The power of Field Level Customization in ConvergeHub CRM

ConvergeHub CRM can be easily customized to closely fit different industries, their nomenclature and unique operational processes. And while other CRMs demand coding for any customization to be made, ConvergeHub empowers users to customize elements in the CRM without developer support. This blog talks about the robust field level customization feature available in ConvergeHub, what benefits it provides to businesses and how it can be done easily without any IT knowledge.

There are 240+ CRMs in the market. But how many offer customizations?

ConvergeHub is the most customizable and easily adaptable CRM solution. It understands the fact that all businesses are unique in the way they work and offers to customize a lot of elements in the CRM. You can create custom tabs, fields, page layout, templates, workflow rules and sales processes to reflect your unique business practices. This ensures that you’re not stuck with a plain vanilla CRM that has a rigid work flow but a flexible CRM that perfectly fits your needs.

Field Level Customization

ConvergeHub provides a wide range of standard fields in each module. However, it extends your database further and does not keep it limited to a finite set of predefined fields. It empowers you to create custom fields everywhere in the CRM, just like the pre-built fields. Custom field types are:

  • Boolean: Two data types to represent the logical values of true and false
  • Checkbox: A small box to enable or disable an option
  • Currency: A field to include amount in a specific currency
  • Date: A calendar date input field
  • Formula: A field that robotically fills calculated data based on the values inserted in other fields
  • List: A drop-down list option
  • Numeric: A field type that holds plain numbers without any percentage or currency signs
  • Radio: Round circles representing options, of which only one can be selected at a time
  • Relate: A field to establish relationship between different modules
  • Summary: Totals the values in the fields selected in the Summary Field Name
  • Text Area: A large text input field
  • Text Field: A simple text field
  • URL: A field to insert a link of any web page
  • Year: A drop-down list option to input the year

ConvergeHub CRM’s field level customization puts the power in your hands. Choose from the list of 10+ Custom Field types to capture data specific to your work demands. Specify Field Properties such as Name, Values and so on. Decide whether you want the fields to be mandatory, have advanced search, help text, default value, quick view, inline edit and mass update or not. These fields become available to all the users added to your organization’s CRM account. You can edit, delete and unpublish the custom fields later.

How to add Custom Fields?

1. Click on Admin Settings.

Add Custom Fields 12. Click on Custom Fields under App Setup.

Add Custom Fields 2

3. Click on New.

Add Custom Fields 3Define the Properties as required for the custom field:

Add Custom Fields 44. Select the module under which you want to create the custom field.

5. Select the tab under which the custom field will appear.

6. Name the custom field.

7. Choose from the list of 15 + Custom Field types.

8. Choose whether you want the custom field to be set as mandatory or not.

9. Choose whether you want the custom field to have advanced search or not.

10. Choose whether you want the custom field to be applicable under the copy functionality or not.

11. Choose whether you want to publish the custom field or not.

12. Write a help text for the custom field for better understanding of users.

13. Set a default value for the custom field.

14. Choose whether you want the custom field to have inline edit option or not.

15. Choose whether you want the custom field to have mass update option or not.

16. Save to create the custom field. The newly created custom field will appear under the selected tab of the respective module.

Not just Create but also Organize your Custom Fields

Just when you think that custom fields are the last level of customization in ConvergeHub CRM, here comes the BIG surprise. ConvergeHub offers Layout Editor that empowers you to drag and drop custom fields wherever you want them in the page.

What’s the best part?

There’s no scripting or code involved! So create Custom Fields and organize them in the left and right panel to group and merge sections of information together. Draw Lines to divide and segment the custom fields based on company objectives. Add Spaces to make the custom fields fit well on the page.

The ConvergeHub Advantage

Unlike the generic CRMs that leave you searching for other software to store industry-specific information and piece together data – ConvergeHub enables you to create custom fields that work for your industry. You store batches of information other than just ‘company’ or ‘name’ in the CRM. You have complete control over the data required in the CRM and can input information based on what is most relevant to your business process.

Next Step

Create Custom Fields of different types and share how they help you store unique data elements in the CRM, particular to the way your business operates. We’ll be waiting to hear your experiences with our built-in custom field tool.

Not an existing ConvergeHub User?

No sweat! Learn about ConvergeHub CRM through the following ways:

Pick and choose any or all and take a closer look at what our CRM software can do for your business.

Thank you!

ConvergeHub

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

https://twitter.com/convergehub

Looking forward to see you there.

10 Tips To Overcome Objections In Sales & Closing More Deals

Prospecting is hard. And what makes it harder is knee-jerk reactions from leads. Most sales prospects deter purchasing products and services citing reasons of budget, experience, time and so on. Sales agents dread objections and struggle to tackle them. However, they can be easily handled and overcome if a list of commandments is followed. This blog talks about the 10 tips that can be used to effectively handle sales objections and close deals smoothly.

Customer objections are like nightmares to sales reps and surely will end up losing on your sales. However, not all customer objections mean a ‘no’ to your offerings. They might mean something else too. In this article, we are going to go deeper into customer objections and discuss several tips on how to overcome them and make sales possible.

Your customer may be like –

“We really like your product/service, but …”

The toughest aspect of closing business deals is handling the points that prospects may come up with the clause ‘but’. The buyer’s objection points are typically tough, and stubborn and stand between your business and the desired sale.

What Do Objections Mean?

Objections are usually a need for more information. Such an information gap will most likely stop your leads from making a decision in your business’s favor.

Do not fret out! Nearly all sales conversation encounters at least one objection. And the moment it is uttered, sales agents tend to become defensive. Doing this can make you appear unprofessional and even often incompetent—potentially costing you the business deal.

What do you need to understand about overcoming objections in sales?

Objections are not negative. Almost every time, when sales leads say ‘no’, necessarily it does not have to mean that they don’t want to buy the product or service. The reason for saying ‘no’ might be not having any reason at all to make the buy. An objection is a request from the prospect for more information on the product or service. Sometimes the prospect can’t visualize how your product can help them achieve business goals.

Your role is to focus on delivering information specifically to meet the needs of your prospect’s business and explain how your product can solve a certain problem or produce a certain result for the business.

