keep it short, with a pinch of intrigue – enough to get you to the next stage. Avoid words associated with spam – Free, Discount, Solution, Act Now, Enhance, Final Reminder. (A good tip is to check your own spam folder and see what’s lurking in there)

Good Examples:

  • Marianne, our mutual friend Lynn recommended I contact you
  • Alan, I have a suggestion you might like
  • Lisa, you might find this [white-paper/video/report] useful
  • Have you thought about [idea/pain-point/recommendation]?
  • Did you ever consider [solution to their problem]?
  • Live CRM solutions webinar Friday 17th
  • Our sales game-changer is ready for launch
  • Be first to read – 10 killer sales tips for 2019

Subject lines can also come under a variety of diverse topics – urgent, personal, listicles, how-to guides, trending, and many more – but the basic principles remain the same. Offer something of interest, something to grab their attention, and never let your subject line be a mere afterthought.

A/B testing is a great way to see if your subject line is working. Send out the same content, with two different subject lines to a group of prospects, then measure and compare the actual open rate using your Teamgate-MailChimp integration (but more of that later).

#2 The Opening

If you start your email with ‘Hi, my name is_______’, you’re probably wasting your time.

We’re all human, just trying to do some business and live our lives, so use that humanity when you reach out to others. Most human beings love to be noticed, to have their name used, and to be the centre of attention. You’ll make more friends by listening to what they have to say than by telling them how great you are.

  • Dear Marianne,
    I just saw news of your companies great win at the European Business Awards over on LinkedIn. What a great achievement and really well done.’

It’s no longer a cold email, you’ve created human contact, and the recipient most likely wants to read on.

#3 The Content

The content, or body, of an email, is where the offer is made, and decisions are made. But, you don’t have a lot of time to accomplish that.

If you’ve already created that human connection with your opening, now’s your chance to introduce the business of your email.

  • ‘As you’re such a progressive company you might have some questions about [whatever your subject may be]’.


  • ‘It’s seems that you and your company are constantly striving for the best. That got me thinking that perhaps our [name solution or proposition] might be of real value to you and your goals’.

The most important part of this content is that you have already identified a need in the prospect that you have the ability to resolve. Using your CRM’s landing pages you have identified the precise issue which the prospect was investigating. The emailed prospect quickly realises that this is not some random cold email, but a real connection – that even if not useful at present – may be of use in the future.

#4 The Call to Action

The call to action (CTA) is the real business end of any sales introduction email – or even cold email – it’s the real reason why you’re here in the first place.

If you’ve created a great email and the reader is still with you at this point, it would be a shame to mess up here. The be sure you don’t mess up, offer a clear instruction as to what you want the next course of action to be.

If you’ve identified that this is the person you need to talk to, in order to get a result, be firm with your proposal. The amazing Teamgate-LinkedIn shuttle lets you target specific leads from LinkedIn and import all of their contact details directly into your CRM, with just one click.

  • ‘It would be great if you could let me know if [solution or proposition] is on your agenda at present, or if it’s something you may give thought to in the future’?

Like a good journalist, leave your prospect with a question that requires more than a simple Yes, or No answer.

  • ‘Would it make sense for us to talk further? If not, could you direct me to the right person to talk with?


  • ‘I understand how busy you must be and want to respect that. Perhaps you have time to take a ten-minute call on [date/time]. I’m sure I can answer quickly any questions you might have’?
You’ve written the perfect emails now let Teamgate make them work

Teamgate, as a powerful and modern CRM, is perfectly designed to work in conjunction with email campaigns and to manage all email communications.

You no longer have to spend hours trying to track who has answered or reacted to your emails. With Teamgate you have instant access to all your sent emails – and other communications – directly from your contacts’ cards. Plus, there are a host of other ways Teamgate CRM software can smartly manage all aspects of your email campaigns.

Here’s how Teamgate can manage your emailing smarter

Connect your email with Teamgate

  • Connect your business email provider with Teamgate CRM and be certain that your entire email process is under control. Teamgate email integration lets you keep track of all communications by storing copies of all sent and received emails directly in your contacts’ cards. With an advanced filter and search facility, you know where everything is and stay email organised at all times.

MailChimp/Teamgate Integration

Teamgate’s integration with the leading email automation platform, MailChimp, manages every stage of your email marketing and lead-generation campaigns.

