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Page 1: Teamgate Inbound Sales CRM

Inbound Sales CRM„Start selling the same way your prospects buy“

Page 2: Teamgate Inbound Sales CRM

• Reliability – more and more enterprises choose Teamgate as a trusted CRM vendor.• Reaction – very short reaction time to mistakes, which are fixed in a prompt way.• Customer Service – fast and high-quality customer support. Awarded for an „Exceptional

Customer Support“.• Integrity and flexibility – software is friendly to external systems. Open API key and its simple

development. • Professional team – team of professionals with an international experience.• Security – highest standards of data security. • Innovativeness – updates 1-2 times per month: lots of new, user-friendly features.

TEAMGATE advantages:

Page 3: Teamgate Inbound Sales CRM

• Sales process management• Leads management• Drag & Drop pipeline navigation • Communication history• Activity planning/ delegation • Calendar sync• Flexible filters• Custom fields• Emails history• Files management• Maps• Roles and permissions Reminders• Lead Scoring• Duplicates• Email sync

Sales CRM

Page 4: Teamgate Inbound Sales CRM

„Insights“ – track your performance with just a click.

• Activity and efforts• Goals• Pipeline and its forecast• Sales Funnel• Pipeline trajectory • Sales results• Profitability• Sales duration• Won/loss reasons• Marketing sources efficiency• Activity efficiency• Sales pipeline movement• Top customers chart

Page 5: Teamgate Inbound Sales CRM

Integrations:

Import your Google Contacts straight to Teamgate. When you connect your Teamgate account with your Google Contacts, Teamgate will automatically pull in your Google contacts so you can get started right away.

SmartDialer allows to call directly from Teamgate with a native dialer, no manual entry required so you can make smarter calls faster with Teamgate’s built-in automatic dialer. Teamgate takes calling to a whole new level.

Mailchimp integration lets you send personalized, well-targeted emails to specific lists of customers from Teamgate. Simply define your segment criteria in Teamgate, and click on the MailChimp top of the list to export the contacts into MailChimp.

Teamgate events sync with Google Calendar is very useful if you use Google’s mail service, or you have an Android operating system based smartphone.Also, the bundling can be useful if you have other tools, declaring synchronization with Google services.

Automate those time consuming tasks of transferring data between Google Drive and Teamgate. Don’t waste any more time copying and pasting loads of data: sign-up for your own free trial and give Zapier a spin!

Page 6: Teamgate Inbound Sales CRM

Integrations:

Zapier integration enables you to automate tasks between other online apps (like Trello, Evernote, Google Docs and Gmail). This helps you to use complementary apps side-by-side! With Zapier there is no more waiting for app developers to build integrations. No more expensive freelance programmers. No more unreliable interns. No more lengthy deployment times.

Sometimes you need an additional notification about upcoming planned action with your Leads, Deals or Contacts. You could easily send emails or SMS-messages as reminders with Nexmo integration from Teamgate. Nexmo provides innovative communication APIs that bridge traditional voice and text services with cloud communications.

Google maps are already integrated into your account. Now you just need to navigate to Leads/Deals/Companies or People. Click on the contact name, for example, and then click on the address you’ve entered as detailed information. The Google Maps will show you location!

If you wish to see all of your communication history in one place (appointments and copies of emails you’ve sent), the Teamgate system will allow you to attach copies of sent and received emails to the companies or contacts cards. The emails are sent, not from the Teamgate system, but from your usual email source.

Page 7: Teamgate Inbound Sales CRM

More information www.teamgate.com


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