How To Find The Ideal Prospects In Your Sales Pipeline

Although a healthy sales pipeline helps your team to meet its targets, but are you getting an insane number of customers into your sales pipeline due to the success of your team. Indeed, sales team requires healthy pipeline for its growth, but then again chasing anything that moves will surely cram your pipeline and make it fall sick. It has been often observed that having a large number of prospects those who do not fit your ideal customer profile prevents your team from reaching its optimal performance. Here are some of the most important facts about customers to help you find a healthier and more manageable pipeline.

Although a healthy sales pipeline helps your team to meet its targets, but are you getting an insane number of customers into your sales pipeline due to the success of your team.

Indeed, sales team requires healthy pipeline for its growth, but then again chasing anything that moves will surely cram your pipeline and make it fall sick. It has been often observed that having a large number of prospects those who do not fit your ideal customer profile prevents your team from reaching its optimal performance.

How To Find The Ideal Prospects In Your Sales Pipeline

Here are some of the most important facts about customers to help you find a healthier and more manageable pipeline.

  1. Your customers should be at the core of your sales related processes
  2. Not all customers are equal
  3. Contrary to popular belief, your customers are not always right
  4. There are always many wrong types of customers for your business model
  5. Only having more of the right type of customers makes your business profitable

Here is how these 5 points go together:

Primarily determine your ideal customer and then focus your company’s resources (time and talents) to nurture only those prospects who fit the profile.

This is what happens when you do that:

  • Your team has a greater likelihood to close more deals and so your conversion rates improve
  • Spending less time in closing deals leads to speeding up of sales velocity
  • You have lower customer attrition rate which decreases sales funnel leakage over time

Who are your ideal prospects?

People may want or need your product, but that does not make them your instant customers. There are many teenagers who may feel that they need to buy a Ferrari, but the Italian car making company largely ignores all these prospects in favor of a highly niche market they can do business with.  On the other side, there are also many individuals and organizations those who are unaware of your products and services but may eventually turn out to be your long-term customers.

This is true, that globally successful businesses rarely sell their products and services to everyone. As the small business mentor, Ray Silverstein rightly quoted while warning entrepreneurs:

The bigger your market, the greater the likelihood you’re wasting your time with undesirable prospects.

Hence, to run a successful business you need to find, nourish, and engage the ideal and best type of customers for your business, by which you can channelize your precious talents and time where they can generate the most value for your organization.

So how can you determine your ideal prospects?

For ConvergeHub’s sales and marketing team, the idea customer is “the person with whom you can find the best strategic alliance across the table”. They are the one with whom your product meets the customer’s needs and your team’s sales cycle synchronizes with the customer’s purchasing behaviors.

Hence, to find out your ideal customers it is best to use a CRM for examining the customer’s historical data and review the metrics, which answers several key questions such as:

  • What are the most common attributes of the types of customers who have the highest conversion rates?
  • Which types of customers deliver the deals with highest monetary value?
  • How long it takes an average customer to reach the final decision while purchasing your products and services.
  • How the customers who buy your products and service process purchase decisions?

A fit pipeline is better than a fat one

So to conclude unless you are very confident in your ability to find a prospect that fits your ideal customer profile, perform counterintuitive measures and trim your sales pipeline. Based on your sales cycle, clean your database of less than ideal prospects or maintain three kinds of the pipeline (hot, lukewarm and cold).
Therefore, depending on how you close your prospects you can find who fits your company’s ideal customer profile.

How Small Business Can Manage Their CRM Database

Customer related CRM database provides an insight on the customer behaviors not only to enterprise users of the system but also is a vital piece of information for users of CRM for small business. Rather to say, the database is the foundation on which the CRM software strategies work. As for all businesses, the customer-related information base is one of the most important characteristics that impart the customer-based tactics and strategies needed for optimal use of this system.

Customer related CRM database provides an insight on the customer behaviors not only to enterprise users of the system but also is a vital piece of information for users of CRM for small business. Rather to say, the database is the foundation on which the CRM software strategies work. As for all businesses, the customer-related information base is one of the most important characteristics that impart the customer-based tactics and strategies needed for optimal use of this system.

Hence, the database is one central prerequisite that supports all types of best CRM solution that are available, such as CRMs used for Strategic, Analytical, Operational or Collaborative purposes.

What is the meaning of Customer-Related Database?

Be it a Server based or Web CRM, for all kinds of infrastructures, the customer-related database is the collection of customer-related information, which focuses on current and future opportunities along with historic sales data of an organization.

The maintenance and updating of this database are done by a number of functional departments in an organization, such as sales, channel management, product management, customer support, accounts, and others.

Information those that are stored within the CRM database are customer information containing fields like:

  • Name
  • Address
  • Contact details
  • Contact preferences
  • Age
  • Marital status
  • Birthday
  • Anniversary
  • Professional and social status
  • Purchase history
  • Customer support information and others

For example, a sales manager who is using sales CRM can ideally record past transactions, opportunities, product preferences, customer support issues, accounts data and others vital information using a Customer Management System platform. Similarly, channel managers can record online retail information, details of business-owned retail outlets and product managers may document product preference, and product category explored, products within a specific price band sold and others.

Types of CRM Database

Irrespective of whether you are using a Server based or a Cloud CRM, based on respective purposes CRM database is classified into two types:

  • Operational Database
  • Analytical Database

This means operational data of a CRM resides in OLTP (Online Transaction Processing) database, while analytical data of the system resides in OLAP (Online Analytical Processing) database.

How Can You Develop and Maintain Customer-Related Database?

The database in a CRM is a storehouse of a collection of files (or tables), which contains a series of records (which are rows of the table) that in turn incorporates a number of fields (which are columns of the table). In each of these files information such as of customer, products, sales, and others are stored within the CRM system.

Here is a visual illustration of the steps that are followed for creating and maintaining a customer-related database:

All best CRM vendors suggest that this database always needs to remain up-to-date for maintaining the accuracy of the data.

Types of Customer Data

Be it a Sales CRM or a Customer Support CRM meant for an enterprise solution or a CRM for small business, there are principally 2 types of CRM data:

  • Primary
  • Secondary

This ‘primary’ data in a CRM is the data, which is collected initially for the first time, while the ‘secondary’ data is the information that has been collected previously.

The users of the CRM generally collect the primary data by conducting surveys, inviting customers to subscribe to newsletters, holding a skill competition or while registering their customer’s purchases and others.

All modern CRM software works on Relational Database architecture that is composed of tables that incorporate rows and columns. In this, the tables are connected to other tables with the help of a unique identification number, which is named as the ‘primary key’ and is stored in the ID field.

Database Management for CRM

Several database management systems are available in the market today. Some of the most popular DBMS are:

– Oracle

– Microsoft’s SQL Server

– DB2 from IBM and others.

These systems help to administer and update the CRM’s database.

