In this section, we will take a look at basic CRM concepts and how we work with them in TeamGram to manage sales.
- Leads: These are your potential customers who did not become qualified customers yet. You may save qualified leads to TeamGram as new customers by easily creating a new contact/company record.
- Companies and contacts: These are the entities you develop valuable relationships with. You will learn how TeamGram helps you build a database and keeps track of them.
- Deals: The sales process begins long before a sale is closed. You will learn how to define and manage deals, so they evolve into successful sales.
- Notes: Whether it is a phone call, an email, or a meeting, you need to record every customer interaction. You will see how TeamGram makes this easy, and also helps you to access this information when you need it.
- Quotes: As you get closer to a sale, you may be asked to write down your offer. Without the right tools, this crucial step can be error-prone and time consuming. You will learn how TeamGram helps you create beautiful quotes quickly, revise them as needed, and follow-up on them.
- Orders: Getting an order and fulfilling it are not the same thing. See how TeamGram helps you track the progress of an order after it is received.
All the potential customers are called leads before they are qualified. Our business customers are called companies, and the people we know in those businesses are our contacts. We pursue deals to sell to our customers. In this process, we engage in many sales activities, including meetings, phone calls, demos, and more, all of which are recorded as notes. Sometimes we send written quotes outlining the terms and prices at which we want to sell our products. If the customers accept our quotes, they place orders.
Now that we are familiar with basic CRM terminology, let’s learn how we work with each of these objects in TeamGram.
Next Topic: Your Customer Database