Teamgate CRM vs. Vivun

Teamgate CRM is well suited for companies that want to centralize leads, current clients, and communication history in one CRM. A scenario where team gate is appropriate is if a company wants to use custom sales pipelines and stages to track a sales lead that will transition to a deal. A scenario where team gate is NOT appropriate is for a company that doesn't need a cloud-based CRM because there don't travel a lot and will always use the same computer that you might as well have a CRM server on-site and save money.

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There are some major gaps in feature functionality that I would expect for a tool that is supposed to integrate well with SFDC. For instance, notes do not format in SFDC the way they do in Hero, by Vivun. Also, sales notes do not carry over from SFDC to Hero, by Vivun, so I still find myself logging into SFDC to view important info.

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• Integration with SMS gateway and Mailchimp is fantastic
• Great looking dashboard and graphics
• So easy to use and customise even I could do it

• Build out checklists for opps
• record product enhancement request
• tie "activities" to opps

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• As this is cloud-based software, we find that the servers are down at least twice a month, this is too much.
• The speed of page loading can be improved also it takes long to open reports if you use a big date range.
• There should be a way to reset another users password.

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• integrate seamlessly with SFDC
• tie notes to a specific activity
• user interface and navigation

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The product exceeds our needs usability-wise.

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I rated this product an 8 for overall usability because Teamgate is very user-friendly and this helps the CRM meet the required use case that companies who buy it have. The feature to sign in from anywhere that has a net connection is huge For example the home page being the leads section and the fact that each lead has all the past and current communication with the potential client allows support agents, and the sales team to be on the same page I didn't give it a 10 because the slowness issue affects performance and usability.

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Unplanned outages do cause issues with this cloud platform, as they occur twice a month.

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Performance can be faster especially when running reports.

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I haven't had to contact the support team as of yet but my co-worker expressed his frustration with the amount of technical product knowledge the Teamgate support team had. He said he felt he knew the product better than the Teamgate helpdesk.

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When I say we evaluated other CRMs I think that's an understatement, we tried about ten different systems and Teamgate was by far the best.

The sales team can use this product as much as the support as lead generating teams.

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• The amount of time we have free now, due to having everything organised with the platform is phenomenal

• Ability to report on sales engineering time spent on an opportunity
• enter product enhancement requests based on customer feedback, which saves time by not having to log into Jira
• selecting activities from our calendars and tie to opps is a big time saver

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info