Hardware Needed For CRM Database

The parameters of the hardware platform on which the CRM database will reside is chosen based on the following criteria:

  • The existing technology used in the business
  • The size of the database
  • The location of the users of the CRM

Data Attributes

The CRM data stored in the CRM’s database must comply with the following attributes:

  • It must be shareable (as several people may need to access it from different geographical locations)
  • It must pertain to a given purpose and so must be relevant
  • It should be accurate (For this data should be reviewed in a timely manner while acquiring and entering data into the system)

Data-Warehousing (DW)

All CRM database consists of Data-Warehouses, which are a huge collection of customer-related data, which are received from several sources. The Data-Warehouse repository can be as big as a few Terabytes.

There are a plethora of global businesses operating from several continents and countries that generate a gigantic volume of data. However, this data needs to be converted into useful information for subsequent operations and analysis.

A Data-Warehouse does this work by:

  • Transforming the data into a required format before loading it into the database
  • Organize the data chronologically and according to the subjects of the business
  • Standardizing the data into a single format which are coming from various sources
  • Conduct periodic updates of the data (This is not performed in real time)
  • Provide updated data for the purpose of data mining, analytics, and reporting

Data Access and Interrogation

CRM is a system that allows users to interact with the database.

This data access and interrogation are performed in the following 3 ways:

Data mining

In the context related to CRM database, data mining is the application of predictive analytics that supports sales, marketing, and services. It finds an association among different datasets and classifies the customers according to their business value to answer the following questions:

  • Which customer your business should target?
  • What is the cost of your customer acquisition?
  • Which customers are buying and not buying your products?
  • Why some of your customers are becoming defaulters regularly?
  • Who are your low, medium, and high margin customers?
  • How can you segment your business market?

For organizations that use CRM for small business and even for large enterprises data mining is an excellent tool that can provide relevant data to the marketing and sales team of a company for marketers’ analysis, which is required for generating sales volume, and subsequently increase ROI.

Database Queries

The queries are tools that help you to access and modify your CRM’s database. SQL (Structural Query Language) is used as a standard language for relational database management system. These SQL queries come in the form of statements such as:

  • SELECT
  • ADD
  • DELETE
  • UPDATE
  • DROP, etc.

Reports

All Customer Relationship Management applications generate reports on a regular periodic manner for analyzing the quality and traits of performance, sales, and many other related activities. The management of an organization, for performance assessment, mostly accesses these CRM generated reports.

OLAP (Online Transaction Processing) technology used by CRM is capable of depicting data at the lowest levels that of a sales rep or of a complete region, which aids in assessing the performance of the champions and question the underperformers in a company.

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What is the position of the CRM system in respect to its Database?

While analytical CRM does work most strongly with the customer’s database, the strategic CRM do work furthermost from the system’s database.

Here is a visual illustration to elaborate the statement:

If you have found this article useful in understanding the CRM database structure, which works for your CRM for small business as well as for large enterprises, we would be happy to know of your comments below.

Does Investing In CRM Lead To Betterment In Permission-Based Marketing In 2017

It has been recently observed that although ad growth in slowing down, investments in CRM are growing. This makes total sense as it points to further growth in permission-based marketing channels such as email marketing.

In a report published by eMarketer after conducting several outside studies indicates that companies of all kinds, particularly SMBs are nowadays spending more on CRM technology- because CRM improves sales and customer service.

Also in a study done by Duke University, located in Durham, North Carolina, it has been noted that spending on CRM systems is outpacing brand spending over the last two years, since 2014.

More to say, eMarketer matching Duke’s findings did a research from Gartner, which showed that among SBM professions in the creative industries (Advertising and marketing, IT, Software and computer services, Publishing, Film, TV, Video, Radio, Photography etc.), sale of CRM has increased between 10 to 49 percent.

This is why it has happened:

Adv Spend Uncertainty

Let us put in the context of the ongoing worries advertisers are having about fraudulent ad viewability. In a recent conversation with Omnicom’s CEO John Wren with Gartner’s representatives, he stated that in a most recent investor conference, he has noted a slowdown in the growth of client’s digital spending, as he feels that clients are tapping their brakes because of the lack of clarity about these issues.

Media Life echoed this same concern after they observed in an independent survey that 96% of the surveyed professionals at digital publishers said that viewability is the most pressing problem, while an equal number was worried about advertisement campaign’s attributions and measurements.

CRM As an Antidote To Adv Waste

In our view, the solution to this industry woe is to double-down on permission-based marketing. According to Terence Kawaja, the founder, and CEO of Luma Partners, connecting CRM data management platforms let marketing professionals merge first, second and third party data to reach customers on a closer one-to-one basis.

Hence, used skillfully, CRM systems and email communication can create a virtuous cycle.

Finding the consumer’s email address is generally the very first step in permission-based marketing, while the email itself becomes the foundation of that CRM profile.

Now, once the relationship with the consumer has begun, email becomes an outstanding channel for availing more relevant information about the person. These emails can include multiple-choice questions, surveys, and other brand marketing strategies that can be used for further promotions, via email and other channels. CRM can also provide purchase history of the customers, which also helps in establishing a stronger relationship with the buyers at large.

From the other end, once all the information of the customer is appended into the CRM system and the system is filled with people-based prospective profiles, powerful emails can be designed that comprises of dynamic content, which is personalized to the likes of the recipient. The greater the CRM system is made knowledgeable about an individual with information like location, product and information preference, ideal time of the day to receive offers, the more the email can deliver the best mix of offer and information to the customer.

However, marketers can avail these benefits only if they have a robust technology for both CRM and email, which is found in converged CRMs like ConvergeHub.

This is why the increase in investment in CRM platform is healthy, which will make email marketing better and help provide a single view of customers across channels, which remained unexplored hither before.

References:

Bush A., , Bush V., , & Harris S. (1998). Advertiser perceptions of the internet as a marketing communications tool. Journal of Advertising Research

Karson E. J., , McCloy S. D., , & Bonner P. G. (2006). An examination of consumers’ attitudes and beliefs towards web site advertising. Journal of Current Issues and Research in Advertising,

MacPherson K. (2001). Permission-based E-mail marketing that works.

Watch Out For These 4 Deadly Signs- Which Can Make Your CRM Fail

If your CRM software is on the brink of failure, instead of blaming on the system, have you thought what signs you would look for? How can you save it from a point of no return? Fortunate here is help so that you do not have to experience your CRM falling over the edge. Here are some early warning signs that indicate all is not well in your CRM-land, and some advices for addressing them.

If your CRM software is on the brink of failure, instead of blaming on the system, have you thought what signs you would look for?
How can you save it from a point of no return? There are many sales and customer service managers, who simply do not initially realize that their CRM is failing them until they understand that when it is already too late. Further, standing on the edge of a disaster it also really becomes hard to accept that you need a new system when most of your employees are already so deep-rooted using the existing CRM platform.
Fortunate here is help so that you do not have to experience your CRM falling over the edge.

Here are some early warning signs that indicate all is not well in your CRM-land, and some advice for addressing them.

