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.
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    • Go to Leads/Accounts/Contacts/Deals Listing Page.

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    • Take the cursor on ‘Show Custom Fields’ icon and click on the three options – Last Activity, Last Activity By and Last Activity Date.

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  • Get an immediate view on the recent activities done along with the date and creators’ name.

‎New Deal

New deal can be added by clicking on ConvergeHub link in the left panel or clicking on ConvergeHub tab in the upper right corner of the deal listing page. Detailed information of the deal can be added through three different sub tabs (general, sales process and tags) which have their own corresponding fields.
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    • Name is mandatory field, which you must fill in to create new Deal.
    • You can select the type of deal (Existing business or New business) from the drop down menu.
    • You can set the related account name from the drop down menu.

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    • You can set the deal value.
    • The Deal 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 Deal can be assigned to multiple users.

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    • You can set the date by which you expect the deal to get finalized.

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    • You can select the Lead source for the deal.

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    • You can set the probability percentage for the deal i.e. how huge is the chance of the deal to get closed.
    • You can set the status of the deal by selecting any one of the sales stage option from the drop down menu.

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  • Next Step is the field where you can enter the next process you want to execute to close the Deal.
  • You can add the deal image to click the browse button.
  • You can add a description note related to the deal.

Sales Process
You can view the sales process of the deal under this tab.
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  • Name of the sales process.
  • You can update the sales process by clicking on the check boxes beside the several tasks.
  • You can click on ConvergeHub tab to update the changes made to the sales process.

Edit Deal

Deal-related data can be edited by clicking on the ConvergeHub link on the Deal details page.
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    • All the general information of a Deal can be edited through the General tab.
    • The sales process can be edited as per the requirement. The sales agent can click on the check boxes after the completion of the activity.

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  • Once you have completed the editing, click on ConvergeHub to implement the changes. Click on ConvergeHub to nullify the changes made.

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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Deals Listing

All Deals can be viewed in the listing page. The left panel of the Deals Listing page includes the following options:
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    • Deals can be added to the listing page by clicking on the ConvergeHub link in the left column. You can also add a new deal in the listing page by clicking on ConvergeHub button on the upper right corner of the page.
    • You can add bulk Deals through a CSV file from the ConvergeHub link.
    • You can create Deals reports using ConvergeHub link.

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    • You can perform a quick search by inputting keywords on the Search field. ConvergeHub
    • You can also search your Deal by using various search criteria through the ConvergeHub link.
    • The various combinations of advanced search functions can be saved and edited with keywords of your desire and can be used to search repetitively. The keywords or phrase you have saved are available on the Saved Searches drop down.

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    • By selecting check boxes beside the Deals, you can select all the Deals and from the action drop-down, you can Mass Update them.
    • The Deals can be added to you favorites by clicking on.ConvergeHub
    • The Deals can be followed by clicking on ConvergeHub. You will be able to receive all the Deals status change and updates in the feeds.
    • You can change the order of the top fields in the Deals listing page by dragging them from the cursor to the desired position.

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    • You can get the options of adding note, comment; viewing followers, viewing files and uploading a relevant file (from the computer or from the library) by hovering the cursor on a particular deal.
    • The display of various Deals fields can be customized by making mouse hover on ConvergeHub and then selecting the required fields you want to display.

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    • By selecting check boxes beside the Deals, you can perform multiple actions ( Add Comments, Attach Files and Copy) on them from the action drop-down.
    • You can also edit a deal detail by clicking on ConvergeHub.
    • You can also delete a Deal detail by clicking on ConvergeHub.

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  • You can export any deal to CSV ConvergeHub or PDF ConvergeHub format. You can also delete a deal by clicking on ConvergeHub.
  • The Deals listing is paginated and you can set the number of the Deals you want to display per page.

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.
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  • Click on a Deal from the Deals Listing Page.
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  • Click on Generate Agreement in the Action dropdown.
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  • Choose the Agreement Template.
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  • Click on Generate. (Generated agreements will be listed in the sub panel of the Deals Details Page, in the Library section).
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  • 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).

Day View

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  • The Day view of Calendar can be accessed by clicking on the Day tab .ConvergeHub
  • All the public scheduled activities set for the oncoming days can be accessed by clicking on the ConvergeHub tab.
  • The Month’s Calendar can be viewed by clicking on the icon.
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  • You can view Both Event and Task or only Event or only Task through these buttons. These are toggle buttons which displays the Events and Tasks as per the requirement.
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  • 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 Events with their tenure in hours and minutes.
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  • On mouse hover, you will be able to view the details of Tasks and Events.
  • Double clicking on existing tasks/events will pop up a new section from where you can edit them as required.
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  • You can add a new event/task by double clicking on the respective time of the day.
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  • The 2nd column displays the Work-list which you have and the Work-list which is due.
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  • The 3rd column displays the Tasks and Events for the Next 7 days.
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Deal Details

This page contains all the information that you have added while creating the Deal. The information is view able through the General and Tags tabs. The relationship between Deal with Accounts, Contacts, Tasks, Events, Notes and Library can be viewed from here. You can create relationship between Deal and Contacts. You can also add Notes and Files related to the deal through this page.
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  • The deal can be added to your favorites by clicking on ConvergeHub.
  • The deal can be followed by clicking on ConvergeHub. By doing so, you will be able to receive all the deal status change and updates in the feeds.
  • You can edit the deal detail by clicking on the ConvergeHub link.
  • General Tab displays information such as First Name, Account Name, Assigned To, Lead Source, Sales Stage, Created By, Description, Deal Type, Deal Value, Expected Close, Probability, Next Step and Last Modified. The comments given in relation to the deal can be viewed. New comments can also be added to the deal details.
  • The ConvergeHub will take you to the previous page.
  • The ConvergeHub icon helps you add/create deal-related notes and files. You can also select and add deal-related contacts through this option.
  • You can perform a set of actions (Transfer, Email, FAX, Copy, Edit and Generate Agreement) by clicking on the action drop down.
  • You can put your Comments on the Comment field and can view Comments of others.

Feed Tab
You can view all the updates/comments on the Deal through the Feed tab.
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  • You can share link from the ConvergeHub option.
  • You can write your own comment in the comment box and share it with other users by clicking on the ConvergeHub tab.
  • You can comment on others comment by clicking on the ConvergeHub link. You can further edit ConvergeHub or delete ConvergeHub the comment as required.
  • Like and unlike can be posted on Comments by clicking on the ConvergeHub or ConvergeHub option.

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 ConvergeHub link in the left panel or clicking on ConvergeHub 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
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  • 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.
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Other
Other details of a Contact like the Lead Source, Department, Contact image and Description can be added under this section.
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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: