Gift Giving by SMBs brings good luck during Christmas

It is the month of December where we get into the Christmas spirit with our mulled wine, mince pies and cookies. But is Christmas all about joyful celebrations? Or have we narrowed the definition of Christmas? In the midst of all our parties, we easily lose sight of the true meaning of Christmas i.e. the Act of Gratitude and Giving.

Gift Giving by SMBs brings good luck during Christmas and increases the business opportunity. It is the month of December where we get into the Christmas spirit with our mulled wine, mince pies and cookies.

But is Christmas all about joyful celebrations? Or have we narrowed the definition of Christmas?

In the midst of all our parties, we easily lose sight of the true meaning of Christmas i.e.

The act of Gratitude and Giving!

It is extremely important that we understand holiday season is more than just Santa, gifts and feasts.

It is the perfect opportunity to act upon the Bible teachings, be grateful of our blessings and develop a philanthropic mindset.

With this in mind, come up with a list of ways in which you can do for your customers and the society at large during the Christmas Season.

Remember, giving back is a practice of kindness that doesn’t have to be major and grand. You can have your own sweet little ways to give back to the people.

Your kindness in any shape, size and form is bound to make a difference.

The concept of ‘Giving Back‘ is not limited individually but extended to professionally as well.

Even if you are running a SMB (small & medium business), you can give generously to customers, communities, non-profit organizations and charitable causes that matter to you and your employees.

According-to-a-survey-by-Marketing-DonutThese valuable giveaways combined with charitable outreach efforts bring enormous benefits to small businesses.

Here’s a detailed insight into a Benefits of Corporate Giving that Reinforce why you should do it every Holiday Season:

Valuable Gifts Create a Buzz Fast

Create a Buzz in ChristmasPeople like free stuff, plain and simple. So when businesses get into the venture of providing complementary gifts – they get immediately noticed.

Message gets spread like wild fire (thanks to the digital world) and in a few hours – you have your target audience discussing about it.

Potential Customers Get Encouraged

Customer Encouragement - Christmas GiftThink of it: As a consumer, you are more likely to try something new if it is free, with no strings attached. The same logic applies here too.

The act of providing complementary products and services during the festive season helps you attract and acquire a great inflow of buyers from your target audience.

And what’s best is that if customers like your products and services or have a positive experience with your brand, most of them will come back for more.

Instead of going to a competitor down the street, they will stick around and spend in your business.

On the contrary, if your products and services do not fare well – No Worries!

That’s because customers are more forgiving when something is free. So a laid-back service and not-so-good product will be excused.

This is a benefit if you have something different or new to offer.

For instance, give free samples of your new products to your existing and potential customers.

Unlike the rest of the year, customers now will be little more willing to go with the flow. However, don’t overdo this.

Too strong negative perception will compel them to never come back.

Also, your poor quality offerings will become the point of discussion in your targeted demographic, considering the power of social media.

Positive Brand Association

Positive Brand Association - Christmas GiftGetting a product or service for free, makes customers happy and brightens their day. No matter how huge the discounts and offers are, customers find free giveaways enticing and give in to them more.

They build a positive perception about your brand as they remember how special they felt with your Christmas freebies. This really strengthens the positioning of your business.

The challenge of both new and established business – is driving traffic.

But it’s not that easy. Several surveys point out the fact that it’s harder to gain a new customer than keep a current one.

But, while you struggle with customer acquisition throughout the year, Christmas giveaways empower you to acquire new customers and receive more revenue at not much expense and effort.

Once customers get impressed by your free offerings, you’re much more likely to gain their repeat business in the future.

Tremendous Publicity

Tremendous Business Publicity - Christmas GiftWell this Christmas season, plan to give to charities along with spending on consumer gifts. Discuss with your team and finalize your budget.

Keep a large portion of it for corporate giveaways and a little percentage of that amount to social organizations. Minimum spending on philanthropic causes can be 10 percent, but you could decide to do less or even more.

Your wonderful, generous act of kindness can provide excellent publicity for your business by showing the community that you really care about the less fortunate.

By supporting a charity or participating in any social work————-

Your business will spread the word about your values and intentions, and help you get introduced to new customers who are involved with such noble deeds.

For instance, sponsor a charitable program. Use social channels to raise awareness about the cause and also promote your business in partnership with the program.

Simply share pictures of your charitable endeavors everywhere and earn the reputation of being a “good” company.

With this positive brand association, people will be more likely to want to buy from you.

Tip:

  • Lend your brand to a specific cause every year.
  • Post news, pictures and other information about it everywhere.In all probability, non-profit organizations will also promote your business on their website and other areas.

This will result into a greater flow of customers and potential customers to your business. ISN’T IT?

Nurture Customer Relationships

Nurture Customer Relationships - Christmas GiftIn addition to customer acquisition, the act of giving back will help you build stronger relationships with your existing customers.

So dig into the data of your small business CRM solution to gain a comprehensive view of your customers. Develop exclusive Christmas freebies based on customers needs and interests.

Also research to identify the common charitable causes that your customers are associated with. Extend your support to these causes or initiate a charitable program on them.

Make sure the social initiative somewhere aligns with your brand, impacts people and lets you gain the support of your customer base –

which further will create new marketing opportunities to expand your reach.

The Final Takeaway

Christmas Offer Gift

Generosity is the Exclusive Marketing Strategy!

On occasions like Christmas, Offering Valuable Gifts and spending a part of your profit to good causes is great to get the support of your existing customers and create opportunities to attract new ones.

But apart from customer acquisition and customer relationship management,

The biggest benefit of providing freebies and having your business support a charity is the amazing feeling you get from giving to others.

Isn’t it?

So without further ado, join the list of small & medium business entrepreneurs who give back to their customers in various forms and ways, in order to be both professionally and personally complacent.

Get into the spirit of the holiday by playing Santa.

Fill up small stockings with your freebies and leave them on the doors of your customers, with a card signed ‘Santa‘.

Practice the same exercise for the less fortunate people in your community. Surprise them with Christmas goodies.

This is just one of the creative ways to give back to others.

There are so many things you can do to help spread kindness and joy to others during the holiday season. Brainstorm with your team and come up with 5-6 unconventional ways.

Do Not Forget to Share with us , What Strategies worked the Best for You?

Merry Christmas To All !!!

ConvergeHub Sales Enablement PDF

Sales Enablement Process with Who, What, When of Sales

Sales Enablement is the vaguest sales term that gets tossed around in all organizations. Although it is used broadly, in most cases nothing substantial is achieved out of it. B2B companies make huge investments in sales enablement tools. Millions of dollars and thousands of man-hours are spent but sales enablement programs never come to fruition. Sales staff become numb to these programs and continue just doing what they’ve always done.

Sales Enablement Process with Who, What, When of Sales will teach and guide to build a stable and reliable organization. Sales Enablement is the vaguest sales term that gets tossed around in all organizations.

Although it is used broadly, in most cases nothing substantial is achieved out of it.

B2B companies make huge investments in sales enablement tools.

Millions of dollars and thousands of man-hours are spent but sales enablement programs never come to fruition.

Sales staff become numb to these programs and continue just doing what they’ve always done.

Wonder Why?

There’s usually a lack of knowledge in regards to sales enablement.

