Teamgate CRM

  • Sales CRM Goes Mobile | Teamgate
    If your sales aren’t mobile, they’re static Modern sales professionals need to be both mobile and connected at all times. That’s where the Teamgate mobile CRM idea came to mind. Sales professionals need a fully mobile sales CRM to keep them in-touch and connected with their entire sales process. If... Read more »
  • Best Lead Management Software for Sales Teams: 2023
    Lead management is an integral part of any sales process. It refers to tracking and managing customer contacts, prospects, and leads throughout the sales cycle. Lead management can have a considerable impact on a business’s success, as it can help increase sales, reduce customer acquisition costs, and improve customer retention... Read more »
  • 5 Best CRM with Xero Integration in 2023
    Xero is one of the most used accounting software on the planet. Small and medium-sized businesses rely on this cloud-based accounting tool to handle their finances and comply with financial regulations. Integrating Xero with a CRM has multiple benefits, but most importantly, it helps organizations automatically correlate financial data with... Read more »
  • Top 5 CRMs for Construction Companies in 2023
    A CRM is a software system that helps businesses manage and track customer interactions and provide insights into customer behavior. In the construction industry, a CRM can track sales opportunities, foster better communication between staff, manage customer invoices, and generate detailed reports.  An effective CRM can help construction companies streamline... Read more »
  • Top 10 Sales Forecasting Software of 2023: Complete Guide
    Sales forecasting software uses predictive analytics and machine learning to analyze past data, including sales, customer demographics, and market conditions, to provide businesses with accurate predictions of future sales. All these can help you identify and take advantage of new opportunities before competitors. In this article, we’ll explore 10 of... Read more »
  • 5 Best CRM with Facebook Integration
    Customer Relationship Management (CRM) tools have become an integral part of successful sales teams ever since they were created. A CRM system can help you organize, streamline and automate the customer relationship process, enabling you to better engage with customers and prospects. This article looks at five of the best... Read more »
  • The Ultimate Guide to Setting and Achieving Sales Goals
    Are you struggling to reach your sales targets? Do you feel like you’re constantly spinning your wheels, without making any real progress towards your sales goals? Setting the right sales goals can make all the difference. In this guide, we’ll walk you through the process of setting, tracking and achieving... Read more »
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  • How to Change the Name of a Button (Save & Close) in a Quick Create Form in Dynamics 365?
    Step 1: Go to Settings > Solution to create a new solution and add an existing entity you need. (Example: Account) Step 2: Open the solution in the Ribbon workbench. Step 3: Navigate to the ‘Form’ bar and find the ‘Save & Close’ button to right-click it, then select ‘Copy’... Read more »
  • From Feedback to Action: Using Salesforce Experience Cloud to Improve Your Customer Experience
    Salesforce Experience Cloud was born out of wanting a unified platform with features that can enable you to create all that you need for your business, with deep integration with the Salesforce CRM. If set up well, it can yield many different kinds of results that can skyrocket your business... Read more »
  • How to Calculate Quote Line’s Total Amount?
    You need to create a field for the Quote entity to summarize the quantity of the quote products, so it should be the rollup field. The rollup field won’t be calculated in time, so we’ll use the workflow to recalculate each updated quote. We can set the refresh time of... Read more »
  • How To Create Custom Entities in Dynamics CRM?
    Custom entities are data definitions that do not have a select statement on the data source, but we define return fields and their types. In the case of custom entities, their data model is invoked manually at runtime. Step 1: Go to Settings > Customizations. Step 2: Now click on... Read more »
  • How to Manage Security Roles for Apps in Dynamics 365 v9.0?
    You often think a particular user will have access to apps based on their assigned security roles. In Microsoft Dynamics 365 CRM, you can choose what users see and access from the My Apps page or the Customer Engagement home page by giving an app access to specific security roles.... Read more »
  • How to Create Users and Assign Security Roles in Dynamics 365?
    In the Dynamics 365 Customer Engagement module, you can add users to your organization one at a time or add multiple users at the same time by using the Add Users wizard. Add User Step 1: Select Settings on the navigation bar. Step 2: Select Advanced Find. Step 3: Go... Read more »
  • How to Configure Custom Objects to the Salesforce Portal?
    Salesforce as a CRM is exceptional, everyone knows that. But in order to truly harness the power of the CRM, you need to have a portal that can give a window for customers to interact with your business. And within that, a business needs to be able to configure custom... Read more »