1. WARNING: Your CRM only works in silos

It really becomes hard for any business establishment to work in tandem when each department (e.g. marketing, sales, accounts etc.) is seeing something different. Therefore, the right CRM is a Customer Relationship Management software that provides a holistic view of each contact in your database, so that all the departments in your company can glean the relevant information to send a unified and cohesive message to the customers.
The same applies also to functional areas. For an example, let us discuss customer support. If a customer calls with an issue and you are capable of solving the problem over the phone- that is good. But, what happens, if the same customer calls and then wants the answer by SMS or email, which you cannot since your CRM does not have the desired functionality- that is not so good.
So CRMs which are most effective should be capable of handling customer support via all communication channels that your customer may use.
Good CRMs are the ones, which cater to your customers rather than forcing your customers to alter their communication style to adhere to your system.

The Solution:

Try to configure your current CRM to show information that is more pertinent to various users in your organization. Find out from your CRM manufacturer if there are any reports or metrics that you have not used so far, that can bring real value to your business. However, if you find that you do not have the liberty to customize what information appears to whom, it is unfortunate that you might have to look beyond your current CRM software. In this case, consider integrating necessary applications that work with your existing CRM or buy an entirely new system, depending on what other functionalities your present CRM offers.

Watch Out For These 4 Deadly Signs- Which Can Make Your CRM Fail

2. WARNING: Your CRM “supports” vague processes

Even the best-stocked toolbox is of little help if you are not aware of what you are trying to fix. The same thing is true even with CRM. If you have purchased your CRM even before establishing a process to nurture your leads to sales, CRM can be of no help to your organization. So, if you are unable to name the specific steps in your sales cycle, then it is for certain that you are just not taking full advantage of your existing CRM’s capabilities.

The Solution:

Break out the process flow and clearly identify how you will communicate with your prospects. Right from their exposure into your organization until the point they become your loyal customers determine how the process can be improved and figure out how CRM can help in enhancing the efficiency and quality of your services.
For an example, brainstorm what are the steps that are involved in nurturing your leads by email. Find out how many emails you will send to your leads and what will you reply to their emails. Once these are ready, create a defined email process that can be now facilitated through the functionalities of your CRM. For an idea, you can now auto-assign tasks to your sales team, when a lead is ready to receive the next email in the series, or you can also use automated email functionality from your CRM if your Customer Relationship Management platform provides integration with an email marketing solution.

3. WARNING: You have “users” who don’t (or won’t) use your CRM

If your CRM goes unused, then most certainly it is of no help to anyone. Rather implementing CRM in such an organization is a sheer waste of both time and money.
Here are a few likely reasons why your users may reject using the CRM:
– Users feel it is a monitoring mechanism, a tool that has been imposed by the management against their will.
– The user believes that using CRM complicates their job.
– The functionalities of the CRM are not relevant to the process.
– There are other important information and data which exists outside the CRM and not within, which makes the users look into other resources, which kills time.

The Solution:

If the CRM that you have purchased for good is so unpopular, talk with the non-users of the CRM and hear the reasons behind their dissatisfaction. Find out what makes them feel frustrated. Learn about what exactly they wished the software would do. These answers may help you to decide what you need to re-configure and re-introduce in your current CRM system that can make it work for all.
To do this you can choose an advocate from each department in your organization and consult with them what tasks would be best to automate with your redesigned new CRM. Allow these individuals to encourage their colleagues to use the re-configured system and establish best practices for the future CRM users in your company.

4. WARNING: You are unaware of what success looks like

You do not have to be a genius to understand this simple fact that you just cannot accomplish your goals- if you do not have any.
Many CRM users make the dire mistake of implementing CRM without even deciding what they want to achieve out of it.

The Solution:

Ask yourself and find out your ultimate wants. Deduce what kind of impact you want to achieve by implementing CRM in areas such as lead generation, lead readiness, closing rates, customer satisfaction, customer loyalty and retention, customer feedback and others in your company.
Once you have your end goals defined in a measurable, quantifiable and achievable term, you can always go ahead, purchase a CRM and track your progress towards achieving them.
Also, let your teams know about your company’s goals and show them how using CRM will help in achieving faster and stellar growth in your businesses.

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If you find this article helpful in avoiding CRM related damages in your company, write back in the box below. We will be happy to know about your experiences.

5 Proven Practices for Building Client Relationship with CRM

The success factor of any good B2B (Business-to-Business) company depends largely on strong client relationship, which is especially applicable for small companies and organizations in its early stage. Here are lists of points, what we believe it takes companies to transform them from a vendor consideration set to trusted partners of an organization.

The success factor of any good B2B (Business-to-Business) company depends largely on strong client relationship, which is especially applicable for small companies and organizations in its early stage. Exceptional client service marks the core value of any business, whereby the organization aims to become a trusted partner of the customer, rather than viewing them as a vendor for their buyers.

Client relationship helps to differentiate companies from their competition by building strong relationships, whereby the level of service is one of the primary reasons customers prefer working with these organizations.

Here are lists of points, what we believe it takes companies to transform them from a vendor consideration set to trusted partners of an organization:

1. Be patient while building relationships

Whether you are using a CRM or using other means to develop a relationship with your clients, building relationships take time. Do not indulge in insincere schmoozing, as it can sidestep your objectives. Rather, take the time to understand your client, and in the process share a little bit of yourself. It is always important to remember that what you serve to your client, your work, is paramount in building a relationship. For at the end, no amount of personal connections can substitute for a great work.

2. Get to know your client’s industry and company

Always keep yourself updated with information about your client’s company as well as news and reports of their industry. You do not always have to be an expert, but knowing your client’s business will not only help you to speak the same language as your client but also understand the factors what are keeping them up at night. Knowing your clients better will help you to cater your interactions and offerings accordingly.

3. Go the extra mile

As you are growing your business and your client relationship, many times you will reach crossroads when you will have to make a decision on when to expand or adjust your core offerings to cater to the need of a specific client. The advantages of offering customized solutions to your clients are mainly two-fold:

  • Clients remember and always appreciate when you came through for helping them
  • It can open up additional avenues for new product offerings that you have never thought of, leading to increase of your revenue

However, it is best to remember over here, if you are making a noteworthy departure from your primary offerings always see that you are sufficiently compensated for rendering your services.

4. Treat every client as your most significant one

This is no brainer that happy clients are more likely to provide you with referrals. Provide all your clients with your best services regardless whether they are a small business or a Fortune 500 company. You can never identify whom your clients know or whom they can refer you. We have observed it on several occasions, when clients switch jobs, be it within the organization or to a new company if you have nurtured a good relationship with your client they often recommend your products or services to their new teams.

Also, remember that today’s small companies could be the big companies of tomorrow and it feels amazingly fulfilling to be trusted partner fueling your client’s growth.

