Year: 2019

ConvergeHub users can use GoToMeeting (online meeting and web conferencing solution) through their ConvergeHub account itself. They are just required to download the GoToMeeting App from the ConvergeHub Apps Store and integrate it into their ConvergeHub user account.

• Click here to integrate the app in your ConvergeHub user account.
• Click on settings to complete the integration of the GoToMeeting app in the user account.
  
• Post the successful integration of the GoToMeeting app into the user account, you will get the GoToMeeting option for all leads, contacts and accounts stored in the system.
  
• Clicking on the GoToMeeting option , a pop up window will appear. Under the General Tab you can set the name of the meeting, start date and end date.
  
• Under the Invitees Tab you can enter the total meeting invitees.
  
  Click on save to store the meeting information in the system.
  Note : Provide login credentials and click on Save to enter the GoToMeeting settings menu.
  

ConvergeHub users can send FAX to their leads, contacts and accounts through their ConvergeHub account.

• Click here to integrate the app in your ConvergeHub user account.
• Post the successful integration of the FAX app into your account, you will get the FAX option for all leads, contacts and accounts in their respective details page.
  

Users of ConvergeHub can send transactional emails and conduct email marketing directly from their ConvergeHub account. They simply need to set up and integrate their email (Office365, IMAP) from the ConvergeHub App Store into their user account.

Admin users can use DocuSign (e-signature solution) through their ConvergeHub account itself. They are just required to download the DocuSign App from the ConvergeHub Apps Store and integrate it into their ConvergeHub user account.

• Click on the Buy button to integrate the app in your ConvergeHub user account.
• Click on settings to complete the integration of the DocuSign app in the user account.
  Note: Clicking on settings will pop up a new section where you need to provide your DocuSign account credentials.
  
• Post the successful integration of the DocuSign app into the user account, you will get the DocuSign option for all documents stored in the CRM system.
  
  Clicking on option, a pop up window will appear from where you can send the respective document for signature.
  
• Type in the recipient’s name or select the recipient from the dropdown option.
• Type the person’s email to be notified once the recipient has signed the document sent for signature.
• You can change the default subject as per your requirement.
• You can change the default message as per your requirement.
• Click on Send to complete sending the document. Or else, click on Cancel to stop proceeding further.

All the information pertaining to a Target is displayed in the Target details page under the sub tabs: General, Address and Other.

It displays General information like the First & Last Name, Type, Account Name, Industry, Lead Name, Phone No, E-mail and Comments.

Multiple addresses of the Target can be viewed from the Address tab.

In the Other tab, significant information like Department, Annual Revenue, Birth date, Website, Created by, Description, Title, No of employees, Last Modified By, Description and Comments is displayed.

Add Related Information: The icon helps you add/create target-related List, Notes, Products and Tags. You can also add/create target-related files in the library.

Action: You can copy, edit, convert a Target/Prospect to a Lead and add a Target/Prospect to a list by clicking on the action drop down.

To start, go to Marketing from the menu on the left and click on Prospects.

Once you’re on the Target list, you can create a new one by clicking the  button in the top-right corner. The “Add Target” page will open with all the necessary fields. You can enter detailed information about the target using four sub-tabs: General, Address, and Other, each with its own corresponding fields.

Adding a New Prospect

 General Tab Fields

Salutation: Choose a title (e.g., Mr., Ms., Dr.) for personalization.
First Name: Enter the prospect’s first name (required).
Last Name: Enter the last name (recommended for identification).
Status: Select the lead stage (e.g., New, Contacted, Qualified).
Type: Define type of prospect (e.g., Individual, Company, Partner).
Company Name: Enter the organization they are affiliated with.
Industry: Select the relevant industry for segmentation and targeting.
Phone: Add mobile/office number. Click + Add another to include more.
Email: Add email address. Use + Add another for secondary addresses.

Address Tab Fields
Multiple addresses of the target can be added from the Address tab.

Other Tab Fields
Other details of a target such as Department, Birth date, Website, Description, Annual Revenue, Employees and Title can be added through Other tab.