  • Personalise the message – Send personalised, targeted emails to specific groups of prospects, or leads. Using your contacts in Teamgate, pick the groups you want to target, write your killer email, and schedule the time for automatic sending (Your Teamgate/MailChimp integration will help you determine which is the best time your business).
  • See the reaction to your email – Again, using your Teamgate MailChimp integration you have instant access to the actions taken by email recipients; were they opened, subscribed, unsubscribed, or clicked on? All valuable information to help you determine your next course of action.
  • Integrated communications – The integration also simplifies tracking every marketing or lead-sourcing email. Each email is updated to your contacts card and includes the status of campaigns, dates and all other important data. Know the status and result of every email, instantly, using the integration.

Directly from Teamgate

  • Use Teamgate to manage lead capture campaigns directly from your CRM
  • Track actions from all email campaigns directly within your leads cards
  • Store all your emails where they’re most easy to access – in your contacts’ cards
  • Send emails directly from your CRM, even while mobile
  • Receive and organise all inbound email communications in one place
See who’s opening your emails

Now that you know how to create the type of effective sales email that your prospects are more likely to open and respond to, take your entire emailing strategy to the next level.

Teamgate CRM software can greatly increase the effectiveness of all sales email and communications strategies.

No more sitting and wondering if a prospect saw your email, or how they responded. Use your Teamgate CRM to take control NOW of what happens next in your marketing and sales process.

Teamgate sales CRM gives you that power. Why not try it today, and see who’s opening your emails, and when. 


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The post How to Write Sales Emails That Get Read appeared first on Teamgate Blog.

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Running any business can be like taking a journey through unknown territory. Getting lost is a very real possibility.

That’s why the accolades we receive here at Teamgate are the signposts reminding us that at least we’re going in the right direction.

The latest of these welcome signposts comes from the software industry review leader – Software Advice – who have placed Teamgate CRM firmly in their FrontRunners Quadrant for 2018.

To put it simply, this means that they – the Experts – are convinced that Teamgate is one of the top products in the worldwide CRM market. 

With a Capability score of 4.85 out of 5 and a User-recommended score of 4.65 out of 5, Teamgate landed #2 on the small vendors’ quadrant. 

Making a success of your business is a tough journey. But, when industry peers like Software Advice think you’re doing something right, you can afford to sit back, take a moment, and realise the value of the whole team’s efforts that get you to this point on the road.

At Teamgate we’re lucky to have such a team who are collectively committed to the journey we’re undertaking.

As Liudas Šumskas,Teamgate CTO puts it:

“Nothing happens on it’s own here at Teamgate. From every line of code created, to every closed deal, it’s a collective mission towards a collective goal”.

Gartner’s quadrant FrontRunners for CRMs

The FrontRunners quadrant, powered by Gartner Methodology, provides a data-driven assessment of products in a particular software category to determine which ones offer the best capability and value for businesses. It helps business leaders to make the right decision when choosing which software to buy.

To create this quadrant, Software Advice evaluated over 315 Customer Relationship Management Management products. Only ones with the top scores for their capability and user-recommended made the quadrant.

All products that qualify as FrontRunners are top performing products in their market. The FrontRunners methodology assesses and calculates a score for products on two primary dimensions: Usability on the x-axis and User Recommended on the y-axis.

The Usability score is a weighted average of user ratings including: 

  • End-user ratings of one to five stars on the product’s ease of use.
  • End-user ratings of one to five stars on the product’s functionality.

The User Recommended score is an overall weighted average of scores including:

  • End-user ratings of one to five stars on how valuable users consider the product to be relative to its price.
  • End-user ratings of one to five stars on how likely they are to recommend the product to others.

There are up to two FrontRunners graphics for each market, one Small Vendors and one Enterprise Vendors graphic. The Small Vendors graphic highlights qualifiers from smaller (by employee size) vendors, while the Enterprise Vendors graphic displays qualifiers for larger (by employee size) vendors.

Perhaps you want to take a look at the full Software Advice report for yourself. Or better still, why not take a commitment-free Teamgate trial today – what have you got to lose?


FrontRunners constitute the subjective opinions of individual end-user reviews, ratings, and data applied against a documented methodology; they neither represent the views of, nor constitute an endorsement by, Software Advice or its affiliates.


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What is Integromat?

Integromat is a seamless Teamgate CRM integration which automates and manages repetitive tasks that are killing your precious sales time.

To put it simply; Integromat is the simple online hub that gets your apps talking to each other, and performing a multitude of vital tasks every hour of every day – even while you sleep. And, it’s fully customisable to work EXACTLY the way you want.

