Year: 2019

The type of broadcast medium chosen for a campaign plays a crucial role. Ideally, the broadcast medium should be chosen considering the target audience, budget and expected response from the campaign. Right selection of the broadcast medium can make the campaign a quick success and yield the expected results.

Name: The name section is mandatory to fill.

Expected Response(%): Set the response percentage that you expect from the broadcast.

Expected Revenue: Set the revenue that you expect from the broadcast.

Analytics Tracking Code: Provide the Google code here if you want to track the campaign results through Google Analytic.

Broadcast Medium: Choose the broadcast medium by clicking on the drop down menu.

Budgeted Cost: Set the budgeted cost that you have allotted for the broadcast.

Actual Cost: Once the broadcast is over, fill in the actual cost spent.

Click on the Save and Continue option to proceed to the next tab. Or else, click on the Cancel to stop the creation of the broadcast and the incomplete broadcast will be saved with status Draft.

Lists
This is the second stage of broadcast creation. Here, you can select, edit and create new lists who will be the target audience for the broadcast campaign.

You can search any List by putting your required keyword in the Search field and then hitting the Go button.

You can also create a new list by clicking on the +New button.

You can select different lists/segments by clicking on the CheckBox besides the respective option.

You can view subscribers of an existing List by clicking on the View Subsribers link that pops up when you hover the cursor on any list/segment name.

You can add subscribers to an existing List by clicking on the Add Subscribers link that pops up when you hover the cursor on any list name. You can select targets/accounts/leads/contacts by clicking on the Select button. You can create new targets/accounts/leads/contacts and add them to the list by clicking on the plus button.

You can further filter your List by adding a Segment through Add Segment link. You can also edit a Segment by making your cursor hover on the corresponding Segment and then clicking on the edit link.

Once you have set the list for the broadcast, click on the Save and Continue option to save the List and move to the Template Tab.

Template
This is the third stage of broadcast creation. Here, you can choose the type of template required for sending the broadcast. The below-given screenshot explains the process of choosing a template for email broadcast.

You are required to add the Subject of the e-mail in this field.

You can choose the module from the Select Module drop down option.

Once you have selected the group recipient and the text, click on Insert to apply these on the e-mail.

Select any position in the e-mail and click on the Unsubscribe Link to include it.

Once you have set the template for the broadcast, click on the Save and Continue option.

Preview & Test
This is the fourth stage of the broadcast creation. Here, you can preview the entire broadcast before you send it.

From Name and Email: Name and e-mail fields are mandatory to fill.

Template Preview: You can choose the type of template preview by clicking on either HTML View or Plain Text View.

Send Test Mail: You can send a test mail before you deliver the e-mail to the targeted recipients.

Schedule Delivery
This is the final stage of broadcast creation. Here, you just need to set the delivery date and time of the broadcast.

Clicking on the two check boxes is mandatory.

You can set the delivery of the broadcast either immediately, Schedule for Now, or on a future day, Schedule for Later. When you select a future day, you can choose the date from the calendar that pops up.

Once you have set the time and date, click on the Save button.

Sales Tools is an integral part of the sales process which is framed for the successful conversion of the lead to a customer. Once the sales tools are created within a sales process, the concerned sales executive needs to use that in order to nurture a lead and move it steadily towards the end of the pipeline.

ConvergeHub allows users to create sales tools in the form of:

• Checklist
• Conversation Guide
• Status.

To know in details about the functionality of these three types of sales tools and how they can be created, click here.

Mail to ConvergeHub is a newly-introduced functionality in the application. It empowers the admin users to record all the emails that they send from within the CRM. This immensely benefits in streamlining records and making further business communications prompt and contextual.

To know more about Mail to ConvergeHub functionality and the procedure of using it, click here.

ConvergeHub lets users safely store and share crucial business collaterals within its repository. This ensures an easy and quick access to the important documents from practically any location and time.

To know more about the ConvergeHub Library section and how it is used, click here.

Leads

Leads are the prospective clients who have shown interest in the product or service. They can be categorized as unqualified contacts or sales opportunities who have chances of turning into real-time customers after adequate nurturing.

Marketing agents gather chunks of leads from trade shows, seminars, advertisements and other digital and traditional marketing campaigns. ConvergeHub gives the benefit to store all the leads together in one place and work upon them. Once qualified, they can be converted into an account and contact in ConvergeHub.

Accounts

Accounts are the companies that you deal with. Understanding the fact that in a typical B2B scenario, often you need to interact with different members of the same organization, ConvergeHub allows you to store multiple contacts for a single account.

Not just this, ConvergeHub enables you to add as many contact information like phone numbers, email addresses, fax, social links etc to an account. You can categorize your accounts based on the parameters added. By keeping all your accounts organized and listed, it plays a major role in keeping all the dealings streamlined and easily trackable.

Contacts

Contacts categorically refer to individuals with whom you deal with in relation to purchase or sell. They represent the organization with whom your company has cracked deals or hold communications for business opportunities. Majority of the contacts are leads who have qualified and got converted into sales. While an account is fixed, the contacts within it keep changing.

ConvergeHub allows you to link multiple contacts to an account. You can add and update comprehensive information about the contacts in the details page. Any time required, you can get a summary of all communications that have ever happened between your company and the contact.

Deals

Deals are the successful sales that you make. Often companies also store those transactions in the deals section that are in the last stage of closure. In lieu of this fact, ConvergeHub enables you to raise quotations and invoices from within the deals section itself.

Further, you can add comments or create notes, contacts or library for every deal. Whenever required, you can also perform actions like copying or editing the deals.

While creating an event in ConvergeHub, you can set a reminder in the form of an alert, notification, or email.

1. Alert

On selecting Alert, you will receive pop up reminders for your events. During the time of creating the alert, you can choose the specific time you would like to be reminded of the event.