Once you recognize what an objection is then you can overcome objections with ease. You should never ignore objections and address them always.

How Do You Handle Sales Objections?

Potential buyers can have many objections. This can be related to price, functionality, and many more – you name it, there’s an objection to it. These objections can come during the qualification stage of the sale or during the conversion process, they’re always coming up (no escaping).

With this in mind, it’s critical that sales agents understand the most common objections that come up along with best practices on how to overcome objections.

To illustrate this, look at the infographic below courtesy of ConvergeHub. After reading this, you should have a better understanding of how to build your strategy around rebutting objections, closing more deals, and increasing your sales revenue.

Techniques for Effective Sales Objection Handling

Don’t…

1. Take the objection personally.

2. Interrupt your prospect mid-sentence and rush to overcome the objection.

3. Start your counterpoints with negative words like ‘But’, ‘If’, and ‘So What’.

4. Use excessive sales words like ‘cutting edge’, ‘innovative’, or ‘best in class’.

5. Talk about the product and service USPs without relating them to the objections.

6. Become defensive when prospects question the quality and efficiency of the product or service.

7. Assume that the objection is addressed without confirming it from the prospects.

8. Assume that the deal is lost because prospects have voiced an objection.

9. Have a partial or surface-level understanding of the objections.

10. Offer discounts immediately to resolve the monetary objection of the prospects.

Do…

1. Show Gratitude. Look at this positively – just another way for you to give your prospect more information. Acknowledge your prospect’s objections and provide the information needed to close the business deal.

2. Understand Your Prospects. Connect with your prospects on a personal level. Listen to their objections carefully. This demonstrates that you value their concerns which in turn helps build trust.

3. Dig Deeper. To understand the reason that is stopping them from making the purchase, ask your prospects specific questions that will help you gain a better perspective of their objections.

4. Confirm The Objections. A very effective way to do that is to take notes on all of your customer concerns. Now, rephrase them in your own words. The next thing you need to do is to ask your prospect to confirm if you have captured all the points correctly.

5. Explain Your Unique Value Proposition. Highlight what differentiates your business from your competitors. You should consider the value you’re bringing to your prospect and your prospect’s business.

6. Offer Solutions. Align the features and benefits of your products and services to your prospect’s specific pain points. Pain points include things such as lost revenue, low productivity, poor customer satisfaction, etc.

7. Share the Success Stories of Customers. Share testimonials, case studies, and other references. This may help you overcome objections and give prospects complete confidence in your company’s products and services.

8. Be honest. Skip the sales pitch and make fresh, spontaneous, and persuasive conversations. These conversations should be relevant to the prospect’s objections and help build a great rapport with them.

9. Proactively Bring Up The Objection. Refer to the CRM to learn the objections you encountered earlier. Answer them proactively to win the confidence of your prospects.

10. Offer An Incentive. Encourage your prospects to take advantage of your incentive. Depending on your business, this could be a free trial, free shipping, $10 off your first purchase, and more. This gives both parties a chance to work together and build trust, and mutual respect.

Final thoughts
In a nutshell, you need to understand that not all objections are negative and can often produce positive results if handled correctly. A proactive approach to addressing the customer’s objections will help your business in better conversions. Now that you are aware of all the dos and don’ts against customer objection, it will help you reap more sales for your business.

What’s new in ConvergeHub (Release Update on 6th August 2016)

As a part of its monthly update, ConvergeHub has introduced a new customization feature within its CRM called the Layout Editor. It empowers users to design different layouts for ConvergeHub pages through the help of Headers, Custom Fields, Spaces and Color-based separators. This feature can be applied to customize pages under the key CRM sections such as Leads, Accounts, Contacts, Deals, Cases, Events and Invoices and so on. This blog describes the functionality of Layout Editor in detail, providing a step-by-step visual instruction on how to use it.

How much you benefit from your CRM depends on how well it is aligned to your business process. With that in mind, we offer great field-level customizations in ConvergeHub CRM that enables you to add and organize custom fields under default and custom created tabs.

This does not restrict you to the standard ConvergeHub fields and allows you to add industry-specific fields under different modules, depending on the requirement of your organization.

And now we finally introduce page-level customization in ConvergeHub to bring endless flexibility in the CRM.

Layout Editor

It is the most powerful way of achieving an ‘organization-specific‘ ConvergeHub. Use the Layout Editor under ‘Administrative Settings‘ to define, control and modify the design and feel of the pages under the following CRM modules:

  • Accounts
  • Cases
  • Contacts
  • Deals
  • Events
  • Invoices
  • Leads
  • Notes
  • Partner
  • Payments
  • Products
  • Quotations
  • Targets
  • Tasks
  • Assignment Rules
  • Users.

Layout Editor includes the following three elements:

  • Label
  • Filler
  • Separator.

Use them to tailor the look of each ConvergeHub screen according to your company needs. Insert multiple Headers with the desired Font Size, Style and Color. Organize Custom Fields to group and merge sections of information together such as marketing programs, sales opportunities, and support cases.

Draw Lines to divide and segment the fields based on company objectives. Edit the properties such as the Line thickness and color. Add Spaces to make the custom fields fit well on the page.

Manage your business your way with ConvergeHub

No two businesses are identical. Customize ConvergeHub CRM to match your way of getting your work done. The possibilities of customizing ConvergeHub are endless with the Layout Editor. Wear your creativity cap, review your business process and add all the components you wish to have in the CRM pages. It is quick and easy! No scripting or code involved!

How to use Layout Editor?

1. Click on Admin Settings.

ConvergeHub Layout Editor 12. Click on Custom Fields under App Setup.

ConvergeHub Layout Editor 23. Click on Organize.

ConvergeHub Layout Editor 34. Select the module from the dropdown.

ConvergeHub Layout Editor 45. Select the tab from the list.

6. Custom Fields under the selected tab will appear under the Database Fields.

ConvergeHub Layout Editor 57. Click on Layout Editor which includes the following options:

  • Label that means Header
  • Separator that means Line
  • Filler that means Space.

8. Drag and drop the Label.

9. Click to delete the Label.

10. Click on Label Settings.

ConvergeHub Layout Editor 611. Name the Label. Choose the font size, style and color.

