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.

Are Your Qualified Leads Up for Sale? Learn How to Make the Call

Not all leads you are acquiring everyday are converted. As per MarketingSherpa’s findings, a significant 61% of B2B marketers forward all their leads to the sales team, despite the fact that only 27% of these are sales qualified leads. Additionally, a study conducted by the TAS Group indicates that sales representatives disregard approximately 50% of the marketing leads. This piece talks about how to identify your sales qualified leads.

There runs a blame game between the marketing and sales team when it comes to the question of Qualified Leads.  While the sales team believes the marketing team merely shared contacts (read: unqualified leads), the marketing team blames the sales team for failing to convert the potential leads they sent along.

Quite familiar it sounds, Right?

As per Marketing Sherpa’s findings, a significant 61% of B2B marketers forward all their leads to the sales team, despite the fact that only 27% of these leads meet the qualification criteria. Additionally, a study conducted by the TAS Group indicates that sales representatives disregard approximately 50% of the marketing leads.

You must be wondering why the percentage is so high?

Due to a lack of clarity regarding the criteria for a qualified lead, various teams have formulated their own definitions. This divergence not only leads to confusion but also results in frustration and financial setbacks.

In this blog, we will talk about your sales-ready leads and  how they fit into the buyer’s journey, how to rate the leads, and more. 

MQL Vs. SQL: Key Differences

One of the primary reasons marketers waste time on unqualified leads who don’t want to be sold is a lack of knowledge of the distinction.

MQLs exhibit consistent interest in your website content (but not necessarily in your products or services) and are likely to become customers. Simply put, they have become your potential client pool’s hand-raisers. Remember, MQLs aren’t ready to buy yet, but they will respond to deliberate nurturing.

SQLs, on the other hand, are further along in the buying journey and are ready to make a deal. They correspond to your buyer persona profiles and are likely to speak with a sales representative.

One of the key distinctions between these two is their willingness to buy. An MQL is unlikely to be ready to buy your product right away, whereas a SQL is a qualified lead that may be approached by your sales team right away.

Pro Tip: Transitioning from MQL (Marketing Qualified Lead) to SQL (Sales Qualified Lead) is a time-critical process, and as a marketer, it’s crucial not to overlook this timeframe. Gaining a comprehensive grasp of the buyer’s journey and the qualification cycle enables you to assess the stage at which leads currently reside and subsequently relay them to the sales team.

How the Qualification of the Leads Fit in Your Buyers’ Journey

There’s three stages in the buyer’s journey: awareness, consideration, and decision. And a SQL passes through each of these stages before being a SQL.

It starts with the awareness stage. If you are dealing with a lead at this level, it means your lead begins to consider your product. They have progressed to MQLs. Finally, when leads begin to consider your product/service as a solution to their pain areas, they become a sales qualified lead and are ready to be approached by your sales team.

So, what is your first step in determining when to advise your salesperson if a lead is sales qualified?

Sync Sales & Marketing  for Better Results

According to a Marketo Research, when Sales and Marketing are synced they yield better results in terms of closing deals.

For a comprehensive analysis of the MQL to SQL conversion, it’s crucial to have a robust connection of sales and marketing teams. Sharing insights regarding target markets, customer profiles, and behavioral patterns enables a more accurate identification of leads that require further nurturing and those poised for advancement through the sales pipeline.

This collaborative effort seeks answers to key questions:

1. What are the characteristics of an ideal lead?

2. Why do certain leads become disqualified during the final stages?

3. Which content assets, and in what quantity, have successful leads engaged with?

4. Which referral sources exhibit the highest closing rates?

These inquiries naturally lead us to the next question: How can this collective knowledge be effectively leveraged to enhance conversion rates, thereby optimizing resource utilization?

Lead Scoring Metrics

Let’s get one thing clear. Not every lead is ready for sale. Leads, on the other hand, can be developed.

If your marketing staff begins forwarding every query to the sales team, you will just waste your sales team’s time, resulting in a less-than-satisfactory customer experience. Sometimes those leads are simply kids who need to read your ebook for an assignment or to prepare for an exam. Sometimes they are job searchers who are hurriedly gathering as much information as possible.

As a result, it is critical to carefully examine each lead’s intent. And, in order to discern this intent, you must have an effective behavioral yardstick—specific lead score measures.

As previously said, MQLs are the hand-raisers among the leads. They are more engaged, but not yet ready to buy or speak with a salesperson. As a result, you should exercise caution when selecting the basis, and only high-interest behaviours should trigger a change from lead to MQLs. For example, returning to the product/services specification page, the pricing page, reading the majority of your emails, leaving goods in the cart, and so on.

While the majority of your time will be spent developing accurate metrics for MQLs, the shift from MQL to SQL will be easier to recognise. It may look like signing up for free trials or scheduling a discovery call with sales representatives, or anything similar.

To eliminate all “guesswork” from the cycle, you must sit down with both sides and sketch the lead score measures. You may use your marketing automation software to create a lead scoring system that assigns a monetary value to each activity. These actions could include website visits, downloads, email activity, or social media engagements.

When a lead meets a predetermined threshold, it should be automatically allocated to the sales team.

Despite the fact that settling on a threshold may seem apparent, 46% of B2B marketers have NOT established a lead score threshold that will automatically alert or route leads to sales. Isn’t it strange?

While your lead scoring system will primarily consist of adding up scores, including negative scoring for specific activities (as seen in the figure above) will greatly assist you. For instance, if a qualified lead stops interacting with your product after signing up for a trial and does not react to any emails.

Here are some factors to consider while qualifying leads at each level:

Organizational level: At the organizational level, you are asking essential questions such as if the lead fits within the buyer profiles you have built.****

Opportunity level: This is critical for properly qualifying leads.

You’re probably wondering at this point:

  • If the potential lead needs your product or service,
  • Whether or not the lead can actually purchase and use
  • Whether your product can alleviate your leads’ pain points.
  • Involvement level: You are asking questions concerning BANT (budget, authority, need, and time) at this level.

Stakeholder level: At this level, you raise questions about BANT (budget, authority, need, and time).

Wrapping Up

You should be able to notify your salesperson if a lead is sales qualified by now.

Everyone is pleased when leads are correctly and strategically qualified. Customers believe you understand them, marketing teams believe their qualified leads were contacted effectively, and sales teams are pleased with lead quality since they closed the deal.

Finally, it prevents you from selling to folks who do not want to buy.

When should you inform your salesperson that the lead has sales qualification? Which of the following is one of the most essential lead metrics? Let’s discuss it in the comments area.