converge enterprise - free cloud based crm software

8/14/2019 Converge Enterprise - Free Cloud based CRM Software

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Welcome to Converge EnterpriseSimple, Cloud Based, Affordable CRM Software


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What is CRM?

CRM refers to themethodologies used forbetter and effectivemanagement ofcustomer relations. It

helps an enterpriseunderstand, anticipate,analyze and manage itscurrent and potentialcustomers.


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CRM A Shift from the TraditionalMarketing concept! How did itdevelop?

1980s witnessed a drastic change of customer power.Supply exceeded demands that broke the monopoly ofmanufacturers. Customers got more options to choosefrom. Sellers had reduced control over the market.

Solution was

Improve customer relations for better customer retention and acquisition.


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CRM focuses on CUSTOMER LOYALTY

A customer travels through 6 stages to develop loyalty for an organization.

1. Realization: The company offers theproducts/services I require

2. Convenience: The product/servicesare easily accessible3. Trust: The quality of the

products/services is fine4. Satisfaction: The transaction is smooth5. Relation: The company understands

my needs and acts in my favor6. Loyalty: The relationship is mutually

beneficial and most importantly onmy conditions.


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Why is CRM important?

A feature rich CRM system analyzes customer data andhelps an enterprise identify its most loyal customers. Sales,marketing and customer-service professionals can focuson the loyal customers to continue enjoying theirallegiance.

Harvard Business School 80% companies lose 20% oftheir customers periodically.These 20% (if loyal) account up

to 50% of the total profit.


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How easy it is for an organization tomaintain relation with a customer?

CRM enables an organization to create and manage relationship withthe customers through 3 steps:

Identify/Recognize Categorize Interact/Communicate

Lets dig deeper into each of them:


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Identification

Customer identification is important to know -

A CRM acts as a unified platform for sales, marketing and

customer-service professionals to identify customers quickly(without juggling between different communicationchannels).

Customer identification is important to know

Who they are What are their needs


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CategorizationAccording to researches, 20% of the customers (if loyal)account a substantial amount of overall profit. Togeneralize them with other regular buyers can cost anorganization dearly.CRM helps categorizing loyal customers which further helpssales, marketing and customer-service professionals to

understand

1. Current value of the customer to the organization

2. Lifetime value of the customer to the organization (whether and how muchwill/can contribute to the organization).

Once the value is understood, organizations can customize their approach to them.


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Interaction

Interaction = direct information from thecustomers = precise understanding oftheir needs = serve them in the mostexceptional way than other competitors.

CRM helps company professionals capitalize on customer interactions to buildstronger and greater business value. Their interactions convert into collaborationwhich is mutually beneficial for both parties.


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Customer Behavior Analysis

An organization cannot hold a good customer retention andacquisition rate unless it comprehends its customer behavior.

A well structured CRM system provides aggregate customer records, pasttransactions and purchase patterns for an exact customer-specific analysis.

How CRM helps understand customer behavior


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How do organizations benefit?

With a complete analytical view of the customer records (such asorders, products/services sold, returned products/services,agreements), organizations understand

1. Which customers will buy products regularly ? 2. Which customers will likely take part in different marketing campaigns ? 3. Which customers can switch loyalty ? 4. What type of communication the company should make to the

customers ?


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Planning to implement CRM in yourenterprise?

Waitand first answer these 5 essential questions

1. What is the nature of your business ?2. What is the current working model in your enterprise ? 3. What kind of IT infrastructure your enterprise has ? 4. What are your future expansion plans ? 5. What form of CRM is appropriate for your enterprise ?

Right choice of CRM vendor and right planning of CRM implementationguarantees success. To make the most of your CRM investment, makesure you focus on both these factors.


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Converge Enterprise is anestablished name in the field ofCloud CRM.

With the right combination ofexpertise and dedication, weoffer our clients an ideal businesscontact managementapplication, suited for SMBs ofdiverse verticals.

Post the implementation of ourCRM solution, you can beassured of a completeautomation of your businessprocesses.

Example - Set the trigger for afuture date and set a span for amarketing campaign to run andthe rest will be taken care of byConverge DRIP marketingautomation.

How can Converge Enterprise beyour perfect CRM vendor?


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Benefits of Converge CRM

Converge CRM helps you in 11 different ways to improve your business

1. Single interactive dashboard screen2. Controlled data access through team

management tools3. Daily activity management from calendar

dashboard4. Automated sales process5. DRIP marketing automation6. Customized collaborative reports for daily

update7. Easy & accurate data import8. Unified social platform for employee-

customer collaboration9. Easy customization solutions to suitdifferent industries

10. Easy storage and sharing of documents11. Google App Integration


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Impressed by the features but worried about the price?

$9 /user/month$99 for annual purchase

Lite $29 /user/month$319 for annual purchase

Professional

$59 /user/month$649 for annual purchase

Premium

Unlimited Leads 500 MB Storage Resource Library

All Lite features plus Unlimited Contacts 2500 emails per month 2 GB Storage Deals Email Templates Lists and Segments Web-to-Lead Mass Emails Campaigns Social Feeds Resource Library Import Export Customizable Reports Roles and Permissions App Store

All Pro features plus Custom Fields 5000 emails per month 4 GB Storage Automation Rules Products Quotations Invoices SocialCRM* Fax Integration App Store


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Converge Enterprise

39899 Balentine Drive, Suite 200Newark, CA 94560Ph No - 855.411.CRM9Ph No - 510.924.1683Email - [email protected] www.convergeenterprise.com

Contact Us

Have a few queries? No issues! Speak to our consultants.
mailto:[email protected]://www.convergeenterprise.com/http://www.convergeenterprise.com/mailto:[email protected]

converge enterprise - free cloud based crm software

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