12. Copy the color code to apply to other Labels.

13. Click to restore to default color.

14. Click to save the Label properties.

ConvergeHub Layout Editor 715. Drag and drop the Filler for proper spacing in the page.

16. Click to delete the Filler.

ConvergeHub Layout Editor 817. Drag and drop the Custom Fields in the left and right panel.

18. Drag and drop the Separator in both panels to categorize the Custom Fields.

19. Click to delete the Separator.

20. Click on Separator Settings.

ConvergeHub Layout Editor 921. Choose the Separator thickness and color.

22. Copy the color code to apply to other Separators.

23. Click to restore to default color.

24. Click to save the Separator properties.

ConvergeHub Layout Editor 10As per the requirement:

25. Insert second Label to the page.

26. Drag and drop the Filler for proper spacing in the right panel.

27. Drag and drop the Custom Fields in the left and right panel.

28. Click on Save.

ConvergeHub Layout Editor 1129. Click on the tab under the selected module to view the customized layout. If required, add, change or remove the Labels, Custom Fields, Separators and Spaces.

ConvergeHub Layout Editor 12There is no minimum and maximum limit to these customizations. So change the ConvergeHub UI wherever and whenever you want by simply dragging and dropping the Labels, Custom Fields, Spaces and Separators.

Final Thoughts

Layout Editor takes up ConvergeHub’s customization several notches higher. It empowers you to build your ‘own ConvergeHub’ that stands as unique as your business.

Take a few minutes to review this feature and how it makes ConvergeHub as flexible and dynamic as your business demands. Do not forget to share with us how you are using Layout Editor to adapt ConvergeHub to the way your team works.

We’ll be waiting to hear your comments…

Not an existing ConvergeHub User?

No sweat! Learn about ConvergeHub CRM and use FREE TRIAL to get a feel of what our software can do for your business.

Thank you!

ConvergeHub

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

https://twitter.com/convergehub

Looking forward to see you there.

How successful are you in achieving Work or Life Balance

Work/Life balance has become a major concern among business owners. With most of them failing to achieve it, complains of stress and health deterioration have become frequent. While there are multiple ways to resolve this, the best way to achieve perfect work/life balance is through CRM software. It actually empowers entrepreneurs to manage their business from anywhere and also automates tedious operational activities – saving much time and effort.

How successful are you in achieving Work or Life Balance, did you ever thought of that. Pressing business deadlines and the challenge of running a household – Suzanne juggled these two with little or no success. She was managing her house well but setting up a small business venture made things difficult, as she took on the dual role of business owner and homemaker. As days progressed and the stack of work grew larger, she started being more at office which meant having less time for family.

A phrase that is heard a lot these days in the SMB world is ‘Work/Life Balance‘. You must have come across it too. Many seminars and conferences are being held across the globe, addressing this issue of Work/Life Balance.

So what is it? Doesn’t require much effort to understand it. But the question is, why suddenly has it cropped up in the last few years? Let’s find out –

Finding a perfect balance between the demands of work and personal life has become tricky for small business owners. Although they constantly seek harmony between the

requirements of work and the satisfaction of living, work and life overlap.

Facts that illustrate the point further:

  • 75% small business owners commit of sacrificing personal time for work.
  • 66% small business owners commit to checking phones for mails 10-15 times a day.
  • 59% small business owners admit of not taking any time off at all.

To sum it up, small business owners are working for more hours (including weekends) and having less free time than they used to.

Is it an alarming issue? These facts answer it aptly:

  • Only 15% of small business owners report to have a perfect frame of mind due to good work/life balance
  • 66% small business owners suffer from work-related stress
  • 54% small business owners have suffered serious health deterioration due to work stress.

– CMO Insights

Do we need to say more?

The struggle to find the ideal way-out

Despite a growing body of evidence about the adverse effects of longer work

hours and lack of self care, there is not much improvement to be seen in the life of the small business owners. Not because they are not trying for it but because they are grappling to find the ideal way-out.

Google ‘tips for work/life balance‘ and you get 1000 suggestions. But how many can be applied and implemented? Just as Tim Steward states – ”Suggestions are ample but not workable. So small business owners are struggling to incorporate experts’ inputs into reality.

How do CRMs help small business owners find the work/life balance?

Its surprising that when every small business owner is busy discovering ways on achieving the equilibrium between work and life – very few but substantial number of small business owners are enjoying work/life balance. How?

CMO Insights analyzed and found that these small businesses share one common thread – CRM. Within one to two years span, these SMBs have gone ahead and implemented cloud CRM systems. Their objective has been to alleviate sales, marketing and customer relationships. But while they have received all these three benefits, the cherry on the cake has been something grand and much-coveted.

Work/life Balance

CRM has given complete FREEDOM to these small business owners. Now they are no longer tied to their corporate walls to run the process. Work happens from any part of the world and time while they freely move around.

Here are the infinite possibilities that CRM brings forward to these small business owners:

1. Stay Updated

SMB owners get all the vital information wherever they go. They view the whole day activities at a glance from the CRM. Right from sales pipeline, marketing campaigns to customer cases; entrepreneurs see everything that’s important in a few minutes. They make quicker decisions because they get benefited with real-time data from CRM dashboards and Custom Reports.

2. Preview the day and schedule the activities

CRM calendar allows entrepreneurs to take a quick look at the day’s activities. Enjoying the morning at home with a hot cuppa – they can schedule, reschedule, organize, add and edit the activities from a single screen interface of CRM. Not just this, they get the privilege to share the calendar with colleagues and also view their employees’ calendars to check their client meetings and events planned for the day.

3. Take Action

SMB owners run campaigns, manage new contacts, update sales opportunities, keep customer accounts up to date and convert leads on the fly. They keep deals moving fast by quickly seeing the sales pipeline, understanding what’s important at each stage and modifying the sales process.

They view cases and escalate them to the right agent to ensure prompt customer service. CRM empowers them to collaborate and securely share documents within the organization or outside regarding any Leads, Deals or Activity. Plus, they can collaborate on projects as well with colleagues and customers on the go.

