Year: 2023

Is your startup customer-centric? 

“Lack of  customer focus is clearly a point of  failure”, says Gartner.  In the next  five years, more than 30% of businesses are going to succumb due to this, yet unfortunately 14% of the CMOs  perceives “customer-centricity as the hallmark of their business”, reports CMO Council. 

Given a  choice, any organization would  call  them customers-centric, considering it a buzzword these days. Nevertheless, more often they are situationally selective. Their centricity is  based on their interest (no bad intentions surely), instead of putting customers’ points first.

An organization becomes customer-centric when it starts to address customer concerns – be it related to products, finances, competition  or something else. It’s  not as  simple as knowing your customers and  targeting the  promotions  accordingly,  improving acquisition and lifting sales. Yes, the better insight will automatically drive to this point , but this is not what customer-centricity means. Instead,  it is how  your organization is all ears to the buyers’ mindset and adopts decisions in the face of adversities to prioritize customers’ interest. For example, the fuel inflation surcharges by world-famous eCommerce portal Amazon. While many perceive it as a  power play  by the leading eCommerce brand, the outcome was  customer happiness for sure. Because, at the end, Amazon  did  not  levy extra  prices on the customers.  

Are you a customer-centric organization?

A customer-focused company understands the distinctive problems and expectations of your customers as well as the context of those needs. Accordingly, consistently deliver the products and services that meet those expectations. You are a customer-centric company if you 

  • Prioritize customer satisfaction over anything else (instant profit and short term sales). A lasting satisfaction will drive customers loyalty and advocacy. It will directly impact sales year after year. 
  • Build and nurture relationships at every level, instead of garnering short-term ROI.
  • As much as your margin, costs, or marketing ROI, how much does an investment benefit the lives or businesses of your customers?
  • Employees who generate results that benefit customers just as often as those who benefit the corporation should receive praise, rewards, and promotions.
  • Find a concrete link between the perception or pleasure of your current customers and their lifetime worth to your business by analyzing your customer data.
  • Measure consumer loyalty equally using lagging indicators of purchase behavior and leading attitudes of customer intent.
  • Strive to consistently raise consumer feedback from the Voice of the Customer rather than just outperform your rivals’ ratings?
  • make choices and develop strategies based on personas with needs or ideals rather than just segments with those characteristics?
  • Listen to your employees’ concerns and address them.

In other words, customer-centricity is the sole differentiating parameter between aggressively profit making firms  and others who recognize relationship building as the way to improve customer experience as well as ROI. The latter in most cases yields bilateral high-value relationships.

Now, the key question is how to generate seamless customer relationship management at every level. Basically customer-centric strategy is more of a  mindset that actually helps business grow. With a modern day CRM tool, you can better achieve that. It collects your customer data in the most hassle-free manner.

The Power of an Integrated CRM Software to create a customer-centric strategy  

Customer-centric strategy is the process of understanding and satisfying customers. And this happens with the data. By using data from your CRM, you can better understand what customers want. The customer relationship management (CRM) system helps build a relationship with customers by giving them personalized information about their needs, what they like and don’t like, and how to fulfill those needs. In addition to providing basic customer data, CRM systems can also be used as an advocacy tool. Customers will appreciate this high level of service if they know they will receive it consistently.

Satisfied customers are at the heart of customer centric strategy

Nearly 79% of successful customer interactions are data-based. Thus, data plays the prime role in managing customer interactions, when you are building a customer-centric strategy. With a CRM tool, you can get access to the data that makes the process more proactive. After all, customer-centricity is about providing your buyers with what they want and need at every level of their buying cycle. 

By using data from your CRM, you can better understand what customers want

You can use data from your CRM system to better understand what customers want. By using data, you can identify trends in customer needs and develop a customer-centric strategy. For example, if a person has been visiting your website multiple times and purchasing items every time he or she visits the site, then it’s likely that he or she is interested in learning more about products that come with free shipping options.

By tracking customer needs over time using CRM systems, you will be able to see which areas need improvement and how much impact each adjustment has on overall sales numbers. This information will help guide future marketing campaigns so they align with what’s most important for each individual customer base at any given moment in time (e..g., high demand for gift baskets).

CRM helps deliver more personalized information 

The customer relationship management (CRM) system helps build a relationship with customers by giving them personalized information about their needs, what they like and don’t like, and how to fulfill those needs. The CRM system collects data about customers’ preferences and other parameters such as location or product usage history. This information can be used to determine how well a product or service meets your customer’s needs so that you can make better recommendations in the future.

CRM systems also allow you to create personalized messages for each individual customer by analyzing their behavior patterns so you can tailor content based on factors such as age range or gender. This allows you to provide more relevant content because it allows you to understand what will most likely interest someone at any given time

CRM systems perform as an advocacy tool

CRM systems can also be used as an advocacy tool. It’s important to keep in mind that CRM is not just about collecting customer data, but also using it to improve your customer service and loyalty programs.

For example, a company could use its CRM system to monitor customer feedback on social media platforms like Facebook or Twitter. If they see negative comments about the product or service being offered by the business, they can respond quickly by addressing those concerns directly with concerned customers through email or chat messages on platforms such as SquareSpace (or any other platform that integrates with Salesforce).

In addition to providing basic customer data (what you already know about them), CRMs can also help facilitate building relationships between companies and their target audiences through cross-selling opportunities–a practice whereby businesses offer products related to their primary one in order for customers who buy one type of product from them might also purchase others related ones as well!

Customers will appreciate this high level of service if they know they will receive it consistently

Customers will appreciate this high level of service if they know they will receive it consistently.

Customers want to feel special and valued, so when you do something for them that is unexpected or out of character for your company, it builds trust in the relationship. They also like knowing that their voice is being heard by someone on behalf of the brand–and not just because someone else has chosen to listen instead!

Customers want an intimate experience with brands; one where everyone feels like a part of something bigger than themselves–a feeling which can only be achieved through constant communication between employees who genuinely care about each other’s wellbeing at work (and outside too!).

It’s important to know what your customers want before trying to meet their expectations

When it comes to CRM, you need to know what your customers want before trying to meet their expectations. It’s much more than just a database where you store contact information–it’s an opportunity for companies like yours to understand who they are and how they work.

CRM systems help build a relationship with customers by giving them personalized information about their needs, what they like and don’t like, and how to fulfill those needs.

If you’re not using a CRM system yet but are considering one now because of the benefits it can provide in building customer relationships (and making money), then I highly recommend choosing one that gives back control over data privacy rights as well as offering other features such as automated reminders based on previous interactions with users or automated requests sent out when someone signs up for something new at your company (like subscription services).

ConvergeHub Ranked #1 by the Software Reviews in Customer Relationship Management

ConvergeHub has been named the #1 CRM product in the Midmarket Segment by Software Reviews, the largest and most reputable software marketplace in the world, in their most recent Data Quadrant analysis. We have been named leaders in customer relationship management based on the responses of actual users for each segment.

The study is based on evaluations made by business experts who are the top competitors in the midmarket space. You may have been aware that rankings on Product Reviews reports are based on information given to them by actual software purchasers. Because these insights are based on researched, verifiable, and legitimate reviews, prospective customers are aware that they may rely on them while conducting software research and selection.

ConvergeHub’s CEO, Shampa Bagchi, claims that the company’s cutting-edge CRM solution was developed using top-notch methods and real-time analysis. It offers a perfect fusion of support, sales, and marketing to aid firms in achieving departmental synchronization. In addition, she stated that the company would continue to develop observability technology for simple, automated monitoring and troubleshooting solutions. 

Among 11 categories in Vendor Capabilities and Experience , ConvergeHub has bagged six awards in the following segments.

