Year: 2019

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 reminder for it in the form of an alert or notification.

1. Alert

On selecting this option, you will receive pop up reminders for your events. During the time of creating the alert, you can choose the time when you would want to get reminded about the event. If required, you can choose the option of ‘Remind Invitees’ to also remind other members related to the event.

2. Notification

ConvergeHub has a notification icon at 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 reminder message.

Similar to alert, during the time of creating the notification, you can choose the time when you would want to get reminded about the event. If required, you can choose the option of ‘Remind Invitees’ to also remind other members related to the event.

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 on Advanced Search in the listing page of the CRM.
  
• Set the criteria based on which you want to filter the records. For instance in the below screenshot, we have chosen ‘Lead Assigned To James Clarke’ as the criteria for filtering the data. That means only the leads assigned to James Clarke should appear in the list.
  
• Click on Search to filter the data
• Type in the Search Phrase and click on Save. This will store the criteria under the Saved Searches drop down. So that next time, you just need to click on the saved phrase to filter the data as per the same criteria.

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 events.
  
• 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 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 assign leads from one sales agent to another in four quick steps:

• Click on the lead whose assigned to agent you want to change.
  
• Click on the edit option in the lead details page.
  
• Click on the drop down list in the Assigned To field and select the new sales agent to whom you want to assign the lead.
• Click on Save to update the changes. Or else, click on Cancel.

It allows you to update record details in bulk. This benefits in cutting short the time when you need to perform the same activity/update for multiple leads, contacts, deals and accounts.

For instance, if you want to assign 20 leads to your sales agent John Miller, simply select the leads from the checkbox, click on the Mass Update option and set John Miller in the Assigned to field. Your task gets completed in a few minutes!

ConvergeHub allows you to integrate social links of your leads and contacts within their respective details page. This helps you to view their conversations over social media and keep track of their social activities from within the CRM, for taking real-time actions and driving better engagement.

To integrate social links to leads and contacts, follow the steps below:

• Click on the respective lead or contact that you want to update.
  
• Click on the edit option.
  
• Click on Other tab option.
• Choose the social media channel.
• Type the social account link.
• Add another social link if required.
• Click on Save to update the changes. Or else, click on cancel.

At ConvergeHub, we totally understand the importance of importing records from external sources to CRM. That is precisely why, we have a robust import functionality to make you import Accounts, Contacts, Deals, Leads, Partner and Targets (gathered through various sources) in minutes within ConvergeHub.

To view the step-by-step process of Importing records, click here.

In ConvergeHub, you can organize the layout of each custom field as per your requirement. The steps to do so are specified below:

• Click on Account Settings.
  
• Click on Custom Fields under the App Setup section.
• Click on Organize.
  
• Choose the module name from the dropdown list.
  
• Click on the available tabs to see the existing position of the custom fields present under them.
  
• Drag the custom fields to change their position.
  
  Example: in the above-given screenshot, custom field ‘valves’ is in the right panel that can be moved to the left panel by dragging it (as shown in the top image).
  
• Click on Save to complete the changes. Or else, click on Cancel.