Whether you are new to the world of CRM, or considering migrating from another, these short and pointed videos will show how you can greatly improve your results with ConvergeHub.
The Remember Search functionality in ConvergeHub CRM helps in remembering and retaining the search criteria and the results of your search, in all the modules individually, till your work gets done. View this video to learn how you can use...
Manage your operation efficienty using Teams and ACL roles in ConvergeHub. View this video to learn how you can Create Team and then assign it to a ACL role as per your preferences.
Sync your Google Calendar to ConvergeHub CRM from your Google account. View this video to learn how you can bring all of your tasks, events, and meetings from your Google Calendar to your ConvergeHub CRM. Stays updated by referring to...
ConvergeHub has incorporated Gmail app within its application to automatically fetch the large chunk of client conversations that happen over Gmail. Post this integration, users get a streamlined and organized view of their Gmail inbox and sent items straight inside...
Attaching necessary files to a Case provides additional help to the support agents to speedily resolve customer problems. This video shows you how to 'Attach files to a Case' in ConvergeHub.
Schedule events like call and meeting in relation to a Partner in the CRM. This video shows you how to 'Schedule events for a Partner' in ConvergeHub.
Send email, Call or Meet – set any type and number of tasks for a case within ConvergeHub. This video shows you how to 'Create task for a case' in ConvergeHub.
Mass updating helps you save time by simultaneously updating multiple items in one click. This video shows you how to 'Mass update cases' in ConvergeHub.
Create, send, and track email campaigns that help you build lasting relationships with your customers. This video shows you how to 'Launch email campaigns' through ConvergeHub.
Create customized templates to increase the impact of your marketing campaigns. This video shows you how to 'Create templates' in ConvergeHub.
Get the benefit of adding your marketing targets in a flash. This video shows you how to 'Create targets' speedily in ConvergeHub.
Once the lead has progressed to the buying stage, it can be qualified and converted to a contact and deal. This video shows you how to 'Convert leads into contacts and deals' in ConvergeHub.