Year: 2015

The benefit of running an Email Campaign through ConvergeHub

Thinking of promoting your product or service through an email marketing campaign. ConvergeHub can help you do that in a jiffy. Yes, you read that right! CRM application ConvergeHub provides you the benefit to execute email campaigns from within the CRM. You can choose from over 10 predefined email templates existing within the CRM or create a fresh new template depending on the requirement. In addition to the templates, ConvergeHub also lets you know the performance of the email campaigns to improve the future ones.

One of the best ways of communicating with customers is through email. That’s precisely why 67 percent of businesses are investing in standalone email marketing systems to execute email campaigns.

But are they really gaining the desired success out of it?

Experts suggest that businesses investing in standalone email marketing systems do not generate the expected success rate. What we’ve kept hearing from customers is that majority of standalone email marketing platforms do not integrate well with the business process. Synchronization between the email marketing platform and business process is a real pain.

Also, with a separate email marketing system, team suffers from data getting dispersed in multiple repositories. In moments of urgency, it takes double effort for the team to gather the information and present it in a concise way to get a 360-degree data view.

ConvergeHub has focused on all these issues and removed the loopholes with an easy and effective integration of email marketing functionality within its CRM platform. ConvergeHub, now, has all the bells-and-whistles to function as an email marketing software for small businesses.

Beyond customer service and sales force automation – this is one of the new crucial features that have been integrated within the CRM.

Using it, you can create and schedule mass emails to reach and engage your customers and prospects at large. Right from monthly product updates, newsletters, special offers, or personalized follow-up emails – you can send it all. While sending mass emails to customers, you can choose from a set of predefined templates or use the editor to customize the email templates specific to your requirement.

Not just this, reports and real-time analytics is an added advantage that helps you understand the performance of your campaign better. Using this feature, you can track:

  • Number of recipients
  • Number of people who have opened the e-mail
  • Number of people who have opted out
  • Number of people who have clicked on the link
  • Number of invalid e-mail id (if any).

Steps to ConvergeHub Email Campaign

ConvergeHub lets you create and run an Email Campaign in SEVEN simple steps:

1. Go to Campaign under Marketing module. Fill the Name, Campaign Type and Start and End Date. Describe the Campaign Nature and fill fields in relation to Response %, Budget, Revenue and Cost.

2. Choose Email as the selected Broadcast medium. Also fill in the Name, Cost and Expected Response % of the Broadcast.

3. Create new lists who will be the target audience for the email campaign. Or else select an existing list used for other marketing campaigns. Modify the list by adding more segments to it.

4. Choose from the pre-designed templates and layouts. Customize them to suit your need. Add personalized elements by changing images, fonts and the background color.

5. Preview the entire e-mail before you send it. Choose the type of template preview by clicking on either HTML or Plain Text View. Send a test mail before you deliver the e-mail to the targeted recipients.

6. Choose to send campaigns immediately or schedule your email campaigns in advance. Select the future date and time from the calendar.

7. Track, Report & Compare the performance of your email campaigns. Get precise information on Total Mail Opens, Bounces or Click-through-rates.

Benefits of running an Email Campaign through ConvergeHub

  • Sending emails at once to the entire customer base from the CRM itself
  • Creating new mailing lists based on specific requirements
  • Scheduling email campaigns at the most profitable times to gain the optimum benefit
  • Providing complete flexibility to customers with ‘unsubscribe’ option default in the email template.

And most importantly – the benefit of ONE integrated system at large.

The entire hassle of hopping between two platforms will get obsolete. This will not just be time-saving but also help you streamline campaigns with other tasks. Running email campaigns within ConvergeHub will provide everyone in your team complete visibility to the campaign information, while they carry out other crucial activities. For instance, your team can quickly see emails sent to a particular customer and the kind of response those emails have got.

Equipped with the up-to-date campaign information at their fingertips; your team will be quicker at identifying marketing opportunities and responding to leads and customers.

So try ConvergeHub Email Marketing CRM today and send us your thoughts on how it has improved your marketing strategy. In the meanwhile, keep glued to this space – more good stuff to come in the pipeline!!!

How has ConvergeHub made Document Management easy?

Document Management is a key part of running any business. That helps in staying organized and process the activities faster. However, as days progress, files start to mount on the desks of the executives. Before the start of every meeting or during report documentation – employees go through endless files to find the right paper. To help with that process, more and more businesses are employing CRM with strong document management capability. Learn how CRM app ConvergeHub fits the bill perfectly here.

Data suggests that a business loses 25 percent of its time on merely following up on the contracts send to the clients? Not only does this hampers the team productivity (who could have utilized the time on other constructive tasks),  but also puts a brake to the lead to deal conversion process.

Jim Folley, (business consultant and CRM blogger) states – ”While problems like ineffective inventory management and ERP systems catches the eye of all, what businesses mildly ignore is the damage caused to the company ROI due to a prolonged and slow document and transaction management process.