So what is sales enablement really? How can an effective sales enablement process be put in place to experience dramatic ROI for both marketing and sales?

 

ConvergeHub Sales Enablement PDF

The Real Concept of Sales Enablement

“Sales enablement is a strategic, ongoing process that equips all client-facing employees with the ability to consistently and systematically have a valuable conversation with the right set of customer stakeholders at each stage of the customer’s problem-solving life cycle to optimize the return of investment of the selling system. “— Forrester

 

Therefore, sales enablement is not limited to just sales training or managerial oversight of the sales funnel. Instead, it defines a collection of activities and programs, designed and developed to prepare and support salespeople.

It’s a team sport – carried out by a number of departments to help sales teams be successful in their selling efforts and move the potential customers forward in the buying cycle. Sales enablement empowers sales reps with proper knowledge, tools, processes, and behaviors to maximize every sales opportunity, improve sales productivity and drive revenue.

 

The Fundamentals of Sales Enablement

Now that you know sales enablement is much more than pricing guides and sales operations management – let’s shift the focus to the second topic.

What falls under Sales Enablement?

Which tasks, tools, activities and programs are required to improve the execution of key sales activities like making sales calls, pursuing opportunities and targeting hot prospects?

Sales Enablement includes a four-stage model that involves making both strategic and tactical contribution to the success of the sales team and the company.

 

Here’s a detailed insight into Each One:

 

1. Recruit – Ensure you get the Best Sales People Onboard

The first step of sales enablement requires you to hire the right number of quality sales professionals who can join your organization and fit into your work process easily.

Researchers say this is the most significant step because the people you employ on your sales team determine how well your sales enablement strategy will be executed.

Collaborate with your Human Resources and Talent Acquisition teams to recruit the right caliber of folks.

 

Focus on the following characteristics and attributes in the selection process:

    • Business Knowledge: Sales agents should have the right business skills and capabilities to assess the challenges of different markets and understanding of customer needs.

 

    • Flexible: Gone are the days when conversions would happen on a bloated sales pitch and standard sales playbook. Customers are powerful and their demands are more dynamic than ever.

 

  • Sales agents should be agile enough to adjust to the constantly evolving needs of the increasingly educated buyers and guide them through how your products and services will serve their purpose.

 

2. Train – Coach your Sales Reps to Improve their Ability to Sell

 

Sales Reps to Improve their Ability to SellOnce you’ve built a team of dynamic sales agents, you should train them. Brainstorm ideas and design a plan focused on improving the skills and knowledge of the sales agents and empower them to better execute key activities.

Conduct both short and long training sessions based on the complexity of your products and services and the level of training you wish to provide.

During the seminars, go over your company’s products and services, market strategy for each one and the approach required to reach out to the prospects.

Assign one senior sales professional as a mentor to every junior. This will ensure a 24×7 training and guidance to the new sales agents who can sail through the initial days of their job smoothly.

Just for an additional check, conduct weekly sessions to track the progress made, discuss new ideas and propositions and keep everyone on the same page.

Note: Don’t follow a rigid course of action. Understand the strengths and weaknesses of your sales reps and accordingly devise a flexible training program.

 

For instance –

    • Impart lessons on key messages, differentiators and unique selling points to sales agents who are confident with the product but apprehensive on how to pursue the prospects present in your targeted market.

 

    • Provide technical training to sales reps with strong sales skills but less knowledge on your products and services.

 

  • Educate Sales reps about the essential details and unique features and functions of your offerings which they can combine with their selling ability to convince the prospects.

 

Like recruiting, do not make training and coaching a one-man job – distribute it across departments. For instance, involve your Marketing, Product Management and Support teams to collaborate, create the right training program and add more skills and knowledge to the agents’ repertoire.

At the end of the training, your sales team will be in a much more advantageous position.

They will exactly know how to pitch your products and services, how to position them in the market against the competitors and how to harp upon their unique value.

Conversions will happen faster that will catapult your business’ revenue to the next level.

 

3. Equip – Provide your sales team with the right resources

So you have a team of well-trained dynamic sales professionals. Great! But is that enough to bring you sales success?

The answer is No.

In this hyper-competitive world where customers have the power to define a company’s fate in seconds – you need to strengthen your selling process to achieve results. And this can only happen when your sales agents are equipped with supporting sales resources.

The third stage of Sales Enablement demands you to focus on equipping your sales force with proper tools such as cloud based CRM solutions.

They fetch customer data from all touchpoints and streamline it into one centralized repository. Sales agents get a comprehensive view of customers from the CRM, can anticipate customer needs and requirements and provide a proactive personalized experience that convinces customers to act (purchase).

CRM is just one of the sales enablement tools. In addition to CRM, sales agents can have a variety of collateral at their disposal to assist them during the sales process such as product videos, whitepapers, datasheets and so on.

 

According to Forrester, “Sales agents who have a bunch of supporting tools for their assistance, maximize sales opportunities more compared to their counterparts. “

This is the reason that the most successful brands always aid their sales reps with different resources and tools.

 

For instance:

 

    • PowerPoint Presentations with a synopsis of product information which can be used in the initial stages of prospecting.
    • Product videos which can be used in persuading prospects that are stuck at the middle stage of the sales funnel.
    • Whitepapers and eBooks holding elaborate product information which can be used for nurturing and moving prospects further down the buying journey.

 

Every piece of collateral serves a specific purpose and makes a key contribution to a particular stage of the sales process, enabling reps to effectively engage with prospects and customers and win business under the competitive conditions.

Tip: To empower your sales folks with the best sales enablement tools – maintain a balance between CRM software and contents. Evaluate your business process and implement the best sales CRM software.

Simultaneously, include your product marketing team into the collateral creation process.

Remember, they hold maximum expertise in your products, precisely know how to position your products in the market and what messaging should be included in PPTs, whitepapers, and datasheets. So collaborate with them and prepare all the sales supporting contents.

Store all your contents into the small business CRM Solution to ensure that sales reps can easily access them during their selling engagements.

Also educate your sales agents regarding the individual importance of each content. They should know the value of each piece of the content at different stages of the sales process and utilize them accordingly.

 

4. Assess – Check to make sure your sales team is on the right track

 

Make sure your sales team is on the Right TrackHiring – Check. Training – Check. Equipping – Check.

Finally your sales team is working and your sales enablement strategy is implemented. But hang on!

How well are the salespeople are performing their respective duties?

Are they effective in their roles? Are they working at the expected levels?

Assessment forms play an important role of your sales enablement strategy that aims to measure the performance of your sales agents. With all of the investments you’ve made, you need to make sure they are fruitful and serving your purpose.

So get on with your assessment. Review your sales enablement strategy as a whole. Measure the extent to which your sales agents adhere to the sales enablement plan.

Calculate the conversion rates and figure out the percentage of qualified sales prospects in the funnel.

A high conversion rate is a good indication that your sales enablement plan is working effectively and all the tools incorporated are supporting the sales agents in engaging with prospects and customers.

If you are displeased with the conversion rate, go back to the drawing board, re-evaluate the program, identify the loopholes, fix them and optimize the entire process.

 

Additionally,…

      • Question your sales agents about their daily plan to check whether their day-to-day activities align with your company goals or not.
      • Ask for their opinion on the sales enablement tools and how useful they are in the sales process.

