ConvergeHub CRM Collaborations for Sales, Marketing, Service functions

Excel In Your Business with Collaboration

Use ConvergeHub to collaborate with customers, partners and employees on lead generation, sales opportunities, service cases and marketing campaigns. Simplify workflows, capture new ideas, and share winning practices with ConvergeHub online collaboration tools – Library, Partner, and Referral.

Library

Find collaterals, brochures, presentations and case studies for every lead, account, contact, deal and customer service case under one seamless secure platform - ConvergeHub Document Management module. Create folders, sub-folders and maintain complete control over the sharing settings. Also provide viewing, editing, and collaboration rights to employees based on the organizational hierarchy. Upload new versions to the documents. View and download files directly from the library. Do file share across the organization or externally with customers and partners. Get notified when a new version of any file is uploaded. Use tags to make files/folders more searchable in the knowledge database.

Partner

Establish direct communication and collaboration with channel partners through ConvergeHub. Enable your employees to share important documents/collaterals with channel partners to better collaborate on deals. Irrespective of whether your partners use ConvergeHub or not, refer leads and contacts to them for increased channel partner sales and improved partner relationships.

Notifications

Use ConvergeHub Notifications System. Send notifications to one or multiple business associates regarding - client update, meeting rescheduled date or reminder of an upcoming activity. Know instantly about all new notifications from a quick glance at ConvergeHub dashboard. Use the starred option to mark certain notifications as important. Use the archive to move notifications from your inbox into a separate archived messages section.