Posted by Patricia Jones
Lead Clipper and Round Robin Assignment Rule for ConvergeHub CRM helped its existing clients and will provide extra benefit to its future clients. ConvergeHub enables complete management of organization-wide activities and our new enhancements make this process quicker and super efficient.
Lead Management is one of the most powerful features in ConvergeHub. And we’re working on making it even better. So we introduced Lead Clipper, an add-on that gives users the ability to extract contact information from social profiles and put it directly into the CRM.
How does it benefit?
Generating new, high-quality leads from social media is hard work! Sales agents are required to trawl the different social media channels for hours. But what heightens the challenge of this task?
Copying and Pasting.
Agents undergo the hassle of copying and pasting each lead details into the CRM. This constant back and forth movement between social and CRM tabs takes up a lot of time and effort. But what if this whole section of copying and pasting is removed from the lead generation process?
The total time spent in replicating data in the CRM can be used speaking with the leads and closing sales. Isn’t it?
Exactly thinking on these lines, ConvergeHub has released the Lead Clipper Tool. From the social channel, Lead Clipper can pull the contact details and put it straight in the ConvergeHub account, in a single click!!
No back and forth movement between tabs. No break in the flow.
Isn’t it now more easy to generate leads from social channels?
Imagine the time reduced in lead generation. The time saved can be used to focus on more productive task i.e. lead engagement.
ConvergeHub Lead Clipper is a Google Chrome Extension which is free to download and is designed to work with four leading social media channels LinkedIn, Facebook, Twitter and Google+.
Setting up Lead Clipper
1. Visit Chrome Web Store and add ConvergeHub Lead Clipper extension to the Chrome browser.
2. Once added to Chrome, the Lead Clipper tool will detect when the user is logged into social channel (LinkedIn, Facebook, Twitter or Google+) and will show up in the address bar.
3. Click on ConvergeHub icon to clip the profile information.
4. Provide ConvergeHub User name, Password and API Key for the first time.
5. Details like Lead’s name, phone and email address will get pulled from the profile and automatically filled up in the lead clipper form.
6. Add a Description to the lead.
7. To give more control to the users, it is possible to set ‘Next Action‘ for the Lead e.g. follow-up call or email.
8. Click on Save.
Lead Clipper has made a huge difference in our ability to generate leads quickly from social channels and we hope you’ll love them just as much as we do!!
Round Robin Assignment Rule
If you’ve been running automation or importing data extensively within your CRM account, you will surely agree how taxing assigning data can be.
You may have run into several occasions where you would have forgotten to assign leads to your sales agents, or unequally distributed tasks among your team members.
Well, you don’t have to feel guilty. We know how busy life gets — when you have a fast growing business and that’s precisely why we’ve brought the feature of Round Robin assignment rule. It gives you that extra power to make data assignment as easy as pie!!
How does the Round Robin system works?
Round Robin defines automatic assignment of data in a rotational sequence.
Take a situation: If there are three sales agents working in the organization, then the leads will be automatically assigned to them in the following manner:
Lead 1 assigned to Sales Rep 1
Lead 2 assigned to Sales Rep 2
Lead 3 assigned to Sales Rep 3
Lead 4 assigned to Sales Rep 1
Lead 5 assigned to Sales Rep 2
Lead 6 assigned to Sales Rep 3
Lead 7 assigned to Sales Rep 1
Lead 8 assigned to Sales Rep 2
Lead 9 assigned to Sales Rep 3
And so on…
This feature comes super handy for businesses who bring chunks of data into the CRM through Import/Automation.
Take note of the fact: Round Robin assignment rule is applicable for all accounts, contacts, deals, events, leads and tasks that are Imported in bulk or generated via Automation.
So you can uninterruptedly focus on your work while ConvergeHub Round Robin assignment rule automatically assigns accounts, contacts, deals, events, leads and tasks to the agents, in equal numbers.
Setting up Round Robin Assignment Rule
1. Go to Assignment Rules under Tools module.
2. Click on Add New.
3. Define the Rule Name.
4. Select the Module for which the assignment rule will be applicable. (In this case we have chosen Leads).
5. Select the Rule Type as Round Robin.
6. Click on Add Users to open a pop up. Select the users from the list by clicking on the check boxes beside them:
Once the users are selected and added, they will appear in the Assignment Rule form:
7. Click on Save to apply the Round Robin assignment rule.
To activate Round Robin system:
i. During Import, select Round Robin Assignment Rule in the Assigned To field:
ii. During New Lead creation by Automation, select Round Robin Assignment Rule in the Assigned To field:
Unlike the previous instances, where it took hours for us to assign and distribute data in the team, now we have the convenience to carry on with the work and simultaneously ensure that all the data gets timely and accurately assigned.
Round Robin assignment rule – definitely game changing for us and so will it be for you!!
Existing ConvergeHub Users
Wait no further. Check out our snazzy premium features and drop in your feedback right below in the comments section.
Have any questions? Just post it in the comments box and we’ll gladly help.
Thanks for using ConvergeHub!
The ConvergeHub Team.
New to ConvergeHub?
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Patricia is a full time CRM consultant at ConvergeHub and part-time blogger. She has earned herself quite a fame as a specialist and market expert in CRM software. In the last five year she has worked with various companies as CRM consultant to help them move their businesses to cloud. Her expertise lies in offering cloud CRM consultation, CRM customization and integration solutions to small enterprises. For last one she is engaged in building ConvergeHub, cloud-based CRM solution for SMBs, as a consultant.Follow her at Twitter: @convergehub