4. Automate tedious time-consuming tasks

Small business owners never lose time doing the administrative behind-the-scene sales and marketing tasks. CRM rescues them with its robust Automation module. Using CRM, they make most of the marketing and sales process automatic. They set rules and description for a task that is to be carried out, set a trigger for the time when the action needs to be carried out and the rest is taken care of by the CRM.

What’s even better? Entrepreneurs view the details of the automated tasks and edit or add new ones to CRM as and when required.

Work/life balance is possible than believed

The challenges of small business ownership are unique. You need to be in it to understand it. And that’s precisely why the innumerable suggestions of business experts do not help the SMBs in achieving the work/life balance. Because these experts, perhaps are strangers to the difficulties of managing business with family.

Whether CRM is the best solution to achieve work/life balance or not might seem contradictory to a few. But doesn’t it makes sense to believe it, considering the fact that already a fraction of small business owners are using this software and swear by its benefits. People who advocate the use of CRM for achieving work/life balance are small business owners themselves who very well know the overwhelming demands, pressures and challenges of finding harmony between running a small business and leading a personal life.

So all those small business owners who are sandwiched between work and family – implement a cloud based CRM application!

By doing this, you will get the convenience to manage your business more efficiently from any location and time. You can devote hours to hone your passion and hobbies, blend your work with your family duties and live a life that aligns with your professional and personal goals and dreams.

Lead generation from crm software, Lead generation social sites

ConvergeHub offers ‘Lead Generator’ tool that makes lead capture from social media super easy. It is available as a Chrome extension and adds leads from LinkedIn, Facebook, Twitter and Google+ into ConvergeHub in ONE click! ConvergeHub Lead Generator is a major boon to sales agents who lose several hours in social media lead generation. They spend less time in creating leads and focus more on managing and qualifying them.

Lead generation from crm software, its tricky but easy with ConvergeHub. Are you tired of manually entering leads from social channels into your CRM? Does this manual social lead generation take up majority of your precious time?

If yes, you’re certainly not experiencing this alone.

Given the growing importance of social channels, most businesses aim to find their potential clients there. So the task of acquiring leads and prospects from the leading social channels has been included as a routine practice. However, it is not properly executed.

The challenge of manual lead generation from social sites

Social media lead generation involves copying and pasting each lead detail from social site into the CRM. This constant back and forth movement between social and CRM tabs proves to be a huge drain on time and resources.

For example, whenever you find interesting contacts in social sites, you want to save them quickly. So you invest a few minutes to enter the details into the CRM system. This copying and pasting at frequent intervals become a chore that takes time and interrupts the search activity.

As a result – lead generation from social sites take a lot longer to get completed, and are often erroneous.

So does that mean social media lead generation is always supposed to be time-consuming and inaccurate? No.

This whole issue about social media lead generation can be resolved if only there is a feature that automatically saves the leads’ information from the social sites into the CRM. That would save time and reduce data entry. And this is precisely where ConvergeHub CRM comes into the picture!!

ConvergeHub – Simplifying the task of generating leads from social sites

Considering the hassle involved in generating leads from social sites, ConvergeHub has built a time-saving feature called ‘Lead Generator’. It is available as a Google Chrome Extension, designed to work with four leading social media channels – LinkedIn, Facebook, Twitter and Google+.

It functions as a magic button that enables users to pull lead details from social sites and put it straight into the ConvergeHub CRM account, in a single click!!

No back and forth movement between social sites and CRM. No break in the search flow.

Whenever you find a potential client in LinkedIn, Facebook, Twitter and Google+, simply click on Lead Generator tool. Lead details will get automatically filled up in the Lead Generator form which you can save in one click and continue searching for other potential clients. If required, you can add ‘Description’ to the leads and also set ‘Next Action’ e.g. follow-up call or email.

Imagine the number of hours saved!! Now you can use the same hours speaking with leads and closing sales.
How to set and use ConvergeHub Lead Generator?

Convergehub Lead generator 11. Add ConvergeHub Lead Generator extension to the Chrome browser from the Chrome Web Store. Here is the link to add it – https://chrome.google.com/webstore/detail/convergehub-lead-generato/mjcffemmfdpcjekgonelgmphacdhhbod

Convergehub Lead generator 22. Lead Generator tool will detect when the user is logged into social channels (LinkedIn, Facebook, Twitter and Google+) and will automatically show up in the Chrome address bar.

Convergehub Lead generator 3
3. Click on ConvergeHub icon to clip the lead information from the social site.

Convergehub Lead generator 44. Provide ConvergeHub User name, Password and API Key (only for the first time).

Convergehub Lead generator 55. Details like Lead’s name, phone and email address will get pulled from the profile and automatically filled up in the Lead Generator form.

6. Add a Description to the Lead.

7. Set ‘Next Action’ for the Lead e.g. follow-up call or email.

8. Click on Save.

Final Thoughts

ConvergeHub Lead Generator has made a huge difference to our customers’ lead acquisition and deal closure success rate. A simple click lets them extract lead details and save it into ConvergeHub. New lead is created instantly in ConvergeHub with a description and Next Action to follow-up!!

For more information, check out our Lead Generator tool in Chrome Web Store. Post your thoughts or queries about it in the comments section below.

Want to learn more about ConvergeHub? Click here to get a comprehensive view on our CRM and how it is superior to other popular CRMs in the market.

Share and Collaborate files within or outside the company

Learn how ConvergeHub Library can work as the perfect document management software application for your organization. ‘’I am working with a hot prospect who is keen to purchase our product/service – can you email me all the RELATED documents asap?’’ Sounds familiar? Well, this is what your sales reps keep mailing to the marketing team time and again. Now imagine what if your marketing reps miss the mail or reply to the mail late? You might run the risk of losing out a hot prospect just because your sales rep is not prepared to deal with the prospect. Do you want the same to happen to you in reality? Certainly NOT.

Share and Collaborate files within or outside the company for many reasons. Whatever might be the reason, if we need it then getting the safest environment with reliable infrastracture and people operating and handing it is very essential. Do you get it from your CRM Services Provider?

‘’I am working with a hot prospect who is keen to purchase our product/service – can you email me all the RELATED documents asap?’’

Sounds familiar?

Well, this is what your sales reps keep mailing to the marketing team time and again. Now imagine what if your marketing reps miss the mail or reply to the mail late? You might run the risk of losing out a hot prospect just because your sales rep is not prepared to deal with the prospect.