    Commence CRM Blog

  • Marketing Should Be Tied to Customer Segmentation
    Customer segmentation is a hot topic today as businesses want to be more efficient in controlling the cost of customer acquisition. So, what is customer segmentation? Customer segmentation is all about identifying how you can maximize profits from your customer base. It’s about creating specific segments or categories of customers... Read more »
  • Transitioning From Salesperson to Sales Manager
    Q. I have been reading some of your articles and then came across your website. I was wondering what kind of advice you would give to a salesperson trying to become a sales manager. What steps should I try taking first? A. Good question. I’m sure there are thousands of... Read more »
  • The Cost Efficiencies of E-Mail Marketing Make It Good Value
      Let’s say you want to introduce a new product or service to the marketplace, but you have a limited budget. Engaging a social media strategist or running pay-per-click ads on Google are out of the question. So, what can you do?  How about bulk e-mail marketing. According to industry... Read more »
  • Our Lead Generation Program Is Not Working. What’s Wrong?
    You are responsible for the company’s marketing and lead generation program, and you are working diligently to uncover new business opportunities. Perhaps you have even engaged a third-party company to assist you but it’s not working. There are not enough new leads.  The sales team is frustrated and so are... Read more »
  • Commence CRM Expanding into Financial Services Industry
    If you are in the financial services or wealth management sector you know that building customer loyalty and trust requires you to deliver world class customer service and quality advice. This requires you to capture, track, manage and share vital customer information with the people and departments that need it... Read more »
  • Should We Proactively Lead the Post-Covid Adjustments?
    Very soon we’ll be confronting the next wave of change as our companies and our jobs lurch back to something resembling pre-covid normal. The question in the back of every executive’s mind is this: “How do we handle the post-Covid changes?” Specifically, we’ll have to accommodate employees who have been... Read more »
  • Accountability in Personal Development
    Accountability – It’s The Dirty Word that Makes All the Difference I’m a morning lap swimmer. Three times a week, I jump into the community pool at about 7 AM and vigorously swim laps for 30 minutes. It keeps my back pain free and contributes to my overall state of... Read more »


  • From UA to GA4: Elevate Your Digital Marketing Game
    In this upcoming article series, I will explore the transition from Universal Analytics (UA) to Google Analytics 4 (GA4). The post From UA to GA4: Elevate Your Digital Marketing Game appeared first on eWay-CRM.... Read more »
  • Meet GPT-4: The Next-Generation AI That Brings Vision to Language Models
    Get ready to experience the next level of deep learning with the highly anticipated GPT-4! This incredible model can handle image and text inputs and produces text outputs that are sure to impress. While not as versatile as humans in certain real-world scenarios, GPT-4 achieves human-level performance on many professional... Read more »
  • Video7 Marketing Trends to Adopt in 2023
    Digital marketing changes so rapidly that it is hard to predict what’s going to happen next. But if you follow new trends, there are always opportunities to outrun the competition. So, we went through the most important trends in 2023 and made a list to save you time. Enjoy! The... Read more »
  • VideoNew AI Assistant in Professional Emails Creates Email Subject Lines for You
    Artificial intelligence tools have been experiencing a real boom in recent months and AI assistants are slowly gaining a place in the business world. Now, eWay-CRM users who use the Professional emails feature can also enjoy the help of AI. Introducing a new AI assistant that will come up with... Read more »
  • Windows 11 ‘Moment 2’ Update: A Game-Changer in the Era of AI?
    As technology rapidly advances, so do our expectations for everyday computing. In response, Microsoft has introduced a feature update for Windows 11 version 22H2. It will blow your mind. The post Windows 11 ‘Moment 2’ Update: A Game-Changer in the Era of AI? appeared first on eWay-CRM.... Read more »
  • Want to Keep Track of Scheduled eWay-Cloud Downtimes? Sign up for Automatic Notifications
    The Service status allows eWay-CRM users to have a constant overview of the availability of services such as eWay-Cloud, Helpdesk, and so on. The Service status system has now switched to a different technology, which unfortunately means that existing users must re-subscribe to automatic notifications. Fortunately, signing up is incredibly... Read more »
  • VideoHow to Share Your Views With Your Team in eWay-CRM
    DID YOU KNOW… …you can share custom views of your data with others in your company? It’s a great solution when a sales director adds new columns to the deals list, sets filters, or conditional formatting to better visually organize the data. There’s nothing easier than saving a view of... Read more »

