Year: 2017

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.

2. 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.

3. Click on ConvergeHub icon to clip the profile information.

4. Provide ConvergeHub User name, Password and API Key for the first time.

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

6. 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:

7. 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:

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

Unlike 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 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?