Teamgate is a sales team dream CRM because it is easy to use, custom sales pipieline and centralized lead communication\data
Rating: 8 out of 10
IncentivizedUse Cases and Deployment Scope
We use Teamgate to track sales leads for our products so these leads can be turned into potential clients we sell it to. We previously weren't able to log into our old CRM without having to install special software, but with team gate, we can log in anywhere in the world and all we need is an internet connection, we don't need to download or install anything. Another business problem was that we couldn't find our communication with potential clients ( sales leads) and then present those notes to our sales team in our old CRM but with Teamgate, we can provide this visibility to our sales team and they can see all our emails and calls to this potential customer. The scope of your use case is to use Teamgate to manage our sales leads and communications with our contacts and communicate easily with current clients and our sales team.
Pros
- The reminders module is a timekeeper that helps us not forget deadlines, and tasks because we get alerts.
- The auto dialer saves a lot of time by allowing us to reach out to leads faster.
- Integrations with google and mail chimp make our life easier because all Gmail emails are saved in Teamgate.
- The reports and graphs provide clarity of how the company is doing.
Cons
- 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.
Likelihood to Recommend
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.
GW
Greg Walia
Technical and Application Support Specialist in Information Technology at Pin Point GPS (1001-5000 employees)
Vetted Review
3 years of experience