One of Teamwork CRM’s guiding principles is to allow our customers map Teamwork CRM to how they work, rather than having our customers change the way they work to accommodate Teamwork CRM. For that reason, we put significant emphasis on giving users the power to customize Teamwork CRM, whether it is their pipelines, stages, rotting periods, activity types, or, of course, custom fields.
A CRM is a CRM is a CRM…right? Wrong. With due apologies to Gertrude Stein and William Shakespeare, a Customer Relationship Management software bought from just about any vendor wouldn’t “smell as sweet.” At our just-concluded Refresh 2020 virtual global conference, we took great pains and absolute delight to explain why not.
Oftentimes, it starts like a dream—fleeting, chaotic, unsolicited, and without structure. The idea is a strange thing, isn’t it? The way it begins and evolves is like life itself—literally out of nowhere, and then, in a hard act to follow, it branches out and sprouts arms and legs, and lands firmly upon the ground of reason to sustain itself through the years.
We understand that when working with the CRM database, different departments or separate employees might need to see different fields in the CRM profiles. These profiles should be customized according to the needs of each department and type of work. For instance, contact center agents collect contact details to communicate with clients in future.
Over the past few months, the Teamwork CRM engineers have been dedicating most of their time to several significant features. Our new email integration that is currently in beta, our company and contact sync with Teamwork, and the introduction of notifications are just some of the features that you will soon be able to avail of! While those items have been our main focus, we have also released some really valuable features to Teamwork CRM. Here are three such items that we have recently added:.
Insurance and travel agencies can be called agencies in a similar way, but they have different requirements in how they deal with their customers or what their sale process is. So, when you build a CRM system for your company, you might have specific requirements in CRM funnels, pipelines or automation rules. You may need particular fields on the client’s profiles or steps in deals processing. Setting it up from scratch is a tedious task, especially if you deal with unknown software.
We are glad to inform you that now there are two total amount calculation modes in Bitrix24 CRM: manual and automatic modes. In the manual mode, you'll need to fill in the Amount and currency field in the deal form manually. You can add products to the deal as well. In the automatic mode, the system automatically calculates the total amount of the deal based on the selected product prices.
Want to know how you can track time in Salesforce? The Salesforce platform is a collection of productivity software that’ll help you automate various aspects of your business. From products aimed at sales, marketing, analytics and more, Salesforce has a solution for virtually everything. But how do you track the time your employees spend on any of those Salesforce solutions? Don’t worry. We’ll cover what Salesforce is and why you should set up a system for Salesforce time tracking.
It’s more important than ever that sales teams are working all the leads and opportunities they have in their pipelines. So naturally, it would be really helpful for sales teams to be able to easily identify any deals that have been sitting in the pipeline for an extended period of time, without any action being taken on them. Leaving those deals go unworked is like leaving money on the table.