Do you want the same to happen to you in reality? Certainly NOT.

So what do you do? Invest in standalone document management software applications like Dropbox or Box?

Although this is what many companies are doing, but this does not solve the problem totally. For instance, these standalone document management software applications are not connected to your CRM system. This results into two major disadvantages:

  • You can’t ensure that everyone in your team is using the updated version of the documents
  • You can’t control who has access to what according to their role and access permissions.

Now, imagine what if you could integrate document management software application to your CRM system?

Or better, your CRM system could offer document management software facility? Instead of searching existing documents in computers, mailbox and other places, your salespeople could spend their valuable time on developing a strong sales pipeline.

Amazing isn’t it?

Well, this is precisely what ConvergeHub has got for you!!!

ConvergeHub Library – which makes it easy to store and manage customers/prospects collateral, materials, proposals and more, right within the CRM repository.

1. Folders

You can create folders under which you can upload multiple files. Clicking on any folder will redirect you to its dedicated page.

Here you can find all the crucial information of the folder such as number of files, history, properties and sharable link.

You can perform multiple actions:

  • Upload new sub folders to the main folder
  • View the history of the folder such as the users who have shared the folder or downloaded it
  • View details of the folder such as name, description, owner, size and creation date
  • Mass delete, download or move and copy files.
  • Sort the order of the files on the basis of name or date.

2. File Sharing

You can do file sharing within and outside your organization in a secure manner via the ConvergeHub library. Simply:

  • Create a link for the folder/file
  • Shorten the link of the folder/file
  • Set the password for accessing the link
  • Set the expiration date after which the link will fail to open
  • Set the usage limit of the folder/file by turning the download option on/off
  • Choose the recipient name
  • Write a brief message about the folder/file.

For improved compatibility, it’s advisable to convert your Google Docs or Word documents into PDFs before sharing. PDF files preserve formatting and are universally accessible, ensuring recipients see the document exactly as intended.

3. File Collaboration

You have a broad document portfolio spanning different departments. It’d be a nightmare to collaborate the documents with others without setting access levels. ConvergeHub Library allows you to set permissions during the time of collaboration itself.

So when you collaborate a file, you get to set the access level from six different options:

  • Co-owner
  • Editor
  • Viewer Uploader
  • Previewer Uploader
  • Viewer
  • Previewer
  • Uploader

Each access type has certain liberty and restrictions. For instance, if you choose editor, then the invitee can upload, download, preview, edit, delete and get link of the folder.

You are required to set the access type depending how you want the invitee to view or use the folder.

You can easily update the access control permissions. Additionally, you can set the expiry date of folder collaboration.

4. Email documents to prospects

When you send an email to a prospect/customer, you can easily search and attach the required files from the ConvergeHub library. If required, you can upload new files from the computer, add them in the library and instantly attach them in the mail – all at one go.

5. More Storage Space

Well, we have good news for all our existing Lite, Professional and Enterprise Edition users. Taking into consideration your massive document storage needs, we provide:

  • 100 MB storage space for Lite Edition users
  • 2 GB storage space for Professional Edition users
  • 4 GB storage space for Premium users

Note: all these storage space will be available per user. For example – if your company has subscribed to 20-user license for Professional Edition, it’ll mean 40 GB storage space for all users.

We hope that these storage options help you streamline and organize your company collateral.

Tricks of Best email marketing campaigns

Email Campaign is the most commonly used marketing tool. But while almost every business uses it, very few gain the desired success out of it. Why? Reason is that most businesses are not fully aware of its fundamentals and thus, make mistakes while creating email campaigns from scratch. This blog covers the basic steps of bringing an email campaign to fruition. Read and incorporate the steps in your next email campaign.

Do you know Tricks of Best email marketing campaigns, if not learn with us. Decade ago, marketers scratched ideas on a piece of paper, ran email campaigns and crossed fingers that results would follow. The campaigns did and did not generate results. But the marketers kept running them.

It was aimless shooting in a pitch dark room where the campaigns would hit the bull’s eye sometime and missed the target often. But the reason why marketers kept taking these chances was that while they had an idea that their campaigns weren’t working as per the standards, they couldn’t identify the exact loopholes.

There were no proper tools and the campaign results were gained in disconnected pieces.

The tactics have changed but the attitude of marketers is still the same

According to CSO Insights, more than 65% of businesses are not satisfied with their email marketing campaigns. The reason is the absence of a well-defined strategy and the usage of disconnected tools that makes it tough to measure campaign results.

Businesses need a new framework for running email marketing campaigns. A plan of action needs to be framed that has the following crucial components:

  • Set of clearly-defined goals
  • Finite start and end date
  • Tool for tracking the campaign success and failure.

Here’s a step-by-step blueprint for planning and launching an email marketing campaign. Take a look –

1. Notion Building

The idea of launching an email marketing campaign cannot be taken hastily. Successful email marketing campaigns demand to be carefully researched, well thought-out and focused on details, rather than based on a shallow idea, thought of in a shower.

So it is advisable to marketers to brainstorm several sessions, discuss and debate multifarious topics and finally zero in on the best one. It is important to involve the entire marketing team because although brilliant ideas are floating around everywhere, they get lost in the shuffle if not heard.

Tip: Create a folder where all agents dump their campaign ideas. Go through each of them in the team meeting and make the final choice. Before the campaign gets off the ground, discuss the following aspects:

  • Duration for framing and running the campaign
  • Number of resources required for the campaign
  • Expected results from the campaign.

Discussing these will help to keep things streamlined and organized from the initial stage itself.

2. Identify the Audience and what resonates with them

Build the message keeping the audience on top-of-mind. Find answers to questions such as:

  • Which part of the marketing funnel will be targeted?
  • What sort of content will resonate with these section of prospects?
  • Which are the popular topics with this audience?
  • Which campaigns have run successfully and which ones have failed miserably?
  • What factors have contributed to the success/failure of the earlier campaigns?
  • How can maximum value be delivered to the prospects?