2. Notification

ConvergeHub has a notification icon in the upper-right corner of the application. Clicking on the icon, you will be redirected to the notification listing page, from where you can read the notification reminder message.

Similar to an alert, you can choose the specific time to be reminded of the event when you create the notification.

ConvergeHub offers Advanced Search option, to help you locate specific information based on one or multiple criteria. Without having to go through the entire list of records stored in the CRM, you can use the Advanced Search to filter the data in a flash. This serves the purpose of a quick reporting feature too.

When the time is short and deadline quick, you can ditch generating a full-fledged and detailed report, and rather use the Advanced Search functionality to filter the data and get a view of the facts in the listing page itself.

The various combinations of advanced search criteria can be saved and edited with specific terms of your desire. The keywords or phrase you have saved are available under the Saved Searches drop down. As and when required, you can use these terms to access the past searches made.

To Use the Advanced Search:

• Click Advanced Search on the Leads listing page.
• Set your desired criteria to filter the records. For example, in the screenshot, we’ve selected Lead Source as “Email Campaign” and Industry as “Manufacturing.” Only leads that match both criteria will appear.
• Click Search to view the filtered results.
• To save these filter settings for future use, enter a name in the Save this Search field, like “E-Campaign Manufacturing,” and click on the Save button.
  
• The criteria will be stored under the Saved Searches dropdown, allowing you to quickly apply the filter again with a single click at any time.
  

ConvergeHub offers tight integration with QuickBooks Online to help users streamline and synchronize their payments and invoices within the CRM itself. This brings benefits such as access to complete and up-to-date customer and accounts information from one platform, reduced data entry, and data consistency across both ConvergeHub and QuickBooks.

To know in detail about QuickBooks Online app integration and usage within ConvergeHub, click here.

ConvergeHub offers tight integration with QuickBooks Offline application. Capitalizing upon this, users can automatically synchronize customers, invoices, quotations and products between ConvergeHub and QuickBooks Offline. They can ensure data consistency across ConvergeHub and QuickBooks by making changes in one system and getting it automatically populated in the other.

To learn the other benefits of ConvergeHub and QuickBooks Offline integration, click here.

ConvergeHub has an advanced Summary section in the left panel. It is built to empower you gauge your key business metrics in a flash. It presents you with a quick access to the exact number of leads, accounts, contacts, deals, tasks and events stored and saved within your CRM application.

While creating the report or during the course of customer communication – NO matter wherever you are in ConvergeHub, you can know all that is there within your business from a quick glance at the Summary Section. In other words, it doesn’t require you to go a whole long way to the module specific page to find the exact number.

In addition to providing the number of leads, accounts, contacts, deals, tasks and events, Summary section also gives you a detailed insight into each and every module data.

For instance, clicking on Leads, you find information on:

• Lead Source
• Industry
• Type
• Status
• Sales Process

In similar terms, clicking on Events, you find information on:

• Type
• Priority
• Status

To View the Summary Section:

• Click on the plus sign beside the Summary Section.
• View the present number of Leads, Accounts, Contacts, Deals, Tasks and Meetings.
• Click on any of the modules (leads, accounts, contacts, deals, tasks and events) to get a detailed insight. For instance, in the below given image, we have clicked on Leads which gives us information about Lead Source, Lead Status, Lead Industry and so on.

  

• You can view all the statistics in the form of a pie-chart by clicking on the pie-chart icon. Example:

  

• Click on the minus sign to close the Summary Section.
  

Multichannel Marketing holds immense value proposition to the fast-growing small and medium-sized businesses. It gives them the power to implement a consistent and exhaustive marketing strategy across multiple communication channels without going too hard on their budget.

They do not have to face the tussle between extensive marketing campaigns and restricted financial capacity. Using a strong multichannel marketing solution, they are able to:

• Provide consistent offers and experiences across multiple channels and business lines
• Provide customers the flexibility to choose from any of the several channels for communications
• Map optimal distribution and performance of channels.

ConvergeHub offers Multichannel marketing functionality within its fully-functional, web-based customer engagement management application. It helps businesses frame and execute marketing campaigns across five channels.

1. E-mail marketing: Using ConvergeHub email marketing functionality, users can add, edit or create email templates to deliver engaging and personalized messages to their targets. leads, contacts and customers.

2. SMS & FAX Marketing: ConvergeHub has tied up with a third-party associate called Twilio (a leading cloud communications company). Twilio users can execute both SMS & Fax Marketing through the ConvergeHub platform. Others just need to build an account in Twilio to avail the benefit.

3. Social Marketing: ConvergeHub is integrated with Twitter along with upcoming integrations with Facebook and LinkedIn. Users can post/tweet promotional message about their business in all these leading social channels from ConvergeHub itself without having to separately log into their social media profiles.

4. Voice Broadcast: ConvergeHub is soon to integrate Voice Broadcast functionality within its platform. Post which, users will be able to send out personalized, interactive voice broadcasts from within the CRM platform.

5. Print Marketing: ConvergeHub provides the functionality of PDF conversion. Users can convert their marketing collaterals to PDF format, get it printed and distribute it to deliver the marketing messages to their target audience.

Finally, with the power of ConvergeHub Multichannel Marketing functionality, small businesses get to capitalize different broadcast methods and also analyze and compare customer behaviors across these channels. Inevitably, this results into better strategy building for improved marketing returns.

ConvergeHub allows you to easily reassign leads from one sales agent to another. Just follow these four quick steps:

Navigate to the desired lead whose assigned agent you want to change.
Go to the Action tab, then either click the Edit button on the lead details page.

You can also use the inline edit function on the Assigned to field.

In the Assigned to field, click the dropdown menu and select the new sales agent.

Click Save to apply the changes, or Cancel to discard them.