Find all best crm features in convergehub

1. nvergeHubOC
#1 Easiest Converged CRM for SMB
Find All Best CRM Features
in ConvergeHub -
The #1 CRM for SMB
nvergeHubOC
#1 Easiest Converged CRM for SMB

2. nvergeHubOC
Find All Best CRM Features
in ConvergeHub - The #1 CRM for SMB
Though CRM solutions plies on their bells and whistles for attracting
customers, in reality, there are a few core functionalities that all best CRM
features, which have the most impact on your business.
Therefore, while you examine your possible options for adopting a CRM,
focusing on these features can prevent you from getting distracted by
functionalities, which in spite of appearing interesting or even promising,
will not be able to do the CRM assisted heavy-lifting tasks that your
business needs now.
Find All Best CRM Features in ConvergeHub
The #1 CRM for SMB

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Why use Customer Relationship Management (CRM) software?
A CRM (Customer Relationship Management) tool is the heart of every
business. CRM software adoption allows organizations to gain business
and customer intelligence with the aim of improving overall productivity
and customer satisfaction. This customer relationship building system
also helps businesses to automate day-to-day mundane tasks and
time-consuming processes, while improving communication and visibility
across an organization.
Therefore, if your company does not have a CRM system yet in place, it
might be a good time for you to start looking for one, which has all the
best CRM features in it.
The wealth of main benefits that most CRM system offers are:
• CRM Sales Automation
• CRM Marketing Automation
• Ticketing and Support CRM Features
• Social CRM Integration
• Mobility and Field Service

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Another way of illustrating the various functions of CRM software is based
on the following parameters, such as:
1. Features related to Sales
2. Features related to Marketing
3. Features related to Service Management applications
4. Features related to Collaborations
5. Features related to Platforms used by a CRM
According to CRM expert and principal consultant at Third Idea
Consulting Marshall Lager:
"Taken as a whole, these features are the core of what CRM is about," he
said. "Without them working together, an organization will wind up with
siloed customer information, which is precisely what CRM is meant to
prevent. They're what you need to have a complete view of your
customers."

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So, here we detail the features to consider when you are selecting a CRM
application, one after another.
Best CRM features related to Sales
Empower your sales team with Salesforce Automation software. SFA
automates the repetitive tasks, which are associated with selling that in
turn enables your sales personals to concentrate more on the act of
closing their deals. Converged CRM like ConvergeHub also provides a
360-degree view of your valuable leads and customers, which provides
your sales reps with precise selling and customer insights. Features like
customized Dashboard along with Account, Contact and Deal
Management enables the sales team to visualize all information from one
application platform.
Dashboard
The dashboard helps you to get real-time snapshots of all your key
metrics. It helps your sales managers to understand the latest
developments in their sales operations from four different panels:
• Deals By Expected Close Date
• Leads By Source
• Lead Acquisition
• Deal Acquisition

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Customizing the required setting of each panel helps the sales team to
get a dynamic view as per their individual needs. For example, clicking on
the Summary side panel on the ConvergeHub CRM window also helps in
visualizing the sales pipeline at its various stages, like the updated data of
the leads, contact, account, and deals.
Many also like ConvergeHub, as users of this CRM can experience easy
navigation, which aids in visiting all the important sections in the CRM,
through the links, which are present on the dashboard itself.
Account Management Module
Using ConvergeHub CRM’s account management software module, you
can enable your sales reps to collectively manage, share, and collaborate
with accounts. Being a cloud based SaaS system sales reps can also
authorize others to access a complete history of each individual accounts
from one common database repository.
You can also add comments, attach files, schedule events, create tasks,
and pin notes to the accounts.
ConvergeHub allows you to reach out to your accounts through phone,
FAX, email, and SMS.

