CX Gaps that are Hidden in Plain Sight

Despite the growing emphasis on CX, many companies still struggle to meet customer expectations. There are CX gaps that remain unnoticed for years, they widen over time, resulting in long-term damage

Customer experience (CX) is no longer a buzzword; it’s the business mantra of a successful venture. Today, when customer loyalty is hard-won, “not-so-good” CX can destroy your positive image at any time. Being consistent in delivering a positive experience is thus survival imperative for businesses. 

Despite the growing emphasis on CX, many companies still struggle to meet customer expectations. There are CX gaps that remain unnoticed for years, they widen over time, resulting in long-term damage. This article delves into the concept of the CX gap, explores the reasons behind it, and offers actionable strategies for businesses to bridge the widening gap while creating a truly customer-centric experience.

The CX Gap: A Disconnect Between Perception and Reality

Here’s a real-life scenario. Let’s say most of your offline footfalls result from the large-scale marketing you do online. 

They envision a helpful and knowledgeable salesperson assisting them, a smooth checkout process, and a hassle-free return policy in case the product doesn’t meet their expectations. However, upon arrival, they’re greeted by an indifferent staff member, encounter a long queue at the checkout, and discover a restrictive return policy. This is a gap between expectation and reality. The customer’s anticipated experience and the one he gets while visiting the store are different from each other, resulting in a dodgy CX and zero customer loyalty.

Suh CX gaps often remain unnoticed and can manifest in various ways.  From slow and infrequent responses to complex product information- everything falls under poor CX. It’s not always about providing excellent services, rather it’s more about delivering personalized services While a company might believe they’re providing exceptional service, customers may have a vastly different perspective. This disconnect can lead to frustration, disappointment, and ultimately, customer churn.

Causes of the CX Gap: Why Businesses Miss the Mark

CX gaps originate from the difference between expectation and reality. But, most of the time these blindspots are so elusive that they often go unnoticed. Here’s a look at the common culprits behind  CX gaps and why businesses miss the mark.   

  • Communication Silos: A business is structured with distinct departments – marketing, sales, operations, customer service and more. Unfortunately, they operate in isolation, which leads to communication silos. Being unaddressed it becomes a norm over time. It results in a fragmented customer journey which affects the credibility of the company. For instance, the marketing team might portray a product as user-friendly, while the customer service team struggles to address customer inquiries due to inadequate product knowledge. This inconsistency creates confusion and frustration for customers.
  • Customer Feedback Disconnect: Prioritizing customer feedback is crucial for every business. However, many businesses fail to maintain consistency in collecting customer feedback. They never solicit feedback through surveys, reviews, or social media interactions. This lack of customer insights makes it difficult for businesses to understand customer needs and expectations, leading to a mismatch between what they offer and what customers truly desire.
  • Employee Disengagement: Employees are the face of the brand, and their attitude and behavior significantly impact customer experience. Disengaged employees who lack proper training or motivation are less likely to go the extra mile for customers. This can result in impersonal interactions, slow response times, and a lack of empathy, ultimately creating a negative customer experience.
  • Stay Aligned with Technological Advancements: Technology is rapidly evolving, and customer expectations are keeping pace. Businesses that fail to adapt to these advancements risk falling behind. For instance, if a company doesn’t offer a user-friendly mobile app or an omnichannel customer support experience, it may create a gap between its offerings and what customers expect in today’s digital age.
  • Focusing on Sales Over Relationships: While sales are undoubtedly important, businesses that solely focus on closing deals often neglect to build long-term customer relationships. This transactional approach can leave customers feeling like a number rather than a valued patron.

Bridging the CX Gap: Strategies for Customer-Centric Success

Fortunately, the CX gap is not an insurmountable obstacle. With the right strategies it can be achieved   Businesses can implement several strategies to bridge the divide and create a customer experience that fosters loyalty and drives business growth.

Obsess Over Customer Feedback: Make customer feedback the cornerstone of your CX strategy. Actively solicit feedback through surveys, reviews, social media interactions, and even informal conversations with customer service representatives. Analyze this feedback to identify areas for improvement and tailor your offerings to better meet customer needs.

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

Personalization is Key: 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 them. 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.

Omnichannel Customer Support: Customers today interact with brands across various channels – phone, email, social media, and live chat. Businesses must provide seamless and consistent support across all these touchpoints. Invest in omnichannel solutions that allow customers to easily switch between channels without having to repeat their inquiries.


Final  Thoughts

Customer experience (CX) is the battleground for business success in today’s competitive landscape. A critical yet often overlooked threat is the CX gap – the disconnect between what businesses perceive they deliver and what customers experience. This gap can manifest in various ways, from communication silos to employee disengagement, ultimately leading to customer frustration and churn.

The good news is that the CX gap is bridgeable. By prioritizing customer feedback, fostering a customer-centric culture, personalizing interactions, and offering omnichannel support, businesses can close the gap and create a seamless, positive experience that fosters customer loyalty and drives long-term growth. Remember, happy customers are your biggest advocates – bridge the CX gap and unlock the true potential of your customer base.

Top 6 Customer Experience Megatrends to Prioritize in 2024

Delivering exceptional CX becomes more of a business imperative. It hinges on seamless digital and self-service options. While empowered employees remain vital for tackling intricate customer scenarios, AI is emerging as the ultimate game-changer, capable of optimizing every stage of the customer journey.

2024 is going to be absolutely amazing for the companies preparing to embrace the power of Cloud computing, AI, and advanced customer experience (CX) applications. It’s not unknown that the customer demands are shifting significantly. The need for instant, hassle-free solutions are rapidly increasing among the customers. At this point, delivering exceptional CX becomes more of a business imperative. It hinges on seamless digital and self-service options. While empowered employees remain vital for tackling intricate customer scenarios, AI is emerging as the ultimate game-changer, capable of optimizing every stage of the customer journey. By harnessing these technologies, companies can unlock dramatic improvements in customer loyalty and streamline CX operations across the board.

1. Sustainability Drives Customer Satisfaction

A 2023 study by IBM revealed that 83% of global consumers are willing to pay a premium for sustainable brands. Additionally, a Cone Communications report found that 90% of U.S. consumers consider a company’s commitment to environmental and social responsibility when making purchasing decisions. 

From the above-mentioned status, it’s quite evident that consumers today are increasingly aligning their purchasing habits with their values. Businesses that go beyond simply offering products and services and demonstrate a genuine commitment to sustainability will win over environmentally and socially conscious customers. This can encompass eco-friendly packaging, ethical sourcing practices, and community engagement initiatives.

2. Omnichannel CX: Meeting Customers on Their Terms

73% of customers expect consistent service across all channels (phone, email, social media). Additionally,customer experience becomes 1.5 times more important in omnichannel customer journeys. Customers today expect a seamless experience regardless of the touchpoint they choose. This necessitates breaking down siloed operations and integrating all customer interaction channels to ensure consistent messaging, information access, and service quality.

3. Smart Subscriptions and Personalized Experiences

The subscription economy is booming, with a McKinsey report indicating that global subscription services revenue reached $335 billion in 2022 and is projected to reach $1.5 trillion by 2025. A majority of the customers expect companies to use their data to personalize their experiences. Businesses are moving beyond one-size-fits-all subscription models. By leveraging AI and advanced analytics, companies can offer dynamic pricing, tailor content and recommendations, and personalize service levels based on individual customer preferences and behavior. This not only enhances customer satisfaction but also increases customer lifetime value.

4. Prioritizing Customer Accessibility   

A study by the National Center for Disability and Journalism found that 26% of adults in the United States have some form of disability. Additionally, a WebAIM report highlights that over 98% of home pages on the top 1 million websites have at least one accessibility issue.

Creating an inclusive and accessible customer experience goes beyond just complying with regulations. By making websites, mobile apps, and customer service channels accessible to users with disabilities, businesses tap into a wider market segment and build stronger customer relationships.

5. Personalization Powered by Generative AI and Data

Gartner predicts that by 2025, 40% of customer service interactions will involve generative AI (like chatbots). Additionally, a report by Accenture reveals that companies with strong personalization capabilities achieve loyalty program revenue that is 18% higher than their competitors..

Generative AI offers exciting possibilities for personalization. Businesses can leverage this technology to create dynamic marketing campaigns, tailor user experiences, and offer personalized support through chatbots. However, it’s crucial to ensure responsible and transparent use of AI to maintain customer trust.

6. Embracing New Technologies, with an Eye on Data Privacy

According to a study by Statista, the global market for augmented reality (AR) and virtual reality (VR) is expected to reach $800 billion by 2025. Additionally, a report by PwC highlights that 72% of consumers are concerned about how companies use their data.  Emerging technologies like AR and VR have the potential to revolutionize customer experiences by offering immersive interactions and product demonstrations. However, businesses must navigate the ethical and legal landscape surrounding data privacy. Building trust by adhering to data regulations and prioritizing transparency is key to successful adoption of these technologies.

Final Thoughts

Strategically implementing these top customer experience megatrends in 2024 empowers businesses to build resilience and cultivate enduring customer relationships. By prioritizing sustainability, omnichannel accessibility, data-driven personalization, and ethical AI integration, organizations demonstrate a commitment to environmental responsibility, customer convenience, and building trust. Furthermore, empowering employees through automation and fostering a customer-centric culture not only elevates customer satisfaction but also cultivates loyal brand advocates, propelling businesses forward in a competitive marketplace. Embracing these trends transcends mere adaptation; it signifies a proactive approach to shaping a future-proof customer experience that thrives in the ever-evolving business landscape.  