Finding answers to these questions will help you gain valuable information about your reps and precisely gauge which areas need improvement.

For instance, if you find any gaps in content, then take note. Discuss it with your product development and marketing teams and modify the training materials, on-boarding videos and whitepapers to be used at different stages of the buying process.

The Benefits of effective Sales Enablement

According to a survey conducted by Demand Metric in HubSpot75% of survey respondents reported that sales enablement majorly contributed to their sales forces while 88% admitted that sales enablement program made their operations “very strategic.”

So without any ado, get on with your sales enablement initiative.

 

A well-planned and executed sales enablement program will benefit your organization in the following ways:

 

1. Quality Lead Nurturing

Sales agents will differentiate the hot leads from the cold ones and nurture qualified leads with valuable conversations and information-rich collaterals that cater to their unique needs.

 

2. Increased Sales Conversion

Sales Enablement demands the implementation of cloud based CRM solutions. Having CRM by the side will empower sales agents with all key insights such as buyers’ behavior, interests, pain points, and so on. Sales agents can personalize their approach for each prospect, leading to a higher chance in making sales.

 

3. Long-lasting Customer Relationships

Sales agents will have a comprehensive data view of all their existing customers. Hence, they will be familiar with their interests and needs, maintain a healthy relationship with them and increase the chances of upsell and cross-sell opportunities in the future.

 

Conclusion

The number of sales strategies are unlimited. Search online and you’ll be flooded with tips and techniques to increase sales and revenue of your business.

But, the strategy of ‘sales enablement’ rises above them all. If built and implemented properly, it guarantees to increase win rates, improve productivity and build stronger relationships with existing customers.

Do you have a sales enablement program in place? Does it include hiring the right folks, training them, equipping them with tools to support their selling efforts and assessing their performance? Please tweet us your thoughts @Convergehub

ConvergeHub Sales Enablement PDF

Creative non traditional Ways To wish your clients

Thanksgiving is more than just about the turkey and the stuffing. It is a time to reflect and give thanks for many great things in our lives. But while we show gratitude to our family, friends, acquaintances and employees, our customers remain left behind.

Creative non traditional Ways To wish your clients collect more lead and boost the growth of the company. Thanksgiving is more than just about the turkey and the stuffing.

It is a time to reflect and give thanks for many great things in our lives.

But while we show gratitude to our family, friends, acquaintances and employees, our customers remain left behind.

But haven’t they in some way, great or small, enriched your life?

Showing appreciation to customers is vital. That’s because, a simple thank you can go far.

Research shows that customer acknowledgement helps further cement excellent business relationships which foster customers to spend 36 times more. (Entrepreneur)

Gary Vaynerchuk social media expert and author of the book The Thank You Economy, stated in a recent Entrepreneur.com column –

We’re living in what I like to call the ‘Thank You Economy,’ because only the companies that can figure out how to mind their manners in a very old-fashioned way — and do it authentically — are going to have a prayer of competing. I care a great deal about the bottom line, but I care about my customers even more. That’s always been my competitive advantage.’

So there you go – Customer appreciation is the key! Your path to success and sustainability partially relies on how quickly you can incorporate customer appreciation into your business strategy.

Whether it’s your first year in business or your 20th, make it a point to thank all your customers that keep your dream alive and your business thriving.

Just in case you’re confused on how to approach this, we’ve compiled a quick list of client appreciation ideas below.

1. Provide potential leads to your customers

Your customers refer their friends and family to your business.

Why don’t you do the opposite this time?

Yep, you read it right! Send referrals to your customers. As an entrepreneur, you have associates and acquaintances in different industry verticals.

See if any of these can be prospects for your customers. If yes, share these contacts with your customers.

Simultaneously promote your customers’ business within your personal and professional network.

Undoubtedly, your customers will reward you for providing referrals and marketing their business.

They will recognize the fact that you value them and their work which will lead to a stronger bond, stronger networking and more business in the future.

2. Support your customers’ charitable cause

Find out the philanthropic activities your customers are involved in. Reach out to them and offer to give a contribution to the charities they are closely associated with such as any food banks, homeless shelters, or other nonprofits.

This collaboration of philanthropic work will be dually beneficial.

Not only will you give back to the community but will also delight your customers, in the best possible way.

They will appreciate your generous gesture and develop a huge amount of respect for you. Also, this will result in a positive word-of-mouth recommendation that in return will bring more leads and sales to your business.

3. Send a hand-written note

In the era of Facebook and Snapchat, handwritten notes have disappeared — but they still haven’t lost their charm.

This thanksgiving, surprise your customers by going the old-school way.

Write a heartfelt message that conveys your gratitude for your customers’ support, wishes good tidings for the holiday season, and expresses your hope for their continued support in the coming year.

Tip: Do not write a standard message for all. Personalize the messages for each customer by mentioning some special interactions and anecdotes happened while doing business with them. Keep the message short, sweet and sincere. Add your company’s logo and your signature.Keep in mind that you can easily create a professional logo using an online logo maker.

Taking the time and effort to write these special thank you notes will go a long way. It will indicate a deeper level of appreciation and make customers more inclined to stick with you and give you repeat business.

4. Offer additional value

Actions speak louder than words. Follow this rule and go out of your way to reward the most loyal and revered customers with special discounts and benefits. Send a business thank you message to customers, you can do this using the email marketing features in ConvergeHub.

Inform them about the exclusive offers for the holiday season, such as coupons or promotional codes, free shipping, gift cards, free month’s subscription, access to an additional feature at lesser cost and so on.

This is one of the easiest and effective customer appreciation ideas for business. Your customers will feel sufficiently valued and happy to continue their allegiance with you.

5. Hold an exclusive event

Everyone loves to be thanked in a grand way and your customers are no different. Organize a special event for your customers and put them in the spotlight.

Give a short speech thanking your customers for their excellent support and loyalty.

Include some games, dance and music and make the event a fun-filled one.

Also encourage your customers to mingle with one another and meet your team.

This will increase the overall familiarity, strengthen the relationship and unite all into one family.

6. Send out-of-the-box gifts

What better way to thank your customers than by gifting them some goodies.

But before getting started, a note of caution: don’t be boring!

Chances are your customers might receive gifts from other companies as well. If you want to get their attention, send a distinctive thank you gift.

Example: Gourmet baskets, catered lunches, magnet buttons or even custom made coffee mugs with your company logo. Choose any of these to say thanks to your customers in a unique way and solidify their loyalty towards your business.

Tip: If possible, select gifts specific to each customer’s interests and preferences. For instance, if any of your customers recently become a parent, send a baby book. Such personalized gifts will help you nurture the relationship with your customers and get you closer to reaching the goal of maintaining them as customers for life.

7. Make a video

Create a video, sincerely thanking your customers for their contribution to your business’ growth and success. It will be quick, easy and an inexpensive way to show customer appreciation.

Customers will recognize the fact that you care about them and hence invested time and energy to say “thank you” on a personal level through the video.

Tip: Keep the video short. Remember, brief and to the point messages will be far more effective than long boring drawn-out speeches and monologues. Post the video to your website and upload it to your social media accounts as well. Inform all your customers about this sweet gesture through email.

8. Do social media shout-outs

Customers love receiving praises and it’s especially meaningful when done publicly. So acknowledge your customers in different social media outlets.