  • Availability and Quality of Training 
  • Ease of Implementation
  • Ease of Customization
  • Usability and Intuitiveness
  • Quality of Features
  •  Product Strategy and Rate of Improvement

Wrapping up

So, what does all of this mean for your business? It means that you need to be customer-centric in your approach to marketing. Today, in a highly competitive marketplace the only differentiating factor is how effectively you are serving your customers. Data indeed helps customers to provide personalized service. In fact, you can turn every sale into an opportunity for customer loyalty, which further translates into your survival strategy in an ever evolving marketplace.

Take Customer-Employee Communication Ahead of the Curve

User journeys are becoming extremely complex at every passing second. Businesses are coping up with the ever changing trends. Maintaining the status quo of seamless customer communication is a survival imperative for the businesses now. And, the first step is to establish  customer and employee engagement at every touchpoint.  

Navigating through zigzag customer journeys in a digital space

Gone are the days where customer conversations with the business were limited to telephone and  emails. The  digital space offers more than  one  opportunity to stay  connected  24/7.  According to a study by Mordor Intelligence, more than 20 billion digital consumers are staying connected  to the internet at a given period of time. As a result, customer interactions with brands are facing significant transformation. Studies reveal that staying connected with favorite brands on the go has now become a trend. It’s easier for customers  to stay up-to-date with every consumer-driven activity the brands are adopting. Moreover, the availability of multiple digital communication channels makes it imperative for the businesses to provide quick responses. All-in-all, it’s an integral parameter to create a delightful user experience. 

However, navigating through complex user journeys is not only about quickly resolving customer inquiries and complaints. Rather, it’s about developing a connection with your customer  that’s built on empathy. At this point, your customers will feel that they can reach out to you anytime. Such a customer-centric approach  by the  brand  is  the foundation of  positive  user experience amidst all the complexities. Furthermore, happy customers are easier to upsell and cross-sell to and are more likely to recommend your brand and spread positive word of mouth.

Taking customer conversations ahead of the curve

To live up to these  evolving  norms  of customer-employee  communication,  businesses nowadays are adopting technology  at a larger scale. The  objective is to streamline the  process itself and  keep  stakeholders well-informed at both ends. After all, digital transformation has opened  doors to personalization. And, without  being well informed, it’s not possible to reach that level of personalization. To keep up with this,  the majority of businesses are adopting CRM tools to keep people and departments synchronized, which further helps in raising the bar of customer communication.  

Plan a customer communication strategy

Proper planning is at the heart of impactful  customer communication. Any communication strategy especially with the customers is built on empathy. It’s the very root of every customer-employee communication, whether it’s a B2B or B2C segment. Keeping this in mind is crucial for the smooth running of the  entire communication strategy building process. YOu need to start by identifying your audience. If you know who they are , it will be easier to frame a strategy that is relatable with them.

  • Determine when each message will go out so that all employees know when their turn comes up in line–and whether a particular employee needs additional training before taking over responsibility for delivering it.

Define your customer-employee communication goals

While setting customer-employee communication goals, make sure that you are setting realistic goals at every level. Organizations can have big fat expectations but unless it’s  realistic it’s difficult to achieve. And obviously it won’t make any positive or meaningful impact. So, as a customer service manager, it is extremely crucial to set your goals, which is aligned with the employee bandwidth as well as capability. 

Select the best collaboration tools

When it comes to choosing the right collaboration tools, ( a CRM tool to be specific)  you should consider the following four factors:

  • Easy use
  • Security and privacy
  • Availability on mobile devices and from anywhere in the world (i.e., no need for wifi)

With ConvergeHub, users can get all these features.based on the user reviews,  ConvergeHub is chosen as the #1 CRM software in terms of usability, intuitiveness and ease of implementation. 

Assign responsibilities across team members

  • Assign responsibilities across team members.
  • Make sure everyone is on the same page regarding communication with customers, employees and other departments in your company. This will help you avoid any confusion or miscommunication that could lead to problems down the road.

ConvergeHub is an all-in-one CRM that helps manage sales, marketing, customer service and billing from one unified platform. With  all information secured in one place, it’s easier for a sales head or marketing manager to assign tasks across departments without much manual efforts. Also, the  customer support supervisor can get a 360-degree customer view and avoid duplicate data entry. That’s why it’s easier to manage everything from cold prospects to happy lifetime customers to brand advocates and beyond.

Improve communication with a reverse brainstorming meeting

A reverse brainstorming meeting is a great way to get your team talking about their challenges, goals and ideas. The main goal of the meeting is to learn more about what’s going on with your customers so that you can provide them with more solutions.

A reverse brainstorming meeting helps you hear from employees on what they think might be causing problems for customers, as well as how they think those problems could be resolved. It also gives them an opportunity to share their own ideas for solutions–and if there are some challenges involved in implementing these solutions (like budget constraints or lack of resources), those will become part of the discussion at hand!

Create a personalized email address list

To create an email address list earlier, companies used to rely on their data entry staff. For obvious reasons,  it would  take a lot of time and  effort. With a CRM tool in place, creating an  email  list  is  no more a manual  job. Modern-day CRM tools like ConvergeHub come with email  automation features. It not only fetches all the crucial  email contacts, but also automates the  process of sending out timely emails to the targeted customers. Moreover, if a lead signs up for your service, ConvergeHub helps you identify that and make a list of your potential leads, which helps you target them for promotional campaigns in future.

To make sure that the email addresses on your list are accurate, it’s important to keep them up-to-date as well. This will show customers who have left or stopped using your product that there is still value in continuing with their subscriptions or accounts (for example: “You’re still subscribed? Great! Check out our new discount”).

It’s also important that you have an efficient way of sending emails from one place so there isn’t any confusion about where someone should be receiving theirs from. You might consider using an email marketing tool like SendGrid which allows users complete control over how much time their messages spend in transit or whether they need special permissions before sending them out at all; this means less time spent worrying about technical details when trying to send something out properly!

With ConvergeHub, the entire process is automated and involves zero manual intervention.

Get the success recipe for the customer care team

  • Seamless employee-customer interaction
  • Plan it and achieve goals faster
  • Have no system for  customer-employee communication? Time to upgrade!

How ConvergeHub Keeps You a Step Ahead?

ConvergeHub is a scalable enterprise-ready CRM that is packed with advanced features that will help your business grow. Customizable and configurable features adapt the tool to your way of doing business.

As an all-in-one enterprise grade CRM, ConvergeHub is designed keeping both the end customer and the user journey in mind. The  feature-rich product makes it sure to prioritize the everyday needs of all stakeholders, including administrators, agents, and customer-facing teams, in our product development process.

To ensure scalability and reliability, ConvergeHub has been customized to the farthest extent. This platform provides the necessary infrastructure for your products to grow and meet the evolving needs of our customers.It’s highly extensible to the customers, thus allowing them to adapt the products to fit their unique business processes. Additionally, the platform offers a suite of shared services to facilitate quick innovation and product releases.

ConvergeHub integrates with popular communication channels, including WhatsApp, Apple Messages for Business, Google’s Business Messages, MS Teams, Email, and SMS, for a seamless and unified experience across multiple environments.

The Final Takeaway

Whether you are an SMB, a budding entrepreneur or the owner of a global enterprise, customer communication is always the key to success at every level. Staying competitive means to build an empathic communication stream with  people, whether they are your employees or your customers. Taking communication ahead of the curve needs enough of attention from  employees at every level. But it does not happen overnight. In fact, a lot of things come into play when you are out to create a journey or roadmap for communication strategy. Make sure for meaningful interactions, you need to open up to your customers, let them talk about their pain points and more.If you’re looking for help with any aspect of customer-employee communication, please give us a call today!