AI Features in ConvergeHub Lets You Think Beyond CRM

Generative AI is one of those megatrends that are shaping up CRM in 2023. AI superpowers are propelling businesses for next-level outcomes by extending the capabilities of the marketers, sellers and the support agents alike. 

Generative AI is one of those megatrends that are shaping up CRM in 2023. AI superpowers are propelling businesses for next-level outcomes by extending the capabilities of the marketers, sellers and the support agents alike. 

In the CRM space, Generative AI has brought in countless possibilities within the easiest reach. It seamlessly assimilates and comprehends customer interactions, be it phone conversations, emails, or meeting transcripts. As a result, it’s way easier for the businesses now to derive  insights about customers’ mindset and leverage the same for enhanced engagement.

What’s Generative AI in CRM?

Generative AI is the gen-next artificial intelligence technique. Basically, generative models are leveraged to use in the CRM software, in order to streamline workflow, enhance and automate customer interactions with the sole objective of  increasing process efficiency. It helps create emails, responses and even product recommendations  by identifying customer data patterns from previous conversations. The process fosters personalized customer relationships at every touchpoint (be it sales, marketing, billing or support), which further translates into improved customer satisfaction rate.

In this fast-evolving field, CRM with generative AI seeks to improve working methods and to reduce labor-intensive tasks, reports Gartner’s 2022 overview of AI for business.

AI in ConvergeHub Takes Customer Communication to the Next Level

The latest AI features in ConvergeHub are all set to reshape Customer Relationship Management. It not only transforms the way you do business but also enhances your CSAT rate to a great extent. The inclusion of Generative AI puts in place a whole new range of functionalities which operates across sales, customer service, marketing, billing and  more -streamlining workflows across multiple levels. 

AI-first Customer Interactions

The rising cost of human-led support is a frustrating reality in customer service. And, Generative AI is the answer.  

Let’s talk about a real-life scenario.

What happens in most cases, the customer service team at the initial level often establishes a service level agreement (SLA) that looks manageable. But then there are times when support volumes skyrocket. It further translates into an endless stack of support tickets. For obvious reasons, agents become overwhelmed and the CSAT rates start falling. 

On the other end, customers suffer long wait times and poor experiences. Conversations and feedback are lost in the mix. CSAT and net promoter score (NPS) take a serious dive. SLAs are missed, and senior leadership is wondering why. 

Enter Generative AI.
GenAI is poised to alleviate administrative burdens by assisting in email composition, RFP responses, note and content creation, and more. This facilitates productivity surge and allows teams to dive more into creative and strategic endeavors.

AI functionalities in ConvergeHub helps analyze vast datasets to generate concise summaries, distilling key information for quick reference. With it , AI-driven CRM platforms take contextual notes during interactions, capturing relevant details to inform future communication. This not only ensures a comprehensive understanding of the customer’s history but also facilitates seamless collaboration among team members.

Personalization Done Right

AI algorithms have exceptional capabilities to personalize email content by dynamically adapting language, tone, and messaging based on individual customer profiles and preferences. This level of personalization extends to anticipating customer needs, suggesting relevant content, and optimizing communication strategies. As a result, businesses leveraging ConvergeHub experience a significant leap in productivity, creating tailored and engaging emails that foster stronger, more meaningful connections with clients.

How AI Assistant in ConvergeHub Streamline Workflows

Reduce Repetitive Tasks to Ensure Growth in Productivity level

Generative AI automates routine and time-consuming tasks, freeing up human resources to focus on more complex and strategic activities. This translates to increased efficiency in managing customer data, handling routine inquiries, and ensuring timely follow-ups. And,  all  these  hardly  require  manual  intervention at  any  level.

Generative AI In ConvergeHub  helps in process automation within its CRM platform. This includes automating data entry, sending personalized follow-up emails, and updating customer records based on predefined rules. This not only reduces manual workload but also minimizes the risk of errors associated with repetitive tasks.

Being Virtual Assistants to Ensure 24/7 Customer Support

ConvergeHub’s  AI-driven virtual assistants provide users with intelligent, voice-activated interfaces that can perform tasks, retrieve information, and even offer insights through natural language interactions. On many  occasions, the  AI  assistant assists users to navigate the CRM platform efficiently. From scheduling appointments to providing analytics insights, ConvergeHub streamlines user interactions, taking it to the next  level.

Leverage  AI Functionalities to Take your Business to the Next level

Get Precise Customer Insights

Generative AI algorithms can sift through vast amounts of historical customer data to identify patterns and trends. By applying predictive analytics, businesses can gain valuable insights into customer behavior, enabling them to anticipate needs, identify potential issues, and make data-driven decisions that contribute to long-term customer satisfaction. Such  kinds of data-driven approach helps in informed decision-making at every level of  business- ve it sales, marketing or support- contributing to the company’s continued success.

Improved Lead Scoring and Customer Segmentation

As already mentioned, AI functionalities in ConvergeHub can seamlessly analyze diverse data points to determine the likelihood of lead conversion. Basically, it performs sentiment analysis from customers’ behavioral  patterns. As a result, more granular customer segmentation  is possible based on nuanced factors. It helps ConvergeHub users create a more tailored approach and target  specific audience segments.

Powerful Business Intelligence

Through real-time alerts, AI functionalities in ConvergeHub can keep you well-informed about abrupt shifts in sales or support workloads, customer concerns, and sales performance. This proactive notification system enables customer-facing teams to promptly address challenges, allowing for swift issue resolution. Precisely, an  AI assistant offers strategic refinement to capitalize on your strengths. You can actually stay ahead of the curve with ConvergeHub’s timely insights, enabling you to navigate dynamic business scenarios with agility and precision, ensuring optimal performance and sustained competitive advantages.

Overcoming Challenges and Ensuring Ethical Use of Generative AI

As businesses embrace the transformative potential of Generative AI in CRM, it is essential to address potential challenges and ensure ethical use. Issues such as data privacy, algorithmic bias, and transparency must be carefully considered and addressed to build trust with customers and stakeholders.

Data Privacy and Security

The implementation of Generative AI in CRM necessitates the responsible handling of customer data. Businesses must prioritize robust data privacy measures, including encryption, access controls, and compliance with regulatory frameworks such as GDPR, to safeguard sensitive customer information.

Addressing Algorithmic Bias

Generative AI systems are only as unbiased as the data they are trained on. To avoid perpetuating existing biases, businesses must invest in diverse and representative datasets and implement ongoing monitoring and adjustment protocols to identify and rectify potential biases in algorithms.

Transparency and Explainability

Ensuring transparency in how Generative AI algorithms operate is crucial for building trust with customers and stakeholders. Businesses should prioritize explainability in their AI systems, providing users with insights into how decisions are made and fostering a sense of accountability.

Leverage  AI Functionalities to Take your Business to the Next level

Get Precise Customer Insights

Generative AI algorithms can sift through vast amounts of historical customer data to identify patterns and trends. By applying predictive analytics, businesses can gain valuable insights into customer behavior, enabling them to anticipate needs, identify potential issues, and make data-driven decisions that contribute to long-term customer satisfaction. Such  kinds of data-driven approach helps in informed decision-making at every level of  business- ve it sales, marketing or support- contributing to the company’s continued success.

Improved Lead Scoring and Customer Segmentation

As already mentioned, AI functionalities in ConvergeHub can seamlessly analyze diverse data points to determine the likelihood of lead conversion. Basically, it performs sentiment analysis from customers’ behavioral  patterns. As a result, more granular customer segmentation  is possible based on nuanced factors. It helps ConvergeHub users create a more tailored approach and target  specific audience segments.

Powerful Business Intelligence

Through real-time alerts, AI functionalities in ConvergeHub can keep you well-informed about abrupt shifts in sales or support workloads, customer concerns, and sales performance. This proactive notification system enables customer-facing teams to promptly address challenges, allowing for swift issue resolution. Precisely, an  AI assistant offers strategic refinement to capitalize on your strengths. You can actually stay ahead of the curve with ConvergeHub’s timely insights, enabling you to navigate dynamic business scenarios with agility and precision, ensuring optimal performance and sustained competitive advantages.

Overcoming Challenges and Ensuring Ethical Use of Generative AI

As businesses embrace the transformative potential of Generative AI in CRM, it is essential to address potential challenges and ensure ethical use. Issues such as data privacy, algorithmic bias, and transparency must be carefully considered and addressed to build trust with customers and stakeholders.

Data Privacy and Security

The implementation of Generative AI in CRM necessitates the responsible handling of customer data. Businesses must prioritize robust data privacy measures, including encryption, access controls, and compliance with regulatory frameworks such as GDPR, to safeguard sensitive customer information.

Addressing Algorithmic Bias

Generative AI systems are only as unbiased as the data they are trained on. To avoid perpetuating existing biases, businesses must invest in diverse and representative datasets and implement ongoing monitoring and adjustment protocols to identify and rectify potential biases in algorithms.

Transparency and Explainability

Ensuring transparency in how Generative AI algorithms operate is crucial for building trust with customers and stakeholders. Businesses should prioritize explainability in their AI systems, providing users with insights into how decisions are made and fostering a sense of accountability.

The Future Landscape- Closing the Never-Ending Customer Feedback Loop

As technology continues to advance, the role of Generative AI in CRM is poised to expand further. Future developments may include even more sophisticated natural language processing capabilities, improved sentiment analysis, and enhanced predictive modeling, all contributing to a more precise and personalized customer experience.

This is an AI-centric era when the paradigm of customer service undergoes a profound transformation. At the forefront of this evolution is the strategic utilization of generative AI, fundamentally reshaping the key metrics that define operational excellence.

