Your sales rep heads to a meeting only to realize that he has left his records book in the office. He meets the client clueless about the past interactions.

For employees who essentially work in the field - anytime anywhere accessible CRM software is a must have. Not only does it give the benefit of having access to data all-the-time but also keeps your rep prepared and effective 24X7. ConvergeHub is easy to use, easy to deploy, that works online on multiple devices, and adapts to your changing business needs. It makes things easier and simpler for employees by working seamlessly on any internet-enabled device.

If you are depending on manually created reports - think again. Employees find making reports boring and you cannot guarantee the facts accuracy too.

ConvergeHub offers pre-defined and customized reports options in sales, marketing, customer relationship management, and inventory management modules. Tracking the number of open opportunities or calculating the expected ROI generation - you can easily perform these through Tabular, Summary, or Matrix reports. You can schedule report generation and send it directly to the specified users. Plus, you can export report data to user-friendly PDF and CSV file formats.

Do you know doing data entry and other managerial tasks hampers the productivity of sales and marketing professionals? Is your sales and marketing team also doing this behind-the-scene work most of the time?

Utilize ConvergeHub salesforce automation and marketing automation modules to computerize necessary (but time-consuming) tasks. Example - assigning leads, sending messages and emails, importing/exporting leads and contacts, updating lists and so on. Not only will it help your team get freed up from extensive administrative tasks but also let them do what they are best at - hardcore selling and marketing.