How to Get Started with Convergehub CRM

How to Get Started with Convergehub CRM

According to the  Software Reviews,  ConvergeHub is one of the leading customer-focused CRM products in the market.  This new-age CRM software product is not just a customer relationship management program, but rather a high-end exclusive program that helps businesses manage their sales, marketing, and customer service operations. It is an all-in-one CRM software that brings a wide range of tools and functionalities to streamline business processes, increase productivity, and enhance customer satisfaction.

ConvergeHub Specialities

What makes ConvergeHub CRM extremely special is its customizable dashboards. It offers a 360-degree view of your business and maintains a detail track of key metrics of sales figures, support tickets, and customer engagement. With a detailed list of data at your access anytime, it’s easier to take data-driven decisions and identify areas for improvement. Specifically, a  CRM system like ConvergeHub helps businesses make strategic decisions without any manual intervention.

ConvergeHub comes with a robust suite of marketing automation tools, which includes email marketing and lead nurturing features that are exclusively beneficial for customer relationship nurturing. It helps SMBs as well as the  growing  enterprises to reach out, attract and retain the potential customers. Additionally, ConvergeHub CRM offers a robust sales management module, which helps businesses track leads, manage deals, and close sales more efficiently.

ConvergeHub CRM comes with an amazing customer service module, that is interactive and intuitive at the same time. This interactive product offers exceptional ways to manage customer issues, respond to inquiries, and provide multichannel support through multiple channels, including email, phone, and social media.

ConvergeHub CRM is an easy-to-use, comprehensive CRM solution that makes businesses, irrespective of their sizes improve operational efficiency and grow their customer base. Its industry-led features and customizable interface make it a  powerful tool to offer businesses a competitive edge and stay ahead in today’s competitive marketplace.

Here’s how to start using the software, right from the scratch

ConvergeHub brings a wide range of subscription plans for companies’ diverse budget plans. From startups to small businesses to big enterprises, ConvergeHub CRM offers top-notch customized plans that suit their needs in a holistic manner. It has sales and marketing automation features, by virtue of which it can help companies manage these departments while being a great solution for the customer service department.

Step 1: Register for a ConvergeHub account

Once you are done with the free trial,  you can sign up for an account. Signing up is free and for that, you can visit the website and click on the “Sign Up” button. You can get the signup button from anywhere on the website. Fill the the basic information, like the company name, business  information,  industry it belongs to and the connect details ike name,  email address, phone number and  all.

As a registered user, you can check out the features and benefits of each plan and then make a choice. You can also schedule a meeting with the ConvergeHub experts to discuss your requirements before choosing a plan.  

Step 2: Set up your account

This is the next step that you need to do as a registered user. While you make a subscription plan and are all ready to set up the account, you can get to customize your  ConvergeHub account. When you talk with the experts they can also help you with an a-la-carte plan that’s business-specific. For example, you can custom fields to collect specific information about your customers or create custom reports to track key metrics.

Step 3: Import your data

The account is set,  the pricing plan is chosen and it’s time to import your data in the system. This can include information about your customers, sales leads, and marketing campaigns. For that you would  need to export that from your existing system. With ConvergeHub you can expect a wide variety of import options and that too in various formats. Also, it can be effortlessly integrated with popular software tools like Google Sheets and more, through which data import can be easier than ever.

Once your key data is imported, you can effortlessly start managing your  sales, marketing, and customer service operations using the platform

Step 4: Get Your Customized Dashboard

One of the finest features of ConvergeHub CRM system is the customizable dashboard.  Believe it or not,, any  company right from the small startups to big firms, everyone will need this.

It helps you view as well as track the important data regarding sales, customer interactions and more, so that you can track core KPIs and  evaluate your growth  graph. To customize your dashboard, go to the  “Dashboard” tab in your ConvergeHub account, and then click on “Customize” in the top right corner.

You can now easily choose the widgets you want to display on your dashboard. Choose only the one that matters. The theme and design of the widgets can be chosen as your preference. There are customer engagement widgets, sales figure widgets and more.

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Step 5: Set up your sales pipeline

ConvergeHub automates your Sales pipeline and makes it easy to set up and manage your sales pipeline. Gone are the days when you have to create a  list of the targeted recipients for sending out sales emails, following up with their purchase query, and more.

Now things are sorted with ConvergeHub CRM custom dashboard which brings everything right from email message ending, following up, and response management under one dashboard. All you need is to click on the “Sales Pipeline” tab in your account, and later on, click  “Add Stage” to create new stages in your pipeline.

On the Sales pipeline widget, you can check o your  “Lead,” “Qualified Lead,” and “Opportunity.” Accordingly, you can also assign sales reps to specific stages in the pipeline, and track the progress of each deal as it moves through the pipeline.

Now you are all set to create marketing campaigns

The best part of ConvergeHub CRM is marketing automation and you can really do it best with  ConvergeHub CRM software. This all-in-one CRM system lets you take care of the marketing efforts with its variety of marketing automation tools that help attract and retain customers.

To create a marketing campaign in ConvergeHub, simply click on the “Marketing Campaigns” tab in your account, and then click on “Create Campaign” to get started. From there, you can choose from a variety of campaign types. So, what are you waiting for? Start with ConvergeHub, the all in one CRM product today.

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