Firstly, the infusion of AI optimizes the cost-effectiveness of customer service operations by elevating First-Contact Resolution (FCR) and streamlining Average Handle Time (AHT). These improvements not only enhance operational efficiency but also serve as tangible indicators of the viability of an AI-first strategy. Through a meticulous investment perspective, organizations bolster their customer service teams, ensuring alignment with strategic objectives and financial goals.

Meeting and exceeding Service Level Agreements (SLAs) and Automated Resolution benchmarks become benchmarks of success, illustrating the prowess of an AI-powered customer service infrastructure. Automation, intelligently integrated, serves as a shield for human capital, freeing valuable resources to focus on nuanced, high-value interactions. This strategic deployment of technology aligns seamlessly with organizational objectives, safeguarding efficiency and quality in the customer service domain.

Wrapping Up

Generative AI, as the linchpin of this transformative approach, possesses the unparalleled ability to rapidly and accurately decipher diverse data sets. This includes intricate information extracted from customer service transcripts and feedback surveys, a capability critical for navigating the complexities of expansive data during periods of rapid growth. The swiftness and scalability of AI enable it to instantaneously generate comprehensive reports on customer insights, leaving no inquiry, conversation, complaint, or suggestion unattended.

Furthermore, the implementation of generative AI establishes a robust feedback loop. It ensures that every customer interaction contributes to a reservoir of actionable insights. This visibility into customer data empowers C-suite leaders to make informed decisions, fostering a more profound understanding of customer needs and expectations. Consequently, the organization becomes adept at closing the feedback loop, cultivating a continuous cycle of improvement and customer satisfaction.

Generative AI in the CRM premise has certainly reshaped operational dynamics but also positions organizations at the forefront of technological innovation. The strategic fusion of AI capabilities with the intricate facets of customer service operations serves as a catalyst for efficiency, excellence, and sustained growth in this AI-first business landscape.

Stay tuned to get more updates on ConvergeHub. Share your thoughts in the comments.

ConvergeHub’s Automation Call API Feature Takes Customer Communication to the Next Level.  

ConvergeHub’s Automation Call API is a true game-changer. For organizations that are scaling up, this feature is going to make their customer communication more streamlined and effective.

ConvergeHub’s Automation Call API is a true game-changer. For organizations that are scaling up, this feature is going to make their customer communication more streamlined and effective.  Let’s explore the functionalities and how it can empower businesses to elevate their customer engagement.

What is ConvergeHub’s Automation Call API

An API serves as a bridge between different software applications, allowing them to communicate and share data seamlessly. ConvergeHub’s Automation Call API empowers users to automate various call-related tasks directly within the CRM platform. This integration enhances the overall user experience, facilitating a more efficient and productive workflow.

Streamlining Communication

Effective communication is the backbone of any successful business. ConvergeHub’s Automation Call API takes communication to the next level by seamlessly integrating with third-party telephony systems. This means that users can initiate and manage calls directly from the ConvergeHub interface, eliminating the need to switch between different applications.

Imagine a scenario where a sales representative is reviewing a customer’s profile within ConvergeHub. Automation Call API allows them to initiate a call to that customer without leaving the CRM platform. This not only saves time but also ensures that all call-related information is automatically logged within ConvergeHub, providing a comprehensive overview of customer interactions.

Automating Call Logging and Documentation

Manual data entry is not only time-consuming but also prone to errors. ConvergeHub’s Automation Call API addresses this challenge by automating the logging of call-related data. Every call made or received is recorded and stored within the CRM system in real-time.

This automated logging serves multiple purposes. Firstly, it ensures that there is a centralized repository of all communication activities, allowing teams to have a holistic view of customer interactions. This becomes particularly crucial in sales and support scenarios where understanding the context of previous conversations is vital.

Secondly, automated call logging enhances data accuracy. By eliminating the need for manual entry, the likelihood of errors is significantly reduced. This not only saves time but also ensures that the information within the CRM system is reliable and up-to-date.

Enhancing Customer Engagement

Customer engagement is a key driver of business success. ConvergeHub’s Automation Call API plays a pivotal role in enhancing customer engagement by providing a seamless and integrated calling experience.

Let’s say, a customer support team using ConvergeHub. When a customer calls for assistance, the support representative can access the customer’s information instantaneously, thanks to the Automation Call API. This allows them to provide personalized and efficient service, ultimately leading to a positive customer experience.

Moreover, the API enables the automatic creation of follow-up tasks and reminders based on call outcomes. If a sales call results in a promising lead, the system can automatically generate a follow-up task for the sales representative, ensuring that potential opportunities are not overlooked.

Integration with Workflow Automation

ConvergeHub’s strength lies not only in its individual features but also in its ability to seamlessly integrate them into a cohesive workflow. The Automation Call API is no exception. By integrating with ConvergeHub’s workflow automation capabilities, users can create sophisticated call-based workflows tailored to their specific business needs.

For instance, a sales team can set up an automated workflow that triggers a series of follow-up actions after a sales call. This could include sending a personalized email, updating the lead status, and assigning the next task to the relevant team member. Such automation not only saves time but also ensures that every lead is nurtured systematically, increasing the likelihood of conversion.

Real-time Analytics and Insights

Data-driven decision-making is a hallmark of successful businesses. ConvergeHub’s Automation Call API contributes to this by providing real-time analytics and insights into call activities. Users can access detailed reports on call durations, outcomes, and trends, enabling them to make informed decisions about their communication strategies.

These analytics are valuable for various teams within an organization. Sales teams can identify patterns in successful sales calls, allowing them to refine their pitches. Customer support teams can pinpoint areas of improvement based on call feedback and customer satisfaction metrics. Overall, the real-time insights provided by the Automation Call API empower organizations to continuously optimize their communication strategies.

Security and Compliance

In an era where data security and compliance are non-negotiable, ConvergeHub’s Automation Call API ensures that sensitive call data is handled with the utmost care. The platform adheres to industry-standard security protocols, encrypting communication and safeguarding customer information.

Additionally, ConvergeHub’s Automation Call API facilitates compliance with regulations such as GDPR (General Data Protection Regulation) by allowing users to configure data retention policies and access controls. This ensures that organizations can harness the benefits of the API without compromising on data security and regulatory compliance.

Getting Started with Automation Call API

Implementing ConvergeHub’s Automation Call API is a straightforward process that begins with setting up the integration with your preferred telephony system. The platform supports a wide range of telephony providers, ensuring flexibility for businesses with diverse communication needs.

Once the integration is complete, users can start leveraging the Automation Call API within their existing workflows. Whether it’s initiating calls, automating call logging, or creating complex call-based workflows, the API can be customized to align with the unique requirements of each business.

ConvergeHub provides comprehensive documentation and support resources to assist users in making the most of the Automation Call API. Whether you’re a seasoned CRM user or a newcomer to the platform, the intuitive interface and user-friendly design ensure a smooth learning curve.

Final Thoughts

ConvergeHub’s Automation Call API is a powerful tool that empowers businesses to revolutionize their communication and customer engagement strategies. By seamlessly integrating call functionalities within the CRM platform, ConvergeHub ensures that teams can work more efficiently, make informed decisions, and provide exceptional customer experiences.

Whether you’re a sales professional looking to streamline your outreach efforts, a customer support representative aiming to deliver personalized assistance, or a business owner focused on optimizing overall operations, the Automation Call API is a valuable asset in your CRM  toolkit. As organizations continue to prioritize seamless and integrated solutions, ConvergeHub stands out as a leader in providing the tools needed to thrive in today’s competitive business landscape.

RingCentral’s Mass Call Feature Marks a Paradigm Shift in Customer Outreach

Mass call” feature by RingCentral allows ConvergeHub users to make a large number of calls quickly and efficiently. This can be beneficial for scenarios such as sales prospecting, customer outreach, or any situation where reaching out to a large number of contacts is required

Recent stats say, “more than 70% of customers expect conversational service every time they engage with a brand.” Customer engagement strategies are no longer the same. It demands innovative approaches that bridge efficiency and personalization at every step. In this transformative landscape, ConvergeHub and RingCentral integration facilitates mass call feature allowing a streamlined outreach at every level.

Mass Call by RingCentral-Explained

Gone are the days of complicated platforms and disjointed workflows. Mass calling features by RingCentral brings in an unparalleled communication infrastructure for the ConvergeHub users. All it takes is a single, deliberate click for initiating hundreds of targeted calls – each meticulously arranged within your ConvergeHub interface.

Mass Calling elevates speed, precision and personalization when it comes to customer outreach. Simply by using filters and automation from ConvergeHub you can now craft and deliver personalized messages to defined customer segments. Built-in call logging and insightful analytics provide real-time feedback, allowing you to fine-tune your approach and witness your campaign’s performance unfold like a captivating concerto. Whether you are conducting a sales pitch targeting qualified leads or a support ensemble to answer inquiries, mass calling feature certainly delivers the next level customer experience.

Mass Calling enables a unified, orchestrated customer outreach approach that facilitates a transformative change to your communication strategy.

 Key Benefits of Enabling Mass Call Feature 

1.  Seamless Communication: Users can make calls, send SMS, and initiate video conferences directly from ConvergeHub’s interface using RingCentral, ensuring seamless communication within the CRM platform.

2.  Efficient Collaboration:  Real-time collaboration is made easy with integrated messaging and video conferencing, allowing teams to work together, share information, and make decisions faster.

3.  Enhanced Customer Interactions:  Access customer data and communication history in one place, enabling personalized interactions and improving customer satisfaction.

4.  Increased Productivity:  Automation of tasks, coupled with streamlined communication, leads to improved efficiency and productivity, allowing businesses to focus on what matters most – growth and customer relationships.

