Year: 2019

ConvergeHub users can easily create agreements and send them to the leads and accounts (via FAX, Email or through DocuSign) right from their account itself.

The quotation is the price of the product/service that the customer has intended to purchase. It takes into account all the customization and specifications requested by the customer to decide about the price for the products/services. Manage product quotations in ConvergeHub through the following segments.

For any issue related to using ConvergeHub you can contact the Admin to report it (error or bug) by clicking on the button and then clicking on Contact Support button.

You can learn more about Contact Support from the following.

All Sales Tools can be viewed in the listing page. The left panel of the Sales Tools Listing page includes the following options:

• • You can view the sales tools listing page from here.
  • Sales Tools can be added to the listing page either from the link in the left column or by clicking on button on the upper right corner of the page.

• • You can perform a quick search by inputting keywords in the Search field.
  • You can carry out an advanced search of the different sales tools by filling in the various search criteria. The search criteria will open up once you click on the link.

You can save the criteria that you put in the Advanced Search option. The criteria you save will be available on the drop down. Doing this will prevent you from typing in the same criteria repetitively.

• • By selecting check boxes beside the sales tools, you can select all the Sales Tools and from the action drop-down, you can Mass Delete them.
  • The sales tools can be added to your favorites by clicking on icon.
  • You can delete a sales tool by selecting it and then clicking on .
  • The sales tools listing is paginated and you can set the number of the sales tools you want to display per page.
  • You can copy the sales tool from the select drop-down.
  • You can edit a sales tool by clicking on You can delete a sales tool by clicking on .
  • The display of various Sales Tools fields can be customized by making mouse hover on and then selecting the required fields you want to display.

• You can mass delete sales tools by selecting multiple sales tools and then clicking on delete under the action drop down.
• You can choose the display pattern (column view or row view) of the sales tools listing by clicking on either of the options.

You can get a complete view of the products through the product listing page. Product Name, Code, Type, Category and Status are mentioned here. You can also add, edit and delete products from this page.

• You can perform a quick search by inputting a keyword in the search field.
• You can also search your Product by using various advanced search criteria through the Advanced search link.
  
• The various combination of advanced search criteria 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.
• By selecting check boxes beside the Products, you can select one/multiple products and can mass update them through the Action drop down.
• The Products can be added to your favorites by clicking on .
• Products can be followed by clicking on . By doing so, you will be able to receive all the status change and updates related to the Product in the feeds.
• You will be able to export Product listing by selecting the check boxes beside the products and then clicking on the respective icons. You may export the product details in the PDF or Excel format. You can also delete a product by clicking on icon.
• You can set the number of rows to be displayed in the Product listing page by clicking on the drop down option.
• You can add note, comments or view the list of followers of any product by hovering the mouse on it.
• You can perform mass update on the products by clicking on the Action drop down.
• New products can be added to the listing page by clicking on .
• The listing of Products can be viewed in in both column and row formats .
• Product Listing fields can be customized by making the mouse hover on the icon and then selecting the fields you want to display.
  
• You can add comment to a product or copy it by clicking on the Select drop down option.
  
• You can edit or delete a product by hovering the mouse on it.

New sales tool can be added by clicking on in the left panel or by clicking on tab in the upper right corner of the sales tool listing page.

• Fill in the name of the Sales Tool.
• Select the type of sales tool from the dropdown. Note: ConvergeHub allows you to create three types of sales tools – Checklist, Conversation Guide and Status.
• Select published to apply the sales tool now. Or else you can select unpublished to apply the sales tool later.
• Click on to complete the sales tool creation process.

1. Checklist as Sales Tool
It can include a list of questions or pointers that the sales representative needs to follow while dealing with the prospects. It can act as a standard handbook to be given to the sales agents before starting to deal with the prospects.

If you choose checklist as the type in sales tool then, you will have to fill in more fields as shown below:

• Select the module for whom you want to apply the sales tool.
• Select the sub module for the sales tool. Example if you want to create a product checklist for all the leads. Then product will become the sub module.
• Add in the question to the checklist.
• Click here to add more questions to the checklist.

2. Conversation Guide as Sales Tool
It can be a rough set of guidelines to provide idea to the sales agents as to how they need to engineer the conversation with the prospects. Unlike the checklist which calls for complete abidance by the sales agents, conversation guide can function in the form of a general reference point for the sales reps, whenever they are stuck in the interaction.