A permanent full stop can be put on this problem – if only businesses get the power to conveniently receive/send/sign documents in minutes and process deals faster. Only if they can automate and streamline all agreements in one system and accelerate the contracts turnaround time.”

Sounds an excessive idyllic situation. Not anymore!

The DocuSign Advantage

ConvergeHub (2014 CRM Idol Semi-Finalist) has come up with an easy and effective eSignature and transaction management capability within its next generation Customer Engagement Management solution.

It has partnered with world-renowned E-signature App DocuSign to provide a one click document creation, sending, and signature process. The combination of DocuSign and ConvergeHub has helped the users digitize their business by making record-keeping totally paperless.

Key Benefits

  1. Accurate and Effortless Document Management

Record-keeping is Paperless. Contracts and Agreements are delivered electronically and stored and organized within the centralized CRM database. Signed documents are automatically stored back as a PDF into ConvergeHub database.

  1. Greater Security

Digital document signing is fully legal and serves as a permanent electric record. Once the signature is done in any document, the concerned person is bound by the terms of the document.

  1. Faster Deal Closure

There is no hassle of printing a contract, adding notes/cover letter, and then mailing it to the recipient for signature Using DocuSign within ConvergeHub, documents are send in minutes.  Common roadblocks like loss of agreement files, delay in counter-signature, delay in receiving the legally binding document back in the mail or failure of mail delivery is not applicable as all the collaterals are electronically send and received. Contracts and agreements turnaround time is fast and it just takes minutes instead of days or weeks to complete the deal closure process.

  1. Reduced Operational Cost

DocuSign for ConvergeHub saves the cost of  printing, faxing, shipping and supplies. Users do not need to follow the old style paper-based processes to get the documents and contracts created, printed and mailed for signature.

Users send contracts directly from the CRM app ConvergeHub. Recipients open the link in the email, study the document, sign it and return it in a matter of minutes.

  1.  Better Convenience

Electronic signatures are convenient for both the sender and the recipient.  Even when traveling, users just need an internet-enabled device to prepare documents and send from the DocuSign window within ConvergeHub. Once the document is sent for signature, users send notifications and view real-time updates of the documents’ status.

In the similar way, recipients find it easy to read, sign and send the document while on the go.

  1. Better Sales Team Productivity

Sales Agents ditch the slow and laborious contract workflow processes and reduce the time spend on preparing, sending, and following up on contracts for signatures. They generate  agreements in relation to Leads, Accounts, Contacts and Deals and send it through one click. If required, they send documents right from the Library, and also add or edit tags to the documents.

Since DocuSign automatically pulls and updates the documents in the CRM, sales reps do not have to manually rekey data. They get notified when the document is signed or edited.

Interested in using DocuSign from your CRM application ConvergeHub? Learn below:

Steps to send Document through DocuSign

  1. Click on Get App option in ConvergeHub to include the DocuSign app in the My Apps section.
  2. Click on Settings to complete the integration of the DocuSign app in the user account.
  3. Note: Clicking on settings will pop up a new section where you need to provide your DocuSign account credentials.

ConvergeHub Announces Microsoft Outlook Integration within its CRM platform

ConvergeHub, leading Sales, Marketing and Service CRM software, today announced the integration of Microsoft Outlook within its platform. This integration provides convenience to the users to merge their Outlook and CRM records…

ConvergeHub, leading Sales, Marketing and Service CRM software, today announced the integration of Microsoft Outlook within its platform. This integration provides convenience to the users to merge their Outlook and CRM records, and communicate with customers, partners and employees using either application (ConvergeHub or Outlook) without hopping to the other system to fetch business data.

Users can easily integrate all their Outlook emails, contacts, tasks and calendars with ConvergeHub to ensure a complete 360-degree customer view from the CRM. Simultaneously they can gain an accession to ConvergeHub records from the navigation pane of Outlook.  Overall, once the plug-in is installed, every update done in Outlook can be captured and synchronized automatically with ConvergeHub — and vice versa.

That means – No hassle of business data trapped in application silos and no endless hunting through Outlook mails for finding customer/project updates and feeding them in the CRM. With Microsoft Outlook Plug-in installed in ConvergeHub, one click is all that it takes for the users to start working on Outlook and CRM right away!

”We have designed ConvergeHub not just as a plain vanilla CRM  but as an overarching software platform integrated with a host of functionalities and applications  that can be used by businesses at every point of customer engagement.

Outlook integration with our CRM solution ConvergeHub is also done along these lines. It will empower users to maintain seamless communication with their customers, partners and employees. By enabling the new Outlook plugin, users can experience an array of new functionalities.

Right from associating inbound and outbound emails with the appropriate contact in the CRM, to tracking deal progress from Outlook – this plug-in integration will increase business productivity. It will eliminate double data entry and ensure that complete information on leads, customers and deals is captured and accessible across the departments. Most importantly, it will allow our users to work the way they want, while every data stays synced to both Outlook and ConvergeHub database. ” – said Manash Chaudhuri, CEO of Converge Enterprise, Inc.