9 Tips to Build a Solid CRM Workflow to Accelerate Sales

Often, salespeople are extremely focused on generating leads and not on following up with them. But, honestly speaking sales is a tricky process. It comes with a series of twists and turns and out of nowhere, you are most likely to face challenges at every level. Henceforth, a workflow comes into consideration, to streamline the process. 

But, how to create a workflow when everything is scattered? We all know that sales hardly follow any rules and most of the time salespeople have to take a momentary decision.  However, having a plan always helps. When you work with CRM software, having a workflow and keeping up with it becomes easier than ever. Following up with leads becomes more seamless than ever before with a CRM tool. Maybe your new person is completely unaware of  the CRM system or new to B2B sales in general—but it could also be that they have no idea how to use their CRM data for lead generation. The bottom line is this: your team needs a solid workflow if they’re going to hit their goals. 

Here are 9 tips for creating an effective CRM workflow that will help boost your company’s sales numbers:

1. Decode the stages of the customer journey

The customer journey is the path a customer takes through your business. It’s not unilateral, rather a more complex journey involving multiple stages:

  • Awareness – This stage involves understanding that you exist and what it is you do for them. You’ll want to make sure they know about all of the services or products you offer—even if they don’t need any of them yet!
  • Consideration – At this stage, customers are still evaluating whether or not they need something from you and are trying to decide which solution would work best for their needs and budget. Their goal should be clear by now: decide if this company is right for me!
  • Purchase/Signup – Once they’re convinced that your brand is exactly what they are looking for, that’s the time customers make a purchase. Right from then, they become your paying customers. This could include anything from buying an ebook through Amazon Kindle directly through email marketing campaigns such as MailChimp; however there may also be other options available depending on what type of business model being run by said organization (ecommerce vs B2B).

2. Use trigger-based automation to drive sales

In order to get the most out of your CRM and sales process, nothing but automation triggers come to your help. Trigger-based automation is not a completely new concept. Rather, it is more of a process that used to exist even in the era of word-of-mouth marketing. Limited-time offers or something like this are triggers to push your audience to make a decision in your favor as soon as possible. It’s like telling them to do it now or the offer won’t last. `Triggers are automated actions that occur when certain events happen in the system. For example, if someone signs up for a trial account, send them an email telling them how their first month will be paid for by you!

Triggers can be set up on both individual contact records and groups of contacts (such as all customers who purchased over $250). Once you have set up a trigger, it will automatically fire whenever any one of those conditions occurs. 

You can also set up multiple triggers in ConvergeHub so that they can be sent at different times.  People in your organization will get notified separately depending on who they are and what type of content was created by which action—this allows everyone involved with data entry tasks like updating existing information within CRM systems without having anyone manually enter anything into each individual record manually every time someone does something new within their system; this leads directly into why automation is so important here: fewer errors means better accuracy when making decisions based off previous experiences which means higher productivity levels overall!”

3. Start with a full view of the CRM data

The first step of CRM workflow is to get a full view of your CRM data. You can do this by importing all of your contacts, leads and opportunities into one single spreadsheet. This will help you see everything that’s in there so you know what needs attention and how much effort it’s going to take to get things done. Keep in mind that data is at the heart of everything. So, if you do not have a complete view of it, it’s will be difficult to create a robust workflow.

Once you’ve got all of this data in one place (and ideally with some extra columns added), then it’s time for planning! Remember that, every planning that is powered by data is a surefire success plan. 

4. Use automation to take action on leads quickly

You can use automation to take action on leads quickly. Here are some ways you can use automation to send out emails and text messages:

  • Schedule phone calls
  • Schedule meetings
  • Send social media posts (if you don’t have a CRM)

5. Make sure the marketing campaigns and sales process are aligned

If your marketing campaigns and sales process are differently aligned, the revenue goals will never be reached. Whatever strategies you are making, it is important to make sure that there’s a seamless customer experience across all channels. 

6. Build a lead scoring model that works for your company and its customers

Lead scoring is an important segment of the sales workflow. A lead scoring model that works when you have a defined set of problem. The next step is setting goals for yourself—and not just any goals! You should choose ambitious yet realistic ones that will take at least three months (or six months) of consistent practice before they can be achieved on a daily basis. For example, maybe getting more than 20% more traffic per month through social media posts would be an achievable goal if done consistently over time; while getting rid of all negative comments left by customers on product reviews would certainly require some work but could still happen given enough effort put into it.

7. Incorporate new technologies into B2B SEO, social media and mobile communications 

Social media is a great way to promote your business, drive traffic to your website and engage with customers.

  • Going social can be a great way to attract B2B audience
  • Brand awareness campaigns using social platform helps business reach out to the new age customers who mainly rely on social channels for brand reviews

8. Set up regular performance reviews or check-ins with clients after they buy

You can’t expect to increase sales if you’re not nurturing customer relationships. Regular performance reviews or check-ins with clients after they purchase, help ensure they’re staying happy with the product or service. It includes two different components.  

  • Customer satisfaction: You don’t know what works for the customers and what does not. Those trying to reach out to customers need to make sure that how they treat their customers can make or break their brand. The most important factor in getting new customers is making them feel welcome and wanted by providing a high-quality experience from the beginning. This will help build trust between your company and its customers, which will ultimately lead to higher conversion rates down the road.
  • Customer feedback: Try to get as much customer feedback as possible because that will tell you the true picture of your brand in the market. When you ask for feedback from your customers it validates that you are doing something for your customers. Once you get to know this, you also get valuable insight into the status of your business and how it is impacting your customers. Based on that you can also decide whether you need to make any improvements in the future. Also make provision for survey and feedback in the questionnaire, so that they can point out specific areas of improvement.

9. Share upcoming events, offers and service alerts

Let them know what is coming down the pipeline by sharing upcoming events, offerings, and services so they’ll be interested in buying in the future. By sharing occasional information about upcoming events, offers, and services, it will be easier to cross-sell and upsell. You should also include details on how clients can access these materials in their inboxes or on their mobile devices. This will help them understand why they should engage with your business right now before something else comes along as a choice. 

The Final Takeaway

A well-planned sales process can help you sell more and keep customers happy. The best way to create a solid workflow is by understanding the stages of the customer journey. No mater how tricky sales is, if you understand the customer mindset you are in a winning position. Use automation to take action on leads quickly and integrate your sales processes with social media, mobile communications and SEO campaigns so you’re always staying ahead of your competition.

Inbound Marketing Tactics That Make a Winning Strategy

Inbound marketing is an exclusive marketing strategy that is customer-centric. It’s a  newly emerged strategy in the  B2B  space that seeks to reach out to the target audience essentially through inbound marketing strategies .It’s highly focused on targeted approach through which brands reach only to the audience that matters instead of  reaching out to the wider audience. It increases the chance of sales by 90%, thus helping SMBs drive more profits. 

Inbound marketing plan includes relevant images, text content and more to create something that is relevant and important for the target group. Contrary to the repetitive ads, inbound marketing seeks to build an emotional connect with the audience by providing them something that would address their specific needs and interests. 

Inbound marketing Tactics- What it Involves 

Identifying your target audience: Like every other marketing strategy, this one also starts with identifying the target group.  Find out who your audience is, what is the pain point and what kind of solutions your audience is expecting from your brand.  Having a clear understanding of these helps you understand your customer base thoroughly and  accordingly make the inbound marketing plan.   

Developing a Content strategy: Once you know your audience in and out it’s easier to build a strategy accordingly. Knowing them helps you present the customers with relevant content with solutions to problems.  

Content Promotion: When you have a strategy in place, it’s time for promotion. Now the question is  how  would  you like to  promote the same? Whether you would like to attract customers with keyword marketing in search engines or you want to do social marketing – everything matters. However, before everything else you need to know how your audience wants the things to be served.   