5. Be more than just an email address

Despite the prevalence of using email communication for maintaining client relationship while using a CRM, email communications can be misconstrued, during taxing and stressful situations, especially when the recipient and the sender do not know each other well.  Hence, consider calling up your clients over a phone call, Skype or meet them in person to put a face to your name. Calling up your client for informing a good news, is a great way to build a better relationship.

Summarize your next steps

No matter how unimportant or quick a client meeting seems, always recapitulate the conversations with next steps. You may think that you will remember all the details (maybe you certainly will), but your client may not. Using a CRM platform helps a lot in keeping recorded history of your past conversations with your clients so that you are always aligned with them on the same page. This prevents a lot of confusion down the road while building a great client relationship.

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Now that you have learned how you can build a wonderful client relationship with your CRM if you have anything to share from your own experiences, write to us in the box below.

10 Tips to Make Use of Influencer Outreach to Perk up Brand Visibility

Influencer outreach is definitely considered as a dominant asset when it comes to improving your brand’s visibility. Using content marketing strategy to scale up brand visibility is nothing new since you must have already used blogs and social media platforms to improve your brand’s outreach in the market. In a data compiled by B2C (Business 2 Community) research, it has been found that more than 93 percent of marketers use content marketing strategy for their business growth.

Influencer outreach is definitely considered as a dominant asset when it comes to improving your brand’s visibility.

Using content marketing strategy to scale up brand visibility is nothing new since you must have already used blogs and social media platforms to improve your brand’s outreach in the market.

In a data compiled by B2C (Business 2 Community) research, it has been found that more than 93 percent of marketers use content marketing strategy for their business growth.

However, adding an influencer to your existing marketing strategy will furthermore maximize your brand’s visibility, as it has been found that “It is the fastest-growing online customer acquisition channel, beating organic search, paid search, and email marketing.”

However, for SMBs managing and executing plans to use the influencers properly often becomes a difficult job, as small and midsize organizations need to handle and manage many activities- so using a trusted CRM Software, makes your work easy and hassle free.

This same study also suggested that 59 percent of marketers would increase their budgets in 2017 for adding more influencer marketers, which can increase the conversion rate by 3 to 10 times, by enhancing brand visibility.

Influencers are indeed marketing assets for brand awareness strategies you cannot ignore. The influencer’s public relations make their followers hang on their every single word and so their recommendations can serve to boost ranking, bring high-value inbound links, and accelerate growth.

Here are some tips as to how you can use influencer outreach for amplifying your brand’s presence:

1. Increase Marketing Efforts with Influencer Outreach

According to Jayson DeMers of Forbes magazine, higher authority links helps in enhancing your marketing efforts that help in boosting your search engine ranking and increase monetization.

Moreover, authoritative inbound links also aid in keeping your contents safe from real-time Google Penguin penalties.

It has been found that valuable influencer outreach assets can also be used for enhancing organic brand visibility using several engagements such as:

  • Develop influencer based survey plans to gain customer opinions for building new ideas
  • Gain feedbacks that help to maximize future outreach efforts
  • Making key influencers a member of your board or your marketing team to cultivate long-term business relationships

2. Let Your Influencer Tell Your Story

Do not let your influencer outreach strategy become spammy. You may lose potentially loyal customers if your influencer simply regurgitates content for the sake of analytics.

So look out and focus on these key aspects before beginning your influencer outreach initiatives:

  • Power of your influencer outreach over endorsements
  • Your brand’s reach versus brand engagement
  • Need for your brand’s story to be told through quality content

In other words, when you are deciding whether collaborating with an influencer will bring your results, consider the benefits of reach versus engagements for your brand while planning your social media brand awareness campaigns.

3. Invest In the Right Influencer Personas

For brand visibility and brand awareness, investing a sizable amount of time and identifying the right influencers is as important, as it is for identifying your buyer personas.

To improve brand visibility among the right audience, never select influencers based on their followers. Always collaborate with someone who matches your brand’s personality.

For an example, if you are launching an innovative kitchen product or service, your influencer should be in the realm of health and nutrition and not from technology. This helps to improve customer relations and thereby ensures maximum return on your marketing efforts.

4. Never Underestimate the Strength of Micro-Influencers

A powerful question was posed on Marketing in Forbes:

“Is it better to find an influencer who can connect the brand to 20 or 30 really meaningful decision makers, or are 10,000 page views more important even if the vast majorities aren’t really potential buyers?”

To answer the question it is advised that when developing strategic brand management policy never overlook micro-influencers.

According to Entrepreneur, although micro-influencers may not have a high volume, their engagement rates have more leverage to improve brand visibility due to the meaningful relationship that they tend to develop with their followers.

You can find micro-influencers by doing research across all social media channels and peer networks where the use of business management tools is very important. We have seen these influencers to use CRM for their own purpose as well and suggest the same to many other business owners who have benefitted from the implementation of CRM or shift from old legacy tools to latest CRM converged platforms.

5. Find the “Outreach” of Influencer Outreach

Although approaching the influencers with their best interest in your mind, is certainly the best approach, but never begins your relationship with your influencer with an attitude of “What can I do for you?”

This will only help your influencers to reach their goal first, and make them leave behind their objective of gaining access to their followers.

Primarily, approach your influencers with social media touch points by liking, commenting and re-tweeting their contents.

It is only after you have formed a solid ground, craft a meaningful pitch that is individualized to approach the influencers of your liking.

When you interact for the first time with your influencer, taking a note of these points will help in stabilizing the relationship:

  • Keep it short: Since influencers may not have time to go through lengthy notes, do not write long influencer outreach pitch.
  • Be a pro: Convey professionalism and be authoritative.
  • Be transparent: Think long term and remain transparent about what you want and will give in return to your influencer.
  • Be personal: Your pitch must have a unique element for each influencer. Never approach your influencer through generic emails.

6. Develop Industry Focused Content

According to Marketergizmo, influencers need your content to be of value to their audience. So in order to improve brand visibility through influencer outreach, you need to showcase your content to get your foot in the door.

Think about these tips before developing industry focused contents:

  • What will my influencer gain from this?
  • Will my content offer solutions to my influencer’s followers?
  • How will everyone benefit from this content?

7. Turn your influencers into Brand Ambassadors

According to Bill Sussman of Entrepreneur “Brand ambassadors are influencers hired by brands for long-term relationships. They differ from influencers, who might be used only for a short-term campaign.”

So if your influencers have become an essential part of your brand awareness and marketing strategy, turn them into long-term brand ambassadors.

This can be done by scheduling time with your influencers and engaging them across several social media channels. Cultivate a relationship with your influencers in a meaningful way, by interacting with them across several touch points.

8. Build Upon Public Relations

According to Small Business Trends, “When people are looking for specific advice, they usually turn to Google, which, in turn, surfaces posts that are oftentimes written by these influencers who have a hyper-awareness of their specific niche topic.”

With the growth of the platforms such as Quora and Medium influencer’s play a big role in taking any product to the masses with huge fan following and reader base.