ConvergeHub Outlook integration comes in a quick 6-step installation process with no separate IT involvement or maintenance required. To know more, click here.

About ConvergeHub

ConvergeHub is a cloud based all-in-one CRM software for complete Customer Engagement Management, combining sales, marketing, customer service and collaboration into one unified and easy-to-use platform. ConvergeHub’s award winning CRM includes Sales Force Automation, Marketing Automation, Email Marketing, Social integration, Customer Support, Collaboration, Document Management, Project Management, Invoicing, Reports and Analytics, all in one integrated platform.

ConvergeHub is a product of Converge Enterprise Inc, a leading technology company enabling small and medium businesses run all customer-centric activities from a single integrated cloud based platform. Founded in 2012, the company is privately held and headquartered in Silicon Valley, California.

Renowned names like Boston Herald, Los Angeles Times, San Francisco Chronicle, TMCNet, International Business Times, The Miami Herald and CRM Idol have already featured ConvergeHub as an innovative next generation Customer Engagement Management solution for the global market.

[ This post was originally published in PRWEB ]

How ConvergeHub lets you import data in minutes?

Every business is investing in a CRM to generate more leads, close more deals and nurture customer relations. However, all this only happens when it is a robust CRM system integrated with all the data. But what if the CRM has a complex data import process? What if the team takes days to gather data from multiple sources, centralize it into a file and then manually import it into the CRM? CRM application ConvergeHub provides an automated process which make data import just a matter of few minutes. Learn how.

Data importing into the CRM is not a one-time affair. On regular intervals, you will require feeding data into the CRM repository from multiple sources. Do you agree spending hours on simply transferring data from your CSV file to CRM?

Data import into the CRM is a crucial point – that needs to be heard and addressed before selecting the CRM. It doesn’t matter if you’re a 20 person small firm or a 1,000 person global organization: time spent on importing the data into the CRM can be detrimental to your team’s productivity.

FIVE Step Data Import with ConvergeHub

Leading CRM for small business – ConvergeHub (CRM Idol 2014 Semi-Finalist) understands the importance of quick data import and thus has come forward with an easy process. In five simple steps, you can import your leads, contacts, accounts and deals to ConvergeHub database.

That’s not all. Some of the additional features include:

  • Duplicate checking intelligence to eliminate duplicate entries and ensure data quality
  • Sharing of the imported data across the organization
  • Customization of the imported lists
  • Assignment of the imported contacts to marketing campaigns.

Steps to Import Data to ConvergeHub

You can easily import data from multiple sources to ConvergeHub repository. The steps below illustrate importing data from a CSV file stored in your local drive.

Step 1

Choose the field where you want to import the contacts to. Browse & load the file directly from your local drive. Select an existing list to which you want to import the file or else create a new list.

In case of multiple headers in your file, click on the ‘My File has a Header’ checkbox to ensure that the CRM maps the data according to the headers in the file.

Use the duplicate checking intelligence option and select the fields for which you want to use this feature. Notify whether you want the system to ignore the duplicate contacts or update them with the information from the list.

Browse & load the file directly from your local drive Step 2

Select the user to whom you want to assign the imported contacts.

assign the imported contactsAssignment of imported contacts to multiple users

ConvergeHub provides the option of automatically assigning the imported contacts to different agents. To avail this benefit, select the second option that is:

  • Data file contains Assigned User.

Create an ‘Assigned To’ column in the CSV file that mentions the agent name for each contact. Mention this column in the CRM. Based upon the data given in the column, ConvergeHub will automatically direct the contacts to the associated agents.

Step 3

Select the ConvergeHub field where you want the imported data to get merged into. Also set the default value for every field.

Import Data in ConvergeHub CRMStep 4

Click on ‘Remember Field Matching’ option. This will ensure that ConvergeHub remembers the field matching during the data import process.

Remember Field Matching’ optionStep 5

In the last step, ConvergeHub will show the duplicate checking result. You can either ignore the errors and continue or cancel the file import process altogether.

ConvergeHub will show the duplicate checking resultStep 6

Once the records are imported, you can view them or even undo the import if required.

View & Import RecordsStep 7

Click on My Import File to see all the files imported till date in ConvergeHub.

Click on My Import FileTry ConvergeHub Data Import Feature and send us your feedback on the same. We will take in your suggestions and try improving the process further.

New to ConvergeHub? Join our network today.

Sign up for a FREE TRIAL and experience the benefit yourself.

ConvergeHub + Outlook

CRM software ConvergeHub provides integration with Microsoft Outlook within its platform. This offers dual benefit to the users. First they get to integrate all the Outlook records within the ConvergeHub repository. Second, they access all the data stored within ConvergeHub from Outlook itself. In simple words, it offers the ease to work from any platform, without constantly hopping between the two. Needless to say, this saves time and also keeps the workflow simple and smooth.

Mr. Jason Taylor has one of the best CRM applications implemented for his business. But while he smoothly carries out all his business activities, one thing that annoys him is frequent hopping between Microsoft Outlook to check emails, contacts, tasks and calendars and then update them in the CRM application. Doing this takes up his time and acts as a brake to his workflow.