Set the tasks you want Integromat to perform – manage contacts, send automated emails, track projects, manage your lead gathering – while you concentrate on the real important stuff – selling.

Triggers, searches, and actions explained.

The means by which Integromat connects your CRM apps, and removes those tedious tasks, can be broken down into three main categories.


A trigger is an event which occurs in your CRM and causes a response from the Integromat Teamgate integration. This trigger could be as simple as creating a post on Facebook. Once you post to Facebook, Integromat performs the required next step. This next step might be as simple as sending a Slack notification to selected recipients.

Other examples of activities which could spark a trigger might be: When a new file is uploaded to your CRM; when a new product is created in the products list; when a new person is created; when a new lead is created; when a new event is created; when a new company is created, or when a new deal is created. In fact, the possibilities for triggers are endless.


As part of the CRM automation, an Integromat action does one single job and then passes the result to the next stage of the process. The process of sending the Slack notification about the Facebook post, to a specified recipient is the action carried out.

An action could also be any of the following scenarios; deleting a specified person; deleting a deal; deleting a product from the product list; creating a new product; creating a new event, task, call reminder, appointment, or note; creating a new lead, or deleting a lead; delete an event; create a new company or create a new deal; create a new person, or even delete a specified company or file.


So, according to the Integromat, CRM task you’ve automated, creating a new post on Facebook was the trigger; sending the Slack notification to a specified recipient was the action; and the act of selecting the person to receive the notification is the search. This recipient could be searched for, and selected using the following criteria; ‘Send notification to all people working in X company’.

Just like the ‘working in X company command’ the Teamgate Integromat integration can use a variety of search scenarios, such as; list all teams by given parameters; list all products by given parameters; list all deals by given parameters; list all users…; list all leads…; list all companies…; list all companies…; list all files…; list all people…; etc.

How about some Integromat examples?

As has been said, with the possibility of thousands of CRM integrations with thousands of independent apps, the bounds of CRM automation are limitless.

Let’s try to think of the process in the form of everyday life.

It’s morning and you need to go to work, but first you need to search for your car keys. Once you’ve found your car keys you need to take one key from the bundle and give it to a family member to have it copied. You now need to leave the house, enter your car, stop to fill up with gas, and make a phone call while you’re waiting. Once back en-route to work you discover that roadworks have forced you to take a detour, you ask your GPS navigator to work out the best route. Finally you get to work.

The whole process doesn’t just involve getting from A to B but involves a sequence of various components – triggers, searches, and actions – to complete the desired process as efficiently, and as quickly as possible. That’s the Integromat Teamgate CRM integration.

But, in case that little analogy wasn’t enough, some practical examples for sales professionals might be as follows:

E-mail – When you receive new leads and enter them in your Teamgate CRM, Integromat will automatically add these new leads to a selected MailChimp list.

Internal – Every time you win a new deal on Teamgate your Integromat CRM integration will send a customised or pre-defined message via Slack to a selected group, or individual.

Pipeline management – Create Asana projects automatically from new Teamgate CRM deals. Each time a new deal is created in Teamgate Integromat will create a new specified project in Asana. CRM automation simplified.

Marketing – Create Teamgate deals for new Intercom users. On every occasion a new user is created for Intercom, Integromat will create a new lead directly within your Teamgate CRM.

How Integromat makes your life easier

Why go looking for multiple solutions for existing problems when your Teamgate Integromat integration has the means to resolve all of these problems, from one ‘always on’ resource?

Create the integrations you need – by means of Integromat and the applications you use and trust. Simplify countless time-wasting tasks and processes, and get the results you want, in the way you want.

Your Teamgate Integromat CRM integration might just be the best thing that ever happened to your sales process


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In this competitive market, companies need to find new ways to attract the right customers and talent. While finding your audience is always a big step, having a strong group of employees might just be the most important way to find success today. It’s not enough to simply put up a want ad online or in the newspaper. Those days are long gone. This article will show the role of marketing in Human Resources today and how hiring managers can utilize these promotional techniques to attract the best fit team members.  

Because employees want to work for brands they feel aligned with their goals, marketing and human resources go hand-in-hand. There is more competition than ever for the top talent, and this means companies of all sizes have to act quickly to find the best employees. According to OfficeVibe, the best candidates are off the market in only 10 days.

In this article, we’ll dive into why Human Resource Managers can utilize marketing techniques to make their hiring process smoother. With these practices, companies can attract the highest-quality applicants the first time around.

