Leads

Leads are the people, more specifically prospects, who can be converted to Deals, Contacts and Accounts.

Leads can be added manually to the CRM or can be imported through a spread sheet or through web forms etc. You will be able to store all the required information of a Lead in ConvergeHub. You will be able to view, add and edit all possible contact details you have for a Lead. You will also be able to map a Lead with all the possible relationships (if any) with Accounts and Contacts.

You will learn more on managing leads from the following sections:

Last Activity module tracking functionality

ConvergeHub offers three options in Leads/Accounts/Contacts/Deals Listing Page that allow users to navigate easier and faster and keep a tab on all recent activities.
Last Activity: It shows the latest activity done on the Leads/Accounts/Contacts/Deals.
Last Activity By: It shows the name of the person who has created/done the latest activity.
Last Activity Date: It shows the date on which the latest activity has been done.

The Leads/Accounts/Contacts/Deals listing page offers an Advanced Search feature, which allows you to filter leads based on your specific requirements. This functionality provides a real-time view of recent activities, complete with the date and the name of the creator.

    ‎New Deal

    Introduction

    The “Add New Deal” functionality in ConvergeHub CRM is a crucial feature for sales and business development teams. It allows users to log potential sales opportunities and track them through various stages of the sales funnel. Capturing deals accurately ensures better forecasting, targeted follow-ups, and streamlined collaboration across departments.

    This manual will guide you step-by-step on how to add a new deal in ConvergeHub, describe each field in detail, and provide tips and use cases for effective usage.

    New deal can be added by clicking  on +New tab in the upper right corner of the deal listing page.

    Name: Enter a unique name for the deal (e.g., “Website Redesign Project – ABC Corp”).
    Account Name: Link the deal to an existing account. Begin typing to auto-search accounts.

    Assigned To: Select the CRM user responsible for managing this deal.

    Lead Source: Choose the origin of the lead (e.g., Web, Referral, Advertisement).

    Sales Stage: Select the current stage of the deal (e.g., New, Qualified, Proposal).

    Deal Image: Upload an image or document related to the deal.

    Description: Add a detailed description of the deal for internal reference.

    Deal Type: Choose the type of deal, such as New Business, Existing Business, Renewal.

    Deal Value: Enter the monetary value of the deal and select the currency.

    Expected Close: Select the estimated closing date for this deal.

    Probability (%): Enter the percentage chance of winning the deal.

      Lessons That Your CRM Software May Not Teach You

      The propensity to accumulate a colossal amount of data indeed represented a big leap in customer support and communications when easy to use CRM (Customer Relationship Management) solutions first hit the business world as marketing, sales, and contact data management tool. Nevertheless, CRM software solutions were not a holy grail. This is because, managing information in the CRM database is one thing, and using that data to understand the customer’s need (not what you think but what they do) and how to get them engaged with your brand is another.

      The propensity to accumulate a colossal amount of data indeed represented a big leap in customer support and communications when easy to use CRM (Customer Relationship Management) solutions first hit the business world as marketing, sales, and contact data management tool.

      Nevertheless, CRM software solutions were not a holy grail.

      This is because, managing information in the CRM database is one thing, and using that data to understand the customer’s need (not what you think but what they do) and how to get them engaged with your brand is another.

      You don’t close a sale, you open a relationship if you want to build a long-term, successful enterprise.- Patricia Fripp Click To Tweet

      Easy to use CRM platforms were not built to be nimble. Rather these business tools were created to work with changing expectations of the customers and technology over time.

      Currently, AI (Artificial Intelligence) and predictive analysis promise the prospective potential to revolutionize easy to use CRM software of the modern times in a truly meaningful way, however rather than being hyperbolic, it is important to be practical- and that is never the same as being pessimistic or negative.

      Certainly, applying AI to enterprise level CRM like Salesforce or any other Salesforce Alternative CRM software essentially meant for startups and small businesses can make personalization more effective and efficient; however, it will really work only if the CRM solution’s most innate characteristics are apprehending the customer’s needs that have been driving the Artificial Intelligence revolution so far.

      More to say, in their present state easy to use CRM software solutions have not excelled at the uncanny propensity to shine a light on information that must be prioritized (which are based on the organization’s top line goals), vis-à-vis that which might not be relevant in specific applications- which they should.

      Apart from this, we would also like to go far to say that CRM solutions are essentially still broken, owing to multiple misunderstandings or misapplication of fundamental principles that apply to sales, marketing, customer service- and data management itself.

      Siloed data is YET an issue

      The truth behind this matter is that although easy to use CRM technologies are always demanding when it comes to aggregating data, but nevertheless not when it comes to sharing it.
      Now, this is not a new issue, but still, it persists almost everywhere across all industries, and not just in organizational functions like marketing and sales.