3. Define the Goals

Do not set vague and obscure goals such as ‘more sales’. Be as specific as possible when setting goals for the campaigns. So if the prime objective is increasing sales, then break down the goals in the following forms:

  • 500 new leads
  • 700 new free trials
  • 200 new sign ups.

Having specific to-the-point goals will make it easy to assess the results of the campaign later.

4. Build the Campaign Landing Page

Email marketing campaigns can only deliver the desired result if they push the recipients towards a call-to-action (CTA). That is why it is essential that the campaigns are framed as such that they foster and inspire action at the end. So create a dedicated landing page for the marketing campaign that directs prospects toward the goal and simultaneously allows you to easily track the success of your campaign.

Elements required in a high-converting landing page:

  • Unique value proposition
  • Benefits/Advantages
  • Customer reviews
  • Call to action.

In addition to these, many businesses include a video in the landing page. You can do it too if you want to show your product in action that helps prospects visualize themselves using it.

It actually increases conversions. However, remember that incorporating video in the landing page is a challenging venture that will require lots of resources. Make sure you do not neglect other important elements on your landing page, in the lieu of the video.

Tip: Do not forget to frame the follow-up message for the email campaign. This will be immediately sent out to the recipients, once they carry out the desired action on the campaign landing page. Follow-up messages will confirm the action of the recipients and not leave them in a state of bewilderment.

5. Performance Tracking

It doesn’t makes sense to invest time and resources into email campaigns if you do not have the means to know how they are performing. New-age CRM software solutions are the best platforms to carry out email marketing campaigns and assess their results as well. There is a set of predefined templates available. You can choose either from them or use the editor to create a customized email template specific to your requirement.

Reports and real-time analytics in the CRM is an added advantage that helps you understand the performance of your email 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).

CRM makes it easier for any business to access precise campaign data and accurately track the behavior of the prospects all the way down the funnel You can set up reports to see the point at which people are dropping off and optimize those spots in the conversion funnel.

6. Lead Nurturing

Email marketing campaigns are not one-time games. It is important to continue the communication to convert leads into customers and existing customers into repeat customers. And this is precisely where lead nurturing comes into the picture. CRM plays an instrumental role in lead nurturing. It empowers businesses to keep offering value to the prospects through different forms of contents. Targeted contents over a period make prospects happy and they are more likely to do business with you.

7. Evaluate the Campaigns

Once the campaign has come to an end, look back and evaluate the results. Hold a meeting and discuss the following points:

  • Were the goals met in the campaign?
  • What could have been done differently?
  • What aspects of the campaign didn’t work out?
  • How can the campaign be run better next time?
  • What new customer insights have been gained?

These discussions help the marketing team to understand the campaign results and make constructive changes in the upcoming ones.

Final Thoughts

There is no one sure formula to create a successful email marketing campaign. However, following a series of documented steps promise to maximize viewership and put the business in a better position to gain the desired ROI out of the campaign. So it makes complete sense to be organized and systematized rather than blind and intuitive. Isn’t it??

How to use social media effectively for business

Social media has brought in great deal of changes to how businesses were perceived earlier. It is no longer an over-the-counter transaction between the customer and the seller. Most companies are now striving to forge stronger relationship with clients and offer them personalized services and with this the importance of social media is growing. But things are said easier than done. Most brand managers and sales representatives are clueless on how to make their presence visible on social platforms, how to engage clients and how to process the information gathered from these sources.

Its important to understand how to use social media effectively for business as today’s business houses face a lot more competition than before and to successfully win over it we need the power of social media. Social media has brought in great deal of changes to how businesses were perceived earlier. It is no longer an over-the-counter transaction between the customer and the seller. Most companies are now striving to forge stronger relationship with clients and offer them personalized services and with this the importance of social media is growing. But things are said easier than done. Most brand managers and sales representatives are clueless on how to make their presence visible on social platforms, how to engage clients and how to process the information gathered from these sources.

Leveraging the true power of social media can help small businesses and large enterprises alike to become a social enterprise that is responsive to customer issues. Here is how that can be achieved.

Gather consumer intelligence, not data: Look beyond the immediate contact details that you have updated on the customer relationship management software for small business. Processing the information on social media can offer detailed insight on customer behavior.

You can now automate the process of gathering information from social sites by integrating social platform with CRM. This way you can stay connected to your contacts and dig into their profiles for more information. You can set triggers that will update you whenever a contact updates his profile on social sites.

Make yourself the topic of discussion: Always want to be in the discussions of your followers? Create a worthwhile profile. Engage your clients through interactions; nurture your relationships with them. Words of mouth are still the strongest form of advertisement and social media can help you in benefiting from social word of mouth. Identify the true influencers upon whom you can trust to spread your words; like – successful bloggers, celebrity twitterers etc.

Create engaging content: If you want to gain prominence in social media you must create likable and sharable content. Engaging videos and informative articles that people will like to recommend to their peers will get you more authenticity than creating ad campaigns. Create content that is somewhat funny, witty and useful so that people like to share it.

ConvergeHub is designed as social CRM that brings in the power of social media to your organization. Small businesses in particular are dependent on social media marketing to reach out to targeted customers. To allow our users to introduce the power of social media to their business ConvergeHub has created logins through social accounts. You can login to your Converge CRM account through your Facebook, Linkedin and Google+ account. The CRM will import all the details from your social account to update your user profile. You can further link the social profiles of your leads to receive all their profile updates directly on Converge. This way you will always stay updated on their details, like – job change, address change, marital status change and more. Send appropriate emails to continue your good relationship with them. This way you’d never lose your contacts and will be able to track your leads wherever they are.

How Social and Email Marketing Integration Impact Your Business

Marketers are in constant search to find the most foolproof marketing method that will always score a home run with customers. Email marketing and social media marketing both have emerged as essential weapons in one’s marketing portfolio. But often they are treated as standalone systems without really realizing their common objective. There are also some ideas that email marketing is dead and can’t fetch as much results as it used to do before the social era. But the reality can’t be further from the truth. When email marketing and social media marketing just work fine as standalone systems together they create a synergy that can be unbeatable in the hands of marketing managers.