Talk about your wonderful experience of serving them and let your social media fans know about what they do and why they are so great to you.

Announce special discounts, gifts and opportunities for them as an additional gesture of gratitude.

Note: Social platforms are where your customers connect with people who share similar interests, activities and backgrounds. By appreciating your customers in the social sphere, you explicitly show how much you value and care for them and pull the targeted audience towards your business.

9. Use thank you banners

Looking for ideas and ways to show your local customers how much you appreciate them?

Do so with a personalized thank you banner. Get a custom designed vinyl banner with a “Happy Thanksgiving” message and hang it outside your storefront (or post your banner on your site).

10. Provide a special piece of content

Create exclusive white papers, eBooks and blogs for the Thanksgiving holiday to send to your customers.

Keep the content informational – something they will like to read and learn during this time of the year. Include a short paragraph on how much you appreciate your customers or what steps you plan to take to improve your offerings.

This will reinforce their loyalty to your brand and your company.

These are just some ideas on how you can show your customers your appreciation for them. Try them out and let us know what stood out to you.

Also, do you have any other idea popping up in your mind? Share it with us below!

Or tweet us – @convergehub 🙂

6 Awesome Strategies To Keep Your Customers Engaged

Customers, today, are empowered than ever before. They understand advertisement gimmicks and only prefer brands that provide a seamless experience across all touch points. This has increased the importance of customer engagement manifold. Businesses, now, need to focus on building a strong customer engagement strategy that fosters brand growth and loyalty. In this blog, we discuss 6 new customer engagement strategies that help you to strengthen your customers’ experience and their loyalty to your brand.

6 Awesome Strategies To Keep Your Customers Engaged and increase your business. Customers, today, are empowered than ever before.

They understand advertisement gimmicks and only prefer brands that provide a seamless experience across all touch points.

This has increased the importance of customer engagement manifold.

Businesses, now, need to focus on building a strong customer engagement strategy that fosters brand growth and loyalty.

In this blog, we will discuss 6 awesome customer engagement strategies that help you to strengthen your customers’ experience and their loyalty to your brand.

Customers are the lifeblood of your business. And that’s why it’s important that you give them the maximum importance always.

But instead of shoving sales pitches down their throats –

Learn strategies to naturally engage with customers.

The most successful brands across all verticals have one thing in common – Customer Engagement.

They understand the importance of engaging with customers and focus on interacting with them and sharing something of value.

Engaging with your customers is great for all your marketing and service initiatives.

Most importantly, the more you connect with your customers, the more traction your business will gain. Your customers will always have your brand on top of their minds and will refer it within their social circle.

The possibilities to engage with customers are endless. But all do not produce the same result. Here are the 6 best strategies to increase your customer engagement levels in this NEW YEAR !

Give these a try and see the difference in your business.

 

1. Build Group in Social Media

Social media has transformed the world and will grow inordinately in the unforeseeable future. Capitalize upon this opportunity and use the leading social media channels such as Facebook, LinkedIn, and Google+ to create communities.

Creating communities in these channels will be a wise decision since your customers are already on them, in all probability.

Through these groups, you will be able to directly engage with your customers by answering their questions, keeping them updated about your upcoming products and services, and sharing information that they are looking for.

More than a monologue, it will be a dialogue where not only will you interact with your customers but also allow them to interact with you and share their experiences.

 

2. Host Contest in Social Media

Contests and campaigns have perennially been the most successful tactic of engaging with customers. They all involve prizes and who doesn’t enjoy getting them? We all do. Right?

So without any ado, brainstorm and come up with innovative ideas for your campaigns and contests. Unlike the earlier times, contests, today, are easy to host – thanks to social media.

Without emptying your pocket, you can run compelling campaigns on different social media channels. Just ensure that your campaigns are laden with incentives that truly attract your target audience.

Offering prizes for engaging with your brand is an amazing way to get most of your target demographic talking.

For example, you can ask customers to share landscape photos and the best three ones would get free one-year membership to your service.

With these contests, not only will you grab your customers’ attention, but also engage with them by rewarding them for their participation.

 

3. Use CRM to develop your Customer Engagement Campaigns

Social media is a goldmine for customer engagement. But instead of blindly sharing content and hosting campaigns there, use CRM to dig into the social media analytics.

Most new-age converged CRM platforms are integrated with social media monitoring and management functionality. They streamline all the social feeds together and give you a complete picture in one shot.

This helps you to understand the pulse of the customers’ comments in the social channels and identify the kind of issues being raised.

 

For instance:

  • How many comments are related to your current products and services?
  • How many comments are related to your upcoming products and services?
  • How many comments are related to your customer service?

 

In addition to these, you can find out:

  • How many comments demand immediate attention?
  • When are your customers most active on social media?
  • Where are your customers most active on social media?

 

Getting answers to all these will help you plan out the next course of engagement strategy.

So let’s say if you encounter abundant number of tweets on your upcoming products and services, you can build campaigns and contests around your upcoming product offerings.

Listening to customers on social media will help you stay on top of trends, and design targeted promotional offers that foster greater engagement rate.

So use new-age converged CRM platforms and make sure to stay ahead of the curve and not behind it.

4. Organize an Event

Living in the age where we are over flooded with instant online communication, offline events come across as a throwback to the good old days.

Different from online engagement, offline events have a greater connect value because they involve personal interaction with the targeted demographic. .

And that helps to build greater brand loyalty, generate deeper interest and add more names to the customer base.

 

In an article in Inc, Karen Hartline, event manager for Mashable, an online social-media news outlet based in New York City with offices in San Francisco writes-

 

“There’s something different about meeting face-to-face and having a conversation that’s not delayed or happening through Facebook messages or limited to 140 characters.”

 

So while you rigorously use social media to engage with your customers, regularly host a meet up or industry event for your customers too. Search for local networking opportunities or set-up a booth at some of the renowned trade shows.

These events will be a great way to mingle and engage with your customers face-to-face. Your customers can interact with each other and like the fact that they’re part of an exclusive brand community.

Promotion plays a key role in all offline events. If they’re done right, events can be a classic way for you to engage with your customers. So make sure to get the word out about your upcoming events.

Link them to numerous social media networks for increased publicity.

 

5. Include your customers in your Team

Nothing works better than bringing your customers onto your side, following these unique ideas:

 

  • Involve your customers in the product making process. Conduct product tours and make your customers learn everything there about your product or service.
  • Ask for their opinions and incorporate their feedbacks.This an effective way for you to reach out to your customers and to get engaged.
  • Surprise your customers by promoting their business on your social pages. In addition to this, highlight a loyal customer every month in all your social media accounts.
  • Make them feel special, loved and appreciated for their years of loyalty.
  • Invite your customers to co-create contents with your team. These could be a few chapters in your eBook or a blog on your website.
  • Include them especially when you are framing case studies, highlighting certain pain points and how they were solved by your products or services.
  • Inform your customers when the blog goes live, eBook gets finished or the case study gets published.

 

6. Strategize your Content

Consumers are tired of disruptive ads and prefer information which is valuable, rich and actionable. So offer your customers exclusive contents that will broaden their knowledge on your industry, products and services.

Contents can be presented in the form of an article, a blog post, an infographic, a video, eBook, podcast or a white paper.

