Most small businesses use QuickBooks as their first CRM. Being able to access customer contact information from the accounting software is good enough when you are a startup. Why businesses need Quickbooks + CRM Just like spreadsheets, QuickBooks doesn’t actually do anything to help you make sales—it only helps you manage billing and accounting. A […]
We know you have been patiently waiting for this release. And we’ve been working hard for months to get this ready! We’ve finally released TeamWave’s iOS app so you can view deals, activities and contacts on your iPad or iPhone. You can find TeamWave’s iOS app here. And check our most demanding customer’s reaction when […]
Visitors to your website can engage with you in different ways: they may want to provide their contact information, request the scheduling of a demo/meeting or simply ask you pre-sales questions. How do you capture this data? How do you ensure that all visitor interactions are routed to the relevant person in your organisation? TeamWave’s […]
You can now segment your contacts, companies or deals based on specific characteristics. Custom filters allow you to quickly and easily see which contacts, companies, or deals meet the criteria you’ve set at any given time. For example, you may choose to create and save a filter based on the Contact owner property for each […]
As we enter this new year we are excited to announce new ways to organise your work, company, track your sales and be super productive with TeamWave. Goals: Track the performance of your Sales team All power to Sales Managers. Now you can assign organisation’s sales targets to your sales team and track them with Goals. […]
Marketing automation apps are crucial for small businesses as they help in automating marketing & sales related tasks. While traditionally sales team use CRM app to generate leads and track the progress in the sales funnel, the marketing activities required to convert them into customers has also become an integrated process. Automation apps help the […]
ProsperWorks CRM has been built to offer deep integration with Google’s G Suite and to make the service look and feel like a Google product. This essentially means that its users don’t feel like they are frequently switching context as they move between different applications. Although this is a popular CRM app, it forces businesses […]
Every business builds lists of contacts comprising of clients, vendors, partners and employees. One of the most effective ways of making the best out the relationship is email communication. Emails give us opportunity to forge deep connection by educating our audiences, conveying the value proposition and selling products/services that would meet the specific requirements. However, […]
Zoho is a collaboration and business productivity app provider with tools like project management, CRM, Accounting, etc. While it offers all the bells and whistles based on a complex pricing structure, it misses it’s mark when it comes to on small business and usability. TeamWave provides an out-of-the-box and simple solution to help small businesses manage and streamline everything in their […]
Every “services” business that is required to manage client projects, must have a holistic view of customer lifecycle. Important aspects include: tracking leads, managing sales activities, creating new projects and managing existing deliverables associated with clients. Traditionally, organisations have taken a siloed approach to business management. Applications are developed to handle only one function of the business. […]