So, influencers are key content experts in their respective fields who you can use for showcasing your white papers, eBooks, and blogs. Influencers help you to boost the quality of your contents for their own growth, which in turn improves your brand visibility by escalating your PR effectiveness and at the same time reduce your PR agency costs.

9. Influencer Outreach helps in Expanding Recruiting Efforts

The talent pool of any industry is always filled with skilled and high-value candidates. So when job seekers look for their next big career change they do online research and are often attracted to companies that provide the best influencer content.

In this case, while the influencers gain exposure, candidates gain valuable career advice from the influencers, which make influencer outreach as a recruiting tool and undeniable win-win platform for filling your team with the brightest professionals in your industry.

10. Repurpose Contents While Improving Customer Relationships

According to Search Engine Watch, create a strong FAQ page and once the page is in place, you can repurpose the same contents again using influencer outreach. It is so because, if your influencers answer the questions of your customers, it adds perspective and authority to your existing contents.

It has also been found that once you find yourself answering the same recurrent questions repeatedly, many times these type of information turns into good blogs.

Takeaway

So for maximizing nearly every aspect of your content marketing strategy, influencer outreach is indeed a powerful tool that can help you to maximize your brand’s performance in quite a few different ways.

If you find this article helpful for identifying the right opportunity with the help influencer outreach in your businesses, we would be glad to hear from you in the comment box below.

Predictive dialer crm with Cherry Picker Feature from best CRM

Predictive dialers are great tools, the next step in the evolution of contact/call center tools. But not all predictive dialers are created equal just like not all of your contacts have the same priority for your company.

Predictive dialer crm with Cherry Picker Feature from best CRM for SMB is revolutionising the industry. Predictive dialers are great tools, the next step in the evolution of contact/call center tools.

But not all predictive dialers are created equal just like not all of your contacts have the same priority for your company.

Smart prioritization means combining the best of machine and human intelligence to improve the waiting experience of your contacts.

One of such tools is what we call the CherryPicker: a call extractor with human intuition.

If all agents are attending calls, a call extractor or queue can help agents prioritize which calls to take next based on different criteria and aided by statistics by showing calls in queue and answer priority clients with just one click.

Imagine you have a busy call center, where hundreds or thousands of calls are answered every day, but you are waiting for the call of those few clients who are crucial to you.

Having a CherryPicker feature will ensure every single one of those very important calls are given the priority they deserve, and you won’t have to wait for a return call or follow up.

It ensures you get the right calls whenever they happen instead of being based on your call center’s availability.

If this is not enough, here are the main reasons why your predictive dialer should have a CherryPicker feature:

1) Contact Value prioritization

Clients from important accounts to the company can be flagged and taken from the call extractor by agents, no matter who called first.

In such cases, the agent can take a look at the caller profile to assess its priority quickly.

2) Answering callers further in the sales funnel

Giving precedence to callers in a more advanced stage of the sales funnel or leads from accounts with high revenue potential.

We don’t want to keep them waiting, and that’s why agents can pick these calls out of the queue and answer them based on their prioritization.

3) Contacts with previous issues or open cases can get attention quickly

Smart predictive dialers recognize numbers from callers following specific rules (a hot lead, a client with an open case, etc.) and route this calls in the same way they were routed the last time, after getting to this pool and while using the CherryPicker, agents can quickly check if the contacts in the queue have had recent issues or open cases (for support, complaints, etc.).

In such situations, the agent can use their discretion to extract a waiting call and attend it immediately. Providing quick services in this cases can save a relationship.

4) Improve caller satisfaction

By improving the waiting experience of high priority clients, the overall caller satisfaction of your contact center improves since high-value customers have an added weight when it comes to service measuring.

A smart call extractor feature (like iNexus’ CherryPicker) is definitely one of the features you should look for when considering a predictive dialer for your contact center.

Desperate Moves Ruin Sales show how a CRM Can Help

Once you are reading this article, we can very sure you must have seen sales scripts before. These are the Scripts which educates and show us exactly what to say to get a prospect’s business, in the shortest span of time.

Business Worries, learn How CRM can help in sales? Moves Ruin Sales show how a CRM Can Help, With ConvergeHub we are trying to prove the same. As you are reading this article, we can assume that you have seen sales scripts before. Sales scripts are wordage, which educates and show us exactly what to say to get a prospect’s business, in the shortest span of time.

But often what you should not say is also just as important, as to what you should.

There are hundreds of words, phrases and expression that sales people unconsciously use that are not only ineffective, but can also turn off the customer, right at the onset of the call.

Although, different industries have their own set of rules as to what is acceptable and what is not.

How to measure Sales and Marketing KPIs in CRM

But still then, saying any of these 8 following phrases is most likely to hurt you when it comes to sales:

1. “Do you have 90 seconds?

By saying these words in the beginning of a conversation, you might be trying to illustrate that you won’t take much of your customer’s time. Still, whenever you say this, always remember, you are starting your conversation with a lie. So, never try to makefalse promises right at the beginning of your call that you are going to break.

2. “I am going to be absolutely honest with you.

Many sales people are in the habit of saying this clichéd line, because they often believe it to be an effective selling technique. But from the customer’s point of view, you words may not be too comforting, as the customer may think –‘if you are going to be honest now, does it signify that you have not been honest before.

3. “I really need this deal.

This is one of the wildest statements that sales people most often make while trying to close their deals. Never talk to your customer about your personal plights. It just makes you look pathetically desperate. Ask yourself, why should your customer care about what you are offering, when sales is all about solving your customer’s problems and not your own.

4. “Usually I don’t do this for anyone, but let me see….

Although far too many salespeople think that it is one of the most effective way to close their deals- but it is not. The problem with statements like this is that most of the people can see right through these words. So it hardly works out.

5. “Harry, let’s take a look at this one. Does this sound good Harry?

Nothing can be more infuriating than to listen to an unknown salesperson who keeps repeating your name over and over in an attempt to build a misguided rapport. It is always good if you took the time to remember your customer’s name, but better stay cautious before you repeat it too often. So know when and where to stop.

6. “I am just touching base.

Just retire immediately if you have been using this phrase while making your sales calls. This phrase often obscures the real purpose of your call. So don’t say you are ‘just touching base’ as it makes you sound that you are making the call because it’s merely an obligation.

7. “My competitor’s products are awful…

Badmouthing your competitor is one of the sure shot ways to turn off your customer. Of course, you must remain extra-vigilant while praising your competitors. But praising your competitor in a subtle manner, before pointing out the value difference between your and their products is always the best way to go, if you want to win over your prospect with a smile.

8. “Would you like some time to think over it…

Telling this to a customer is practically saying in other words ‘Why don’t you get back, whenever you feel like’. So, using this sentence in a sales call often makes the sales person give the prospect a way to quickly end the conversation, by giving the would be customer time to think about buying your product or services on their own.

In a shocking study shared by Herb Greenberg,the Founder and CEO of Caliper Corp, who wrote in his book “How to Hire and Develop Your Next Top Performer” along with Harold Weinstein and Patrick Sweeney, comparing results from thousands of assessments, that:

55 percent of the people earning their living in sales should be doing something else.”