Develop a content marketing strategy, implement it, bring customer engagement to an all-time high and achieve an increased ROI in no time.

 

Conclusion

Businesses that successfully engage with customers at all touchpoints are able to provide a seamless experience and earn their loyalty for lifetime.

While most businesses realize the importance of customer engagement, they fail to do much about it. Reason being the lack of strategization and planning.

Customer engagement is not something that happens by chance but rather an outcome of a well-defined plan of action.These are our 6 awesome strategies on how you can engage with your customers.

 

Try them out and let us know what stood out to you.
Also, do you have any other idea popping up in your mind? Share it with us below!

Tweet us – @convergehub

Lead Clipper and Round Robin Assignment Rule for ConvergeHub CRM

Small business owners are buried with multiple tasks of sales, marketing and customer service. They require a solution that simplifies their job and empowers them to work smart than slogging in for hours. ConvergeHub is a cloud based CRM platform that can run an entire business, serving as a complete business management operating system. Adding to its gamut of features are two new names called Lead Clipper and Round Robin assignment rule. Check what these are and what good news do they bring for all small businesses.

Lead Clipper and Round Robin Assignment Rule for ConvergeHub CRM helped its existing clients and will provide extra benefit to its future clients. ConvergeHub enables complete management of organization-wide activities and our new enhancements make this process quicker and super efficient.

Lead Clipper

Lead Management is one of the most powerful features in ConvergeHub. And we’re working on making it even better. So we introduced Lead Clipper, an add-on that gives users the ability to extract contact information from social profiles and put it directly into the CRM.

How does it benefit?

Generating new, high-quality leads from social media is hard work! Sales agents are required to trawl the different social media channels for hours. But what heightens the challenge of this task?

Copying and Pasting.

Agents undergo the hassle of copying and pasting each lead details into the CRM. This constant back and forth movement between social and CRM tabs takes up a lot of time and effort. But what if this whole section of copying and pasting is removed from the lead generation process?

The total time spent in replicating data in the CRM can be used speaking with the leads and closing sales. Isn’t it?

Exactly thinking on these lines, ConvergeHub has released the Lead Clipper Tool. From the social channel, Lead Clipper can pull the contact details and put it straight in the ConvergeHub account, in a single click!!

No back and forth movement between tabs. No break in the flow.

Isn’t it now more easy to generate leads from social channels?

Imagine the time reduced in lead generation. The time saved can be used to focus on more productive task i.e. lead engagement.

ConvergeHub Lead Clipper is a Google Chrome Extension which is free to download and is designed to work with four leading social media channels LinkedIn, Facebook, Twitter and Google+.

Setting up Lead Clipper

1. Visit Chrome Web Store and add ConvergeHub Lead Clipper extension to the Chrome browser.

Visit Chrome Webstore2. Once added to Chrome, the Lead Clipper tool will detect when the user is logged into social channel (LinkedIn, Facebook, Twitter or Google+) and will show up in the address bar.

Lead clipper 13. Click on ConvergeHub icon to clip the profile information.

Lead Clipper 24. Provide ConvergeHub User name, Password and API Key for the first time.

Provide user name password5. Details like Lead’s name, phone and email address will get pulled from the profile and automatically filled up in the lead clipper form.

Lead details6. Add a Description to the lead.

7. To give more control to the users, it is possible to set ‘Next Action‘ for the Lead e.g. follow-up call or email.

8. Click on Save.

Lead Clipper has made a huge difference in our ability to generate leads quickly from social channels and we hope you’ll love them just as much as we do!!

Round Robin Assignment Rule

If you’ve been running automation or importing data extensively within your CRM account, you will surely agree how taxing assigning data can be.

You may have run into several occasions where you would have forgotten to assign leads to your sales agents, or unequally distributed tasks among your team members.

Well, you don’t have to feel guilty. We know how busy life gets — when you have a fast growing business and that’s precisely why we’ve brought the feature of Round Robin assignment rule. It gives you that extra power to make data assignment as easy as pie!!

How does the Round Robin system works?

Round Robin defines automatic assignment of data in a rotational sequence.
Take a situation: If there are three sales agents working in the organization, then the leads will be automatically assigned to them in the following manner:

Lead 1 assigned to Sales Rep 1
Lead 2 assigned to Sales Rep 2
Lead 3 assigned to Sales Rep 3

Rotation…

Lead 4 assigned to Sales Rep 1
Lead 5 assigned to Sales Rep 2
Lead 6 assigned to Sales Rep 3

Rotation…

Lead 7 assigned to Sales Rep 1
Lead 8 assigned to Sales Rep 2
Lead 9 assigned to Sales Rep 3
And so on…

This feature comes super handy for businesses who bring chunks of data into the CRM through Import/Automation.

Take note of the fact: Round Robin assignment rule is applicable for all accounts, contacts, deals, events, leads and tasks that are Imported in bulk or generated via Automation.

So you can uninterruptedly focus on your work while ConvergeHub Round Robin assignment rule automatically assigns accounts, contacts, deals, events, leads and tasks to the agents, in equal numbers.

Setting up Round Robin Assignment Rule

1. Go to Assignment Rules under Tools module.

2. Click on Add New.

3. Define the Rule Name.

4. Select the Module for which the assignment rule will be applicable. (In this case we have chosen Leads).

5. Select the Rule Type as Round Robin.

6. Click on Add Users to open a pop up. Select the users from the list by clicking on the check boxes beside them:

Once the users are selected and added, they will appear in the Assignment Rule form:

Add Assignment Rules7. Click on Save to apply the Round Robin assignment rule.

To activate Round Robin system:

i. During Import, select Round Robin Assignment Rule in the Assigned To field:

Activate Round Robin System 1ii. During New Lead creation by Automation, select Round Robin Assignment Rule in the Assigned To field:

Assignment rule 2Unlike the previous instances, where it took hours for us to assign and distribute data in the team, now we have the convenience to carry on with the work and simultaneously ensure that all the data gets timely and accurately assigned.

Round Robin assignment rule – definitely game changing for us and so will it be for you!!

Existing ConvergeHub Users

Wait no further. Check out our snazzy premium features and drop in your feedback right below in the comments section.

Have any questions? Just post it in the comments box and we’ll gladly help.

Thanks for using ConvergeHub!
The ConvergeHub Team.

New to ConvergeHub?

Don’t miss out on what your counterparts are using to manage their business. Give ConvergeHub a whirl and get the power of managing your BUSINESS from one central platform.

Once the free trial is over, keep using ConvergeHub and keep getting that value in your business, by upgrading to a paid plan. (Our subscription starts as low as $11 per month/per user).

Save Time and Work Smart with ConvergeHub Add-ons

In spite of having many applications to handle your business tasks, do you feel overwhelmed by your work? That is because these apps are not integrated together. So throughout your time you are just toggling among them to gather information from all and work accordingly. To put an end to this dismay – choose ConvergeHub NOW! Learn how it has teamed up with several apps that you use, to help you manage all of them from within its platform.

Save Time and Work Smart with ConvergeHub Add-ons Which will amaze how good is this CRM. With years of research and development we have built a CRM that not only collects, connects and delivers it does lot more with its intelligent assortment of things in a beautifully crafted design and architect.

Many cooks spoil the broth!!!

Have you heard of this idiom? In all probability, yes.