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Refer to all your past deals of the accounts to understand their historical
buying patterns, which increase the up-selling and cross-selling
opportunities apart from setting up loyalty programs for your present
customers.
Contact Management Module
ConvergeHub allows you to add contacts from third party sources using
Developer API and Import tool to experience an easy and powerful means
to store all your business contacts in a shared and centralized cloud
database.
You can also use Microsoft Outlook plug-in to import contact into
ConvergeHub or export it in Excel and PDF format.
Allowing your sales team to get a summary of all the communications
happened between the customers and your company helps to improve
customer service of your brand and organization.
You can also customize the contact management module in ConvergeHub
CRM as per your organization-specific sales processes, which is just
another best CRM feature of ConvergeHub.

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Deals Management Module
The deals management module in this #1 CRM developed for SMBs, helps
to manage and store comprehensive information about deals and leads
that are converted or to be converted, providing a detailed outlook about
every single deal through fields like:
-Account name
-Assigned to
-Lead source
-Sales process
-Sales stage
-Deal value
-Deal type
-Expected closing date
-Conversion probability etc.
You can also associate the deals module with contact, accounts, activities,
and other modules that will help your sales reps to close more deals and
gain further insights into improving future ones.

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Best CRM features related to Marketing
While CRM systems transform sales, marketing-automation completes
the storyline by generating leads and managing lead engagements.
According to Matt Heinz, “World-class sales and marketing organizations need
both teams to succeed and scale.”
Automated Campaigns
ConvergeHub CRM helps marketers to accomplish smarter decisions with
exact information about their customers and prospects, at their
fingertips. Increase your marketing ROI by building and running
automated campaigns across several channels like email, mobile, Web,
and social media to increase footfall and harvest more leads.
As one of the best CRM for the SMB organizations measure your
campaign results, mark the fruitful ones and rectify the areas that need
improvements. ConvergeHub also features real-time visibility of all
marketing performances with customizable and packaged reports.

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ConvergeHub helps you to track campaign results through different fields
like:
-Total Sent / Attempted
-Opened / Viewed
-Link clicked
-Un-subscribed
-Bounce / Invalid
You can also find extremely visual and content rich reports of your
marketing campaigns on established user roles in Line, Pie, and Bar
charts, for quick analysis of your marketing skills.
Create Email Templates
Content specific email marketing templates play a vital role in improving
the effectiveness of your email marketing campaigns. ConvergeHub offers
you predefined email templates in 6 different categories like:
-My Templates
-Business Templates
-Seasonal Holiday Templates
-Newsletter Templates
-Press Release Templates
-Showcase Templates

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You can also create new or customize your pre-created templates with
ConvergeHub Rich-Text HTML Editor.
Create Lists
ConvergeHub the best CRM features the ability to create separate lists
from accounts, target leads, and contacts to increase the impact of your
marketing campaigns. Creating lists helps in targeting different priority
markets through individualized campaigns, by adding segments and
criteria in the lists for launching more specific and focused campaigns.
To create a list use the CRM’s advanced search functions to zero in on the
recipients of previous marketing campaigns, export the list in PDF or
Excel format and send a new campaign targeted to the previous
recipients of the former campaigns. If needed, you can also adjust and
modify the number of subscribers displayed on the list.
Create Broadcasts
ConvergeHub allows you to create, target and run broadcast campaigns
from one interface across 4 mediums like:
-Email
-Direct Mail
-Social Media
-SMS

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You can also perform cross-channel campaign tracking, identify the most
profitable channels, modify your marketing efforts, and so find noticeable
improvement in your ROI
Best CRM features related to Service
Management applications
Use ConvergeHub to streamline organization-wide Customer Support
processes. Instead of handling Sales and Post-sales support from two
different platforms, integrate both under ConvergeHub. This facilitates
you to provide quick resolutions to increase customer satisfaction and
boost cross-selling and up-selling opportunities.
Some of the features in ConvergeHub that make this happen are:
Case Management Module
Manage all your customer cases from a centralized database, for effective
and on-time resolution of your customer issues. You can route and assign
your support services to your help-desk agents across multiple
communication channels like phone, email and the Web.
While resolving an issue support agents can attach relevant files from
their computer or from the ConvergeHub Library.