5.  Wider Customer Outreach: ConvergeHub users can leverage mass calling features of RingCentral and reach out to a large number of contacts directly from ConvergeHub. This is particularly useful for marketing campaigns, announcements, or any scenario where you need to communicate with a broad audience.

6. Automated Dialing: Integration with RingCentral may enable features like automated dialing, helping you optimize the calling process and reduce manual effort. This is beneficial for tasks such as lead generation or follow-up calls. The ability to automatically dial a list of phone numbers without manual intervention.

7. Click-to-Call and Click-to-Message: With the RingCentral widget integrated into ConvergeHub, you can initiate calls or send messages directly from the CRM platform. This streamlined process eliminates the need to switch between different applications, saving time and improving efficiency.

8. Call Queues: A feature that organizes and manages incoming and outgoing calls, distributing them among available agents or users.

9. Call Logging and Analytics: Detailed logs and analytics related to calls, including call duration, outcomes, and other relevant metrics.

10. Voicemail Drops: The ability to leave pre-recorded voicemails when a call goes to voicemail, saving time for the caller.

From the CEO’s Desk

“The integration of ConvergeHub with RingCentral is aligned perfectly with our commitment to providing businesses with powerful tools for customer relationship management. By combining ConvergeHub’s CRM capabilities with RingCentral’s advanced communication solutions, we are empowering businesses to build stronger relationships with their customers, enhance collaboration among teams, and drive growth. This integration represents a significant step forward in our mission to simplify business processes and improve overall efficiency,” said Shampa Bagchi, CEO of ConvergeHub.

Final Thoughts

“Mass call” feature by RingCentral allows ConvergeHub users to make a large number of calls quickly and efficiently. This can be beneficial for scenarios such as sales prospecting, customer outreach, or any situation where reaching out to a large number of contacts is required. Key features associated with mass calling might include:

Keep in mind that the specific features available may vary depending on the subscription plan or edition of RingCentral that a user has. It’s always a good idea to reach out to the RingCentral support team or consult the documentation for the most accurate and up-to-date information on the platform’s capabilities.

Real Estate CRM Strategies Top Agents Will Use in 2024

While real estate has always been a thriving business, the arrival of real estate CRM has made the profit threefold in this segment. At ConvergeHub, we design custom CRM software that realtors can leverage to assist homebuyers at every  stage of their journey. 

While real estate has always been a thriving business, the arrival of real estate CRM has made the profit threefold in this segment. At ConvergeHub, we design custom CRM software that realtors can leverage to assist homebuyers at every  stage of their journey. 

All-in-one CRM software is quite versatile- offering ample opportunities for customization. The one crafted for the real estate business helps realtors manage 360–degree of their operational tasks. From managing client databases, lead segmentation, documents and contract management to personalizing client pitch, a  real estate CRM software can help you accomplish  everything. Plus,  you  can schedule calendars, communicate with clients, send emails, and track customer outreach in a much shorter span of time. 

The Role of a CRM Tool in Real Estate

A  CRM software  when adopted by a  real estate agency,  it’s being  used by 80% by the sales department, 46% by Marketing and almost 45% by the Support Team. A real estate CRM is a strategic tool and a software that can be used by agents, brokers, and realtors to approach potential clients.  

ConvergeHub’s Custom CRM solution for real estate  is ideal for 

  • Strategic Marketing: Implement strategically curated marketing tactics geared towards reaching the right audience precisely when they are most receptive.
  • User Behavior Analysis: Conducting thorough studies on user behavior to gain insights and inform marketing strategies, ensuring alignment with user preferences and tendencies.
  • Long-term Relationship Building: Fostering a strong desire for enduring connections with users, emphasizing a commitment to sustaining relationships over an extended period.
  • Competitive Edge: Seeking to establish a distinct advantage over competitors by adopting innovative and effective marketing strategies tailored to meet user needs and expectations.

7 Reasons You Must Invest in Real Estate CRM

  1. Generate Potential Leads

Enhancing Lead Generation: A real estate CRM software accelerates your lead generation efforts. With every interaction, ConvergeHub tracks genuine leads and deals.

Smart Decision-making: Convergehub’s real estate CRM edition facilitates intelligent decision-making by integrating with social media and other online platforms, utilizing AI to study user behavior for lead generation. This results in the discovery of new leads and effective customer retention.

Automated Data Organization: The CRM system organizes data systematically, employing automation for detailed categorization, including demographics, time, ROI, and other factors related to leads. This customization supports the stable growth of proptech development.

  1.  Easy Document Creation

Centralized Document Management: CRM simplifies the management of crucial documents in real estate. Realtors often deal with a lot of documents. But, with a CRM it’s easier to digitize those and store them in a secured cloud  location. This makes accessing the contracts, legal details, and other vital data easier and hassle-free. . 

Elimination of Manual Entries: Having a CRM means complete elimination of the  manual data entries. It streamlines processes, ensuring that all necessary information is readily available within the system. 

  1.  Drip Campaign

Strategic Marketing Automation: Implementing a robust real estate CRM is essential for executing effective drip campaigns, ensuring continuous and automated marketing outreach to maintain a positive online reputation.

Lead Conversion: CRM’s capability to manage drip campaigns results in reaching genuine leads within a specified timeframe. It not only automates the campaign but also provides detailed analytics for informed decision-making and future planning.

  1.  Automate Follow-up Tasks

Efficient Reminder System: CRM acts as a memory aid by automating follow-up tasks, sending reminders through notifications. It centralizes potential leads, allowing real-time monitoring and revisiting of potential clientele effortlessly.

Enhanced Customer Engagement: The CRM system offers small insights into customer engagement and retention, providing a systematic approach for realtor businesses to reach the right customer at the right time and in the right online place.

  1.  Ensured Security

Role-based Access Control: CRM ensures data security by offering role-based access control, restricting unauthorized users from accessing certain records. Field-level access further enhances data security.

Cloud Integration: The CRM system integrates seamlessly with cloud services like AWS, ensuring secure storage of user details and controlled sharing with authorized personnel. Expert advice from an AWS development company can optimize CRM integration for enhanced security.

  1.  Manage Checklist

Streamlining Processes: CRM simplifies complex real estate processes by managing checklists efficiently. It enables agents to input details or documents, receive reminders, and notify buyers, ensuring timely provision of crucial information.

  1. Integrated  Marketing Solution

Comprehensive Marketing Automation: CRM serves as a centralized platform for automating marketing tactics, from social media activities to web and email campaigns. It eliminates the need for additional apps, providing a holistic solution for lead generation, user insights, and marketing analysis.

Features to Consider While Buying the best CRM for Real Estate

Personalized Property Recommendations

Leading CRMs utilize advanced algorithms to analyze user preferences and behavior. By understanding a homebuyer’s preferences, such as location, budget, and specific amenities, the CRM can offer personalized property recommendations. This not only saves time but also ensures that homebuyers are presented with options that closely align with their criteria.

Advanced Search Capabilities

The best CRMs for real estate provide advanced search capabilities, allowing homebuyers to narrow down their options based on specific criteria. Whether it’s the number of bedrooms, square footage, or proximity to schools and amenities, these search functionalities enable users to find properties that meet their unique requirements quickly.

Collaboration and Sharing Features

Homebuying is often a collaborative process involving family members, friends, or real estate agents. A CRM that facilitates easy collaboration and sharing of property information ensures that all stakeholders are on the same page. Features like shared folders, comments, and collaborative note-taking enhance communication and decision-making.

Finance and Mortgage Integration

Integrating financial tools and mortgage calculators within the CRM streamlines the homebuying process. Homebuyers can assess their budget, estimate mortgage payments, and understand the financial implications of various properties. This integration provides a holistic view of the homebuying journey, aligning property choices with financial realities.

Interactive Maps and Neighborhood Insights:

A feature-rich CRM often includes interactive maps and neighborhood insights. Homebuyers can explore the surrounding areas of potential properties, considering factors like schools, public transportation, and local amenities. This helps in making well-informed decisions not just about the property itself but also about its location and surroundings.

Notifications and Alerts

Staying informed about new listings, price changes, and market trends is crucial for homebuyers. The best CRMs come equipped with notification and alert features that keep users updated in real-time. This ensures that homebuyers don’t miss out on opportunities and can act promptly in a competitive market.

Schedule and Track Property Tours:

Efficiently managing property tours is simplified with a CRM that allows users to schedule and track appointments. Integrated calendars and reminders ensure that homebuyers can plan their property visits seamlessly, maximizing the number of homes they can explore within a given timeframe.

Post-Purchase Resources:

The journey doesn’t end once the property is purchased. A comprehensive CRM for homebuyers includes post-purchase resources such as maintenance schedules, local service providers, and community updates. This ongoing support ensures a smooth transition into homeownership.

Data Security and Privacy

When dealing with sensitive information, such as financial details and personal preferences, data security is paramount. The best CRMs prioritize robust security measures, including encryption and secure access controls, to safeguard user data and ensure privacy.

Integration with Real Estate Professionals:

While homebuyers can benefit greatly from using a CRM independently, some may choose to work with real estate professionals. The best CRMs facilitate seamless integration with agents, allowing for efficient collaboration. This integration ensures that communication is streamlined, and all parties are well-informed throughout the homebuying process.