Branding the Business

We’ve all read through lack-luster job descriptions and company profiles. These do nothing to spark candidate interest, and they might even scare away the best talent. While branding is a term that’s usually used strictly in marketing, it’s just as applicable to the HR hiring process.

Today, employees want more than just a place to work. They want a culture they can feel comfortable in. Communicating this unique culture is a type of branding. When branding your company in the job profile and during the hiring process, talk about the reputation of the business and how its mission is a strong part of the daily routine. Talk about the way your company is different than the competition. This is what will make your applicants excited to learn more, and more enthusiastic about joining the team.

Hiring Accurately

Bad hires can cost companies upwards of thousands of dollars. This harm goes beyond just monetary costs of training and onboarding the employee. They also include lowered moral across the entire team. That’s why it’s crucial you learn to get the hiring process right the first time. How do you do that? You need to match your hiring process with your companies business plan.

Just like when marketing a business, you are clear with your message. You know who you are and who you’re trying to talk to. When hiring, it’s no different. You’re not writing a job description for everyone. You’re writing it for the best applicant. Note that best fit might not mean most accomplished. Yes, education and experience are always important, but some things can be taught along the way with the right person. Find new ways to reach these right candidates, whether it’s through a blog or local conferences. You might have to go to them to avoid wasting time and money on another bad hire. 


The most important way that marketing is related to Human Resources is that it’s always changing. As we’ve said before, the ways of finding candidates in the past are no longer successful. Today, you’ll need to find new ways to reach quality applicants within your own budget.

Look into the benefits common in your industry. Can you offer smaller things to lure in potential team members? Things like Online Employee Scheduling Software – Humanity and remote work are all on the rise and have shown to be attractive to modern candidates. Remember that this is a new generation of employees. Millennials and Generation Z are joining the workforce, and they don’t’ necessarily look for the same things as Gen X and Baby Boomers.

How can you reach this new audience without compromising your values? Let’s review the plan of action:

  • Develop a clear brand for your business. This is what will set you apart from similar companies in your industry.
  • Hire accurately by creating clear job descriptions, using the right marketing boards, and know exactly what kind of candidate you’re looking for.
  • Refine your hiring strategy moving forward to reflect new practices, needs, and trends.

Markets change, and so do the expectations of applicants. Trial and error goes a long way, but don’t be afraid to try something new. As long as the focus is on the applicants and finding a strong fit, you’re on the right path. 


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If you read this it will make you rich beyond your wildest imagination! Seriously.

Yeah, right…

If only we could make promises like these on our company landing pages and content pages, we could sit back and watch the leads pour in. Unfortunately, it doesn’t work like that. There is no magic wand, there is no abracadabra, and there are no three wishes.

Landing pages and great content (along with your sales CRM) – which really connect with people in a language that interests them and excites them – is a sure-fire way to make your audience sit up and take notice.

If you can manage to engage them, entertain them, answer their unique concerns, and create an urge for them to take action, you’ve gone a long way towards casting a very potent magic spell.

But what is great content, how do you go about creating that content, and how do you engineer landing pages that make people want to click through and beg for more?

Let’s see can we answer some of those big questions.

Great website landing pages and damn good content Landing pages

Go to your search engine and ask the question, ‘What are landing pages?’

Wow! Fifteen million possible answers, it must be really complicated. But here’s the thing, it’s not.`

A landing page definition – according to Hubspot – ‘…is a website page that allows you to capture a visitor’s information through a lead form’.

In layman’s terms, a landing page is a web page that instantly creates interest, compelling the visitor to put their hand up, and ask the question – by means of a landing page form – ‘Please sir, can I have some more?

Good content

Content is everywhere. On a daily basis, most of us are exposed to hundreds, if not thousands of pieces of content every day. But not all of it is good, in fact, some of it stinks.

The content that tends to really stop us in our tracks is the content that appeals to us for some reason:

  • It stands out among the noise
  • It strikes a chord
  • It answers a need
  • It entertains or educates us
  • It touches us in an emotional and personal manner

And if that content is good enough, it can make us act in a desired fashion.

Great content, together with intelligently designed landing pages are the gateway to smart engagement and lead gathering. And your sales CRM is the vehicle to push that process.

How to create a great landing page?

When creating a website landing page the first question you need to answer is – What do you want the visitor to do once they get there?