That leaves us wondering is there a way to resolve his problem?

With Outlook and CRM both crucial to a business – can both these two stellar applications meet to result into a winning combination? (Your answer lies below)

ConvergeHub (CRM Idol 2014 semi-finalist) is one of the best CRM software for small business. It provides Microsoft Outlook Plug-in in its Apps Store which functions as a business productivity improvement tool where owners use the plug-in to easily integrate all their Outlook emails, contacts, tasks and calendars within ConvergeHub database.

What happens then?

In minutes – ConvergeHub users access and manage all their Outlook records from the CRM platform. In addition to this, Outlook displays ConvergeHub as a folder within the Navigation Pane. Users get all the ConvergeHub data in one area of Outlook.

How does it benefit the businesses?

Businesses get to execute an array of vital functions that includes:

  • Synchronizing the Outlook emails and contacts with ConvergeHub using Active Duplicate Checking Intelligence to ensure no mismatch of the information
  • Synchronizing calendars, tasks and events (calls and meetings) between Outlook and ConvergeHub calendar
  • Adding Outlook inbound and outbound emails under the sub-panel of Contacts stored in ConvergeHub
  • Sharing the Outlook data across the organization and keeping the entire team always up to date
  • Tracking Outlook conversation history happened with contacts, from any location and time
  • Maintaining automatic data consistency across ConvergeHub and Outlook by making changes in one platform and getting it automatically updated in the other

ConvergeHub + Outlook integration make businesses gain a competitive advantage in the following ways:

1. Flexible Working Practices: Centralized information provides complete flexibility to the users regarding whichever application (CRM (ConvergeHub) or Outlook) they choose to work on.
2. Quick CRM adoption: Users work on CRM (ConvergeHub) from within the more familiar Outlook platform. This makes it easy for the users to understand the CRM and adopt it completely in less time.
3. Data Flow: No need to copy and paste events and tasks from Outlook to CRM (ConvergeHub) calendar or vice versa. Users easily merge Outlook and CRM tasks and calendar to track all correspondence data in one system.
4. Better Customer Management: All emails are synced and cross-referenced between Outlook and CRM (ConvergeHub). From the CRM, users track emails along with all related records to understand the history of communication and cater to customers better.
5. Quick Access to Information: Outlook and CRM integration breaks down information silo. It fosters quick knowledge sharing that makes the team equipped enough to cater to customers promptly.

In short – the best of two worlds (CRM & Outlook) accessible from one unified platform!

Without a change of application or workflow, businesses execute both their Outlook and CRM activities from a single area. Truly – a great way to improve business efficiency!

Setting up Microsoft Outlook Integration

1. Download the Zip containing the Outlook_Integrator.exe

Outlook Integrator2. Click Setup to extract it.

Setup OutlookNote: Before running this setup make sure your system has Internet connection and .NET Framework 3.5

3. If .NET Framework 3.5 is not installed in the machine then it will prompt the window to download it. Click the Accept button to download and install.

Install Framework 3.54. When all the prerequisites are successfully installed in the machine, ConvergeHub Outlook Add-in setup wizard will open like the below image.

Outlook Add -in Setup Wizard5. Complete the Installation process and open Outlook. Outlook will have the ConvergeHub menu added under the Add-Ins tab as shown below.

ConvergeHub AddIns Tabb. If the outlook version is 10 then ConvergeHub Menu will be available before the Help menu in the command menu bar.

ConvergeHub Menu Bar 6. Before starting to work with ConvergeHub and Outlook together, a few settings needs to be done.

Click on the settings sub menu, a pop-up will appear where you need to require submitting your ConvergeHub credentials for logging in and doing the general setting.

ConvergeHub Pop-up for CredentialsFinish that and you are all set now to gain advantage from the combined strength of ConvergeHub and Outlook.

Unlike other CRMs, ConvergeHub offers FULL integration with Outlook to provide optimum benefit to the users.

Know more about ConvergeHub Outlook integration from our support consultants.

New to ConvergeHub? Sign Up for our FREE TRIAL and get the power of CRM software for your small business NOW!!!

Achieve Sales Success with Automation and Quotas

For any small and medium-sized business, it’s vital to invest in a robust sales force automation tool. The concept of sales force automation is to accelerate the sales process by automating majority of the behind-the-scenes work of sales. Sales professionals who are buried under the workload of administrative tasks find the time to spend on constructive tasks like interacting with leads and potential customers. Quite obvious, this shoots up the sales numbers at the end of every quarter.

Sales Force Automation (SFA) is a game-changer for businesses of all sizes, helping plan and automate functions to increase win rates. By boosting sales win rates, shortening sales cycles, enhancing productivity, and improving revenue, sales automation becomes indispensable. Numerous surveys highlight that SFA tools streamline the sales process, removing inefficiencies and accelerating deal closures by up to 36 percent. If optimizing sales processes and driving growth are your priorities, then SFA is your essential tool for achieving sales efficiency and success. Welcome to the future of streamlined sales operations!

