How to Effectively Convince Your Employee on a Brand New CRM

Posted by Patricia Jones

At last, you have found the right one- the SaaS product that will surely change everything. From its friendly interface to flexible features to its customization options and extensive integration, this software could not be any better for you and your team. However, there is one big barrier standing between you and your dream SaaS CRM platform: your employee. Your employee controls the budget, which obviously means that you need to prove this software is worth the investment, to your boss. Read More

Golden Tips for Closing Deals with ConvergeHub in Partner-Client Opportunities

Posted by Patricia Jones

Teaming up with the right partner can bring enormous success for your company. Hence, if you are capable of working with the right industry leaders and understand how to work this valued partner relationship in an effective manner, like we do at ConvergeHub, your products, solutions, or services are more likely to be chosen than that of other vendors to address your partner’s customers’ business needs. Read More

3 Reasons Why Creative Agencies Should Use CRM

Posted by Patricia Jones

We understand creative agencies do not always feel in the same way as a business selling a physical product does. In fact, creative agency owners sometimes even do not conjure up the same mental imagery that retail sellers do and so may not feel the need for using a platform to improve their efficiency. Nevertheless, there are valid reasons why creative agencies should adopt CRM since this technology marvels around organizing and streamlining information and enhancing customer engagements. Here are three specific reasons why your agencies need a CRM. Read More

Find More Value From Your Software With CRM Workflows

Posted by Patricia Jones

Workflow is the core building block of any CRM, which is an infrastructure, built on procedures and processes. Hence, for sound business management, here are three key recommendations to get started with workflows using CRM for enhancing your company’s growth and ROI. Read More

7 Ways CRM Software Can Help Besides Sales

Posted by Patricia Jones

Beyond tracking customer’s behavior and creating sales dashboards, CRM software is becoming a tool that is capable of providing support for other functions as well, which is far removed from the sales department. Therefore, if you are looking for ways and means to fetch more ROI out of your CRM investment, here are 7 ways that Customer Relationship Management software can be used, even beyond the realm of sales. Read More

3 Types Of Emails Which You Should Automate with Your CRM

Posted by Patricia Jones

Email automation is the perfect way to educate and move your leads, prospects, and customers through your sales funnel, with further wasting any more time. In a recent study done on sales, it shows that sales reps spend more than half of their time at the office doing administrative CRM works and another 29% of their time searching and creating contents to pitch their products and services, which eventually leaves them with just one-third time for actually building a relationship and achieving winning businesses. Read More

7 Undemanding Ways to Earn Trust and Confidence of Your C-Suit Prospects

Posted by Patricia Jones

Unless you are selling Boy Scout popcorns to your friends and families, remember your prospects are not making their purchasing decisions based on how they know you. C-Suit prospects are far more concerned with buying their company’s products and services from someone they respect and trust. Hence, if you want to be a trusted advisor and close more sales with high-level prospects, stop trying to be everyone’s friend. Rather, be intentional about earning the trust of your C-Suit prospects. Read More

5 Steps to Create an Invincible Customer Success Team

Posted by Patricia Jones

You create a marketing team to find new leads. You hire a sales team to make new customers. And finally, you develop a customer success team to retain those customers whom your marketing and sales team has acquired and keep them happy. When it comes to cracking customer retention problems, there are so many places to get the ball rolling that it is nearly impossible to understand what you should tackle first. Here are 5 actionable steps that your customer success team can carry out to increase customer retention and see success in half the amount of time that you may need otherwise Read More

How To Find The Ideal Prospects In Your Sales Pipeline

Posted by RudyS

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. Read More

How Right Sales Reporting Helps You To Close More Deals

Posted by Dan

Performed rightly, sales reports can help managers quickly spot issues, analyze performances, and take necessary action to aid businesses to sell and grow faster. Moreover, good sales reports are also capable of providing income related business forecasting, budgeting plans and resourcing oriented business decisions for predictive sales. Hence, in nutshell, the bottom-line is, sales reports are priceless for any organization. Here are 3 types of sales reports that all businesses must have for understanding their growth. Read More