So what does it mean? That when too many people work together on a project, the result gets messed up.

But isn’t this what you are doing to your business as well?

With separate accounting, document management, email, telephony and online meeting systems working for your business – the results are not up to the mark.

Although these applications are individually good, they are not able to provide a benefit to your business, because they are not working together. So instead of helping you to become more productive, they are causing you harm. You are wasting hours and money in maintaining these apps and toggling between them to find information.

Worried? How to make all your business applications work in harmony?

There is a solution called ConvergeHub!

The much renowned online CRM software ConvergeHub offers integration with a lot of applications such as Microsoft Outlook, Google Contact, Google Calendar, Google Mail, Twilio, DocuSign and GoToMeeting. In fact ConvergeHub is the only solution that offers CRM QuickBooks (Online and Desktop) integration.

Using ConvergeHub, you can easily add these applications into your CRM account and pull everything together into one cohesive view.

To give you a more detailed understanding, here is:

How you can benefit from ConvergeHub in three crucial areas?

1. Accounting

ConvergeHub exclusively offers QuickBooks CRM integration. Whether you use QuickBooks Desktop or QuickBooks Online, you can integrate them into your ConvergeHub account.

How do you benefit?

Due to the CRM QuickBooks integration, you get a consolidated view of your Customers, Contacts, Products and Invoices. That means instead of hopping between CRM and QuickBooks to join the dots – you can access the combined information of QuickBooks and CRM in one spot and relate them together.

Not just this, ConvergeHub offers a two-way synchronization with QuickBooks, that means any data updated or created in the CRM gets automatically populated in QuickBooks and vice versa. In short, an end to time-consuming dual financial entries!!!

2. Documents

Right from marketing brochures, sales proposals to service contracts – ConvergeHub allows you to store all this in its own LIBRARY section.

How do you benefit?

Unlike other CRMs that provide document management through other apps – we have our own LIBRARY section to take care of all your organization-wide collaterals.

So with ConvergeHub, you really do not need to manage your documents through an external document management app.

Whether it is uploading/downloading documents, folder/file creation or doing file sharing & collaboration – you can do it in a few minutes within ConvergeHub. And just to make things even more easy for you, ConvergeHub has integrated with E-signature App DocuSign.

So in a few clicks, you can create documents and send them for e-signature through ConvergeHub itself.

3. Email

We understand that much of your conversations happen through email. So we have brought Microsoft Outlook and Gmail together for you within ConvergeHub.

How do you benefit?

Now you do not have to keep Outlook and Gmail always open to keep tab on your business mails. Right from inside ConvergeHub, you get it all.

Imagine – no hunting through Outlook and Google mails to get updated on your customer conversations. You will also not be required to manually update the mail transactions into your CRM. Thanks to the powerful synchronization, all the mails in the inbox and sent items will get automatically pulled and synchronized into your CRM account. This will keep you organized and help you in seamlessly communicating with your customers, partners and employees.

So what you have to say now?

Let’s admit – whether you are the owner of a small and medium-sized business or just started with your venture – you need to do double the work in half the time. And that is exactly what ConvergeHub will help you achieve.

It is your Magic Wand that will provide you everything crucial in one spot – so that you do not have to keep fluttering from one system to the other.

Hence, without further ado, give ConvergeHub a test spin and see your hours getting saved and productivity increased!!!

PS: ConvergeHub has integrated with a bunch of other popular business apps such as RingCentral, Box, Fonality, MailChimp, Zapier, PandaDoc, Office 365 and so on. Check out RingCentral blog here. Blogs on other app integrations in the pipeline. Stay tuned.

In the meanwhile do not forget to write your comments on what other features would you want to see in ConvergeHub?

How CRM Improves Customer Service

Customer Service has become the #1 competitive differentiator for any business. That is why now every business is taking special efforts to deliver a good service to the customers. However, only having a dedicated team of customer support professionals is not enough. Businesses need to use customer service software like ConvergeHub to make their customer service rise from Good to Great.

How CRM Improves Customer Service a detail study with ConvergeHub. Owner of a business, you are concerned about handling your customers. So what do you do?

You employ professionals who work as your customer support agents. Your team is all day busy interacting with your customers and solving their problems. Your customer service is going fine, till the time a customer called John comes to you.

John has complained to you earlier regarding one of your products. Now he is facing difficulty again. So he calls up the same agent, only to find that the agent does not remember him and cannot recall the problem that John has had earlier!!

John gets irritated because he has to explain the problem again. And while he is doing this, (somewhere in his mind he has already vowed not to purchase your products anymore).

Customer attrition has happened to your business!!!

Why is it alarming?

Business Insights has conducted a survey on Customer Attrition. The results show that yearly 21% businesses fall by the wayside due to heavy customer attrition. So, irrespective of whether the business is old or new – it cannot afford to lose hard-won customers.

That is why many business owners are using ConvergeHub Cases Module to get their customer service flowing smoothly.

Why? Because:

ConvergeHub does not make customer service better. It makes it BEST!!!

Hearing the frustrations of customers and its own users, ConvergeHub has introduced a whole new set of innovative features.

Using ConvergeHub customer support software, you can:

1. Get Cases created Automatically

Unlike others that require you to create the case in the software manually, ConvergeHub customer service software automatically forms cases for you. All you need to do is specify the email address within ConvergeHub, following which all customer service requests will get automatically forwarded to that mail and simultaneously will be generated as Support Tickets within CRM application ConvergeHub.

2. Get Cases assigned Automatically

It might happen that a case is lying untouched within your customer support software because it has still not been assigned to someone within your team. To avert such problems of delayed customer service, ConvergeHub has automated the whole process of assigning tickets to agents.

You just need to select whom you want to assign all the support tickets. Once done, all the support cases generated will get automatically assigned to the selected agent(s); and your team will be able to provide fast & prompt customer service.

3. Provide instant Notifications

To make your customer service fast like a jet – ConvergeHub has an exclusive feature of Notifications. Due to which, you can program ConvergeHub to automatically:

  • Notify Customers when cases are generated
  • Notify Support Agents about newly assigned tickets
  • Notify Customers when Support Agents respond to the tickets
  • Notify Support Agents when Customers comment on the tickets
  • Notify Customers when Cases are closed.

ConvergeHub allows Support Agents to either log into ConvergeHub to respond to the ticket or reply directly from the notification mail itself.

4. Customize Notification Messages

There are pre-defined message templates stored within ConvergeHub. You have the option to choose from them or create your own customized verbiage and add it in the Cases section.

5. Customize Case Number

We understand how taxing it can be to track cases based on their numbers. That is why, ConvergeHub empowers you to frame case numbers as per your convenience. Following which, all the cases will be generated succeeding your chosen number.

Example: If you set a Case Number as #0006, cases generated afterwards will be numbered as #0007 #0008 #0009 etc.

6. Set Case Category and Priority

To ensure that all your cases are categorized and prioritized correctly, ConvergeHub allows you to decide the default case category and priority. Once done, the tickets generated fall under the category and priority of your choice.

7. Get Streamlined Conversations

ConvergeHub acts as one centralized repository for all your customer support communications. That means whenever required you can check ConvergeHub to view the conversations happened between your agents and customers. For each customer, ConvergeHub records and lists all the conversations as threads. You just need to click on a particular case to see the case details and the conversations taken place in relation to it.