Here are some of the few other bad habits that in reality repel instead of selling to your potential customers:

Begging For a Meeting

While eagerness has been always healthy- desperation is not.

Pushing a prospect to meet is rather awkward, especially when the prospect has already expressed no interest in the sale.

Rather, it is better to ask your prospects“Do you not see enough value in for you to schedule with me another call?” However, if their answer is still negative, thank your prospects for their time and move forward with other promising opportunities in your call list.

Reaching The Solution Too Fast

In an ideal sales scenario, the potential buyers discover how your product or service is the best solution for solving their issues. So try to learn about your potential customer’s pain points and resist the urge to blurt out ‘we can solve that for you’, too early on the call.

Giving Ultimatums

Threats are no way to nurture business relationships. Although many sales reps weave words like ‘I’ll keep on calling you unless you are ready with an answer’ or ‘I will lose my job, if I don’t get this deal’, but these words often put the potential buyers in a really uncomfortable zone.

Always remember, a sales speech which accompanies the voice of frustration and fear is never the best way to make a customer feel good about your company.

Speaking With a Shaky Voice

If you are feeling nervous or chocked-up, your voice just won’t hide. So never let desperation creep into your vocal cord. Always take a deep breath and picture the confidence that you want to share with your prospect before picking up your phone.

Not Taking the Hint

It is true every time, that some sales processes simply don’t go anywhere.

Many prospects delete your emails and neglect your calls, without responding even for a single time.

So sending a dozen of emails or leaving ten different voicemail messages, especially if the potential customer has never responded to your first message, often comes off as a sign of desperation, which affects the future buying decision of the prospect in an unhelpful, negative way.

According to Sales Pipeline Management, any comprehensive sales process has steps which are required to be followed for how often and when one should ideally reach out to a potential customer, before deciding that they are no longer a fit as a prospect in the sales funnel.

Use CRM to take your sales to the next level. CRM is one modern day business tool, that not only keeps your sales process in mind, but it is also capable of incorporating these steps into your selling system, so that your sales team is capable of reaching out at strategic points of the sales process, helping reps to know when and how to knock on their prospects in time.

Do you know about any other bad habits that make sales reps look desperate?

If you do- share with us your story below.

Try ConvergeHub for FREE

Not an existing ConvergeHub User?

Be one of the many thousands of businesses using ConvergeHub to manage their entire operations. Easy and effective – the best part is you get started with it in minutes.

Learn about ConvergeHub CRM through the following ways:

Thank You!

P.S. Twitter is a great place to reach us.

https://twitter.com/convergehub

Looking forward to see you also there.

Learn how you can build trust and acceptance on the first meet with your potential client. With these three lessons in sales you can turn the prospect into a client.

What Account Managers Are Doing Wrong and How To Fix

We all know how hard it is to find customers. Converting leads and prospects often takes more than a few days or even months. So keeping hold on the existing customers is one most important objective that we all dream of, for keeping our businesses running hale and hearty over time

underperforming sales team, innovate and learn What Account Managers Are Doing Wrong and How To Fix it. When we have a difficult situation in any organization. We all know how hard it is to find customers. Converting leads and prospects often takes more than a few days or even months.

So keeping hold on the existing customers is one most important objective that we all dream of, for keeping our businesses running hale and hearty over time.

But, keeping all your customers happy is not also an easy task. So, when customers are unhappy, it usually has more to do with your sales team and your account manager’s communication and relationship than anything to do with the actual work.

Some minor missteps may always be an excuse that could have blown up a relationship with your customer. But more often than not- it’s just an excuse and not the main cause.

Things Your Account Managers Are Doing Wrong and How To Fix Them

According to some of the famous online influencers in sales and marketing, it has been noted that over 95% of the time, when accounts go sour, there is always an account manager in the process, who is guilty of at least more than one of these traits:

Over-pleasing the Customer

Agency people are often blamed for being people pleasers. There are even many who may care more for their customers than they do think about making profits for their agency.

This is exactly where the trouble begins.

When being admired is the goal, your account manager can be involved doing work for free.

The customer puts in a new deadline, and your account manager can be eager to make everyone in his team to work overtime to fulfill the customer’s goal.

In other words, the customer drops the ball and your manager picks it up.

However, in most of the cases, these extra work never gets translated into extra billing.

So if you find that your billable ratio and top line sales are plummeting down because some account manager is paying more attention to a certain customer, put an instant check on it, as this can be one major reason for less business development in your agency.

Worse than this, under these circumstances, customers often feel that your work is worth less than you are charging, for else why would you do so much for no additional cost?

Now, if this said account manager leaves or is re-assigned, the customer will surely complain that your fees are too high or your services has slipped- spelling serious trouble in maintaining business and customer relationship.

Just Unable to Say No

A close cousin to the people pleasing account managers are managers who just cannot say “NO”.

Although the manager may swear to you that he did. But you may not get a knowledge of this problem till the time you are performing a retainer review, when you will find that all projects for a customer have gone over budget and so you are loosing on your profits on this retainer.

You can also most often find that under this circumstance the scope of work has changed, with no revision in the order and budget.

So, when account managers get too close to the customer’s team, loyalties often gets confused and the motivation to keep the customer happy can over-ride your profits.

When account managers make this type of mistake, organizations go through challenging times to stop it and there is also a 50-50 chance that you will most often lose the customer when your manager do so.

Not Being Truthful

Well, over here we are not talking about outrageous lies or fraud, we are talking about situations when you bite your tongue, because you are not ready to handle the fallout, if you tell your client the whole truth.

Mostly in these cases account managers tries to put on a marketing band-aid while addressing such problems, which makes the customer feel disappointed when the campaign rolls out.

So in fear offending the customer, never allow your account manager to make short term peace, which can add some bad name to your business portfolio that you will not be proud of.

Encourage your account managers to make hard calls- a good customer will always respect you for that.

Using Overtly Effusive Communication

It is always nice to tell your customers how much you love their business or what you have done for them to develop a strong relationship, but effusive compliments made by account managers on mediocre results often leads to disastrous consequences.

For an example, when account managers who counts on personal charisma to wow their customers fails to deliver results and have to leave the company, clients often feel that they are duped and then feel angry.

In this circumstance the client easily perceives that the account manager’s enthusiasm and compliments were insincere. So do not entertain account managers who use effusive communication with the customers unless they have proved their worth in the company.

Taking Sides

There is always a difference between throwing your team under the bus and accepting responsibility for your agency’s errors.

Account managers who always blame and shame their team mates often compromises the trust of their team.

Customer relationships are also often doomed when account managers undermines their colleagues. This happens because, when customers become aware of the manager’s bullying tactics, they create mountains out of molehills by demanding billing concessions and extra work.

Stay on Equal Footing

Last but not the least, never allow your account manager to confuse a customer’s feedback with your company’s intrinsic values and abilities.