How Social and Email Marketing Integration Impact Your Business, let’s learn the secrets of it and try to understand how they are changing the marketing dynamics. Marketers are in constant search to find the most foolproof marketing method that will always score a home run with customers. Email marketing and social media marketing both have emerged as essential weapons in one’s marketing portfolio. But often they are treated as standalone systems without really realizing their common objective. There are also some ideas that email marketing is dead and can’t fetch as much results as it used to do before the social era. But the reality can’t be further from the truth. When email marketing and social media marketing just work fine as standalone systems together they create a synergy that can be unbeatable in the hands of marketing managers.

CMOs and marketing managers looking to optimize the reach of their marketing campaign therefore mustn’t ignore either. In this article we have discussed how social and email marketing can collaborate to create a perfect marketing mix. However, interestingly both social media and email marketing now can be conducted from one’s CRM solution.

Email marketing

Email marketing is a part of direct marketing campaign when commercial, solicitous messages are sent to potential customers to promote product and services. It is of broadcasting nature and expected to bring more direct results.

Email marketing normally happens over a period of time. You may receive periodical mails from the merchant with whom you have listed your mail id. The history of email marketing is as old as the history of emails. Its quick and immediate nature made it a favorite choice for marketing campaigns almost instantly. Today, around the globe there are over 3.375 billion active email accounts. If we consider every individual to have two email accounts the number comes to 1.68 billion people, which is greater than the population of the largest country in the world.

Email marketing can contain plain text emails, advertorials, direct promotional content, videos, newsletter and as well simple solicitous mails wishing birthdays and anniversaries. In a word, any email from a prospective seller is a part of email marketing.

Unlike before most part of email marketing now can be automated through custom CRM software tools that offer marketing automation solution.

Social media marketing

Social media marketing involves customer engagement on social sites. Rather than direct selling social media is mostly targeted to gain visibility and audience on the web world. It is relatively a new concept and is still at the budding stage. It is mostly targeted at engaging customers on social sites and encourages them to like, share, twit and discuss on various social platforms. A social media share is likely to fetch in more value since the action takes place in a trusted third-party site. Social media marketing can be called new form of word of mouth marketing.

While email marketing targets individuals; social media marketing targets larger audience at a time. Combining the two can help creating a marketing strategy that can have the best of both.

Social media marketing too can be managed through social CRM solutions that allow one integrating social feeds to one’s CRM interface.

In the modern scenario the customers are constantly searching to find what’s in the deal for them. Targeting only one method of marketing may fail to create a full-fledged impact. An email can be trashed or deleted and social announcement may be overlooked as they have shorter shelf life. But when the marketing content reaches both the inbox and the social profile of the customer it is likely to create better impact.

Individual vs global outreach

Email marketing fails miserably when it comes to outreach. You can’t send mass emails as they are likely to end up in the spam box of the recipient. On the other hand, social media can widen your scopes to reach out to more number of audiences at the same time. But social sites aren’t good for individual follow ups. It is also less targeted than emails. Hence, the social media platform must be used for broadcasting and emails as a reminder mechanism.

One can now pre-schedule an email marketing campaign to send mails at equal intervals. This is known as DRIP marketing.

Encourage sharing

When you create an interesting content you want to share it with your audience. More number of sharing will ensure more audience and hence, popularity. So, when you create content allow provisions for your readers to share it in their favorite form, i.e., on social web or emails. Offering buttons for social as well as emailing will encourage more visitors to share their favorite reads. This will help creating more value since the content is shared on third-party sites.

Encourage navigation

Integrating buttons to your email templates offering links to your social media profiles will help you get more visitors. While emails are expected to bring immediate results, social profiles are used to forge long term relationships. Allow your customer to join your fan page on social sites if they like your email content.

The effectiveness even of an excellently written email is immediate but through social pages the customer will link to you for longer period.

Similarly, if a visitor likes your content on social media allow him to subscribe to your email newsletter. This way you can always keep your visitors engaged.

How modern CRMs are helping marketers to deal with the changed Marketing Landscape

Today, a consumer life is rife with marketing messages across the Internet, TV, newspapers or magazines. And this is where things have become enormously difficult for the marketers. Imagine the competition they’ve to face. Cutting through the noise and making a memorable connection with the target audience is a hell lot of task. But not impossible Just as they say – for every demand there’s a supply – for marketing too, we’ve a myriad of tools doing the rounds.

Befors starting I once wanted to know How modern CRMs are helping marketers, Now as many want to it, lets have a good article on it.

New York Times: A person living in a city 30 years ago saw up to 2,000 ad messages a day, not even half of what he sees today.

What has changed?

Today, a consumer life is rife with marketing messages across the Internet, TV, newspapers or magazines. And this is where things have become enormously difficult for the marketers. Imagine the competition they’ve to face.

Cutting through the noise and making a memorable connection with the target audience is a hell lot of task. But not impossible

Just as they say – for every demand there’s a supply – for marketing too, we’ve a myriad of tools doing the rounds. For instance –

  • Social Marketing Tool
  • Marketing Automation Tool
  • Multi-channel Marketing Tool
  • Email Marketing Tool

And just when you thought that marketers are spoilt for choice (with so many marketing applications) – here enters the latest and definitely the grandest of all –

Modern CRM as Integrated Business Solutions

How are these solutions different?

Jodie Ellis – ‘’Proper planning of a business landscape often takes a backseat while meeting the short-term revenue goals. Example – Marketing is lagging down, let’s go for a marketing app, customers attrition is high; let’s implement a customer support software. Believe it or not: this is exactly what happens in an office boardroom when different departments meet up to discuss their challenges

As a consequence, various dissimilar and disparate applications get installed at different points resulting in business process inefficiencies and slowdown.’’

Business entrepreneurs have realized this predicament and hence have made a clear shift to the modern cloud CRMs functioning as Integrated Business Solutions.

As the name suggests, these CRMs function as the perfect substitute for different standalone enterprise applications. Right from marketing to sales, customer service and collaboration – they are integrated with all necessary modules.

So from one source point, marketers get the convenience and benefit to carry out –

  • Social Marketing
  • Marketing Automation
  • Multi-channel Marketing
  • Email Marketing etc

Using the Integrated Business Software Systems, marketers get the added advantage of analyzing how their efforts are impacting the goals. Unlike 10-15 years back, when collaboration and knowledge-sharing has been separate and difficult – modern CRMs have fostered an exciting range of collaboration tools to foster teamwork and communication across the business.