Capture Customer Information: Capturing customer information is one of the key strategies of  developing inbound marketing plans. A lot of time this is missed out. With a CRM software, it’s easier to capture customer information, so that they can be later on  nurtured using regular email campaigns, phone calls or so. 

Analyze the success of your marketing strategy:  Finally, you’ll need to have a system in place for measuring and analyzing the success of your inbound marketing strategy. This could include tracking website traffic, analyzing the behavior of your potential customers, and monitoring conversion rates. These data help you understand what works and what does not . Accordingly, you can make a strategy.

Inbound Marketing Tactics to Blend in Your Marketing Strategy

Customer support

Can customer service exist without appropriate support? Absolutely not. This is the reason many customer service departments come with support teams as well. Building a brand is a tricky journey and without resolving customer queries you won’t be able to reach out to that level. It’s your responsibility to make your customers feel comfortable at every touchpoint. 

Email marketing

Email marketing is a powerful way to keep your customers engaged and connected. By sending emails that contain useful information, you can help them feel like they’re part of the process, which will make them more likely to buy from you in the future.

Email marketing can also be used as a way to promote products or services by providing valuable information about them. For example, if there’s an upcoming sale on something that your customer needs or wants—like someone who has been struggling with back pain for years might want to try chiropractic treatments—you could send out an email promoting this sale with some tips from experts on how best use it (and why). This will help build trust with potential buyers so when they come across similar offers in future campaigns it may seem less spammy than other methods might be perceived as being by these same people!

Social media marketing

There’s no match to social media marketing when it comes to building audience engagement. In recent times, most of your audience lies on social channels. They look for brands, their customer reviews and their emotional impact on social platforms. Sharing relatable content on social media is certainly a great way to keep in touch with your core audience group.

Content marketing

The sole objective of content marketing is to build trust with your audience. And, trust cannot be automated.  It is built on empathy. Creating your brand’s online identity rests pretty much on the shoulders of a content marketer. If you are not reaching out to your audience with the apt solution, you are hardly building your brand’s persona. And, if you are not doing  that you are not likely to build an impact.

Landing page design and development

Landing pages are a single web page that is optimized to convert visitors into customers. They’re designed to meet the needs of your target audience, so they should be simple and easy-to-use but also provide valuable information about what you offer.

Landing pages can be created using content marketing software like HubSpot or Marketo (which will allow you to create multiple landing pages in one place). Or they can be built from scratch using HTML/CSS/JavaScript coding skills on sites like Wix (which has tools for building beautiful website templates).

Lead nurturing via automated follow up processes and email campaigns

With a CRM software , lead nurturing becomes an automated process. But, it’s the most relevant way to increasing the number of leads generated by your business. Even if you have a set of  existing leads, not necessarily they will be impacted by the upselling and cross-selling opportunity. For this, you need to keep on nurturing them using strategic email campaigns. It’s easier to keep them engaged throughout the lifecycle. 

PPC (pay per click) advertising to drive inbound traffic to your website

PPC advertising is one of the most reliable ways to strengthen your marketing efforts. Businesses, whether it’s big or small, are relying on PPC ads to drive good quality website traffic, which are conversion worthy.   PPC advertising directs traffic to your website through targeted campaigns. It’s also referred to as pay-per-click (PPC) or pay per lead because you get paid when someone clicks on an ad on your site and subsequently becomes a customer.

You can use PPC ads to:

  • Drive inbound traffic from search engines like Google and Bing
  • Build awareness of your business online
  • Reach out to the people that matters to your business 

Webinar invites and webinars as part of your marketing mix

Webinars are a great way to communicate with your audience. Webinars are relevant in the B2B and B2C space because they are a great platform to engage and educate your audience at the same time without imposing anything on them. It’s a subtle way of engagement and ends up building credibility. It’s about connecting with your audience in the most subtle manner. It’s  not  about direct marketing, instead a way of educating your audience about your business and the way things work. It’s about telling people how your business can provide them with a  solution  they are looking for.

Inbound marketing has two crucial segments.

  • Content Marketing – Customer communication has become extremely tricky, but Content marketing provides a great way to connect with them. In fact, a  lot of times, content is the only platform to connect with the  customers. Your potential audience who are practically looking for valuable information trust on authoritative content for that valuable information on your website that will help educate people about the products or services you offer. This could include blog posts, videos or infographics that explain why they should buy something from you rather than another company. You’ll have a lot more control over these types of pieces than other types of content since they’re based on research into what readers want rather than having someone tell them exactly how they should feel about something (like an advertisement).
  • Social Media Marketing- Social media marketing makes an important segment of the customer connection these days. Since 90% of millennials reside on social platforms, it’s pretty obvious that social marketing plays a key role in reaching out to the majority of your audience. Brands that miss out social marketing are clearly losing out on an important customer base and  obviously  that impacts the revenue  base of the  company.

Wrapping up

While the  job  of inbound  marketing is to  raise  awareness primarily, it actually performs much beyond that.  It impacts your sales efforts and  accelerates the  process to  an extent  where there is an  increasing potential  to convert leads. The objective of  inbound marketing is to get the correct leads for your brand. Inbound marketing is basically a targeted approach which is essentially directed to converting potential customers into paying customers or subscribers. Through inbound marketing you are demonstrating the fact that what they are looking for is available to you. The ultimate goal of your business is to generate leads that lead to closed deals and establish long-lasting relationships with your customers. Adopting an inbound approach provides an exceptional opportunity to achieve predictable, repeatable, and scalable business growth in the future.

The 7 Steps of a Sales Process

Couple of weeks back I wrote about Sales Process and how important it is for your organization to have one… now let’s talk about the different steps of a sales process so that you can create one easily…

Okay… let’s step through it 😊

A typical sales process starts internally with training your sales agents. It then moves through prospecting, following up and closing the sale. But it does not stop there. The best sales processes include continuous nurturing the customer as the final step.

Here are the 7 steps of a typical sales process:

1) Training – Train your agents. Build product knowledge. Teach them how to handle objections. Customers today expect agents to know the answers to their questions, they don’t appreciate being referred to another “expert”.

2) Research – Research your market. Find out more about your prospects. Create buyer personas. Learn more about your competitors and their offerings. Get insights from your CRM. Arm your agents with this information so that they are ready to sell.

3) Lead Generation – Start by creating lists of prospects you can sell to. Use Google search, social media, paid ads, email campaigns, display ads, online communities and other inbound or outbound campaigns to build your pipeline.

4) Qualification – Often this is done through a qualification call. Find out of your prospect have the need for your product or service. And if they do have the need, do they have the budget? What is their timeline? Who will authorize the purchase? Dig deeper to find out their pain points.

5) Pitch your product/service – Finally it’s time to set up a sales call to pitch your product. Prepare well. Create a presentation deck. Discuss how your product or service will solve the problem of your prospects. Anticipate objections and prepare the answers.

6) Follow-up – Send post-call follow-up email. Summarize the conversation. Answer any questions they have. You may have to continue following-up a few times before the sale gets closed. Did you know that 92% of salespeople give up after 4 follow-ups? And that 80% of sales occur after 5 follow-ups? Which means that 80% of sales go to the 8% of sales people who refuse to give up after 4 follow-ups. So, follow up and close the sale.

7) Nurturing – Congratulations, you close the sale. But wait, don’t stop there. Keep in touch with your customer. Make sure they are happy. There is huge potential for upselling and cross-selling to satisfied customers. Don’t miss that opportunity.

The time and effort you have to spend on each of these steps may vary but ensuring that you do follow through these 7 steps will go a long way in helping your organization meet their revenue goals.

If you would like to know more about creating sales processes and how ConvergeHub can help you close more sales by helping you implement clear effective sales processes, talk to us.

Or, if you would like to check it out yourself, go ahead and create a free ConvergeHub account here.