Educate your account managers that best campaigns come about when both the agency and the customer see each other in equal terms. Never allow your account managers to put the agency in a subservient role.

Conclusion

Now that you know about the habits of a toxic account manager- Put a red alert to make your managers stay out of these practices. Since if your manager is up to any of these you can be sure that your next account is doomed as well.

Things Your Account Managers Are Doing Wrong and How To Fix Them

 

Not an existing ConvergeHub User?

Sign up for ConvergeHub CRM now.

Be one of the many thousands of businesses using ConvergeHub to manage their entire operations. Easy and effective – the best part is you get started with it in minutes.

 

Learn about ConvergeHub CRM through the following ways:

 

Thank You!

P.S. Twitter is a great place to reach us.

https://twitter.com/convergehub

Looking forward to see you there also.

 

 

How to Increase Sales with Email Marketing

Email marketing is one of the most useful ways to spread the word about your product and services and build up your brand. Furthermore, if it is done properly, it helps in increasing sales and bringing more businesses.

How to Increase Sales with Email Marketing, A lesson and plan needs greater insight to be benefitted. Whether you’re trying to sell information, services or physical products, email marketing can bring incredible results.

Email marketing is one of the most useful ways to spread the word about your product and services and build up your brand.

Besides, if it is done properly, it helps in increasing sales and bringing more businesses.

You will be surprised to know that according to a market survey report:

 

“Black Friday email marketing services are considered as one of the major lead magnets and drivers of sales, which contributes to more than 25.1% to the bottom line of businesses- on that day alone.”

 

So you see, email marketing really does make sense.

This is because, an email that you send to a list which you have built, allows you to communicate directly with people who have requested information about your product and services.

However, if you have been running an email campaign that is not showing any results, or is not as desirable as you thought it would be, try improving on the points listed below.

Here are a few golden tips on how you can increase your sales by fixing some common email marketing loopholes that you might have overlooked:

Write an Appealing Subject Line

The subject line is always the first thing that your email marketing recipients will see, so it must be done in a right way. To stand out among all other emails that your recipient has received in the inbox, an email with a well-written, enticing and intriguing subject line most often compels the recipient to explore the email further. As per statistics:

 

“67% of marketers say that delivering highly relevant content with a click-bait subject line is a strategic goal their organization wants to achieve through email marketing.”

MarketingSherpa, Email Benchmark Survey, 2013

 

Always, take your time to think and find out the right subject line that will tempt the recipient to open your email. The best way to do so is to think of what would have enticed you, or has appealed to you personally, to open an email and buy from a company.

So, while writing the subject line of your email, avoid using words that trigger the recipient’s spam filter like, “Help”, “Free”, “Percent Off” and others.

Include A Clear and Simple Call-To-Action

Writing down a clear call-to-action, could make all the difference between a successful and an unproductive email campaign. Never try to confuse or overwhelm your email recipients.

Always be focused on one and only one specific call-to-action. Also, be sure that your call-to-action content should be highlighted prominently on the upper half of your email. A good call-to-action is the one, by which the recipient can understand why and what they are clicking, on the subject matter of your email.

Optimize Your Email for Handheld Devices and Mobiles

Mobile marketing is the latest uptrend of the day. So, as nearly everyone has access to their emails through mobile and handheld devices, always make sure that your emails are properly optimized for mobile viewing.

Test your emails, on mobile devices even before sending them. Emails that are optimized for mobile viewing can be easily accessed by your recipients. Also make sure, if you are linking any page through your email campaign, it is also optimized for viewing on mobile and handheld device.

Send Your Emails at the Right Time

To increase your email campaign’s click-through rate, the day and time that you are sending your emails is also an important aspect while trying to increase sales with email marketing.

For an example, for B2B marketers, the best days to send marketing emails are usually Tuesdays and Thursdays. During these days, since most people remain at work, they are more likely to access their emails.

However, when your products or services are targeting B2C segments in the market, you can always find that your particular audience may respond better on a different day of the week or at completely different times.

Hence, run your tests on different days and time. And then track your end results, which help to pinpoint exactly when you should send your emails.

Create a Landing Page for Every Email Campaign

According to The Landing Page Course:

 

“Landing pages live separately from your website and are designed to only receive campaign traffic. As we’ll see, this separation allows them to be focused on a single objective and makes analytics, reporting & testing a simpler task.”

 

So, there is always a requirement for a specific landing page for your email to focus on, rather than linking your email campaign to a general page. This is so, because when you use a specific landing page, you can tailor the landing page to the exact message in your email- resulting in more conversions.

The landing page is the place where your email recipients will “land” when they click on the inbuilt link in your email.

Landing pages can include your main website page, a specific product related page or even a webpage created specifically to highlight a single email campaign.

You must also let your recipient know at all times, where your email link will take them. And they should always receive more information on your offer(s), once they reach the landing page.

It is essential that your landing page should tie-in and add consistency to your email, which essentially measures the aesthetics of your email campaign.

Conduct A/B Testing

The best way to optimize your Open Rate and CTR (Click-Through-Rate) is to conduct a A/B testing. It’s always recommended that you should try out different designs, subject lines and contents in order to figure out, what works best for your email campaign.

Ideally, try to send out two versions of the same campaign, so that you can find out what can be changed to improve your email marketing results.

According to Neil Patel:

 

“A/B testing can enable you to make careful, focused changes to improve your conversion rates.”

 

So, tweak your email, according to the A/B testing results, until you find the right kind of conversion ratio that you are looking for.

Endnote

We are sure, once you focus on all these aspects for your email marketing campaign, you will surely find an increase in your sales through stronger engagements with your target audiences.

If you find these email campaigning strategies helpful in increasing your sales- share your experience with us in the comment box!

 

Benefits Of Using Predictive Dialer With ConvergeHub CRM

Recently one of our clients mentioned in a conference call a phrase we hear over and over in different ways: “I don’t know how we did it before we integrated. By “integrated” he meant using a predictive dialer with their converged CRM.

Benefits Of Using Predictive Dialer With ConvergeHub CRM, learn why you must get ConvergeHub. Recently one of our clients mentioned in a conference call a phrase we hear over and over in different ways: “I don’t know how we did it before we integrated.”

By “integrated” he meant using a predictive dialer with their converged CRM. The advantages are just too big to ignore and these days is not a matter of “if” but “when” for companies looking to maximize performance and by consequence results. Who doesn’t want that?

But what is a Predictive Dialer?

A predictive dialer is a contact solution that works almost like an Artificial Intelligence: it dials from a list of phone numbers and quickly transfers any connected call to a live agent, bypassing unavailable phone lines and voice mails (or leaving messages instead).

This eliminates agent’s waiting time and accelerates contacts. The dialer “thinks” and decides.

For example, if this morning only 1 of every three calls are getting answered, the dialer will look at how many agents are working today and dial more numbers at the same time to get to that one connection more quickly and avoid any agent downtime. If the variables change the dialers adjusts accordingly by itself.