Just in case you wonder how this happens, let’s take you on a short walkthrough of the five main benefits that the sales automation tools offer to any business

Five Sales Force Automation Tool Benefits:

Saving on Time

Business Data Research suggests that on average a sales rep spends close to 50 percent of his time on administrative tasks namely – scheduling sales appointments; following up with leads through emails, tracking contacts, and updating sale opportunities.

Post the implementation of the SFA program; most of these mundane tasks get automated. Sales reps get plenty of time in hand to interact with the leads and prospects. Without a doubt, when sales reps reach more prospects, it culminates in more deal closure for the company and higher profits.

Better Management

The Sales Force Automation module functions as a centralized repository of all sales activities. Instead of manually gathering the sales statistics from ten different applications, sales managers get immediate access to each salesperson’s activities, sales opportunities lying in the pipeline, sales figures, customer complaints, and other metrics.

In a stroke – sales leaders can gauge the monthly/weekly sales revenue. Added to this, they can proactively act quickly on real-time information.

For instance, in case of problematic areas, such as an underperforming sales representative or a bunch of cold leads clogged in the pipeline, they can proactively make adjustments to fix these issues.

Increased Revenue

Sales automation tools store customer order details which benefits up-selling and cross-selling activities. For instance, using this module, sales staff can determine:
• Customers Order pattern
• Customers’ preferences
• Most profitable customers.

Equipped with these metrics, sales professionals can perceptibly be in a better position to upsell or cross-sell to customers. They can get an exact idea of the most relevant products or services and pitch in those subtly during conversations with the customers.

Organized Contact Management

All the customers’ basic details (which includes name, address, telephone, email, etc.) along with their related contacts, purchases, cases, and opportunities are stored in a compact way. This provides clear visibility to all contacts through a centralized repository. For obvious reasons, scheduling appointments and follow-ups happen easily with the SFA program. The sales team finds it hassle-free to

• Track every customer interaction
• Track the status of all sales opportunities
• View complete sales history.

Surprisingly, all these metrics consolidated in one section improve customer service too. So if a customer enquires in with a salesperson regarding the stats of his last complaint, sales reps do not give the timid reply.

Customer service is a different department where the customer needs to call in.

It just takes a few minutes for the sales rep to check the support ticket status and intimate the customers about the same. Not only does this improve the entire customer experience but also saves the sales professional from bearing the brunt of the customer. If required, the sales rep can easily capitalize upon this favorable situation to pitch in for an upsell or cross-sell.

Secondly, it also eliminates the whole concept of sales reps taking away the client’s post a switchover. In any case, if a sales rep leaves the company, the new replacement gets all the lead information streamlined neatly in the SFA module. So basically, there is a low ramp-up time for the new rep.

Lead Mapping

Maximum of the sales automation modules come with easy lead mapping in the sales process. They extract the generated leads from multiple sources such as email campaigns, website visits, trade shows, and outbound calls. Once done, they prompt the sales manager about the new leads available who then assigns them to respective sales agents.

Sales managers can set rules in relation to lead mapping which means that when leads get generated from one particular source (say for example website visits), they get automatically assigned to an XYZ sales rep.

When new leads get assigned, sales reps can quickly and easily view them and schedule meetings or calls.

Final Thoughts

In a nutshell, sales automation tools are a transformative technology that can revolutionize your business operations. This automation tool can empower companies to achieve impressive win rates and sustained growth simply by streamlining processes, boosting productivity, and enhancing customer satisfaction. Embrace sales automation to unlock your business’s full potential and stay ahead of the competition.

ConvergeHub integrates new features in Library and Import modules and improves Custom Field Option in its CRM (Release Update: 1st October 2013)

As one of the leading CRM software applications, ConvergeHub is under consistent modification and revamping process. The latest update to ConvergeHub is in relation to its three crucial features – Library, Import and Custom Field. Understanding the challenges that a user faces and the expectations that he sets while using the CRM – ConvergeHub has incorporated these updates. This Feature Blog gives a detailed description on these newly introduced changes and the kind of benefits that they will provide to the existing users. Take a look.

A while ago, we mailed the Feature Release Update to all our users on the three new functionalities launched: View File (without Collaboration) under Library; Multiple Assignment of Leads and Direct Transfer of Comments under Import. With the Feature Release just a short summarized version of these updates, we are now giving you a detailed glimpse at what to find new in the ConvergeHub Application.

Continue reading “ConvergeHub integrates new features in Library and Import modules and improves Custom Field Option in its CRM (Release Update: 1st October 2013)”

ConvergeHub + Twilio

CRM software ConvergeHub has integrated the Twilio app to empower its users make calls and send text messages from within the CRM. By offering the cloud telephony and messaging support functionality, ConvergeHub has removed the hassle of businesses to invest in a separate telecom and messaging system. To set the Twilio app within the account, users can simply download the app from the ConvergeHub Apps Store and configure it to start calling and messaging the leads, contacts and accounts stored in the CRM database.

