Features to look for in a sales CRM
Year: 2017
Recurring Invoice
Send Invoice by DocuSign
Get the advantage of sending invoices by DocuSign right from within your CRM account. This video shows you how to ‘Send Invoice by DocuSign’ in ConvergeHub.
Use of Assignment rule for Mass Update
Assignment Rules help you automatically assign the records to specified users. This video shows you how to ‘Do Assignment Rules mass update’ in ConvergeHub.
How to effectively use Sales process in ConvergeHub
Move your leads steadily through the pipeline by following a well-defined sales process. This video shows you how to create and use Sales Process in ConvergeHub.
Using Sales Tools
Sales Tools play a crucial role in the conversion of leads to customers. This video shows you how to use ‘Sales Tools’ in ConvergeHub.
Handling customer made easy with Automation
Automate the entire process of managing customers to win their loyalty and build nurturing relationships at minimal effort. This video shows you how to automate customer management in ConvergeHub.
Drip Marketing Using Automation
Drip marketing involves a constant flow of marketing material sent to leads and customers over a period of time. This video shows you how to ‘Automate drip marketing’ in ConvergeHub.
Adding Task to Lead
Adding Task against a lead plays a crucial role in better lead-management. This video shows you how to ‘Add Task against a lead’ in ConvergeHub.
Using Tags
Save search time by associating specific tags to Leads, Contacts, Accounts and Deals, etc. This video shows you how to “Add tags to any record’ in ConvergeHub.
Using ConvergeHub Calendar
Manage your activities in ConvergeHub Calendar. This video shows you how to access day, week, month and yearly views of your activities and also create events from within ConvergeHub Calendar.
Using Feeds
Follow Leads, Contacts, Accounts and Deals, etc. and receive live feeds on any updates done to them. This video shows you how to ‘Receive live feeds on any records’ in ConvergeHub.
Your Sales Funnel is Lying to You