Get your hands dirty

As a technology builder and business owner, if you ask me for one advice on how to use technology to grow your business, this is it – Get your hands dirty.

As an entrepreneur or business leader, you are extremely busy with a never ending to-do list. You do understand that technology, when done right, is the competitive advantage that will take your business to the next level. And so you decide to make that investment and go for it.

You pay for the technology, hand it over to your team and go right back to your to-do list.

Life goes on as usual, everyone works hard at their job, and nothing changes…

Months go by, maybe a year..

And one day, while looking at the financial numbers, you remember the ‘competitive advantage’ and ‘business growth’ that was supposed to happen but never showed up.

What happened to that technology we paid for?

Nobody knows.

You ask your team how the technology is coming along.. everyone using it, right?

Uncomfortable silence.

All this time, your expensive technology was sitting on the shelf gathering dust, right beside your dreams for ‘explosive growth’ and ‘competitive advantage’..

And that is why, when you decide to invest in technology, do not make it the responsibility of someone else.

Whatever you do, DO NOT take a hands-off approach.

Get your hands dirty.

Get involved.
Try the app yourself.
Know who is in charge of setting it up.
Make sure team is trained.
Put in the checks and balances.
Look at reports.
Check-in from time to time.

If you invest in the right technology, implement it in your business in the right way with everyone using it to their full capacity, there is no reason why you should not see that growth you are looking for.

If you have questions on how you should plan your technology implementation, we’re right here for you.

Or, if you would like to check it out yourself, go ahead and create a free ConvergeHub account here.

Why you need a Sales Process

In my last blog, I talked about what a sales process is and what an ideal sales process should be.

Continuing this discussion, let’s talk about the why – Why should you bother creating a Sales Process for your organization… what’s the fuss about?

Having a defined Sales Process has many benefits, here are a few of them:

    • Stay on track – When you have a defined process, it’s easier to make sure that every team member follows the correct steps to guide the prospect along the journey and close the sale quickly.
    • Measure performance – Sales process helps you create the right metrics to track Sales agent performance.
    • Accurate sales forecasts – Since you can track the sales stage of each lead, you are able to forecast your sales numbers more accurately.
    • Understand prospects – Having a well-defined process invariably leads to setting up better buyer personas and better research of your prospects.
    • Right focus – Since leads are now better qualified, reps can focus on leads that have higher chance of converting.
    • No lost leads – Helps sales reps follow up frequently and engage with prospects at the right time reducing the chances of leads falling through the cracks.
    • Better customer experience – By mandating the sales process steps you can ensure that reps don’t rush the prospects in order to try and close the sale quickly, which could easily result in a lost sale.

    There are many more benefits, but these should be enough to convince you to go ahead and define a new sales process in your organization or take another look at your sales process if you already have one defined.

    If you would like to know more about creating sales processes and how ConvergeHub can help you close more sales by helping you implement clear effective sales processes, talk to us.

    Or, if you would like to check it out yourself, go ahead and create a free ConvergeHub account here.

    What is Inside Sales?

    For SaaS, B2B, tech, and various B2C industries- inside sales is a dominant business model for sales team representatives. Unlike outside sales via field representatives, inside sales rely on managing the entire sales process from inside the organization. In short, it runs remotely. The inside sales rep takes care of selling the organization’s products and services via text message, email, phone, and various online channels. Let’s explore what is inside sales and how it impacts a business.

    How Inside Sales Works

    As inside sales representatives work internally from the office, they share the office space with other inside sales team members. It draws a difference from the outside sales representatives who have to face their client’s business locations.

    The inside sales department has two divisions- Business Development Representatives (BDRs) and Sales Development Representatives (SDRs). Inbound sales (like the warm leads from prospects) are the main focus of SDRs. These potential customers or clients take action on a website- request a demo, download content, attend a webinar, or utilize live chat.

    All these warm leads come mainly from enterprises as well as SMEs. SDRs contact these leads and use a CRM platform to log all information. As soon as the information comes to a senior salesperson or Account Executive- he/she will nurture the opportunities into the sales pipeline.

    The Business Development Representatives are usually cold callers. These inbound sales reps put their focus on enterprise opportunities and higher-end commercials. After qualifying the lead, they sent it to an Account Executive.

    In the inside sales process, SDRs and BDRs focus on the constant influx of leads from two types of markets: small businesses and large enterprises. As these reps qualify the leads- Account Executives follow the opportunities through the sales pipeline.

    Inside Vs. Outside Sales

    Modern salespeople understand the growing need for a well-connected customer experience- as it can transition into the first personal contact. That’s why many organizations are re-evaluating the advantages and disadvantages of their traditional sales. These organizations are also exploring how well it serves the needs of a customer today.

    Previously, the inside sales reps were playing as a backup to outside sales reps who were paid higher. But with the arrival of the internet, there has been a major shift in the way buyers interact with sellers. Now over a decade, most organizations have shifted their focus to keep up with inside sales.

    Of course, outside sales are still advantageous. Some organizations have stated that if there’s an imbalance in inside sales- it becomes difficult to leverage the value of the face-to-face conversation. However, an in-person conversation adds more value to any transaction. When an outside sales rep visits a client at their premises, it becomes easier to build trust and articulate the product or service with clarity.

    For most organizations- outside sales form the core segment of the strategy. As businesses want to grow conversations in their sales funnel, a skilled inside sales team plays a key role to nurture the attention of buyers.

    Benefits of Inside Sales

    Companies are leaning towards inside sales because of all the benefits it brings to the business. Therefore, like the outside sales reps, the demand for quality inside sales reps has also increased.

    • Cost Efficiency Leveraging Technical Opportunities
      With the presence of marketing automation, CRM systems, social selling tools along with social analytics software- inside sales reps can contact potential prospects quickly. As a result, it shortens the sales cycle and reduces the cost per acquisition.
    • More Time For Ancillary Tasks
      Selling consists of an innumerable number of administrative and prospecting tasks. As inside sales reps stay more time at the office (unlike the field reps)- they can take care of the other crucial tasks more efficiently.
    • Revenue Predictability
      Thanks to CRM systems like ConvergeHub which helps companies to predetermine the amount of revenue each of the salespersons can produce- along with the ROI details. With predictable revenue, sales reps have to take the lead-focused approach. As there’s a close integration between marketing and inside sales- they should work together and fill the sales pipeline.
    • Improved Scalability
      Companies can scale up their inbound sales teams with ease- they won’t have to face the inconvenience of relocating and expenses. It will allow them to take measured steps when it comes to scaling the business.
    • Opportunity For Specialized Roles
      Without a quality segmented sales force- it is not possible to engage with all levels of prospects in the sales funnel. As the usual field reps work on quotas- they mostly have to deal with less profitable opportunities which take a long time to close or are impossible to close. Now, these prospects may become valuable for the organization in the long run. Therefore, it is essential to map roles and responsibilities for every member of the inside sales team. You will be able to cater to all customers at all stages of their buyer’s journey.
    • Better Coaching And Collaboration Opportunities
      Inside sales reps need to stay close to their managers. That’s why the team presents better team unity with better opportunities for professional training, collaboration, and coaching. With the training and coaching, new employees can be onboard in no time at all.
    • Adaptability To Changing Buyer Demographic
      A target buyer can be influenced by interesting digital funnel campaigns. When your business has a powerful inside sales team- you can invest in popular trends to lower the cost while taking advantage of upselling and cross-selling opportunities.