    EngageBay - CRM Marketing

  • Uncovering Insights with Behavioral Market Segmentation
    Before marketing to an audience, segmenting them is a must. You have so many options for segmentation, such as geographics or demographics like age, gender, occupation, income, marital status, number of children, and the list goes on. Another option at your disposal is behavioral market segmentation, also referred to as... Read more »
  • How to Write PS in Email: A Guide For Good Writing
    We’ve all seen it used in emails before, and perhaps you’ve even sent it to others when issuing an email. We’re talking about a little acronym that makes a big difference – PS. Do you know what PS stands for and how to incorporate it into social media or email... Read more »
  • The Beginner’s Guide to Writing eCommerce Business Plan
    In eCommerce, as in everything, you must have a business plan. However, sometimes, you might not be exactly sure where to start. That’s where this little guide comes in. Ahead, we’ll share all the information you’ll need to create your own eCommerce business plan. How to Write Your eCommerce Business... Read more »
  • The Marketer’s Guide To The Top 10 SendGrid Alternatives
    SendGrid is among the most well-known email marketing platforms currently. But some SendGrid alternatives are better for one thing or another. While Sendgrid provides many tools that help create effective email marketing campaigns, it is mainly known for improving email deliverability.  Thus, if you are looking for email marketing software... Read more »
  • 12 Powerful Sales Growth Strategies for 2023 (+ Calculations)
    Sales are the lifeblood of any company. We know there’s no dearth of sales KPIs for you to track. But, your sales growth is one metric you cannot miss out on. A sales growth rate that’s rising each year is a definite marker of success. Sales growth can also become... Read more »
  • Video9 Top HubSpot Competitors That Cost a Lot Less
    HubSpot can transform your inbound marketing. HubSpot can redefine your customer outreach and service. HubSpot can add smooth automation to all your sales, marketing, and customer service workflows. But HubSpot can also drain your marketing budget! via GIPHY What companies use HubSpot? Big names come to mind: Accenture, Trustpilot, Strava,... Read more »
  • Video9 Customer Management Strategies to Supercharge Customer Loyalty
    The age of the customer has changed the rules of business. Companies have now shifted their focus away from products & services and towards customer satisfaction and loyalty. According to Forbes, 90% of CEOs believe their customers have the greatest impact on their business.  The new customer-centric model has changed... Read more »


  • 8 Lead generation form examples & 6 tactics you won’t find anywhere!
    Marketing saw a drop in budget share last year from 11.0% to 6.4%. The post 8 Lead generation form examples & 6 tactics you won’t find anywhere! appeared first on Blog.... Read more »
  • Year in Review 2022: Leveling up UX & productivity, one update at a time! 
    It’s 2023, and Salesmate team is so excited!  But before that, we should pause, look back, and evaluate what we did last year.  For most of 2022, Salesmate improvements revolved around making user experiences better and taking your everyday productivity to the next level.  Let’s take a quick recap of... Read more »
  • Sales volume variance: Definition, formula, and factors influencing
    Did you know that 93% of sales professionals cannot forecast their revenue up to 5% even when two weeks are left in the quarter?  The post Sales volume variance: Definition, formula, and factors influencing appeared first on Blog.... Read more »
  • VideoWhat is sales collateral? 9 Kinds that’ll shower you with conversions
    Customers want to learn the ins and outs of the product/services, but practically, it is difficult for a salesperson to explain everything alone.  The post What is sales collateral? 9 Kinds that’ll shower you with conversions appeared first on Blog.... Read more »
  • [Infographic] The best day & time to make a sales call
    Checkout the detailed study conducted by Salesmate and find out the best day and time to make sales calls. The post [Infographic] The best day & time to make a sales call appeared first on Blog.... Read more »
  • 6 Best lead scoring software you must consider in 2023
    Lead scoring is a significant element in building MQLs.   The qualification process starts when marketing teams get a hold of prospect data.   Then the lead is qualified based on various grounds and conditions.   Once that’s done, it is finally passed on to the sales team to get conversations going.  Usually,... Read more »
  • 14 Best email automation tools to enhance your campaigns
    Creating and executing any kind of email campaign is a time-consuming task. On top of that, if you’re not utilizing email automation tools, then you might not get desired results. When it comes to email marketing, implementing automation has become a necessity. Email automation software can help you reach the... Read more »