If you choose conversation guide as the type in sales tool then, you will have to fill in more fields as shown below:

• Add in the question to the conversation guide.
• Click here to add more questions to the conversation guide.
• Select the field type from the action drop down.
• Select the related field. Example if you want to create a conversation guide for all the leads in relation to their industry. Then industry will become the selected field here.

3. Status as Sales Tool
Queries can be asked to the sales representatives who have to give an exact status of whether the scheduled task has been done or not.

Admin users can make use of certain sales tools to guide the sales agents and help them steer the clients towards deal closure.

You will learn more about sales tools from the following sections:

This page contains all the information that you have added while creating the Product. The information is view able through the General, Price, Stock, Other and Tags tabs.You can view the details of the Leads (potential customers) related to the product. You can also add notes to the product details.

• The product can be added to your favorites by clicking on .
• The product can be followed by clicking on . By doing so, you will be able to receive all the product status change and updates in the feeds.
• You can edit the product detail by clicking on the link.
• The will take you to the previous page.
• The icon helps you create relationship between Leads and add notes to the product.
• You can Copy and Edit the product details by clicking on the action drop down.
  
• Details of the product such as Vendor, Manufacturer, Type, Category, Assigned To, Product Code and Comments is displayed under the General category.
• The Stock tab displays the fields – Usage Unit, Quantity in Stock, Handler(individual responsible for the transportation of the product) and Reorder level (the trigger point at which the company will place a new order or start a new manufacturing run).

Feed Tab

You can view all the updates on the corresponding Product through the Feed tab.

• You can share link from the option.
• You can write your own comment in the comment box and share it with other users by clicking on the tab.

New Product can be added from link in the left column or by clicking on . Detailed information on the Product can be added through the General, Price, Stock, Other, and Tags tabs.

• General tab lets you input information such as the Product Name field (which is compulsory). Other general information includes Product Code, Vendor Name, Manufacturer, Product Type, Product Category, Assigned To and Product Image.
• All the details related to Price i.e. Currency, Unit Price, Commission Rate, Tax and the option of Taxable or not can be fed through Price tab.
  
• After the completion of each tab, click on to proceed to the other tab.
• Once you have put in all the details of the product, you can share comments about it through the feed tab. In addition to the comments, you can also post and share a product-related link, link name and comments about the link.

The sales process for a lead/deal can be viewed by clicking on the respective lead/deal. For example –

Clicking on the sales process will open up a new page showcasing the sales process activities applicable for the deal/lead.It will show the current status of the activities done and pending.

The sales agent to whom the sales process is assigned to, can update the activities done. To update the sales process, the sales agent needs to click on the link on the top and click on the checkbox beside those activities/tasks that has been accomplished.

In case a sales tool is integrated within the sales process, it allows the sales agent to add details of the activities in the sales process. For instance in the below screenshot, Initial Call has been added as a sales tool in the sales process which allows the sales agent to fill in the details of the call into the fields.

Product can be edited by clicking on the link in the Product details page or by clicking on the inline edit icon from the Product Listing page. The Product details can be edited from the tabs – General, Price, Stock, Other and Tags.

• You can edit information of the Product such as Product Name, Product Code, Vendor Name, Manufacturer, Product Type, Product Category, Assigned To and Product Image from the General Tab.
  

  Image Cropping

  The size of the product image can be cropped by clicking on the edit option.
  
  Clicking on the edit option, a pop up window will appear from where the user can do the required image cropping.
  
  Once the image is cropped according to the required size, Ok option needs to be clicked upon to save the changes made.

• You can edit the fields related to Stock such as Usage Unit, Qty in Stock, Handler and Reorder Level.
  
• Once you have made the required changes to the product details, click on to complete the editing.

You can get a complete view of all the sales processes through the sales process listing page. Name of the sales process, status of the sales process and for whom the sales process is created (lead/deal) are mentioned here. New sales process can be added to the listing page by clicking on link in the left column or by clicking on button in the upper right corner of the sales process listing page.

• • You can carry out a quick search of different sales process by putting keywords in the search field.
  • You can carry out an advanced search of the different sales processes by filling in the various search criteria. The search criteria will open up once you click on the link.

• • The various combination of advanced search criteria 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.
  • You can create a new sales process by clicking on button.
  • The listing of sales process can be viewed in in both column and row formats.
  • Sales Process fields can be customized by making the cursor hover on the icon and then selecting the fields you want to display.

• You can copy a sales process by clicking on the action drop down.
• You can edit or delete a sales process by hovering the cursor on the respective icons and clicking on them.
• You can set the number of rows to be displayed in the sales process listing page by clicking on the show drop down option.