Wrapping Up

Today, where information is key, homebuyers can significantly enhance their purchasing potential by harnessing the capabilities of the best CRM for real estate. These systems go beyond traditional real estate agent tools, putting the power directly into the hands of homebuyers. From personalized recommendations to streamlined collaboration and advanced search functionalities, the right CRM can transform the homebuying experience, making it more efficient, informed, and ultimately, more successful. As technology continues to play a pivotal role in the real estate industry, homebuyers who embrace these innovative tools will find themselves at the forefront of the homebuying game, making well-informed decisions and maximizing their potential in the competitive real estate market.

Perfecting Personalization: The Role of ConvergeHub in Charting Your Business Success

Amidst cutting-throat competition customer expectations are transforming fiercely with personalization playing the sole differentiator at every stage. This shift in focus from generic marketing to personalized interactions has become more evident than ever.

Amidst cutting-throat competition customer expectations are transforming fiercely with personalization playing the sole differentiator at every stage. This shift in focus from generic marketing to personalized interactions has become more evident than ever. Personalization,  to be specific, has emerged as one of  the leading  megatrends that shape up customer expectation in recent times. To cope up with this transformation, ConvergeHub, the all-in-one CRM  Software helps businesses provide high-precision personalized service at every level.

ConvergeHub: A Front-Runner in Crafting Personalized Customer Connections

ConvergeHub is an all-in-one CRM  Software that helps analyze customer interactions at every step and accordingly manage relationships throughout the customer lifecycle. The functionalities of ConvergeHub empower your marketing, sales and support team to consolidate customer information and provide valuable insights into customer behavior at every step. As a prominent Salesforce alternative, ConvergeHub brings you customized solutions  from day one. Featured with  four different modules- Sales, marketing, Support and  billing,  ConvergeHub helps  businesses  create targeted and personalized strategies that enhance customer satisfaction and drive revenue growth.

The concept of CRM has evolved in recent times. From a simple contact management tool to an all-in-one system, a modern CRM software encompasses various aspects of customer interaction. Initially, CRM systems were primarily used as a customer data storage, but their role has expanded to include advanced features such as data analytics, machine learning, and artificial intelligence.

Personalization  is the Survival Imperative in the 21sxt Century  Business Landscape

In the age of digital transformation, customers expect personalized experiences across all touchpoints. According to a survey, 84% of customers say being treated like a person, not a number, is very important to winning their business. This expectation extends beyond just product recommendations; customers now demand personalized communication, timely responses, and relevant content.

Impact on Customer Loyalty

Personalization is not merely a trend; it’s a powerful tool for building customer loyalty. A study by Accenture found that 91% of consumers are more likely to shop with brands that provide relevant offers and recommendations. CRM software plays a pivotal role in understanding customer preferences and behavior, allowing businesses to tailor their offerings to individual needs.

How ConvergeHub  Perfects Personalization Strategies

Data Centralization

One of the fundamental features of CRM software is its ability to centralize customer data. Instead of having fragmented data across various departments, CRM systems offer a unified view of customer information. 

This centralized database becomes the foundation for personalized interactions, as businesses can leverage a comprehensive understanding of customer history, preferences, and engagement.

With ConvergeHub, companies get a 360-degree view of their customers.Through its platform, companies can consolidate customer data, including interactions from sales, marketing, and customer service. 

This centralized data allows businesses to create personalized marketing campaigns, targeted sales strategies, and customized customer service experiences.

Automation and AI-driven Insights

The relentless progression of AI and machine learning capabilities is set to propel CRM systems into a new era of sophistication. Anticipating customer behavior will reach unprecedented levels of accuracy, ushering in an era where hyper-personalization becomes the standard. Unlike conventional segmentation approaches, hyper-personalization delves deep into real-time insights, enabling businesses to craft experiences that are uniquely tailored to each customer.

This nuanced level of personalization extends beyond mere demographic categorization, considering individual preferences, historical interactions, and even current contextual cues. As CRM systems evolve to harness these cutting-edge technologies, businesses stand poised to redefine customer engagement by delivering not just tailored content, but truly individualized and seamless experiences.

Run Personalized Marketing Campaigns

ConvergeHub stands at the forefront of this transformative landscape, empowering businesses to transcend generic marketing strategies through the creation of highly targeted and personalized campaigns. Leveraging advanced analytical tools, ConvergeHub facilitates a comprehensive examination of customer data, enabling businesses to segment their audience with unparalleled precision. Whether based on demographics, behavioral patterns, or individual preferences, this granular segmentation becomes the cornerstone for crafting bespoke content and offers.

By tailoring marketing initiatives to align with the unique characteristics of each segment, businesses not only enhance the relevance of their communications but also significantly amplify the potential for customer engagement and conversion. In essence, ConvergeHub doesn’t just provide a platform; it catalyzes a paradigm shift in how businesses connect with their audience, fostering a more intimate and effective relationship through the strategic application of personalized marketing.

How ConvergeHub Cope Up with the Shifting Gears in Customer Service

Enhanced Customer Service Experiences

ConvergeHub  extends its benefits to customer service by providing a holistic view of customer interactions. Service agents armed with comprehensive customer data can offer more personalized and efficient support. This not only improves customer satisfaction but also contributes to long-term customer loyalty.

Proactive Issue Resolution

CRM systems equipped with predictive analytics enable businesses to identify and address potential issues proactively. By analyzing customer data, businesses can anticipate problems, such as product defects or service issues, and take corrective actions before they escalate. This proactive approach not only mitigates customer dissatisfaction but also showcases a commitment to customer well-being.

ConvergeHub and Sales Optimization

Personalized Sales Strategies

CRM software transforms the sales process by providing valuable insights into customer behavior and preferences. Sales teams can leverage this information to tailor their approach, offering personalized product recommendations and targeted promotions. This level of personalization not only increases the chances of conversion but also fosters stronger customer relationships.

Streamlined Sales Processes

CRM software streamlines sales processes by automating routine tasks and providing a centralized platform for collaboration. Sales teams can track customer interactions, manage leads, and prioritize opportunities more effectively. This efficiency allows sales representatives to spend more time engaging with customers and tailoring their approach to individual needs.

The Future Perspective: ConvergeHub and Personalization

Integration with Emerging Technologies

The future of CRM lies in its integration with emerging technologies such as augmented reality (AR), virtual reality (VR), and the Internet of Things (IoT). These technologies have the potential to further enhance personalization by creating immersive and context-aware customer experiences.

Hyper-Personalization Through Predictive Analytics

As AI and machine learning capabilities continue to advance, CRM systems will become even more adept at predicting customer behavior. Hyper-personalization, where customer interactions are highly tailored based on real-time insights, will become the norm. This level of personalization goes beyond traditional segmentation, allowing businesses to deliver individualized experiences to each customer.

Challenges and Considerations to Embrace the Full Potential of ConvergeHub

While CRM software offers immense benefits for perfecting personalization, businesses must navigate challenges to maximize its effectiveness. Privacy concerns, data security, and the need for ethical use of customer data are critical considerations. Striking the right balance between personalization and privacy is essential to building and maintaining customer trust.

Addressing Privacy Concerns

As businesses collect and utilize vast amounts of customer data, privacy concerns become increasingly prevalent. Customers are becoming more aware of the value of their personal information and expect businesses to handle it responsibly. To address privacy concerns, businesses must be transparent about their data practices, obtain explicit consent, and prioritize data security.

Ensuring Data Accuracy

Moreover, data quality is integral for making informed business decisions. When CRM software is fueled by precise and up-to-date information, organizations can gain valuable insights into customer behaviors, preferences, and trends. This data-driven approach empowers businesses to tailor their strategies effectively, anticipating customer needs and enhancing overall satisfaction. Additionally, accurate data facilitates targeted marketing campaigns, reducing the risk of sending irrelevant messages and improving the likelihood of customer engagement.

Furthermore, a well-maintained CRM system fosters collaboration within the organization. Teams across sales, marketing, and customer support can seamlessly share and access accurate data, fostering a unified understanding of customer interactions. This synergy enables a cohesive customer experience, as each department can contribute insights based on the most current information available. In essence, the continuous upkeep of CRM data not only safeguards against errors but also becomes a catalyst for organizational efficiency and strategic decision-making.

Ethical Use of AI

The growing integration of AI necessitates a heightened focus on ethical considerations. Beyond the technical advancements, businesses must grapple with the challenges of algorithmic bias, potential unintended consequences stemming from AI-driven decisions, and the looming specter of discrimination. Proactive measures to address these concerns become paramount. By prioritizing ethical AI practices, businesses can mitigate the risks associated with biased algorithms and safeguard against unintentional negative impacts. Ensuring that personalization efforts align with principles of fairness and transparency not only fortifies customer trust but also positions businesses as responsible stewards of emerging technologies, navigating the delicate balance between innovation and ethical responsibility.

The Key Takeaway

In the era of customer-centric business models, perfecting personalization is not just a strategy; it’s a survival imperative for the SMBs and other growing businesses. CRM software emerges as a powerful ally in this pursuit, providing businesses with the tools and insights needed to understand, engage, and delight customers on an individual level.

Through real-life examples, statistical data, and a comprehensive exploration of CRM’s impact on marketing, customer service, and sales, it becomes evident that CRM is not just a technological solution but a strategic imperative. As businesses continue to evolve and adapt to changing customer expectations, CRM software will play a central role in shaping the future of personalized customer experiences.

By embracing the capabilities of CRM, businesses can not only meet but exceed customer expectations, building lasting relationships that drive loyalty and sustainable growth. As we look to the future, the integration of CRM with emerging technologies and the evolution towards hyper-personalization through predictive analytics will further solidify CRM’s position as a cornerstone in the quest for perfecting personalization in the modern business landscape.