Not just this, now small and medium-sized companies have started using more digital tactics in their marketing efforts. A lot of them are adopting marketing automation that has previously been used only by the larger enterprises.

Peter Roesler states…

‘’Credit to the new age CRMs (Integrated Business Management Suites) that today SMBs have the capacity for marketing experiments. Small businesses that have always have faced financial constraints due to putting in a lot of the capital in purchasing, integrating and maintaining different siloed applications have FINALLY come off from such tight spots.

With one business platform handling all the critical business functions – SMBs are in a better position to expand their brands into bold new territories with newer marketing strategy.

So it won’t come off as a surprise if within 5 years we see 90% SMBs is opting for multi-channel marketing, like – email marketing and social media marketing simultaneously.

And not to forget, since the company is starting these experiments from not a standalone marketing app but a common business management platform, they have more flexibility to keep trying if the new marketing tactics have a slow start. Headache of maintaining a separate marketing app is no longer looming on the SMBs.’’

Discover the four secret of sales success

A successful company involves the efficient working of different areas of the company, starting with sales and then extending to other crucial functions. But in the current hyper-competitive time, sales have become a challenge for even the best of companies across the globe. The infographic below: Highlights the present Sales scenario Discloses the four compelling ways to Sales Success Shows how CRM plays an important role in improving the Sales Numbers. Go through the infographic and implement the steps on your sales team to see the difference yourself. Do share your feedback about the benefit your business received or any other extra point that you like to add here.

It said Sale’s is a subject that is not for all. Why is it so and what is the need of it? It’s so because no company can work without profit. Getting the profit engine running for you all that is needed is a planned and properly designed marketing plan. Today’s world moves and works on data and to interpret data we need a proper tool, CRM has come as the best innovation, or you can say support tool for modern age industry and corporate houses. With CRM you not only analyse your old data and compare the same with the current and expected data, but it also gives many more options to calculate business returns.

The best part of CRM is that you don’t need to run across the people collecting data, all the information of your organisation is available for you in a single panel with detailed analysis options. Now after preparing the plan for the marketing, we need to implement it.

The implementation part comes with sales as the leading force. The sales can be online or offline. Whatever the mode may be we will get the data analyse and get best out of the plan for your marketing. You may have many other CRM tools available for your in the commercialization, but ConvergeHub CRM pulls out the best leads and information to bring out the best Sales Plan helping SMB’s build their business from scratch to the dream highs or from Small Scale to the Mid-Scale.

Let’s Discover the four secret of sales success. Learn how Business Process Management tool is the perfect solution for your business NOW by making it more efficient, agile and profitable. Do you want to improve efficiency, enhance agility, and make your business more profitable? If yes, then Business Process Management is your perfect solution!!! Wonder how??? Your answer lies below: In today’s dynamic business environment, any enterprise (big small or medium) needs to be agile enough to respond to whatever challenges come their way. The

Business Process Management

Top resolutions for Small Businesses

If you own a small business, now is the time to reflect on the year gone by, and plan how you want this year to be for your business. In this blog, we take the viewpoints of John Laforet (Principal at Broadview Strategy Group, a communications firm) on New Year Resolutions for small businesses. Learn his expert point of view on the best of small business New Year resolutions for 2015

Learn the Top resolutions for Small Businesses with ConvergeHub. If you own a small business, now is the time to reflect on the year gone by, and plan how you want the next year to be for your business. In this blog, we take the viewpoints of John Laforet (Principal at Broadview Strategy Group, a communications firm) on New Year Resolutions for small businesses.

Paraphrased from his latest write-up on Huffington Post – let’s read what he points out as four meaningful New Year resolutions for the small businesses:

1. Team Building

Reflecting on the performance of the business is important but along with that reflecting upon the contributions of the employees holds equal significance. By doing this, you get a clear picture of how your employees have helped shape your company’s success in the present year. You exactly come to terms with your team’s strengths, weaknesses, challenges, and opportunities that allow you to hone their skills and give greater value to you.

For instance, when you understand the exact capability of your employees, you can easily pose them with more suitable responsibilities and shift aspects of their roles to more appropriate areas. Steps of this nature improve workflow and address areas of the business that are ‘owner dependent’. Most importantly, it strengthens the capabilities of your team members and supports their growth within the company.

2. Client Acquisition

In view of the fact that B2B businesses have client relationships that are deeper and long term – it’s important to focus on client acquisition strategy. However majority of the B2B businesses do not focus on it and resultant of which they do not have a clear power balance in their customers. Either they have:

  • Too few customers responsible for greater percentage of the revenue
  • Too many customers, each accounting for low contract values.

Both the cases are bad and it’s imperative for businesses to gain balance in the customer-ROI ratio.

Overall, John emphasizes upon four key questions in relation to client acquisition:

  • Types of customers, the business wants to work with
  • Areas/channels where these targeted customers will be available
  • Strategies to attract the target customers
  • Probable offerings for these target customers
  • Strategies to provide good customer service (we suggest)

Further, he suggests that clients should not be selected solely on the monetary value but also in consideration of their characteristics, i.e. whether their traits suit the business profile or not.

3. Business Direction

Determining the business goal for the upcoming year puts the owners on a better position. They precisely know what initiatives and actions need to get implemented in accomplishing them.

John comments – some businesses can be keen on growing, while others focused on maintaining current levels of business activity – irrespective of what the goals might be what’s important is that entrepreneurs make decisions about their business direction during this time.

Planning the business direction is not an uphill task it as it seems to be. Businesses just need to diligently answer a few key queries. For instance,

  • What products and services they intend to offer the market?
  • Should their old products and services phase out?
  • Is there a need to introduce new products and services?
  • Will there be any change in their target market?
  • Do they plan to expand their geographic reach?
  • Do they need to acquire another business to fuel growth?

4. Giving Back

Lastly John mentions about the noble thought of giving back. Achieving profits throughout the year, it seems prudent to give a share back to the society. And what better way than indulging in some charitable work that benefits the people at large. So whether it is setting up a charitable foundation or donating at local food banks – the focus should be one which is to help the public.