8. Get Case Landing Page for Customers

Just like ConvergeHub helps you get a 360-degree view of all the conversations happened in relation to a case. Similarly, it also enables you to provide the same benefit to your customers as well. While dealing with you, your customers get a separate case landing page where they can see the ticket details and the conversations happened till now.

Finally…

With all these features put together, undoubtedly ConvergeHub functions as your all-in-one weapon to deliver a STELLAR CUSTOMER SERVICE.

So now that you have gotten a taste of the numerous benefits of using ConvergeHub, what are you waiting for?

Get up now and quickly give ConvergeHub a test spin and see your business deliver a roaring customer service.

And in the midst of all this, do not forget to give us your feedback on what you think of ConvergeHub Cases module?

Best CRM Software Report from ConvergeHub Get the deal

Any and every business needs to analyze its operational data like sales, marketing and customer support to track key performance and stay on top of the competition. While spreadsheets is used by many businesses for reporting, a more better, easy and advanced reporting tool is ConvergeHub. It has a robust reporting module that lets easily create and share powerful reports in minutes with no IT help.

Best CRM Software Report from ConvergeHub Get the deal for you . Your business data lies in files, notebooks, sticky notes, in-house databases and online/offline applications. To understand how your business is working – how many hours does your team take?

Certainly not less than 1 hour. But what if we tell you that you can get an actionable insight into your business within just a few minutes? Surprised? Shocked?

Well, ConvergeHub does that!

ConvergeHub – the #1 online CRM functions as a complete Business Management Application. It not just takes care of your customer service but also manages your sales and marketing. It has got a huge list of features and one of which is the very useful REPORTS.

ConvergeHub Reports

It helps you easily slice and dice your business data and create insightful reports for detailed analysis and informed decision-making. Not just this, it further allows you to easily share these powerful reports in a flash of a second within or outside your team, to ConvergeHub or Non ConvergeHub users.

Wherever your data is stored in ConvergeHub, it just takes a few minutes to synchronize the data for analysis & reporting.

Reports can be pre-defined or customized and can be scheduled daily/weekly/monthly.

Traditional Spreadsheets vs. ConvergeHub Reports

Spreadsheets are the de-facto reporting tool across many small and medium-sized businesses. So many of the small and medium business owners might think – Why is there a need for ConvergeHub Reports when I have spreadsheets?

Here is your answer:

The main reason why small businesses lag behind the big competitors is due to slow process.

Example: A task that gets done by the big enterprises in 1 hour gets exactly done by small businesses in 2 hours and more.

Reason: because most small businesses use old legacy systems/methods to carry out their work. And one of this is Spreadsheets.

Do not believe? Take a look at the following disadvantages that you face while using spreadsheets for reporting.

Loopholes of Spreadsheets

1. Zero Collaboration: Spreadsheets are only meant for personal use and does not provide any means of sharing the data with others. Mailing spreadsheets to multiple people is a bad idea. It is often seen that as spreadsheets get mailed from one person to another – at the end of the mailing cycle – each person has a different copy.

Result – one report has multiple versions to it. It is impossible to see the ‘single version of truth’.

2. Time Consuming: Manually collecting the data from multiple sources and then accumulating it together in the spreadsheet takes a hell lot of time. Plus, spreadsheet reports are error prone because they are manually created.

3. Limited Accessibility: Spreadsheets are desktop-based applications. So on those crucial client meetings outside your office, when you urgently need to look into the data, the reports are not available.

4. Minimal Data Security: There is no robust security system attached to it. All the spreadsheets are locally stored in the machines and hence are prone to theft and data loss.

5. No Role-based Permission: First-level executives to top level managers – everyone across the hierarchy view all the data in the report. You cannot set any filter or restriction to who sees what level of information in the report.

To conclude – although spreadsheets function like a reporting & analysis tool, they have many loopholes that does not make it a fit for your analysis and reporting needs.

What you need instead is ConvergeHub that functions as a new-age on-demand business software inbuilt with the best functionalities.

Key advantages of ConvergeHub Reports

10+ predefined report templates in sales, marketing, customer support and inventory management modules

  • Simple and Quick Report Creation Process
  • Role-based access to protect the reports’ confidentiality
  • Customized reports in three formats – Tabular, Summary, and Matrix
  • Four types of Reports charts (Pie Chart, Bar Chart, Line Chart,Funnel and Donut Chart)
  • Easy export of Report Data to different user-friendly formats such as PDF, CSV and List
  • Report scheduling on daily, weekly, monthly or intervals
  • Easy sharing of reports with colleagues, channel partners and other business associates
  • Bookmarking of important reports to access them easily
  • Easy editing & deleting of reports
  • Accessible Online from anywhere on the Web
  • Highly Secure
  • Low cost
  • No maintenance required.

Small and mid-size businesses, irrespective of the type of industry you belong to – you can comfortably use ConvergeHub Reports for your sales, marketing and customer service areas. So sign up with ConvergeHub and get started with ConvergeHub Reports NOW.

Discover where your business is performing well and where it needs attention. Devise plans, raise the standard, meet the demands of your customers and improve performance of your business.

In short – Grow with ConvergeHub. Your success make us happy! 🙂


PS:
Have confusion about certain features of ConvergeHub Reports?

Do not worry. Share your doubts below. We will make you understand in detail how ConvergeHub can help you solve your reporting needs.

ConvergeHub Mobile CRM App – Why Every Business Should Use?

One year back, if someone would have surveyed most favorite business mobile apps– then probably Meeting Mapper, EchoSign and Evernote would have acquired the top position. After all, these apps help business entrepreneurs outsmart their daily work challenges. Yet recently, a business app which has rapidly gained a foothold among the C-level executives is – Mobile CRM app. Forrester Research in 2008 found that more than 40% of SMB entrepreneurs were rolling out or currently using smart phone applications for sales

ConvergeHub Mobile CRM App – Why Every Business Should Use it to gain from the best SMB CRM. One year back, if someone would have surveyed most favorite business mobile apps– then probably Meeting Mapper, EchoSign and Evernote would have acquired the top position. After all, these apps help business entrepreneurs outsmart their daily work challenges.

Yet recently, a business app which has rapidly gained a foothold among the C-level executives is – Mobile CRM app.

Forrester Research in 2008 found that more than 40% of SMB entrepreneurs were rolling out or currently using smart phone applications for sales, marketing and customer management.

Observing the trend, Forbes reported in 2012, that there were in total – 110 CRM applications in the Apple App Store and 47 in the Android App Store.

In fact, The Gartner Group has predicted an incredible growth rate of 500% for mobile CRM by 2014.

What has caused this fervor about Mobile CRM App?

The concept of mobile CRM app is different because – it’s about both business and pleasure.

So when you have tasks like responding to colleagues about a project, reviewing real-time data – you can do it sitting in your favorite restaurant watching Chelsea and Real Madrid fighting it out.

Tasks which previously kept you tethered to your desktop — are now accomplished in just a few clicks from your mobile phone and tablet.

ConvergeHub CRM – MobileApp

Optimized for the latest enterprise-class of mobile devices, ConvergeHub Mobile Version is easy to use, easy to deploy, works online on multiple devices, and adapts to your changing business needs.