7 Things Sales Reps Get Wrong When Leveraging AI for Sales Outreach

80% of sales professionals feel artificial intelligence (AI) could help them become more efficient in their jobs, especially sales outreach. However, despite the possibility of advantages and scalability which AI may add to sales outreach, many are still unfamiliar with this technology, and that leads to mistakes.

80% of sales professionals feel artificial intelligence (AI) could help them become more efficient in their jobs, especially sales outreach. “However, despite the possibility of advantages and scalability which AI may add to sales outreach, many are still unfamiliar with this technology, and that leads to mistakes. According to industry veterans,  most of the sales reps go wrong with the ideal usage of AI for sales outreach. And, sadly, they are unaware of the strategies to fix it.”

Here’s a roundup of the top 7 things where most of the sales reps go wrong.

1. Perceiving AI as a simply “copy and paste” tool

While AI serves as a quick solution, it is absolutely not a copy-paste tool. Seasoned AI expert, Mike Kaput, who is also the Chief Content Officer at Marketing AI Institute, warns against simple copy-paste use. AI-generated content, in spite of being perceived as original, they are not. They are more generic rather than being personalized. That’s where 80% of the customers are lost because they are not getting personalized support. Hardly a few sales reps are able to identify that human intervention is vital. Kaput’s team uses AI for support, not replacement, saving 75% of content production time by automating tasks like summarization, ideation, research, and outlining. Humans then focus on creating unique, AI-resistant content.

2. Using AI to expand outreach but not focusing on quality

AI is not a content-creation machine. Jake Dunlap, presenter of the Jake Dunlap Show, said: “When you decide to implement AI, your goal shouldn’t be to send 17 more emails per day.” “If you use these tools properly, they should prevent you from sending any more emails each day. Instead, they will improve your quality by 20–30%. 

Kaput’s team also  recommends that AI is here to automate mundane tasks, freeing up enough  time for crafting personalized messaging. In fact, AI assistants rest for understanding your audience by acting as ‘virtual buyers,’ allowing you to ask about pain points and emotions related to your outreach topic. This approach makes outreach more human, empathetic, and ultimately more effective. 

3. Saying No to Human Intervention 

Often sales professionals underestimate the value of human intervention in AI-powered sales outreach. But , AI is not empowered with superhuman capabilities. By the phrase that  AI streamlines processes means it makes the job of humans easier,  but in no way can replace human intuition and expertise. The latter  remains indispensable in every possible manner.

Source: https://zeroeyes.com/

AI can assist in automating tasks, but it should not replace the human touch. Instead, sales reps should actively participate in the crafting of personalized messaging, highlighting the value proposition of the brand.  Reps must be aware of the unique insights and needs of their customers. AI integration requires a harmonious collaboration between technology and human expertise.

4. Overlooking Data Privacy and Compliance

In their eagerness to employ AI for sales outreach, sales people may unknowingly overlook data protection and compliance rules.Compliance and data privacy are crucial in the business world today. Errors in the handling of customer data may have far-reaching legal and reputational effects. Sales people are in charge of making sure that AI tools used for outreach abide with tight data protection regulations. Establishing robust security measures, acquiring customer consent, and frequently evaluating data management practices are necessary for maintaining credibility and confidence.

5. Ignoring AI Training and Optimization

Because they think that once they are in place, AI models will always perform at their best, sales teams frequently overlook the need to continuously train and develop these models. But the reality is much different.  AI cannot simply “set it and forget it” in terms of technology. To maximize AI’s effectiveness, sales professionals must make continuing training and enhancement investments. This entails taking into account user feedback, monitoring performance, and upgrading algorithms. Since AI is adaptable and able to learn over time, it can significantly enhance its performance in sales outreach, which raises the usefulness of AI as a tool for achieving sales objectives.

6. Focusing Solely on Outreach, Neglecting Customer Engagement

It’s possible for sales representatives to become unduly obsessed with using AI for early outreach and to overlook the crucial stage of continued customer connection. While AI can help in the initial connection process, its actual potential is revealed in the development of long-term client relationships. Sales representatives should use AI to acquire customer preferences and insights, enabling personalized and fast follow-ups. Sales representatives may encourage loyalty and encourage repeat business by actively engaging clients with pertinent material and solutions, eventually maximizing the return on investment of their AI-powered sales efforts.

Focusing Solely on Outreach, Neglecting Customer Engagement

It’s possible for sales representatives to become unduly obsessed with using AI for early outreach and to overlook the crucial stage of continued customer connection. While AI can help in the initial connection process, its actual potential is revealed in the development of long-term client relationships. Sales representatives should use AI to acquire customer preferences and insights, enabling personalized and fast follow-ups. Sales representatives may encourage loyalty and encourage repeat business by actively engaging clients with pertinent material and solutions, eventually maximizing the return on investment of their AI-powered sales efforts.

What’s the Right Way? Leveraging the Power of  AI in Sales

Progressive sales leaders with a dynamic approach to business growth are embracing  AI and ML to boost their organizations’ efficiency. With the concept of productive ongoing strategic  change, revenue operations and enablement teams have also started  resorting to the advanced models built for the structured data. CRM software ConvergeHub powered by AI assists growth-driven sales team identify patterns and suggest new sales methods, improvements in forecasts, or even modifications to sales incentives.

A recent innovation in generative AI promises to deliver value directly to the seller by helping him/her break through the noise and engage customers in a relevant manner.

Lately, a survey found that only 13% of buyers agree with the statement “The seller’s message is addressing a relevant challenge my organization is facing.” But, the same result shows a 25% increase when  Generative AI drops in and the sales become  more personalized and  to-the-point.

Before Generative AI many there’s often a lack in the understanding of the  buyer’s role, business, and market.There is evidence where this lack of understanding has impacted the buyer engagement ratio. In many cases, the buyers are turned off by irrelevant engagement attempts, however with generative AI in the scene things have changed drastically.

AI Makes Data-driven Decisions More Mainstream

The role of data towards your business success cannot be undermined at this point of time. Rather, it is instrumental towards winning outcomes in sales execution. Thanks to Artificial  Intelligence that it has made data  even more relevant and  utilized it  for  day-to-day planning. Leveraging Artificial  Intelligence at every stage translates into in-depth A/B testing that goes a long way to bring in higher conversion rates as we adapt our approaches based on real-time feedback.

Advanced enterprise sales CRM tools such as ConvergeHub comes with a comprehensive   suite powered by AI technology. Users can leverage predictive analytics and sentiment analysis capabilities to  achieve more personalized and clear-cut outcomes that are achievable..

Innovating Email Campaigns with Smart Email Assist

With the strategic use of generative AU models you can  actually bid  goodbye to the tedious trial-and-error methods of communicating with your clients. From crafting subject lines and content for your emails, Generative  AI helps eliminate the guesswork thoroughly from your sales outreach efforts.

Source: https://cdn.imeanmarketing.com/

No doubt, Artificial Intelligence or AI is no less than a game-change in Sales.This level of precision and personalization can only help  to drive better customer engagement and sales. AI can also be used to track customer behavior and predict their needs. This can help to create personalized marketing campaigns that are tailored to their interests.

The Final Takeaway

The integration of AI into sales outreach holds immense promise, but success hinges on avoiding these seven critical missteps. Precisely, the future of sales lies at the intersection of human expertise and AI-driven efficiency, where the art of selling meets the science of technology. And here are the key takeaways:

  • Embrace AI as a Strategic Ally: Rather than viewing AI as a shortcut, recognize it as a strategic tool to enhance sales efforts.
  • Prioritize Quality over Quantity: Focus on delivering high-quality interactions and personalized solutions rather than aiming for sheer volume.
  • Maintain Human Involvement: While leveraging AI, ensure that there is a human touch in customer interactions to build trust and rapport.
  • Adapt to Changing Customer Behaviors: Stay agile and adjust strategies to align with evolving customer preferences and behaviors.
  • Adhere to Data Privacy and Compliance Standards: Ensure that all AI-powered processes and data handling comply with privacy and regulatory guidelines.
  • Invest in AI Training and Optimization: Continuously train and optimize AI tools to improve their effectiveness and relevance in sales activities.
  • Embrace AI’s Role in Customer Engagement: Recognize AI as a valuable asset in enhancing customer engagement and providing personalized experiences.

Adhering to these principles, sales professionals can fully harness the potential of AI in sales outreach, creating a future where the art of selling seamlessly merges with the science of technology for greater success.

Using ConvergeHub Sales Module to Fast Track Conversions

Using powerful Customer Relationship Management (CRM) software with a functional sales module is crucial for agile businesses aiming for speed and efficiency.

The proverbial saying “The early bird catches the worm”, holds as much significance in the realm of business as it does in our daily lives. The word of business us fast-paced. Speed and Agility aren’t merely advantageous traits; they have become indispensable skills that every business must possess. Achieving efficiency and agility is no longer a choice but a necessity, and businesses are turning to Sales Acceleration software to stay ahead in this competitive landscape.

Traditionally, businesses relied on their Unique Selling Proposition (USP), products, or sales strategies. However, as the world evolves and markets expand, companies are embracing advanced technology to gain a competitive edge. Harnessing the power of cutting-edge technology has become a strategic imperative for modern businesses.

In this article, we will explore the concept of sales acceleration software and its pivotal role in enhancing business performance. We will delve into how integrating this technology can revolutionize your business operations. Additionally, we will provide insights into some of the top-notch sales acceleration software available in the market today.

