Teamgate Review

Easy to Navigate Interface

Teamgates’ minimalistic interface allows you to navigate your sales funnel seamlessly. Its cloud platform does not overload you with unnecessary data when you are not looking for it. And when you are looking for data, it is presented in a clear and self-explanatory way. The platform is optimized to only show you the data necessary for maximum sales team efficiency – no unnecessary clutter.

Sales Team Management

Get informed about each team member and their performance towards the goal that you set. The Teamgate Insight Module gives a clear graphical representation of your team’s performance including – contacts added, calls & connections made, meetings scheduled, plus actual meetings attended in addition to accounts created. You set a target Teamgate that will help you stay in line with your daily, weekly, monthly, quarterly, and yearly targets automatically – no need to fill any data to Excels. Thus, your team is left with more time to sell. With the help of its CRM, you can narrow which specific areas are bottlenecking your sales process on each team member so you can jump on board and assist them in closing those deals. Likewise, your team members can use this data to further optimize their sales funnels.

Teamgate as an Assistant

Remove unnecessary mental load from your head, thus reducing the stress in your team. No need to go through your handwritten notes, Excels, and emails to track your prospects’ activity and your opportunities stage. Let Teamgate be your assistant and keep all the data cleanly re-presented in a single place. Teamgate will remind you of the things you need to know before the meeting and about the meeting itself. No more lost leads due to lost data.

Smart Sales Report

Teamgates’ clean data representation will save you time on data aggregation cleaning and administration. Let Teamgate forecast your next fiscal quarter while you focus and beat that forecast. Just input current data in Teamgates’ reporting and you get a clear view of where your sales heading. You can create a sales forecast based on won deals, forecast pipeline, and compare it to the previous period, or the goals you set. Furthermore, easily report on quarterly and yearly periods. Multiple filters will allow you to aggregate the data to better suit your workflows.

Collaboration

Share best practices, files, insights, and new data across your organization whether you’re in or out of the office. Create group chats and wikis to, among others, delegate tasks, announce important company news, or have a fun chat to motivate and nurture a culture of competitive camaraderie among your sales reps.