Usually, your landing page goal is to have the visitor freely offer their contact information. But, in order to do that you will need to offer something of value in return.

Your website landing page best practices checklist:
  • Solve an industry-relevant problem
  • Offer valuable advice or education
  • Entertain in a topical manner
  • Provide free downloads – white papers, case studies, etc.
  • Elicit an emotional response

Great landing page examples are usually built using the following principles:

Simplicity – Your landing page needs to be simple, without distractions, irrelevant information, or non-essential links.

Advantages – Focus on the advantages of your product or service and how it can benefit the end user. It’s these advantages which may just help to solve their pain-points and resolve their queries while giving you an advantage over your competitors.

Action – Your aim was to bring visitors to your site with a set goal in mind. In order to reach that goal be certain that your content is exact, on-point, and offers benefits to the reader. This is your call to action so make it count.

Quotes – If you have satisfied customers don’t be afraid to use their quotes and testimony on your landing pages. Your visitors are looking for genuine answers and those answers don’t come any better than the words of a happy customer.

Be nice – Try to develop a friendly voice when creating content for your landing page – it shows that you’re not trying to hide anything, or baffle them with technology. But remember to stay professional and offer real value rather than just banter.

Data is good – If you have ‘stand-out’ data to back up your claims, don’t be afraid to use it. If there’s a reliable source for the data use it. There’s nothing potential customers like more than irrefutable and shareable data.

More simplicity – Try to put yourself in the place of the person who’s just landed on your website. Guide them through the process in the easiest possible manner. Offer them signposts, making their journey towards the call to action as painless as possible.

What is great content and how to create it?

No matter what story you want to tell as part of your inbound marketing strategy you can be sure that somebody has already told it. But, what makes your story stand out from the crowd is how you tell your story and the voice you decide to tell it with.

Creating content is not so difficult. Creating content that stands out is. How are you going to make yours stand out?

The process

Firstly, you can create the content yourself, you can hire an agency, or you can build your own in-house marketing and copy creation team – it all depends on your budget, your company size, and your ambitions.

Regardless of who creates your content, the process is the same.

  • Get to know who you want to address
  • Create an ideal-buyer persona
  • Understand the buyer’s needs and concerns
  • Understand how the buyer wants to meet those needs and concerns
  • Address these needs head on
  • Offer value from your content – never assume that people will read just because you’ve written
  • Create the content with the audience firmly in mind
  • Decide which tone of voice you wish to use
Creating the ‘voice’ of your content

There are four main types of content ‘voice’ – the ‘voice’ being the value and the message behind the content. The four main types are as follows:

  • Emotion – This type of content is designed to change the playing field of your industry and how people really feel about it. Emotive content doesn’t necessarily educate, but aligns an emotion with your content, regardless of what that emotion is; joy, satisfaction, fear, positivity. For example, the arrival of a new time-saving sales tool or feature might announce, ‘Salespeople be afraid, there’s a new kid on the block!’ A headline that at first glance might appear threatening turns the content on its head to announce a ‘benefit’ for salespeople.
  • Authority – Authoritative content aims to held as the highest value to your audience. Your content sets you and your business as being the voice of authority on a particular topic. Your content is not there to sell directly, it exists to raise your profile as a go-to source of information on a topic.

Authoritative content is more difficult to create – ‘10 killer sales trends for the next 12 months’ – it has to be infallible, offer definitive proof, and fact-driven predictions. If your content proves inaccurate your credibility and your ability to attract a future audience is in grave danger.

  • Solution – In order to offer your audience value, solution-centered content is designed to offer solutions, answers, top methods, listicles, and valuable ‘how-to’ information to your audience. This type of content is best used for connecting with new audiences and serves to establish your voice as being reliable when it comes to finding resolutions to needs and problems.
  • Advertising – This is time for you to blow your trumpet, to shout from the rooftops about the quality of your product, about its benefits, and about how your life is not worth living with it. But, the main concern with advertising content is that people will soon get tired of hearing that trumpet being blown.

Advertising content is best used sparingly, when you really have something to shout about, and tends to work best as a driver of sales, instigating trials and subscriptions, and generating leads.

The four main content types listed above as best worked as individual solutions, so try not to mix one with another – content eliciting an emotional reaction shouldn’t also shout about the miracles of your great vacuum cleaner’s ability to work its way into tight corners.

Be clear with your message, and know exactly who you are trying to reach.

Teamgate CRM landing pages and great content – the Dream Team

A great CRM, content that hits home like a missile and landing pages that make audiences take action are an unstoppable sales combination.