      Siloed data and information in disparate business software applications build walls that prevent anyone from truly finding a complete image of the opportunities and processes needed for boosting efficiency or finding an idea of the customer experience from the beginning to the end of a customer’s journey with the brand.

      Therefore even nowadays at times; it becomes almost incomprehensible to understand the real value of a complete dataset since the information that is generally encountered is mostly found in fractured form.

      For example, it is impossible to optimize a sales funnel, when you do not really know why or where your prospects fall off their path to conversion unless you are using an all-in-one CRM platform like ConvergeHub.

       Extra content is NEVER better

      CRM solutions have put forth a notion in the mind of the users of the tool that creating more contents is not only imperative but also beneficial for any organization.

      However, this is not true.

      This is because, generating contents for the sake of creating contents has been the status quo since long which most people believes that is needed to be done, without probing any deeper questions.

      Nevertheless, in reality, creating contents and generating ‘useful’ contents are two different fundamental ideas.
      Prospects, leads, and the customer wants high-quality contents because they want to educate themselves by learning how to solve persistent issues that impede their progress and generic contents are never good enough for doing that.

      This has happened because, after years of being conned by fluffs and click-bait verbiages that provides no value, consumers have become more selective about where and how they choose to consume contents.
      In fact, in the modern time, individuals have become more tolerant of long-form content pieces (so long as they provide useful info and have substance), as consumers nowadays yearn for practical and insightful data.

      Not everyone uses technology the same way

      It is convenient to make assumptions about how the information in the CRM database might be used. However, in reality, there can be an infinite number of needs and usage for the data that easy to use CRM software platform provides, which can never be predicted.

      Therefore, although the possibilities to utilize technology are limitless, nevertheless, on a case-to-case basis, the real need for data is always very specific.

      Moreover, the supposition that everyone has the same level of technological literacy to be able to use even an easy to use CRM, for any specific requirement overlooks the big segment of the market that does not meet this threshold.

      Hence, for truly understanding what information in the CRM database is actually useful for creating personalized and most essentially useful content easy to use CRM software solutions have to find a better solution for incorporating customer feedbacks and thereafter infer the customer’s own processes.

      Hence, appreciating how processes unfold, and viewing the connections between all the operational elements and their corresponding data, is the only means to assure the users that they have implemented the right technology in a manner that they require to fulfill their business goals.

      Not talking, listening is the most crucial step in understanding data needs

      Neil Rackham (founder and former president of Huthwaite, Inc.) rebuts the clichéd rhetoric “Successful people in sales ask more questions during calls than do their less triumphant colleagues” by stating that “these less successful salespeople are those that tend to do the most talking.”

      In fact, successful salespersons have been using and implementing personalization techniques in sales for a longer time, even before it became a buzzword.

      This is because, it is no longer hard to understand, that personalization is one of the most productive methods for lead nurturing and persuasion.

      Since it is only by asking the right questions effective sales reps can position their products and themselves in the best possible way.

      Hence listening to your prospects and customers is one of the most beneficial advices for communicating with your audience, which allows you to have a dialogue after knowing what they need.

      Moreover, the ability to listen to the pain-pints and challenges faced by your prospective customers also helps in creating substantive contents that provide value to your target consumers and therefore increases your content’s efficacy in the long haul.

      Conclusion

      Hence, easy to use CRM solutions in the present time, must begin with look at providing a holistic customer experience with complete data sets, and should be willing to find and utilize better feedback mechanisms to meet the customer’s needs, which you can find in award-winning CRM software applications like ConvergeHub that provides an all-in-one 360-degree view of its leads, prospects, and customers.

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      Deal Module Send Agreement Functionality

      Users can generate and send agreements from ConvergeHub Deals section to enhance productivity, reduce human error, and ensure fast communication.
      ConvergeHub

      • Click on a Deal from the Deals Listing Page.
      • ConvergeHub

      • Click on Generate Agreement in the Action dropdown.
      • ConvergeHub

      • Choose the Agreement Template.
      • ConvergeHub

      • Click on Generate. (Generated agreements will be listed in the sub panel of the Deals Details Page, in the Library section).
      • ConvergeHub

      • Send the Agreement to the related account via Email/FAX/DocuSign. (Sent agreements will be listed in the sub panel of both the Deals & Accounts Details Page, in the History section).

      My Calendar

      The Calendar module in ConvergeHub is designed to help you effortlessly manage your schedule, appointments, meetings, and tasks—all within a unified interface. This guide outlines the different calendar views and walks you through key functionalities, empowering you to plan, track, and coordinate your work more effectively.

      Day View

      The Day view of Calendar can be accessed by clicking on the Day tab.


      All the public scheduled activities set for the oncoming days can be accessed by clicking on the Shared tab.

      The Month’s Calendar can be viewed by clicking on the icon.