ConvergeHub has a comprehensive apps store that allows users to shop for a hoard of third-party apps on per-user/per-month basis. At present, app integration solution is available for – QuickBooks, DocuSign, GoToMeeting, Twilio, and many more.

• Click here to find the details about the app.
  
• Click here to integrate the app in your ConvergeHub user account.
• Click here to see more of the third-party apps available for use in ConvergeHub.

1. My Apps

This will show the total list of apps selected by you from the Apps Store for use.

• Click here to complete the settings for a proper integration of the third-party app in your user account. Clicking here will pop up a new settings section where you need to provide the API key, Login Password and Login EmailFor example –
  
• Click here to find the details about the app.For example –
  
• Click here to go back to My Apps section
• Click here to remove the app from your My Apps section.

ConvergeHub is a highly customizable CRM and allows you to customize the fields of the listing page, create dropdowns and direct access to the app stores.

Detailed user guides are available for:

ConvergeHub allows you to import targets from your locally stored CSV files into the CRM database.

• • Browse for the file that you want to import.
  • By clicking the check box beside Add to List option, you can select an existing list to which you want to import the file.

Note: You can also create a new list by clicking on the
option.

• • If your CSV file has one/more headers, then you are required to select the check box. Doing this will help the CRM to map the data according to the headers in the CSV file.

• • You can check for duplicate entries using ConvergeHub’s smart duplicate checking functionality.

When you click on Check Duplicate option, you get the option of selecting the fields for which you want to use the duplicate checking intelligence. Example – Name, Phone, Email etc. Also, you will have to select whether you want the system to ignore the duplicate contacts or update them with the information from the list.

• • Click on to import the list.
  • Click on to stop importing the data.

• • Select the user to whom you want to assign the imported contacts.
  • Select the ConvergeHub field where you want the respective data (from the to-be imported list) to get merged into.
  • Fill in yourself or select from the drop down the default value for every field.
  • Click if you want the system to remember the field matching.
  • Click on Continue to proceed with the file import. Or else, click on Cancel to stop proceeding further.

• You will see the result of the duplicate checking done by ConvergeHub system. Based on the result, you can either ignore the errors and continue or cancel the file import process altogether.

Assignment of imported targets to multiple users
You can import targets to different reps automatically from the system itself.

• During the time of file import, click on the second option – Data file contains assigned user
• Select the column in the CSV file which contains the assigned to reps’ name.

Targets are the people, who fall under the criteria of your target audience and thereby hold the possibility of getting converted to your business’s leads. Targets can be added manually to the CRM or can be imported through a spread sheet. You will be able to store all the required information of a Target in ConvergeHub. You will be able to view, add and edit all possible contact details you have for a Target. You will also be able to map a Target with all the possible relationships (if any) with Leads and Account.

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

New List can be added to the Listing page either by clicking on +New button in the upper right corner of the listing page.

Name: The Name is a mandatory field where you have to put in List name.

Description: You can enter a Description of the List and click on the Save button to save the List.

Add Related Information : You can subscribe accounts, leads, prospect, partner and contacts to the list by clicking on  button.

Action: You can select the Action drop-down menu to Edit the respective list. 

Add Segment: New Segment can be added when you click on .

The General tab provides a summary of the list, including key details like the number of subscribers, who created and last modified the list, and a brief description. Below this summary, you’ll find a breakdown of the specific Accounts, Leads, and Contacts that are part of the list.

The Segments tab shows all the segments that have been created and are associated with this particular list.

Number of Leads subscribed to the list is displayed.

More data can be added from the CRM database to the existing lead list.

ConvergeHub’s Segment feature allows you to dynamically create targeted lists of contacts, leads, and accounts based on specific criteria. You can use a wide range of filters, including demographic information (like location or job title), behavioral data (such as email opens or website visits), and details from your CRM records. This enables you to send highly personalized and relevant marketing campaigns, improving engagement and increasing the effectiveness of your outreach.