There’s even more, and we plan on explaining it while outlining the benefits of using a predictive dialer with a converged CRM.

Calls are matched with CRM records

When a contact calls, the predictive dialer checks their number against the CRM data and if there’s a match, immediately shows all of the client’s details on screen: orders, previous conversations, lead status, etc.

The same happens when an outbound call is connected to a live agent or when there’s a transfer based on agent skill or personal voicemail. Any changes made to the record, notes added and conversation recordings will be added to the CRM at the moment.

Dual way sync of new contact lists

If new lists, like paid ones, are added to the CRM, the predictive dialer will compare the new contact information and filter the contacts to detect any numbers in the “No Call” registry, fax numbers or to avoid duplicate entries if the contact is already in your CRM, only adding new contacts.

No more wasted time or manual work.

Smart prioritization

Calls can be routed to the based on predefined filter combinations and based on multiple criteria: location, language, prior contact, lead stage, etc.

For example, if a high priority lead calls, after matching their phone number with their record in the CRM, the dialer can route this call to only high performing or experienced agents ready to close the sale or to the same agent who answered the previous call to follow up on an incident.

Outgoing campaigns can also benefit from this smart prioritization.

Setting agents for success

Details, details, details! A predictive dialer / Converged CRM integration can contribute to contact success in small ways like showing a local phone number that will prompt potential customers to answer their phone, since we know they’re more likely to respond if they see numbers from the same area code or city.

Also, by providing powerful analytics to automatically determine the best calling times based on previous success with individual customers or group of leads and this info could be shared with the CRM.

As you can see, integrating a Converged CRM and a Predictive Dialer is full of advantages and usually out of reach, especially if you go for focused solutions like ConvergeHub and iNexus who work together to improve productivity (lower costs!) and drive sales while using their resources in a smart way.

Feature Focus: 8 Essential Benefits of Google Drive Integration with ConvergeHub

Every one of us, who uses the internet, is aware of Google Drive, which is a key component of G-Suite. Developed and launched by Google in 2012, Google Drive is a: “File storage and synchronization service, which allow the users to store files in the cloud.” It also allows the users to synchronize files across devices and offers apps with offline capability for Windows and Mac computers and iOS and Android handheld devices and smart phones. With more than 240 million active users, Google Drive encompasses an online office suite that consists of Google Docs, Sliders, and Sheets. It permits the users of this file storage facility to collaboratively edit spreadsheets, documents, drawings, presentations, forms and more.

Every one of us, who uses the internet, is aware of Google Drive, which is a key component of G-Suite.

Developed and launched by Google in 2012, Google Drive is a:

“File storage and synchronization service, which allow the users to store files in the cloud.”

It also allows the users to synchronize files across devices and offers apps with offline capability for Windows and Mac computers and iOS and Android handheld devices and smart phones.

With more than 240 million active users, Google Drive encompasses an online office suite that consists of Google Docs, Sliders, and Sheets. It permits the users of this file storage facility to collaboratively edit spreadsheets, documents, drawings, presentations, forms and more.

Users of Google Drive can also change the privacy settings of individual folders and files, which include sharing of the files with other users or making the content public.

With a steady flow of requests from our CRM users for ConvergeHub and Google Drive integration, the wait has finally come to an end.

From now on, you can break the barriers between content and sales.

Documents are the building blocks of any business. So integrating Google Drive with ConvergeHub will help to manage your CRM and file management system from one place.

With 15 GB of free storage and up to 30 TB offered through optional paid plans, you can use Google Drive now to share large files and lengthy documents with your ConvergeHub customers, with efficiency and speed, on the go.

Why integrate Google Drive with ConvergeHub?

#1. Access all your stored files in the Google Drive right from your CRM platform.

#2. Attach any file and documents that are associated with sales, marketing, customer records and billing from the Google Drive to your Leads in the CRM.

#3. Edit any documents in the ConvergeHub CRM or in the Google Drive and it will be synced on both the platforms.

#4. Keep all your sales, marketing and support teams on the same page, and keep them informed of the Google Drive content or a file been shared with a specific customer.

#5. Switching between the screens is tiresome. Have a digital briefcase, reduce your workload; you do not have to hop in and out of the CRM and your Google Drive anymore.

#6. Always have the latest version of your documents and collaterals in your fingertips as you can edit all your spreadsheets, documents,and presentations directly in ConvergeHub, without having to log into Google Drive separately.

#7. Close your deals on the go. Accelerate your sales process. Do not miss a single opportunity anymore for lack of documentation needs.

#8. Access all your most important and up to date collaboration on proposals, invoices, purchase orders, contacts and customer data stored in Google Drive from any handheld device by logging into ConvergeHub.

Know How to Integrate Google Drive with ConvergeHub?

If you are impressed with the benefits of integrating these two platforms, wait no further, break the bottleneck and make this smooth content transition work for you in a few minutes.

Enable Google Drive from ConvergeHub App Store and follow the easy guidelines as mentioned below:

1.Click on Profile Settings.

2.Click on Admin Settings.

Steps-By-Step Guide for Skype Integration with ConvergeHub3.Click on App Setup.

4.Click on App Store.

5.Once purchased, you can see Google Drive app in your My App Tab.

Steps-By-Step Guide for Skype Integration with ConvergeHub6.Click on the Library module under the Collaboration menu.

7.Click on Connect to Google Drive menu in left pane.

Steps-By-Step Guide for Skype Integration with ConvergeHub8.Login to the Google Drive account.

Steps-By-Step Guide for Skype Integration with ConvergeHub9.Allow authorization with ConvergeHub application.

Steps-By-Step Guide for Skype Integration with ConvergeHub10.Now you can see a Google Drive folder at the top of the Library listing.

Steps-By-Step Guide for Skype Integration with ConvergeHub11.You can manage your Google Drive library from here (Google Drive File & Folders).

Steps-By-Step Guide for Skype Integration with ConvergeHub12.Click on the Leads module under the Sales menu.

Steps-By-Step Guide for Skype Integration with ConvergeHub13.Add the Library to the Leads subpanel.

Steps-By-Step Guide for Skype Integration with ConvergeHub14.Select the Library directly from the Google Drive.

15.Select a Google Drive file by clicking on the Add Selected button.

Steps-By-Step Guide for Skype Integration with ConvergeHub16.You can now see Google Drive file added into the selected lead.

Steps-By-Step Guide for Skype Integration with ConvergeHub17.You can even attach any Google Drive file to an email directly.

18.Once selected, click on the Send button.

Steps-By-Step Guide for Skype Integration with ConvergeHub19.If you want to disconnect the Google Drive account from ConvergeHub, click on the Disconnect from Google Drive from the Library module in the left panel.

20.You will need a confirmation to perform the action, Click on Yes to confirm.

Steps-By-Step Guide for Skype Integration with ConvergeHubIf you find this newly developed integration useful for your business, let us know of your experience in the comment box below.