Teamgate sales CRM gives you just that combination by means of a series of intelligent tools and features designed to make your website a lead-capturing magnet.

Using your website and WordPress lead capture, instantly create user forms – templates provided, and NO technical knowledge required – which drive leads to your CRM.

Again using your Teamgate CRM software drive traffic to the great content you’ve created on your website, once there the CRM will help you entice them on-board, take action, sign up for a trial or demo, or participate in whatever strategy you’ve aligned for their arrival.

The combination of CRM landing pages and great content can be your greatest weapon in the ongoing sourcing of new and valuable leads.

Everything changes, including content

Don’t just think of content as being the fluff that fills your web pages. Use the content creation methods described above; couple your content with your CRM and proactive landing pages; and get ready to watch the leads come flowing in.

But never rest on your laurels when it comes to content creation and your landing page forms, just because they worked once doesn’t mean they’ll work every time.

The market is forever evolving, fashions are forever changing, and software keeps on developing; try to stay abreast of trends, new outlets for your content, new methods of content delivery, and new ways of storytelling. Keep your CRM scaled and up to date with the tools and features that will help you deliver your content exactly where the audience is waiting.

And most importantly, give your audience what they want, when they want with, and where they want it. 


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Is CRM product management the new kid on the sales block?

Without the benefit of detailed CRM product management you’ve already put yourself at a disadvantage. At least that’s what’s being said, and here at Teamgate we’ve got ears on the ground.

The word on the streets is that being product management savvy is the new silver bullet for smarter selling. If that’s true, then Teamgate already has your back.

You see, we listened to what our customers have been telling us (we’re smart like that). About their needs, about what helps them keep their sales rolling in the right direction, and about what they’d like to see in their armoury to keep them at the top.

With that in mind, we went to great lengths to make sure that Teamgate CRM is tooled up with all the bells and whistles of product management you might ever need to move your sales even faster, and more smoothly through the pipeline.

But like all new things to hit the streets, you’re bound to have questions.

For example:

  • Do you know your best selling products?
  • Or how about products that should be moving, but just don’t seem to have the momentum?
  • Which salespeople are selling which products?
  • And, which products are showing the most profitability?

Teamgate sales CRM product management features can deliver those answers, and quickly – keeping you ahead of the posse.

Not every business model needs a product management solution, but for those that do CRM product management is fast becoming a game-changer for sales professionals with an eye on the ball.

Along with actively combining to manage your sales pipeline, Teamgate gives you the advantage of a CRM product catalogue directly within your CRM software. The product catalogue gives your sales team access to every single product on your inventory – it doesn’t matter how many products you have – and all directly from within your Teamgate CRM software

Having direct access to your product catalogue, along with knowledge of the products preferred by your customers – directly in your CRM deals card – gives you a distinct advantage when attempting to maximise your sales volume.

Plus, sales managers need to be able to understand in an instant, who’s selling what product to whom, and for how much.

Teamgate analytics and smart reports give you the power to produce detailed information on all the sales statistics you need when you need them.

Does keeping track of your products slow you down?

Products and services come in many shapes and sizes. In the past keeping track of a large inventory of company products was both confusing and time-consuming.

Not knowing which customers bought what, when, and for how much often meant redoubling of sales efforts in the wrong areas; wasting time, effort, and money.

If your sales business is product heavy – offering many similar lines, with a multitude of variations, e.g. small engineering or electrical components – not knowing your customers’ buying history can be fraught with time-wasting communications as you attempt to clarify matters.

Sales managers need answers, and they usually need them fast.

In the past, manually compiling product management reports was a slow and laborious task – and the results weren’t always accurate. Going through reams of sales invoices and contracts, physically counting quantities of items sold, calculating their sales value, and the margin of profitability – it all took time.

Eliminating these time-consuming tasks aids your success and the profitability of your business.

But how can CRM product management help you regain that time, and help drive your business towards greater profitability?

Teamgate product catalogue features

Teamgate sales CRM product catalogue gives you a toolbox full of time-saving product management tools and features.

The product catalogue gives you a visual account of the products or services which you have to offer your customers, all displayed neatly within your deals cards.

The product catalogue helps you keep track of all the products associated with active deals in your sales pipeline.

This really powerful CRM product management feature is easy to understand and gives you all the metrics on the product in question; the value of deals, profitability of deals, cost and selling price analysis, product classification, and customisable fields to help you filter your searches more easily.