    5 Moves To Successful Inside Sales

    When you are dealing with a variety of customers- the inside sales team should be properly nurtured and have well-honed skills. Here are some successful moves you can take while drafting your plan together:

    • Right Software
      Excellent inside sales capitalize on the potential of effective lead management. Targeting the right prospects requires a research-driven or data-driven approach. That’s why SaaS tools like web conferencing platforms, CRM databases, and social analytics are vital for inside sales success.
    • Alignment Between Sales And Marketing Teams
      The conflict between the sales and marketing teams is age-old. The sales team complains that the marketing team doesn’t bring in enough authentic leads- the marketing team complains about the sales team’s inability to use the leads. When you have an inside sales team- it is time to optimize the structure of the inside sales and marketing departments. The sales department must inform their needs while the marketing team runs transparent campaigns. If the marketing team is flexible about the assets they provide and the sales team works on those assets- the alignment will help with the business growth.
    • Well Thought-out Inside Sales
      The inside sales team members must be assigned clearly defined roles and responsibilities. You may wish to segment the team based on stages of the customer journey, product and services, geography, and other reasons. You can take a look at the available data and then decide what is working for your brand and what’s not.
    • A Motivated Team
      When sales reps deal with difficult clients and face obstacles in sales- it takes a toll on their motivation. It is life. It is your job to motivate the team by encouraging them to make the best out of these rejections. Encourage them to celebrate small wins, and ask them to visualize their sales performance. It will give motivation to the team in real-time to improve their approach as they get continuous feedback.
    • A Skilled Team With Ongoing Training
      With sales enablement technologies, inside sales teams can sell various complex products/ services without seeing or interacting with the buyers. However, for the long-term success of the sales team- the team members must nurture their sales skills to skillfully handle complex transactions.

    Essential Inside Sales Skills

    Irrespective of where the sales reps are closing their sales- all salespeople need a great range of skills and knowledge to succeed. Salespeople must become good administrators, prospectors, and closers. But some more skills differentiate a successful brand from the crowd.

    • Listening
      Inside sales reps deal with their customers from remote locations without having the aid of understanding the body language of the customers. It prevents them from knowing what these customers are not. Therefore, these sales reps must master strong listening skills and focus on how a customer articulates answers to their questions.
    • Building A Rapport
      As it is trickier to make friends over email or phone, it is tricker to connect with a customer. Customers can sense the lack of authenticity. Sales reps must present their authentic selves and reveal that they have done their research well. If the reps pitch in general terms and make unrealistic promises- it will turn off a prospect immediately.
    • Sticking To a well-planned strategy
      Inside sales reps deal with various accounts and must know vital information about each account at hand. It is fine to optimize a well-planned strategy- but it is detrimental to switch over strategies. Other than becoming a test run- the switching wastes an extreme amount of time.
    • Reliability
      Building trust is the hardest part of your job. That’s why, the inside sales reps must manage their time so well that they can deliver on all the promises on time- be it a small or big matter. If a customer informs them to call at 1 pm, for example, the reps team needs to maintain it. It creates reliability.

    The outcome of Inside Sales

    Sales representatives need to take care of their ever-increasing workload in a short time. So, leveraging efficiency-enhancing innovations like CRM databases adds a clear advantage. Some research shows that effective use of inside sales can save over 40-90% cost of sales- increasing or maintaining the revenue.

    However, without investing in inside sales skills along with the right training and use of the right software- a good outcome is far ahead. It means, companies must know how to exploit various roles of the inside sales team. When you are capable of using the team members at the intersections of sales and marketing- you can align two departments with effectiveness.

    As you take the right measures, you will reap its rewards- fast response to customers, more contacts at the same rate, better scalability, etc. The benefits of inside sales are vast- it will only increase your online B2B customer count. Therefore, it is essential to put focus on inside sales besides outside sales.

    Your Sales Process

    Being a business leader you know that a business does not run on individual excellence or knowledge…. a business runs on its processes. For an organization of any size to succeed in the long term, the management needs to set up strong fundamental processes.

    And this is even more true for the Sales department.

    So, let’s talk about Sales Processes today.

    We’ll cover the basics in this blog and dig deeper over the next few posts.

    Let’s start by defining what is a Sales Process.

    A Sales Process is a series of repeatable steps that an organization follows to take a prospect from being unaware lead to a paid happy customer and beyond. A well-defined sales process provides a common roadmap or framework that moves prospects through various stages of the sales cycle along the customer journey until they become paid customers.

    Sales processes may change depending on the company’s product or service, prospect’s industry or need, but most effective sales processes have a few characteristics in common.

    An ideal sales process is:

    1. Actionable – Should clearly state what a sales agent or another team member should do
    2. Repeatable – Each team member should be able to follow it every time
    3. Predictable – The steps should be pre-defined and known by the team member expected to act on it
    4. Flexible – It can change depending on situation

    Given the advantages, use of sales processes by every sales team should seem like an obvious decision, but you’d be surprised how many organizations don’t have defined sales processes.

    If you would like to know more about creating sales processes and how ConvergeHub can help you close more sales by helping you implement clear effective sales processes, talk to us.

    Or, if you would like to check it out yourself, go ahead and create a free ConvergeHub account here.

    What Is An Effective CRM Experience In 2023?

    CRM or Customer Relationship Management is a key aspect of any company’s marketing strategy. It helps companies connect with their customers and improve the experience by helping them find answers to their questions faster than before. However, many businesses are still using outdated CRM solutions that don’t meet their needs in recent times – and that might be costing them, customers!

    This piece is an in-depth look at how the future of Enterprise CRM will change over the next few years and how it will impact sales.

    The Shift in Shopping Behavior and Customer Experience

    Shopping behavior has thoroughly changed in the post-pandemic years. People are making informed choices and most of the purchase decisions are driven by experience, instead of price and brand names. Providing customers with the best possible experience at every touchpoint becomes a survival imperative for the brands. Having a smart and growth-focused CRM solution like ConvergeHub helps businesses to track, manage and nurture a relationship with their customers. It also helps segregate your contacts in the sales funnel, whether they are your prospects, new customers, or loyal advocates. This way, it is easier to keep a track of the customers and accordingly create experiences for them.

    ConvergeHub also acts as a smart database for storing customer details and information. That information can be accessed anytime to enhance the customer relationship at any level. When you have a detailed track of your customers’ activities and their preferences, you can tailor your services to align with their requirements.

    Here’s how a smart enterprise CRM solution facilitates customer experience.

    The Unification of Data: Integrating unstructured data and structured data to deliver a better customer experience

    A CRM helps in tracking unstructured but crucial customer data that can be effectively used to deliver a relevant and more personalized experience. When you integrate these unstructured data in the system, you will be able to create an interactive experience that provides them with relevant information at every level of engagement – from finding new products or services in store when they visit your website all the way up through engaging them once again via email after purchasing something from you online!

    Universal Accessibility: CRM offers cross-device availability anytime anywhere

    Modern enterprise CRM solutions have cross-device availability, which means they work wonderfully even in mobile devices. As a result, it offers universal accessibility, even with virtual assistants such as Alexa or Siri, smartwatches as well as other wearable devices such as glucose monitors that share data with doctors remotely via an app.

    Chatbots and workflow automation will detect and eliminate errors before they happen

    A significant part of the customer conversation nowadays is run by Chatbots and workflow automation software. As a result, you can stay connected with the customers 24/7. Also, the workflow automation software eliminates errors before they happen.

    Chatbot technology is advancing rapidly these days. Many companies are already using these to handle customer support inquiries. These bots can identify and fix errors in the workflow, such as missing emails or data that doesn’t match up with expectations. They also provide insights into how users interact with each other so that you can make changes accordingly (for example: if one user sends an email but another hasn’t received it yet, a bot can offer a necessary solution).

    In addition to these functions, Chatbots can predict potential problems in your CRM system by analyzing historical data about past interactions between employees or customers. Finally, chatbots can suggest improvements for improving overall efficiency within your organization by suggesting new processes based on what they see —and even predicting what might happen down the line! With a chatbot, everything is automated and you can keep in touch with your customers at every touchpoint.