How many times have you come across the phone number in your CRM and had the urge to call directly from it? Or an ability to send a SMSto your Leads from the CRM?

We all have been suffering the hassle of switching in between CRM and telecom systems to call or message a contact. If measured, hopping in between these systems has taken up to 33 percent of our time. But finally an end to this!

ConvergeHub (CRM Idol 2014 Semi-Finalist) nowallows you to make phone calls, text messages and IP voice communications from its own platform. It has integrated with none other than the world’s most preferred Twilio App that offers telephony infrastructure web service in the cloud.

Thousands of businesses are already using Twilio within ConvergeHub to save expenses spent otherwise on installing telecom systems. They are performing tasks of call and messages from the Cloud CRM platform itself.

The benefits of doing it are as follows:

Click to Call

Effortlessly making calls in relation to sales, marketing and customer support activities

Accessing customer records from ConvergeHub during the call

Adding call details to the contacts for easy follow-up

Text Messaging

Sending messages with up to 1600 characters to local, toll-free, and short-code numbers

Configuring Twilio Account

Setup and configuration of Twiliowithin ConvergeHub happens in few easy steps:

Twilio (Click to Call) integration:

1. Go to Apps Store

  • ConvergeHub has a comprehensive apps store that allows users to shop for third-party apps.
  • App integration solution is available for – Quickbooks, DocuSign, Google Apps, GoToMeeting, Outlook and many more.

2. Read details about Twilio App

  • Click on ‘Details’ to learn the exact functionality that Twilio app integration will provide you in the Cloud CRM platform.

3. Click on Get App option to include the Twilio app

4. Click on Settings to open a pop up section. Fill in the Phone Number, Account SID and Auth Token fields there.

5. Get the Twilio Call option for all contacts (provided you have put in their phone numbers into the CRM software).

6. Click on the Call option. A pop up window will appear from where you can make the call to the respective contact.

Twilio (SMS) integration:

1. Go to Apps Store

  • ConvergeHub has a comprehensive apps store that allows users to shop for third-party apps.
  • App integration solution is available for – Quickbooks, DocuSign, Google Apps, GoToMeeting, Outlook and many more.

2. Read details about Twilio SMS App

  • Click on ‘Details’ to learn the exact functionality that TwilioSMS app integration will provide you in the Cloud CRM platform.

3. Click on Get App option to include the app

Get app action4. Click on settings to open a pop up section. Fill in the Phone Number, Account SID and Auth Token fields there.

Click on settings5. Get the Twilio SMS option for all contacts(provided you have put in their phone numbers into the CRM software).

6. Click on the SMS option. A pop up window will appear from where you can message to the respective contact.

Use ConvergeHub – Best Customer Relationship Management Software for Small Business

Be one of the many thousands of businesses already using ConvergeHub. Easy and effective – the best part is you do not need any expensive consultants or developers to install it.

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In-depth Analysis of your business with ConvergeHub Reports

ConvergeHub, the popular Online Business Management System, offers a seamlessly integrated and advanced Reporting feature. Using the host of analytical features in the CRM system, you always be on the top of your business data to make on-time informed decisions.

ConvergeHub Reports makes it easy for you to slice and dice your CRM data in a flash. With a click of the mouse – you know your win/loss rates, do revenue forecasts, measure your sales team performance, and track your KPIs (Key Performance Indicators).

Key Features

  1. 10+ Predefined reports in sales, marketing, customer support, and inventory management modules

Examples of Predefined Reports include:

  • Leads by status, assigned user
  • Leads By Status
  • Sales By Lead Source
  • Contacts At My Accounts
  • Account Owner
  • Deals By Type
  • Deals By Source
  • Deal Pipeline
  • Closed Deals
  • Sales By Accounts
  • Active Accounts

2. Role-based access to protect the reports’ confidentiality

Use ConvergeHub role-based feature to restrict or enable access to the users to view the different Reports. Share the reports securely and accurately, with security access controls.

3. Different Reporting Components

Create Customized reports in three formats – Tabular, Summary, and Matrix depending on the nature of the data to be analyzed.

Tabular Report:

Summary Report:

Matrix Report:

4. Variety of Charts and Pivot Tables

Use 4 different types of charts (Pie Chart, Bar Chart, Line Chart and Donut Chart & Funnel) to build insightful reports.

5. Collaborative Analysis

Create reports spanning multiple modules. Example: Leads with Products

6. Easy export of Reports Data

Export reports to different user-friendly formats such as PDF, CSV and List formats.

7. Reports Distribution

Send reports to your colleagues, channel partners and other key business associates daily, weekly or monthly through ConvergeHub. Schedule the report generation mechanism and automatically send printer-friendly CSV or PDF format reports to the specified recipients.

8. Report Favorites

Save your time surfing through all the reports in the Reports Listing Page. Use the bookmark option to mark the important reports that you access often or always require to refer to.