Here are some of the main advantages:

  • Time-saving – It lets your sales teams use their time more creatively by intuitively tracking products and deals in one easily manageable location.
  • Know your products – See your full range of products instantly, including unit prices and profitability.
  • Clever analysis – Products can feature additional information – unit cost and unit price – making further analysis and forecasting smarter and easier.
  • Smart reporting – Create all the detailed reports and analysis necessary for quick and concise product management and sales forecasting.
  • Collaboration and ownership – By showing ownership and responsibility for products, sales managers can easily check which products are more successful for each of their sales team. Plus allowing collaboration on products – and deals – can allow reps to seamlessly coordinate their efforts.
  • Neglected products – Analyse which products are being neglected and need to be retargeted.
  • Know your profit margins – Calculate sales revenue and profit margins on products at a glance.
  • Product groups – Create ‘product groups’ in order to organise and manage your products better.
  • In-stock products – Set ‘In-Stock’ notifications to monitor the availability of products.
  • Filter your products – Filter large amounts of bulky products into sub-sections using custom fields.
  • Avoid manual input – Import products or services directly from your e-store, eliminating tedious, and time-stealing manual data entry.
  • Products and people – See which products are linked with which sales personnel.
  • Goal setting – Create and set weekly, monthly, or yearly goals for individual products.
It’s easy to start using your Teamgate product catalogue

Just like all of Teamgate’s integral features, getting up and running with your Teamgate product catalogue is a straightforward process. Don’t forget, we’re Number 1 CRM for ease-of-use on the market.

Simply open the products section of your CRM and you’re ready to start.

You can begin by creating a new product in the product catalogue, this can be done manually or by importing existing products from your e-shop (This can be done from CSV or XSLX format documents).

If you want to create a new product, simply enter its name, its SKU (if relevant), the category of product (if applicable), product description, unit cost and unit price. You may then assign an owner/s to this product.

Next, you can start assigning the relevant products to the relevant opportunities in your sales pipeline. Once that’s been done, and your sales team gets to work, you can start tracking the product via the CRM product catalogue analysis tools.

Congratulations. Now, sit back and see how much time you’ve saved.

Teamgate CRM product management features get you selling smarter

Every single tool or feature which helps you to get to know your customer better, and what they want, is an integral part of your sales process. Teamgate product management features are an integral part of this process.

Freeing your sales team’s time is only one step of the process, but it’s a valuable step.

Knowing what your past customers want, and what they don’t want will help you target your leads with more accuracy, focus your attention on products that sell rather than products that don’t sell, and helps you understand sales team performance and profitability in a more detailed manner.

Assigning certain products to certain sales team members further helps with analysis of performance and allows alterations to be made quickly.

Product management is fast becoming an integral part of your whole customer relationship management strategy. Isn’t it time you realised the potential of the Teamgate CRM product catalogue?

Take a test drive today. 


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Some people say that success is never just one thing, that it’s a series of steps leading to a moment of achievement, a moment of recognition, a moment of overcoming. It is what it is, but we know how it feels.

At Teamgate we’ve just experienced yet another one of those moments, and we’re feeling pretty thankful. An achievement that was made possible by an entire team taking many steps together, in the right direction.

Once again the industry’s most respected business app discovery platform – GetApp.com – has ranked Teamgate as the #6 best CRM in the global marketplace in the Q3 2018 rankings.

Thank you GetApp.

In the words of Marijus Andrijauskas, Teamgate CEO,

Recognition like this is really great to get, but it doesn’t mean we’ve reached our goal. We’ve passed another milestone along the way, and we’ve passed it together as a team. We still have a long way to go, but we like to think that accolades like this are waymarkers, and prove that we’re traveling in the right direction”.

Once again the industry’s most respected business app discovery platform – GetApp.com – has ranked Teamgate as the #6 best CRM in the global marketplace in the Q3 2018 rankings.

The Ranking

GetApp’s quarterly ranking showcases the leading 10-15 CRM apps based in the cloud. Each app is scored using five factors, worth 20 points each, for a total possible score out of 100. These factors include user reviews, integrations, mobile app availability, functionality, and security. Each app’s score is independent of commercial interests and existing relationships that GetApp has with app vendors. 

GetApp’s Category Leaders graphic identifies leading cloud-based software products in the CRM software category. If you’re a business owner or decision maker who is evaluating CRM technology options for your company, Category Leaders is for you.