      You can view Both Meeting and Task or only Meeting or only Task through these buttons. These are toggle buttons which displays the Meetings and Tasks as per the requirement.


      The ConvergeHub button will help in browsing Tasks and Events of the previous and next days.

      The first column on the day view page displays the Tasks and Meetings with their tenure in hours and minutes.

      On mouse hover, you will be able to view the details of Tasks and Meetings.

      Double clicking on existing Tasks/Meetings will pop up a new section from where you can edit them as required.

      You can add a new Tasks/Meetings by double clicking on the respective time of the day.

      The 2nd column displays the Worklist which you have.

      The 3rd column displays the Tasks and Events for the Next 7 days.


      Week View

      The Week view can be displayed by clicking on the Week tab.


      You can double-click on the blank space of the Week Calendar and add Tasks and Meetings through pop-ups.

      You can rearrange the timing of the Tasks and Meetings as per you requirement by dragging.

      Month View

      The Month view of the Calendar can be accessed by clicking on the Month tab.


      New Task/Meeting can be added by double clicking on the blank space of the Calendar. A pop-up will open where you can add Task or Meetings.

      You can edit or rearrange Tasks/Events by dragging them to the desired day of the month.


      Year View

      You can access the year view of the Calendar by clicking on the Year tab.



      The Tasks and Meetings occurrence dates are highlighted and details of the corresponding dates can be viewed in a pop-up on mouse hover.

      By double clicking on any of the dates, you will be taken to the Day view of the corresponding date.

      Deals

      Deals are the potential or existing customers who boost company sales process. All the significant details related to Deals are stored here. You will be able to manage a Deal and get updates on it.

      Please go through the following subcategories to manage your Deals conveniently:

      Calendar

      Calendar section displays the lists of Activities, Events and Tasks you have added in Day, Month, Week and Year view modes. Not only you can view the details of the Activities but can also add and edit the detailed information on Events and Tasks. This provides a clear picture of the Activities you have to perform in the oncoming days.

      You will be able to learn about Calendar from the following:

      New Contact

      New contact can be added by clicking on “+New” button in the upper right corner of the contact listing page. Detailed information of the contact can be added through five different sub tabs (general, address, other, social links and tags) which have their own corresponding fields.

      General

      • Select the salutation from the drop down option.
      • Add First name of the contact.
      • The Contact automatically gets assigned to the person who has created it. To change this, click on the text box and type. An auto-suggestion list of users will appear from which you can select names by ticking the check boxes. One Contact can be assigned to multiple users.
      • You can enter multiple Phone Types and numbers by clicking on the + Add another link. You can also choose any one of the phone numbers as primary.
      • You can update multiple Email addresses by clicking on the + Add another link. You can also choose any one of the Email addresses as primary.
      • Add the last Name of the contact.
      • Add a title to the contact.

      Address
      Primary and Secondary address of the contact can be added under this section.


      Other

      Other details of a Contact like the Lead Source, Department, Contact image and Description can be added under this section.

      Activities

      Activities are the bunch of business tools which will help you manage your Leads, Account, Contacts and Deals. Conducting activities is very much essential to build relationship with your customers and automatically this will add new dimension to your business and improve revenue generation.

      You will learn the following in this section:

      Contacts

      Contacts are the category of customers whom you know and have already done business in the past. Contacts are persons who work in companies (Accounts). Through this section, you will be able to manage all your Contacts efficiently. Through Contacts, you will be able to view the details of the contacts, edit their information and track the updates.

      Contacts can be managed through the following sections:

      New Account

      New account can be added by clicking on “+New” button in the upper right corner of the account listing page.
      Detailed information of the account can be added through five different sub tabs (general, address, other, social links and tags) which have their own corresponding fields.

      General

      • Name is mandatory field, which you must fill in to create new Account.
      • The Account automatically gets assigned to the person who has created it. To change this, click on the text box and type. An auto-suggestion list of users will appear from which you can select names by ticking the check boxes. One Account can be assigned to multiple users.
      • Type in the parent account or select from the auto-suggestion list .
      • Enter multiple Phone Types and numbers by clicking on the + Add another link. You can also choose any one of the phone numbers as primary.
      • Update multiple Email addresses by clicking on the + Add another link. You can also choose any one of the Email addresses as primary.
      • Set the industry type for the account.
      • Select the type of account (Company, Person, Reseller or Vendor ) from the drop down menu.
      • Set the status for the account as Active, Inactive or Closed.
      • Click on Save to create the Account or else click on Cancel.


      Address

      Billing and Shipping address of the account can be added under this section.


      Other

      Details on the Account such as Annual Revenue, No of employees, SIC code, Ticker symbol, Ownership, Created By, Modified By and Description can be added, and also multiple Social Links of the account can be added under this section.