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You can also analyze the performance of your customer support agents
through impeccable analytical reports.
For frequently complains on known support issues you can use the
Knowledge Base of ConvergeHub for providing faster resolutions by
submitting or editing through canned messages stored in the system.
View Case History
Click on the Issue History section in ConvergeHub to find a quick snapshot
of your customer’s case history. You can get a detailed insight into your
cases from important details like:
- Total number of previous cases
- Assigned customer support agents
- Case resolution status
- Case closure date
You can also comment on the issue history, if needed, as per your specific
requirements.
Web to Case
ConvergeHub, in order to accelerate the resolution process, allows the
system to capture customer support request from the website to include
them in the system’s Cases module.

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As one of its best CRM features, the case is automatically validated and
assigned to the appropriate customer support agent.
ConvergeHub users do not need the help of software professional to build
the web-to-case form. You can just drag and drop the required fields and
select your customer support agent. Once you have set the form header,
form description, button label, form completion message and redirected
URL, all that you need to do is place the embedded code into your
website.
API Integration
To streamline your organization-wide activities it often becomes a
necessity to integrate your CRM with third-party applications.
ConvergeHub allows its users to develop new Business Process
Management applications using .Net, PHP, Java, C, C++, etc or integrate
existing applications as per your requirements, which helps you to get
real-time data visibility of the performance of your staffs from one broad
platform.

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Best CRM features related to Collaborations
ConvergeHub helps you to collaborate with your employees, customers,
and partners on sales opportunities, lead generation, service case, and
marketing campaigns. Simplify your workflow by sharing winning
practices, capturing new ideas with ConvergeHub online collaboration
tools.
Library
Use ConvergeHub document management module to store and manage
all your important files. Provide viewing and editing permissions of all
your documents like presentations, brochures, case studies, and
collaterals to employees based on their organizational hierarchy.
Use tags to make all your documents more searchable in the Knowledge
Base and be notified when a new version of any file is uploaded, to keep
all your information updated.
Calendar
Use ConvergeHub calendar to get reminded about upcoming events. You
can synchronize your Google Calendar with ConvergeHub Calendar by
downloading Google Calendar from the ConvergeHub Apps Store. You can
also export your ConvergeHub Calendar to a third party source as per
your requirements.

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Partner
To improve partner relationship and increase channel partner sales, use
ConvergeHub to directly communicate and share important
documents with your channel partners for better collaboration on deals.
Notifications
As another best CRM features, get an instant view of all important
notifications on your ConvergeHub dashboard.
As a round-the-clock communication channel, use your CRM also to send
notifications to your business associates on client updates, reminders on
upcoming sales and marketing events or meeting rescheduled dates.
Best CRM features related to Platforms used by a CRM
Office based CRM systems are undoubtedly powerful tools, but as
competition increases, it is important for your sales team to be on the top
of the game. Using mobile CRM helps your sales reps to show up in a
meeting with all the information needed for closing the sale.
Mobile
Whether you are traveling within the city or on a business tour,
ConvergeHub mobile CRM platform helps you to manage your business
from your phone 24x7.

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ConvergeHub is available both on Android and iPhone devices. Hence,
update your sales opportunities, monitor the latest lead developments,
act on customer complaints, get social insights, share files, and track your
team’s activities anytime and anywhere using ConvergeHub the #1 Mobile
CRM for SMB.
Takeaway
Now that you are aware of the best CRM features, use ConvergeHub, join
our team and we can help you to make your business smarter- for we
believe that an integrated business is always a smarter business.

18. www.convergehub.com 510.924.1683 info@convergehub.com
nvergeHubOC
#1 Easiest Converged CRM for SMB
ConvergeHub is the #1 easiest converged CRM for SMBs. It can manage all of your
sales, marketing, support, and billing needs, with a converged, full-featured, yet
extremely easy-to-use CRM that is priced within reach. The features are optimized
for small to medium sized businesses that have the same needs as the large
corporations – but don’t have massive budgets to integrate or pay for expensive add-
ons. All ConvergeHub CRM features are built-in, work together flawlessly,
and have a uniform look and behavior. You can use ConvergeHub to automate your
typical day-to-day tasks and marketing automation processes within a simple and
intuitive interface.