If that’s not enough,

Here are 6 compelling reasons why ConvergeHub CRM Mobile App Is best for your business.

  1. Access to everything

Logging into the ConvergeHub CRM app on your phone or tablet, you will get access to the latest uploaded leads, contacts, accounts, deals, reports, campaigns, notifications and a handy view of today’s tasks. Not to forget the six different panels – Upcoming Activities, Leads By Source, Deals By Expected Close Date, What’s New, Lead Acquisition & Deal Acquisition.

Everything that’s stored in the CRM will be searchable, clickable and sharable through your device. Isn’t that powerful – helping you save your time, effort and money? So next time when you have an impromptu hallway meeting with your client, you can find and display a recent presentation (saved in the CRM library), without needing to be at your desktop.

  1. Connect with people anytime

Impressed a potential client with your elevator speech? Take down his details through the ConvergeHub Mobile CRM app.

ConvergeHub lets you extract optimum gain out of your CRM investment; by allowing you to use it in the field to update contacts, request data, and always have access to the latest customer information.

  1. Friendly interface – No fuss

User adoption is crucial to the success of a mobile CRM solution. So instead of just shrinking ConvergeHub CRM desktop version to fit on a smartphone, we have newly designed and optimized ConvergeHub

Mobile CRM version to suit your compatibility. And the result is – a rich, familiar experience with an easy Intuitive Interface to ensure quick user adoption.

  1. Collaboration on the go

Away from your desk, your only connection to your work is the emails that come in your inbox. But then, is that sufficient enough?

Or do you need something extra to keep you connected 24/7. With the new ConvergeHub CRM Mobile App, you can stay highly responsive by viewing and replying to real-time conversation feeds – even when you are enjoying life away from your desk.

A simple ‘follow’ or a long ‘comment’ is just a click away from your phone/tablet.

  1. View reports and dashboards

Business happens any moment, and most often the situation demands us to make decisions quickly. Getting the facility of viewing report and dashboard updates on campaigns, leads, and pipeline in a flash will keep the business at your fingertips.

Takeaway – You will exactly know which sales/marketing actions are working and what needs improvement from anywhere you happen to be.

  1. Freedom to choose any device

Best mobile devices demand the best mobile CRM application. We have designed ConvergeHub mobile version to make you enjoy a full blown CRM experience on all devices. Our objective – to provide you with a real choice of how and where you wish to access your ConvergeHub account

Please note: At present ConvergeHub CRM is compatible only with Android phones. Compatibility with iOS devices is under development.

ConvergeHub Mobile CRM in action

Imagine the competitive advantage you will gain from enabling your mobile staff to easily access and update the CRM throughout the day?

Or being able to raise quotations on the fly?

Or define a series of action to be carried out automatically from their ConvergeHub account?

Well, you can do all this and more with ConvergeHub Mobile CRM.

ConvergeHub Mobile CRM will make things easier and simpler for your employees because it will work seamlessly on their preferred mobile device. Unlike other applications that demand complex development with added cost, you can leave the headache of development and maintenance to us.

Check with the 10 Golden Steps to Choose Your Most Suitable CRM

ConvergeHub Mobile CRM in action

RingCentral Within ConvergeHub – A Smarter Way To Manage Calls

There have been multiple occasions when we have switched between CRM and telecom systems, only to wish if these two applications could be merged. How time saving would it be then??

RingCentral Within ConvergeHub – A Smarter Way To Manage Calls bought success for many. There have been multiple occasions when we have switched between CRM and telecom systems, only to wish if these two applications could be merged.

How time saving would it be then??

ConvergeHub continues to invest heavily in strategic partner integrations to improve workflow and productivity and help save customers’ time and money.

The integration between ConvergeHub and RingCentral is the latest example of this endeavor.

It offers an unprecedented level of control and insight to businesses seeking advanced combination of cloud communications and CRM functionality.

RingCentral is used by over 350,000 organizations to communicate and collaborate, boost workforce productivity, share knowledge, and strengthen customer relationships.

On integrating with RingCentral, ConvergeHub is happy to introduce the feature by which its users can dial and log calls through RingCentral inside CRM in a smarter way to enhance the productivity and enrich customer interactions.

This integration between ConvergeHub (#1 easiest converged CRM for SMBs) and RingCentral (leading cloud communications system) is perfect for small businesses who want to have a reliable voice service inside their CRM and efficiently manage customer phone calls.

Benefits of RingCentral within ConvergeHub

1. Improve call efficiency with click-to-dial

Initiate calls to your CRM contacts with a single-click. No more the hassle of switching between different devices or screens. Time saving!

2. Get advanced call controls right inside ConvergeHub CRM

View the dialed customer number. Check the timer to see the duration of the conversation. Click on “End Call” icon to disconnect the call immediately.

3. See customer information in one place

Acquire all relevant information pertaining to the lead or contact in the sub-panel and be more prepared to ensure quality customer interactions.

Understand the context of the conversation beforehand, provide a personalized approach and deliver a great customer experience.

4. Speed up the work process

Turn your calls into deals. Dynamically create contracts within ConvergeHub CRM while being on call with prospective customers.

5. Automatically record call logs

Keep track of all customer conversations with automatic call logging in the History tab.

In one glance, know who called to whom, at what time and date and for how long. Use these call details and analytics in the CRM for future reference.

6. Quick configuration

Integrate RingCentral with ConvergeHub in minutes. No installations or tedious configurations to mess with. All you need is your RingCentral login credentials to get started.

Integrating and using RingCentral within ConvergeHub CRM

1. Go to ConvergeHub App Store and read details about RingCentral app. “Setup Required” message will show because no user is connected to RingCentral. Click on Settings to start the integration process.

RingCentral Integrated ConvergeHub2. In the settings page of “RingCentral”, all users are listed and beside each of them, there is a “Connect” button to connect the user account of “ConvergeHub” with “RingCentral” account.
Click on the “Connect” button to open a popup of “RingCentral Sign In”. Put username, extension (optional) and password of RingCentral account and click on “Sign In”.

RingCentral Integrated ConvergeHub CRM3. ConvergeHub is now connected to “RingCentral” and so “Setup Required” message does not show anymore. Add Account Number and Phone of the connected user.

RingCentral Integrated ConvergeHub CRM4. Click on the call icon beside the phone number of any CRM contact to initiate the outbound call via “RingCentral” account. It will dial both the Agent and Customer phone numbers and connect them together. View the phone number and the duration of the conversation.

See all customer information in one place to interact better. Click on “End Call” icon to disconnect the ongoing call.

Tip: If required, dynamically create contracts from within the details page itself.

RingCentral Integrated ConvergeHub CRM5. Once the call has ended, find details of call status and duration logged in the “History” tab in the sub-panel.

RingCentral Integrated ConvergeHub CRM

Next Step

Go ahead and use RingCentral within ConvergeHub CRM to offer better customer experience while receiving or making phone calls.

Single-click dialing, access to contextual information during calls and automatic call logging will empower you to smoothly manage all call-related activities within the CRM, build better relationships with customers, save time and add workflow efficiency.

Not an existing ConvergeHub User?

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

Learn about ConvergeHub CRM through the following ways:

Thank you!

ConvergeHub

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

https://twitter.com/convergehub

Looking forward to see you there.