9. Simple Report Creation Process

Create powerful and insightful reports in a few easy steps with no IT help required. Simply select:

  • Module
  • Related module
  • Report format (Tabular, Summary and Matrix).
  • Columns
  • Order (Ascending or Descending)
  • Column Summary
  • Criteria

…And you are ready to run the report.

Watch the slideshow below to view the steps.

10. Delete and Edit Reports

Use inline edit and delete functions to remove the report from the Reports Listing section or make changes to it.

Impressed with the ConvergeHub Reporting features? Do not wait! Take our FREE TRIAL, give it a spin and see how it functions as a top CRM for small business.

Want to understand in detail how ConvergeHub Reports can help you solve your business reporting and data analysis needs?

Feel free to contact us at info@convergehub.com to get a live DEMO about how ConvergeHub Reporting module can benefit your business.

How ConvergeHub helps your sales agents?

Struggling to get your sales rep like your CRM system? No matter how much you convince them, they keep making excuses? But as much as you complain about your sales reps, you also need to look at the loopholes that might be present in your CRM. Example – inserting data and preparing reports in the CRM might take up majority of their time. Resultant of which, they may be left with very few hours to make the calls. And then the pressure of matching up to your monthly sales targets… Add to it is the complex features in the CRM that makes it difficult using it. So how can you get your salespeople embrace the CRM? ConvergeHub provides you the answer –

Looking at the common challenges faced by the sales reps, ConvergeHub has specially designed its sales module to provide maximum convenience to the sales agents.

Read further and see how your sales reps can get things done better and faster with the CRM application ConvergeHub –

1. All information in one page

Using ConvergeHub, your sales people do not have to juggle between different modules to get a complete view of any lead. Under the Leads Details section, they get to view all the data associated to the parent record. So it is one page to track everything that is related with the lead.

Other than leads’ general details, address and sales process; there is the related list in the sub panel too. From the total broadcasts done for the lead – to the products, activities and lists related to it – your reps get one place for a wholesome view to track everything that is happening with the lead. That means easy Lead Management.

Most importantly, sales reps get to add custom fields to include any other extra information in the Details section.

Example:

2. Easy entry of related records

Dealing with leads, your sales rep might most often want to associate a contact or add a task to the lead. Instead of navigating back and forth between different modules – ConvergeHub lets you perform all subsequent activities from the Leads Details Page itself.

option allows your sales reps to add Partner, Contacts, Documents, Notes, Lists, Products and Activities in 1-2 clicks. So for instance, your sales reps want to attach a document to the lead, he can instantly do it by clicking on Library under the Add Sub-Panel option.

3. Quick Form Filling

No one likes to fill in endless forms. Now imagine your sales reps who have to do it each time they get in a new lead for your business. Certainly this excessive manual data entry might make them feel irritated. Also, the chunk of time taken to fill in the forms decreases their productivity and diverts them from hardcore selling.

What do we come up with?

Short Lead Creation: On-the-go or in the middle of a trade show where there are chances to meet up with multiple leads – your sales reps can add leads into ConvergeHub database in split seconds.

Create Lead in Quick View provides a miniature version of the Add Lead form.

It keeps form fields to the minimum such as Lead Name, Account Name, Lead Source, Contact Number, Email and Budget. In this way your sales reps fill-in only the required information and your CRM software database looks complete too.

4. Lead Import

Do you still maintain a portion of your leads data in spreadsheets? How many times have you asked your sales reps to transfer that data into your CRM? Many times we believe!

Ever wondered why your salespeople avoid doing so? Is maintaining spreadsheets really that convenient? Nah…They actually dread the fact of manually entering the piles of information into the CRM!

ConvergeHub provides Fast Data Import option. And it is not just about leads but for each module in ConvergeHub that has an Import feature. Just click on Import, choose a file from the computer and there you go – you have all information at once in the CRM system.

Worried about data duplicity? Don’t be. Sales reps can use ConvergeHub smart duplicate checking intelligence to eliminate duplicate entries during data import. Plus, they can share the imported data with the team; customize the imported lists and assign the imported database to existing campaigns.

5. Reports

Let us face it: sales reps always hate creating reports. You know it but still you ask them to do it. Further, even when the reports are created, you really cannot guarantee the authenticity of the facts. All-in-all, report creation is a headache for you and your sales team.

But with ConvergeHub, creating and generating reports becomes a breeze! With the Reports module built in the CRM system, all the information from your CRM database gets precisely reflected in the reports.

Reports Result

Reports Chart

And creating reports in ConvergeHub does not involve any complexity too! All that your sales reps are required to do is select:

  • Module
  • Related module
  • Report format (Tabular, Summary and Matrix).
  • Columns
  • Order (Ascending or Descending)
  • Column Summary
  • Criteria.

Plus, sales reps can schedule and send reports periodically via Email.

ConvergeHub QuickBooks Integration

QuickBooks is the most popular business accounting software system that takes care of payments, invoicing, payroll and bookkeeping.ConvergeHub is a leading Sales, Marketing and Service CRM software that enables small businesses to attract more prospects, win more deals and build lasting customer relationships…

QuickBooks is the most popular business accounting software system that takes care of payments, invoicing, payroll and bookkeeping.