The ranking highlights key factors that small businesses should consider when assessing which software products may be right for them. These factors include user perception (“user reviews”), compatibility with other systems (“integrations”), mobile offerings (“mobile”), technical capabilities (“functionality”), and product security (“security”).

To create each Category Leaders ranking, GetApp’s research team typically evaluates hundreds of products in any one category. The 10-15 with the highest scores become Category Leaders.

How the scores are calculated?

An app’s score is calculated using five unique data points, each scored out of 20, resulting in a total score out of 100. The ranking and scoring methodology ensure complete impartiality and independence from any relationships that GetApp has with app vendors.

The five data points used to rank each app are:

User reviews

Review scores are calculated using weighted reviews collected from GetApp and its sister sites, Software Advice and Capterra. This score is based on average user ratings (on a scale from 1 to 5) of how satisfied users are with a product overall. The scoring includes ratings left within the previous 18-month period; ratings that are more recent are weighted more heavily.

The methodology calculates the percentile ranking for each product relative to all other products in the software category that have qualified for inclusion. That percentile ranking is then translated into a 1 to 20 score.


Integration scores factor in a number of variables. Up to 16 points are awarded based on the number of integrations an app has. The first 10 points are awarded based on the number of integrations relative to the category average, while 4 points are awarded based on the number of integrations relative to the leaders in the category. An additional 5 points is awarded for an integration with Zapier, a widely used software integration platform, while an extra point is given for having an open API. The total possible score for integrations is 20 points.

Mobile Platforms

Mobile scores are calculated based on the availability of an iOS and Android app. Five points are awarded for the presence of each app, with an additional 10 points awarded for the number and average rating of reviews in both the App Store and Google Play. These review scores are calculated on a scale based on the category average for a maximum of 5 points per platform and an overall maximum score of 20.

If there isn’t a native iOS or Android app, the product’s website is assessed using Google’s PageSpeed Insights to measure mobile usability. A score out of 100 is given, then scaled to a score out of 5 for a maximum of 5 points.


Functionality scores are assigned based on a combination of two assessments: user ratings and functionality breadth data.

Fifty percent of the score is based on average user ratings on a scale from 1 to 5 of how satisfied users are with the product’s functionality. The scoring includes ratings left within the previous 18-month period; ratings that are more recent are weighted more heavily.

The methodology calculates the percentile ranking for each product relative to all other products in the software category that have qualified for inclusion. That percentile ranking is then translated into a 1 to 10 score.

The other 50% of the score is based on a functionality assessment of the product. For each software category, GetApp’s research analysts define a core set of features that a product must offer, as well as additional “nice-to-have” common and optional features. For the CRM category, we identify the following set of features:

  • Core features: contact management, interaction tracking, and lead management.
  • Common features (at least two of the following): email marketing, workflow management/automation, forecasting, reporting, or analytics, call management, and lead scoring.
  • Optional features: customer support tracking, channel management, social media integration, document management, contact list management, marketing automation, product catalog, quote management, referral tracking, and territory management.

Products are assessed according to how many of those pre-defined features they offer, and products with more features receive a higher score. We use this data to calculate a product’s percentile ranking, which allows us to determine how products compare relative to one another rather than determine an absolute number.

All told, a vendor can receive up to 10 points based on user ratings and up to 10 points based on the features assessment for a total maximum score of 20 for “functionality.”


Security scoring is calculated using answers from a vendor-completed survey. The questions in the survey are based on the Cloud Security Alliance self-assessment form as part of the Security, Trust & Assurance Registry, supplemented by the expertise of GetApp’s security research experts. Each answer in the 16-question survey is assigned a point value. The scoring then calculates the percentile ranking for each product relative to all other products in the software category that have qualified for Category Leaders consideration. That percentile ranking is then translated into a 1 to 20 score.

In the event of a tie, each data point is weighted for importance, with security taking precedent, followed by reviews, integrations, mobile apps, and functionality, respectively.

Click here for a full report on GetRank.

Success doesn’t come in an instant

Sometimes what feels like success is just another step on the road to real success. A great CRM like Teamgate can help you experience these small steps every day as part of your sales process. With drive, determination, and your eyes firmly focused on the finish line, one small step at a time surrounded by the right people, and the right tools, that success will come.

Sign up today for your Teamgate free trial, and get your journey to success on track.


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The post Teamgate #6 Best CRM in the Marketplace – GetApp 2018 Q3 Report appeared first on Teamgate Blog.

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