    Artificial Intelligence That Enhances Human Emotion

    No matter how much you leverage Artificial Intelligence to stay connected with your customers, nothing can replace human emotion. Customer experience in 2023 will be a mix of technology and human touch. AI will simply enhance the experience and decode the customers’ needs by analyzing their emails or phone calls. It can also determine whether someone is calling about a specific product or service. This information is later on used by the support agents while answering calls to provide more personalized customer service.

    Digital Storage For Every Customer Interaction

    Digital twinning is one of the best practices brands are opting for these days. With an enterprise CRM system like ConvergeHub digital twinning is easier. You can capture data points from multiple sources. It automates your customer interactions and helps it run more efficiently and effectively.

    Here’s how digital twinning can help you. You might have an email marketing campaign running but you don’t know how many people open the emails or even if they’ve opened them at all. If you could create a digital twin for each customer interaction—like when someone clicks on an ad or opens an email—you would be able to see all the information about each person’s actions, including their IP address and browser types, as well as their device type (desktop computer/laptop/mobile phone). This would allow marketers to understand what content works best for different types of customers across channels like search engines, social media platforms, and other online mediums where consumers access information about brands through ads and posts on websites such as Facebook or Twitter.”

    The Human Touch Is Critical In Every Customer Experience Interaction

    CRM solutions cannot replace human compassion, empathy, and engagement. To run meaningful customer conversations human touch is needed at some level. You may have heard the saying “customer experience is what you expect, but what you get is your customer’s reaction.” In other words, it’s not so much what you do (your CRM solution) as much how well you communicate with your customers and how they can react in real-time. A CRM solution can keep you stay updated about the actions and interactions taking place, but they are not the medium of conversation.

    The human touch is critical in every customer interaction. It’s crucial to identify the difference between expectation and reaction when developing our strategies around customer experience management (CEM).

    CRM solutions will be more automated, more accessible, and more integrated into business processes by 2023, believes marketing experts. Automation will be a key component of any successful CRM experience in the coming years because it can help organizations better manage the interactions with their customers, prospects, and employees. Automation also allows companies to have better control over the information they receive from their customers and prospects so that they can make smart and quick decisions about what to do at the next level of interaction.

    Accessibility is crucial for all types of CRM solutions; however, it’s especially important for human-to-human interactions where someone needs access to someone else’s data or knowledge base regularly (e.g., salespeople using email). It’s also important when multiple users are working together within an organization across different teams or departments (e.g., marketing managers collaborating with product managers). Accessibility helps ensure everyone has equal access when they need it most—and this also includes the teams who are not the core members of the sales team but still need access to certain features within your system.

    Segmenting for more relevant service

    A modern-day customer experience also considers how to approach a buyer at any level. With CRM software, you can keep a track of the buyer personas. According to the patterns and trends, dividing your customers into different categories helps you deliver more relevant service and a better experience.

    Depending on your goals and the buying journey of a customer, you could segregate customers in your CRM according to the:

    Demographics- Job profile and location
    Industrial Sector: Industry as well as a company
    Competition: Competitor solutions
    Activity: Downloads and purchase history
    Pipeline: Prospecting or post-purchase

    ConvergeHub helps in behavioral segmentation to make a comprehensive analysis of different customer journeys, thus giving you more insights into what your customer might need.

    How ConvergeHub will fit in the current scenario

    Today, when customer experience demands a more streamlined and integrated approach, ConvergeHub certainly offers the right solution. The system will provide you with easily-understood sales reports and customer activity summaries which can be treated as your key metrics or KPIs to evaluate your customer service efforts. A detailed report will reveal what your customers are up to, which products are most popular, and which of your support agents bring the best revenue. The graphical representation of sales pipeline reports makes it easier to see where a prospect/customer is in the pipeline so that you can take the next best action to deliver him a better experience.

    Wrapping Up

    In the coming years, brands will be expecting more automated, more accessible, and more integrated CRM solutions. Smart and feature-rich CRM systems like ConvergeHub will not only streamline customer communication but will also simplify business processes.

    ConvergeHub Named a Winner by the SoftwareReviews in Customer Relationship Management – Mid Market Data Quadrant Report

    We’re proud of creating a product that our customers love! World’s most trusted and largest software marketplace Software Reviews has announced ConvergeHub the #1 CRM product in the Midmarket Segment in their recent Data Quadrant report. Based on the responses of real users for each segment, we are announced leaders in terms of Customer Relationship Management.

    We’re proud of creating a product that our customers love!

    World’s most trusted and largest software marketplace Software Reviews has announced ConvergeHub the #1 CRM product in the Midmarket Segment in their recent Data Quadrant report. Based on the responses of real users for each segment, we are announced leaders in terms of Customer Relationship Management.

    The report is based on ratings by the business professionals who are the leading players in the midmarket premises.. As you know, rankings on Software Reviews reports are based on data provided to them by real software buyers. Potential buyers know they can trust these insights when researching and selecting software because they’re rooted in vetted, verified, and authentic reviews.

    Client satisfaction highlights

    Learn more about what real users are saying about ConvergeHub. Thank you for placing your trust on us

    Client satisfaction highlights

    Below is a glimpse of the “words” our users chooses about ConvergeHub

    Picture

    What earned us a Gold Medal by Software Reviews?

    Shampa Bagchi, the CEO of ConvergeHub states that they have created a cutting-edge CRM tool through innovative techniques and real-time analysis. It provides a fine blend of sales, marketing and support to help businesses achieve a synchronization across departments. She has also added that the brand will keep improving observability technologies for easy-to-use, automated monitoring and problem-solving solutions.

    Among 11 categories, ConvergeHub has earned a leadership status in 6 reports by Software Reviews.

    Software Reviews Grid Report

    The SoftwareReviews Data Quadrant evaluates and ranks products based on feedback from IT and business professionals. ConvergeHub’s position in the Data Quadrant indicates its relative ranking as well as its categorization.

    Ranked #1 in 6 reports by Software Reviews

    Availability and Quality of Training

    Quality of training is a crucial factor that differentiates ConvergeHub from the competitors. Our availability and quality of training makes our users choose us over competitors.

    Availability and Quality of Training
    • Determines ease of use: Quality training helps users understand the features, functions and use cases of the CRM, leading to increased adoption and effective utilization.
    • Improves user satisfaction: With proper training, users can quickly achieve desired outcomes and results, leading to high satisfaction and positive perception of the product.
    • Reduces support costs: Efficient training minimizes the need for support, reducing costs and improving customer experience.
    • Increases adoption rate: Quality training leads to faster adoption of the ConvergeHub , enabling organizations to realize its full benefits.
    • Supports long-term success: A well-trained user base ensures sustained use of ConvergeHub and its continued success within an organization.

    Ease of Customization

    As per this parameter of Software Reviews Ease of customization differentiates a CRM product from competitors in several ways. In terms of Ease of Customization ConvergeHub is ranked #1 among the market leaders like Salesforce, Zoho CRM, HubSpot, and more.

    Ease of Customization
    • Meets specific needs: A CRM with easy customization options allows organizations to tailor the product to meet their unique needs and requirements.
    • Increases efficiency: Customization can automate repetitive tasks and streamline processes, leading to increased efficiency and productivity.
    • Improves user experience: ConvergeHub provides a more user-friendly and intuitive experience, leading to higher adoption and satisfaction rates.
    • Enhances scalability: The ability to customize ConvergeHub ensures that the product remains relevant and useful over time.
    • Differentiates from competitors: The robust customization options of ConvergeHub allows users to stand out from competitors, providing a competitive advantage.
    • Better fit: Customization allows users to adjust the CRM to fit their specific processes, workflows and requirements, leading to improved efficiency and effectiveness.
    • Increased adoption: By meeting the unique needs of users, ConvergeHub leads to higher adoption rates and improved user satisfaction. No wonder 100% of our customers plan to renew their subscription with us
    • Competitive edge: ConvergeHub provides users with the ability to differentiate themselves from their competitors and stand out in their industry.
    • Cost savings: Customization eliminates the need for costly and time-consuming custom development, leading to cost savings.
    • Future-proof investment: The ability to customize a CRM ensures it will continue to meet changing needs as the organization evolves, making it a future-proof investment.