ConvergeHub is a leading Sales, Marketing and Service CRM software that enables small businesses to attract more prospects, win more deals and build lasting customer relationships.

What happens when both these stellar applications meet?

It results into a winning combination that results in massive productivity gains for the small business.

ConvergeHub meets QuickBooks

Adding to its repertoire of App Integrations that include integration with Microsoft Outlook, Docusign, GoToMeeting, and Google Apps, ConvergeHub has made a new integration within its CRM Platform: QuickBooks. ConvergeHub’s QuickBooks integration will empower users to manage their business from one platform, and not have to toggle between multiple poorly integrated apps.

QuickBooks integration in ConvergeHub will mean:

1. Automatic synchronization of customers, invoices, quotations and products between ConvergeHub and QuickBooks

2. Create/Update of entry in QuickBooks with simultaneous update in ConvergeHub. This will essentially help in three areas:

  • Customer Listing

When a customer will be created or updated in QuickBooks, the customer will be added or updated in ConvergeHub simultaneously. Likewise, when a customer will be created or updated in ConvergeHub, the contact will be added or updated in QuickBooks too.

  • Product Listing

When a product will be created or updated in QuickBooks, the product will be added to or updated in ConvergeHub simultaneously. Likewise, when a product will be created or updated in ConvergeHub, the product will be added to or updated in QuickBooks too.

  • Sales Invoice

When a sales invoice will be created in QuickBooks, the Invoice will be created in ConvergeHub along with the account record. Likewise, when a sales invoice will be created in ConvergeHub, the Invoice will be created in QuickBooks along with the account record.
Getting QuickBooks within ConvergeHub will further give businesses a convenient way to:

  • Synchronize accounts and customers between CRM and QuickBooks
  • Manage all the invoices with itemized details
  • See customer invoice histories
  • Share invoices with other team members and associatesby printing them or sending them through email
  • Map fields between CRM and QuickBooks.

In short – A smart and fast way to stay up-to-date around Invoices, Contacts and Accounts!

ConvergeHub for QuickBooks supports the following modules:

  • Customers
  • Invoices
  • Quotations
  • Products

How to get started?

QuickBooks will function in the same way like other ConvergeHub plugins. Once added into the CRM account from the Apps Store, the user will immediately have access to QuickBooks integration features.

Click here for our Feature Release that includes a detailed explanation (with application screenshots) on QuickBooks integration. Read in minutes and be off to a great start…

ConvergeHub CRM + QuickBooks : Integration

ConvergeHub has made new app integration within its CRM platform: QuickBooks. Understanding the needs of the users, this integration has been done to empower them manage all their finances from within the CRM itself. This Feature Release describes the THREE central benefits that ConvergeHub QuickBooks integration will provide along with a step-by-step approach on how to add QuickBooks app within the ConvergeHub account.

Give those days a miss when you hop between two applications to manage your customers and finances. ConvergeHub integrates with the #1 accounting solution for small business – QuickBooks.

ConvergeHub + QuickBooks integration will primarily offer three central features.

Take a walkthrough to see yourself how this integration will help you in running your business. Quick, prompt and effective – ConvergeHub now gives you the power to manage everything from one platform.

• Instant Synchronization between QuickBooks and ConvergeHub

Benefits you will get:

  • Automatically syncing your QuickBooks and CRM (ConvergeHub) data without any manual effort
  • Using ConvergeHub smart checking intelligence to eliminate chances of duplicate entries
  • Sharing the imported data across the organization and keeping your entire team always up to date.

• Visibility to all Customer Invoices

Benefits you will get:

  • Using the CRM to see customers’ invoice history anytime anywhere.
  • Getting all the invoices of your customers pinned to their respective accounts details page.
  • Having a single view of your customers’ details and invoice records without juggling between two separate applications.

• Send/Print Invoices from ConvergeHub

Benefits you will get:

  • Closing deals fast and building your business in real time.
  • Creating invoices from within the CRM by reviewing your contact’s complete information stored there.
  • Sending the invoice immediately through email. Or else printing the invoice and sharing it with key associates.

Setting up QuickBooks Integration

  1. Go to Apps Store
  • ConvergeHub has a comprehensive apps store that allows users to shop for third-party apps.
  • App integration solution is available for – Quickbooks, Docusign, GoToMeeting, Twilio, and many more.

 

  1. Read details about QuickBooks App
  • Click on ‘Details’ to learn the exact functionality that QuickBooks app integration will provide you in the CRM.

 

  1. Get App and Link your QuickBooks Offlineaccount
  • Click on the ‘Get App’ button to bring QuickBooks Offline in My Apps section.
  • Click on ‘Settings’ to connect the QuickBooks Offline account with ConvergeHub.
  • Download the plugin and complete the installation procedure
  • Start using QuickBooks Offline within ConvergeHub.

Sign Up for the FREE TRIAL and get the power of ConvergeHub in your business.