1. Understanding Sales Acceleration: What Sets It Apart from Conventional Sales?

2. Key Features of Sales Acceleration Tools: Enhancing Efficiency and Productivity

3. Leading Sales Acceleration Tools: A Comparative Analysis for Informed Decision-making

Understanding Sales Acceleration

Traditionally,cold calls and meeting prospects face-to-face used to be the go-to strategies. While these tactics still hold some relevance, the rise of eCommerce, digital advertising, social media, and instant communication has pushed them into the background. Businesses that fail to adapt to this digital era are finding themselves left behind or struggling to keep up.

Imagine strolling through a bustling Saturday morning market, surrounded by vendors all eager to catch your eye and make a sale. These vendors understand the importance of acting swiftly; they know they have only a brief moment to capture your attention before the next competitor seizes the opportunity. So, how do they win your business?

The key lies in conveying the right message at the right time. Businesses must find a way to stand out amidst the noise, ensuring that their offerings are presented to prospects precisely when they are most receptive. While intuition plays a role, relying solely on it isn’t enough. That’s where technology steps in to assist: enter sales acceleration software.

Sales acceleration software isn’t here to replace your sales team; it’s here to empower them. It provides a competitive edge, enabling your team to operate swiftly and efficiently. These tools come with a range of features, including automated sales outreach, advanced analytics, and scoring systems.

By utilizing this software, businesses can target their audiences more precisely than ever before. They can engage effectively with these audiences, leading to swift and efficient deal closures at the opportune moment. These tools aren’t about shouting the loudest to grab attention; they’re about building meaningful connections with potential customers instead.

ConvergeHub Sales Module: Making Sales a Breeze

ConvergeHub’s Sales module comes with a diverse range of features and tools tailored to enhance your sales process. Here’s a breakdown of key functionalities that helps you understand how  it helps increase sales.

1. Automated Outreach: Save valuable time by automating outreach efforts. Instead of spending hours on manual phone calls and emails, the software takes charge. It ensures your messages are sent at optimal times and engages with leads on your behalf. With minimal effort, you can connect with more prospects, creating a win-win situation.

2. Lead Scoring: Not all leads are equal. Lead scoring enables you to prioritize leads based on their likelihood to convert. The system automatically assigns scores based on specific behaviors or characteristics displayed by the lead. This way, you can allocate your resources and focus on leads most likely to generate revenue.

3. Analytics: A robust analytics suite provides valuable insights into your business performance. You can gain a deep understanding of key metrics related to sales performance, effectiveness of marketing campaigns, and customer preferences. Armed with this knowledge, you can significantly improve your conversion rates.

4. Integrations: Seamless integration with your existing tech stack is crucial. Ensure the software is compatible with your chosen CRM system. A CRM connection allows you to track each customer’s journey through your sales process, enhancing your overall customer relationship management.

5. Templates: Essential for both new and experienced sales professionals, playbooks and templates are invaluable resources. Sales acceleration software often includes pre-loaded templates for emails and call scripts. These resources serve as your sales guides, clearly outlining the ideal customer journey and improving your communication strategies.

6. Notifications: Timely action is essential in sales. Choose a system that provides real-time notifications. These notifications alert you precisely when to take action, such as when a proposal is read or an email is opened. With this information at your fingertips, you can plan your follow-ups effectively and capitalize on every opportunity.

These are some of  the  powerful  features of ConvergeHub Sales Module. It helps streamlining sales process, engage with prospects more efficiently, and ultimately boost your business’s revenue and success.

Key Takeaway


To outshine your competitors, swift action and the right tools are essential. Choosing the correct sales acceleration software is like investing in a valuable asset that can elevate and refine your sales process. By combining speed and strategy effectively, you can leave your competitors trailing behind.

While automation and data play crucial roles, don’t overlook the importance of your human sales team. Their personal touch is invaluable.

ConvergeHub has the potential to transform your business significantly by constantly adapting  itself as per the  market  and business needs. Make sure it seamlessly integrates with your existing software and tools.

When it comes to maximizing the efficiency and speed of your email outreach, you need a tool that can facilitate this seamlessly. Instantly offers precisely that, allowing you to enhance your email outreach starting today.

ConvergeHub Teams Up with Augutech to Deliver Enhanced CX Powered by Predictive Dialing 

ConvergeHub Teams Up with Augutech to Deliver Enhanced CX Powered by Predictive Dialing. The partnership between ConvergeHub and Augutech is poised to reshape the landscape of CRM and customer communication.

In the ever-evolving world of customer relationship management (CRM), businesses are constantly seeking ways to enhance their customer experience (CX) and communication efficiencies. The partnership of ConvergeHub, a leading provider of enterprise CRM solutions, with Augutech, a pioneer in new-age contact center solutions, represents a significant leap forward in achieving these goals. This strategic collaboration, forged on August 25, 2023, aims to provide a revolutionary CX enhancement for industry leaders in Lending and Merchant Cash Advance (MCA). Let’s delve into the details of this exciting partnership.

The Power of Integration

Shampa Bagchi, CEO of ConvergeHub, expressed her enthusiasm for this partnership, stating, “ConvergeHub’s strategic partnership with Augutech will significantly benefit the Lending & MCA Industry. It will help us enhance our comprehensive suite of tools that streamline operations, enhance customer engagement, and drive business growth.”

At its core, this integration empowers ConvergeHub’s customers to harness the full potential of their CRM system by infusing it with Augutech’s cutting-edge dialer system. The result is a transformative customer outreach strategy that can take businesses to the next level. Here are the key features that make the ConvergeHub-Augutech integration a game-changer:

1. Predictive and Power Dialing

Augutech’s state-of-the-art dialer system equips customers with the ability to engage in predictive and power dialing. This means reaching out to clients and prospects becomes faster, smoother, and more efficient. It’s a game-changer in terms of reducing the time spent on manual dialing and increasing overall productivity.

2. Bi-directional Data Flow

The integration facilitates a seamless two-way data flow, ensuring that any updates made in Augutech’s system are automatically captured and integrated into ConvergeHub. This results in accurate and up-to-date customer records, essential for effective CRM.

3. Effortless Call List Generation

Generating call lists becomes a breeze through this integration. Customers can directly create call lists within ConvergeHub, optimizing their dialing campaigns and maximizing productivity. This feature simplifies the process of targeting specific customer segments.

4. Custom Field Integration

Augutech’s integration with ConvergeHub makes incorporating custom fields a straightforward process. This flexibility enables customers to tailor their communication strategies to align perfectly with unique customer attributes, providing a personalized touch in every interaction.

5. Smart Automated Workflows

ConvergeHub allows customers to automate processes triggered by updates from Augutech’s dialer system. This automation streamlines and enhances efficiency in workflows, ensuring that crucial tasks are executed promptly and accurately.

6. Comprehensive Record-keeping

All status updates pertaining to customer interactions and communication interactions are automatically recorded. This serves as a valuable resource for future reference, analysis, and research. It enables businesses to learn from past interactions and continuously refine their strategies.

Taking Customer Relationship Management to the Next Level

The Augutech-ConvergeHub partnership offers numerous benefits to customers. It provides access to top-notch dialer technology alongside intelligent CRM solutions, resulting in improved connect rates, enhanced answer ratios, and superior operational efficiency. Augutech’s comprehensive dialer system boasts several advanced features, including:

High-Speed Dialing: Augutech’s dialer system ensures efficient outreach with high-speed dialing capabilities, enabling businesses to reach more prospects in less time.

AI-powered Scam Mitigation: The system uses AI-powered tools to identify and mitigate “Scam Likely” situations, ensuring that agents focus on genuine leads and prospects.

Advanced Answering Machine Detection: Augutech’s system is equipped with advanced technology for detecting answering machines, enabling live call connections and reducing the likelihood of wasting time on voicemails.

Robust Carrier Routing System: The platform offers a robust carrier routing system, allowing for seamless lead engagement across different regions with a local presence. This regional targeting enhances the effectiveness of communication efforts.

ConvergeHub has been a prominent player in the CRM marketplace for over a decade. Today, it boasts a strong customer base across the USA and Canada. ConvergeHub’s cloud-based CRM software provides a comprehensive suite of sales, marketing, and customer support tools, enabling businesses to manage their customer relationships more efficiently. To learn more about how ConvergeHub can benefit individuals, teams, and companies, visit our website

Augutech’s core platform combines a patented predictive dialer solution with inbound switch functionality into an intuitive, user-friendly interface. Over the past 18 years, they have served Lending and MCA organizations across the United States, Canada, and the UK. Augutech’s platform offers intelligent agent routing, rapid dialing speeds, unlocked carrier routing, spam likely encounter minimization, advanced reporting metrics, and more. To explore how Augutech can empower individuals, teams, and companies, visit their official website.

Wrapping Up

The partnership between ConvergeHub and Augutech is poised to reshape the landscape of CRM and customer communication in the Lending and MCA industry. The integration of these powerful platforms opens up new horizons for businesses seeking to optimize their CX, streamline operations, and drive sustainable growth. With innovative features like predictive dialing, bi-directional data flow, and smart automated workflows, this collaboration is set to empower businesses in delivering an enhanced customer experience. The future of CRM has arrived, and it’s powered by the ConvergeHub-Augutech partnership.

Business Growth Ideas: How To Close Deals With Prospective Leads (You Do Not Like)

There are times when the personalities of some people do not mesh. Just like any other areas in our lives, this is even true in sales, in spite of the fact that people often stereotype sales reps of having a personality like social champions, nevertheless, if you work in sales and is seeking business growth it is important and critical that you must be able to deal with prospects and customers who have certain obtrusive personalities that might even clash with your own. Now as a salesperson you need not always have to be the best friend with a prospective customer to work together and find them a solution with your brand’s offerings.