    Ease of Implementation

    As per the rankings of Software Reviews, ConvergeHub differentiates itself from its competitors ( who are basically market leaders like Salesforce, HubSpot, Zoho) in terms of ease of implementation in the following ways. ConvergeHub users have been using the product for several years and are most likely to recommend it because of its effortless implementation.

    Ease of Implementation
    • User-friendly interface: ConvergeHub offers an intuitive, simple-to-use interface that makes it easy for users to get started and implement the system without extensive training.
    • Quick setup: The CRM system can be set up quickly without requiring extensive technical support, reducing the implementation time and costs.
    • Customizable: The platform offers a high degree of customization to meet specific business requirements, allowing for an easier implementation process.It helps users to meet their unique business requirements.
    • Smart Integration options: ConvergeHub integrates with popular tools such as Google Apps, Microsoft Outlook, QuickBooks, and more, making it easier to integrate with existing systems.The integration options offered by ConvergeHub allow users to easily integrate the system with their existing tools, streamlining their workflow.
    • Support: The company provides robust customer support, including training and troubleshooting, to ensure a smooth implementation process.
    • Increased productivity: The user-friendly interface and quick setup allow users to start using the system efficiently, increasing their overall productivity.
    • Reduced training time: The intuitive interface and robust customer support reduce the need for extensive training, saving users time and resources.
    • Increased user adoption: The ease of implementation and use of the system increases the likelihood of user adoption, leading to improved data accuracy and more effective sales processes.

    Usability and Intuitiveness

    As per the Software Reviews report, the usability and intuitiveness of ConvergeHub makes it a winning choice for businesses looking for a CRM software. Its user-friendly interface, customization options, and integration options make it an ideal solution for businesses of all sizes. Whether you’re looking to manage your customer interactions, sales, or marketing efforts, ConvergeHub has everything you need to succeed.

    Usability and Intuitiveness
    • User-friendly interface: The software is designed to be easy to navigate and use, even for those who are not technically savvy. This makes it ideal for small businesses or teams who don’t have a dedicated IT department. The intuitive layout of the platform makes it easy to access the information and tools you need, so you can get your work done quickly and efficiently.
    • Personalized support to fit with your diverse workflow needs: You can create custom fields, workflows, and dashboards to ensure that you have all the information you need in one place. Additionally, you can tailor the platform to fit your preferred way of working, which can help streamline your processes and increase efficiency.
    • Intuitiveness: ConvergeHub is designed to help you manage your business operations with ease. For example, the platform has a robust lead management system that allows you to track leads, manage your pipeline, and close deals more efficiently. Additionally, it has a marketing automation tool that helps you manage your campaigns, create and send emails, and track the results of your marketing efforts.
    • State-of-the art integration: ConvergeHub integrates with a wide range of popular business tools, such as Gmail, Slack, and Zoho, which can help streamline your workflows and improve efficiency. You can also use APIs to integrate with other software that you use regularly, which makes it easy to bring all your data together in one place.

    Product Strategy and Rate of Improvement

    As per Software Reviews, ConvergeHub’s product strategy has helped it to become a winner in the CRM market by focusing on user needs, integrating with other tools, offering scalable and affordable pricing, and providing strong support to customers. The company’s approach to product development has allowed it to deliver a platform that meets the specific needs of businesses and has helped it to achieve sustained growth and success.

    Product Strategy and Rate of Improvement
    • Focus on User Needs: ConvergeHub’s product strategy starts with a deep understanding of its target audience. The company conducts thorough research to understand the needs of its users and ensures that its features are tailored to meet those needs. This approach has helped ConvergeHub to deliver a user-friendly platform that meets the specific requirements of businesses across different industries.
    • Integration with Other Tools: ConvergeHub integrates seamlessly with other popular tools, such as email, calendar, and marketing automation platforms. This integration helps businesses to work more efficiently and effectively by eliminating manual data entry and reducing the need for multiple systems.
    • Scalability: As businesses grow, their needs change, and their CRM system must evolve to meet those needs. ConvergeHub’s platform is highly scalable and can accommodate the changing needs of businesses of all sizes. The platform’s ability to scale up or down as needed is a key advantage that sets it apart from its competitors.
    • Affordable Pricing: ConvergeHub offers an affordable pricing model that makes it accessible to businesses of all sizes. The platform’s pricing is designed to be flexible and can be tailored to meet the specific needs of each business. This approach has helped the company to attract and retain a large number of customers, which has contributed to its success in the market.
    • Strong Support: ConvergeHub provides strong support to its customers, including 24/7 customer service, training, and resources. The company’s commitment to providing excellent customer service has helped it to build a loyal customer base and maintain high levels of customer satisfaction.

    Quality of Features

    100% of ConvergeHub users plan to renew their subscription with ConvergeHub, says Software Reviews. No wonder, ConvergeHub’s features sets it apart from its competitors and has helped the platform to become a leader in the CRM market. The platform’s user-friendly interface, comprehensive sales management, advanced marketing automation, effective customer service, and customizable dashboards have all helped to make it a popular choice among businesses of all sizes. These features have helped ConvergeHub to deliver a complete and effective CRM solution that helps businesses to improve their overall performance and achieve their goals, says Software Reviews data Quadrant report.

    Quality of Features
    • Comprehensive Sales Management: ConvergeHub offers a comprehensive sales management solution that includes lead and opportunity management, pipeline management, and forecasting. These features help businesses to close more deals, increase their productivity, and improve their overall sales performance.
    • Advanced Marketing Automation: ConvergeHub’s marketing automation features help businesses to create and execute targeted campaigns, track the success of those campaigns, and automate follow-up tasks. These features help businesses to improve their marketing efficiency, generate more leads, and increase their conversion rates.
    • Effective Customer Service: The platform’s customer service features help businesses to respond to customer inquiries quickly and effectively, track customer interactions, and manage customer service tickets. These features help businesses to provide better customer service, build customer loyalty, and improve customer satisfaction.
    • Customizable Dashboards: ConvergeHub’s customizable dashboards allow businesses to access the information they need quickly and easily. These dashboards can be customized to display the most important metrics and KPIs, which helps businesses to make informed decisions and monitor their performance in real-time.

    Last, but not the least, we’re obsessed with giving you a seamless and success-fueled experience at ConvergeHub and are always listening to what you need and aiming to get you that — fast and hassle-free. Thanks to your feedback, we’ve been selected as a Leader in several categories in the reports.

    Sign Up for a Free Trial of ConvergeHub Today!

    Looking for a leading CRM tool? Here’s ConvergeHub with a feature-rich and intuitive dashboard, context-rich alerts, and advanced sales and marketing automation.

    About Software Reviews Gold Medal Awards

    The SoftwareReviews Gold Medal Awards honor exceptional technology vendors based on user evaluations. The awards are the culmination of extensive software reports and are determined through a transparent, proprietary method that calculates an average satisfaction score covering Net Emotional Footprint, Vendor Capabilities, Product Features, and likelihood to recommend. This score evaluates users’ emotional response to the vendor, such as trustworthiness, respect, and fairness. These reports assist software buyers in making knowledgeable software purchasing and renewal decisions.