There are times when the personalities of some people do not mesh.
Just like any other areas in our lives, this is even true in sales, in spite of the fact that people often stereotype sales reps of having a personality like social champions, nevertheless, if you work in sales and is seeking business growth it is important and critical that you must be able to deal with prospects and customers who have certain obtrusive personalities that might even clash with your own.

80% of sales require 5 follow-up calls after the meeting. 44% of sales reps give up after 1 follow-up. Click To Tweet

Now as a salesperson you need not always have to be the best friend with a prospective customer to work together and find them a solution with your brand’s offerings.

Therefore here are certain vital tips as to how you can close a deal with even an unfriendly prospect inside your CRM software platform’s database that you may not like:

Never Ever Try To Rush It

It is very natural that as a sales rep you can be obviously tempted to try to rush a deal in your sales pipeline so that you do not have to invest more time with a challenging prospect in your CRM database.

However, when you and your prospective lead are not quite comfortably remaining on the same page, it is important that you must lie low and take time to help build a sense of trust and understanding with the prospective buyer of your offerings.

This is because, in the end, it is no wonder that you both are in fact on the same side and so working together will help both to cherish the best outcome.

Swallow Your Pride

There are several times we have observed as a vendor of CRM software for small and medium businesses, that dislike for a prospective customer often stems from that person disregarding your opinion and advice.

This is because as a sales representative of an offering, it is most likely that you do understand a lot more about what you are suggesting, but then again, an individual who has never met you has no reason to consider you as an expert.
Therefore, there is bound to remain a bit of uncertainty until you establish your credibility and credentials to the person on the other side of the line and in B2B selling show them ways for business growth.

Hence, try to remain humble and acknowledge your prospect’s doubts since brushing their concerns and pain-points aside will only drive you both further away from the imminent sale.

Find Common Ground

No matter how poles apart you and your prospective customer may be, there are going to be for certain a few aspects that you have in common.

Therefore, take your time to tease out these common likings and disliking between you and your prospect, and your experience will be significantly more pleasant.

Make some small talks with your prospect, asking them about their interests and hobbies, and thereafter whatever you do never lie about being interested in what they are (even if it is illogical, or not true).
Since they are going to figure it out that you are not interested in their favorite Hip-Hop or R&B band pretty quickly if you fake it.

Focus On The Big Picture

Even if working in tandem with this customer is torture and you are deep inside the ‘5th circle of Hell’ try to focus on the big picture to calm down your fury.
Just remember once you hopefully close the deal you will never have to see the prospect you do not like anymore.

Hence, stay strong, remain composed, and think about the commission check that you will be receiving once you win the deal.

Pass It Off If Needed

Well, this is the last resort, so think twice before you take this step and even if you do it, never makes this a habit.

Now, if you and your prospective customer will really never see eye to eye, it is time that you might as well pass the deal (especially if the deal is not exceptionally large) to another member of your sales team.

In other words, pass the baton if working with this prospect is truly making you feel miserable, however, before that always remain sure that you have used all your other options first before deciding on this ultimate step and thereafter select another prospect that you might nurture from your easy to use CRM software solution’s database of prospective leads.

Conclusion

As a sales rep, you need to be able to get your work done for business growth even when you do not like some of your prospects.

Therefore in a gist, although making deals with prospects that you do not like may seem to be a frustrating act, however, by using a proactive customer relationship platform like sales CRM software whereby you can find a 360-degree view of your prospects and customers can decrease your sales cycle and make you close these hated deals successfully in lesser time.

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Key Features Of Sales And Marketing CRM Tools – That Can Save Your Startup Today

Startups all across the globe are glorified as the ultramodern way of taking control of your life, is circumventing nine to five jobs, and throwing them into the bin. Nevertheless, according to a report published by Small Business Trends, it states that approximately 40 percent of startups are profitable, while 30 percent of them are at break-even points and the rest 30 percent losing money. Therefore if you are having any second thoughts on your big idea, read through this article as we unravel the real problems and issues that can stall your super ideas and how adopting the best sales and marketing CRM tools can change that for you and make your company find business growth.

Startups all across the globe are glorified as the ultramodern way of taking control of your life, is circumventing nine to five jobs, and throwing them into the bin.

Nevertheless, according to a report published by Small Business Trends, it states that approximately 40 percent of startups are profitable, while 30 percent of them are at break-even points and the rest 30 percent losing money.

Therefore if you are having any second thoughts on your big idea, read through this article as we unravel the real problems and issues that can stall your super ideas and how adopting the best sales and marketing CRM tools can change that for you and make your company find business growth.

Paying attention to your customers is important since 14% of startups fail due to not regarding customers’ needs. - Fundera Click To Tweet

What is CRM?

CRM is both a technology and an awesome strategy that integrates into itself several dimensions of customer relations, which helps to convey real value to the customers and retain the same for businesses. With CRM related IT solutions, world-class customer relations can be easily attained and utilized to create brands in the marketplace.

In other words, best business CRM is a tool that helps one understand their target customers, their needs, and how brands can sustain that customer relationship to propel your startup on the basis of that relationship.

Now there are three types of easy to use CRM software that is available in the marketplace:

1. Strategic CRM

This is a CRM software that is based on delivering value to the customers, better than the rest of the competitions, and integrates the same in product development and structure of the business.

2. Operational CRM

This CRM software focuses on the automation of sales, production, and service as per the requirement of the consumers.

3. Analytical CRM

This CRM software focuses on gathering, storing, distributing, and thereafter integrating and analyzing consumer-facing data to cater value to both customers and businesses.

There are several models of sales and marketing CRM tools available in the marketplace. Nevertheless, in this article, we shall discuss the IDIC model which aids businesses to ascertain the customers who are of high value and loyalty towards the brands.

Identification: Find out who is the customers and understand them well.

Differentiation: Identity which customer has the greatest potentiality and thereby have more future prospects.

Interaction: Makes sure that businesses can perceive the customer’s desires, and understand the customer’s possible relationship with other brands.

Customization: Personalize offers and means of communication to make sure that the customer’s desires can be fulfilled.

So now that you are aware of what is CRM let us move on to the five most important reasons as to why you must buy your best sales and marketing CRM tools for your startup organization and stick to this cutting-edge business growth technology and tool.

5 KEY PROBLEMS AND THEIR SOLUTIONS (FOR STARTUPS)

1. CASH CRUNCH

According to a report published by Small Business Trends, it states that more than 29 percent of startups fail because of cash crunch and more than 18 percent for cost and pricing issues.

Therefore it is important for any startup business to keep their pricing compatible and yet generate enough profits to keep the krypton of cash crunch at a bay.

This is over here small business CRM software comes into play as it can help customers to understand the customer’s choices and buying patterns to integrate the same in product development and provide pricing that predicts good business growth.

2. POOR RELATIONS WITH THE CUSTOMERS

Relations with its customers is the spine of any business, especially startups as they are more consumer-based models of business and this is why more startups are in need of incorporating CRM strategies for their growing businesses.

According to reports among all startups that fail more than 17 percent are those that failed to develop and deliver a user-friendly product or service and another 17 percent failed because of inappropriate business models that underlined their offerings.

Therefore, this data even illustrates the growing importance to adopt the best all in one CRM in developing a consumer-based model for business that can help in building user-friendly offerings.

3. NEED FOR THE RIGHT TEAM

The idea of delivering a customer-friendly offering, for any startup is a challenging task, which needs the right team to pull that off.
As per statistics and data that we referred to before about 23 percent of startups fail due to their team’s inefficiency in catering a customer-friendly offering to the consumers in the marketplace.

Therefore as a startup entrepreneur, you need extensive staffing and training programs that can aid you in employing the right team to focus on providing value to the needs of your customers.

This is over here CRM for small business once again comes into play as it can help you to identify the right persons for your job and even train the same marketing, sales, and support strategies to reach customers and sustain them over a long period of time.

4. NEED FOR RESEARCH

Just as there is no way that we can write an article without any proper research, similarly the same applies to any startup, as comprehensive market research is most important and a must for the growth of any startup business across the globe.

According to research, it has been found that 42 percent of failed startup ventures were not successful since they did start their business after performing any market research about their proposed offerings.
Additionally, 13 percent of startup businesses failed and are so ill-fated because they launched their business at a bad time, statistics which show the extent to which startup organizations ignore real-time market trends while starting their businesses.

Therefore, as one of the most recognized vendors of software solutions in the Salesforce Alternative CRM marketplace, we can assure that it is the business growth technology that is capable of storing, integrating, and analyzing consumer data which aid startups to find and focus on the right market at the right time to launch the right product or service in the marketplace.

5. MARKETING WOES

As per statistics and data that we referred even before 14 percent of startups fail due to poor or ineffectual marketing and another 14 percent for ignoring their customers.

But why do startups fail at marketing or while conducting their after-sales service?

Even though there can be multiple factors that can make it happen but one of the most important of all these factors is not knowing well your customers.

CRM for SMB and startups helps growing businesses to understand their customers thoroughly so that they can cater to their customer’s needs.

This is exactly where Analytical CRM comes into play which aids in gathering consumer-related data and with Operational CRM that can ensure faster services to their customers and Strategic CRM that can help in marketing their offerings strategically to target relevant consumers based on their behavioral and purchase patterns which can be easily collected, stored and thereafter analyzed once it is hived inside the CRM database.

Conclusion

Therefore now that you know why your startup needs to adopt the best sales and marketing CRM tools and implement CRM strategies for your business growth, and the right type of CRM to go for to overcome each of these hurdles at the beginning of your entrepreneurial journey, it remains without any doubt that small business CRM software is that much-needed firepower which your startup needs as the next big weapon for victories ahead in this competitive global marketplace.

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