converge product overview - crm

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Converge Enterprise ( https://www.convergeenterprise.com/signup.html ) offers Cloud CRM Software for managing your sales, marketing, customer support, and inventory in a single system. FREE 30 days trial.

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Page 1: Converge product overview - CRM

Converge Enterprise

Unified Platform

Product Overview

Powerful yet SimpleCloud computing CRM platform unifying Sales, Marketing, Service and Collaboration, that enables businesses to engage prospects, convert leads and retain customers.

simple. powerful. unified

Converge Enterprise provides one central platform for Sales, Marketing, Service and Collaboration to give you complete visibility into your business. Marketing, Sales and Customer Service teams can work together on one unified platform to grow leads, identify opportunities, close deals and support customers.

It is now more important than ever to align your company’s Sales, Marketing and Service efforts to grow your base of happy successful customers.

Simple and IntuitiveEasy to use screens make data entry a snap. The intuitive navigation helps you get off the ground quickly as you don’t need to sit through long-winded training sessions or plough through complicated documentation. Start using Converge Enterprise and grow into it as it adapts to your skill level.

If you do need a helping hand, we have Page Tours and online Help, and our Product Specialists are always happy to answer your questions any time.

Powerful AutomationLeverage the powerful Automation Engine of Converge Enterprise to automate your business processes and coordinate all day to day operations.

Customize Converge Enterprise at the click of a mouse to adapt to your own business. Import your existing Leads and Contacts. Export your data whenever you want. Create your own Templates. Build your own Reports. Run your own show.

Building relationships with prospects and customers takes team work. Use enhanced Collaboration features of Converge Enterprise to work together and share information to boost productivity.

www.convergeenterprise.comw855.411.CRM9 | 510.924.1683rm [email protected]

Page 2: Converge product overview - CRM

Intuitive Interface

Every prospect is different. Every sale is different. Converge Enterprise allows you to engage prospects through custom sales processes across multiple channels to build long-term relationships and convert them into customers.

Simple navigation and friendly interface ensures user adoption and helps you get off the ground quickly

Enhanced user experience Adapts to your skill level Learns your preferences Learns your preferences Perform tasks with minimum mouse clicks

Unified Platform

One central platform integrating Sales, Marketing and Customer Service gives 360 degree view of your business

Empower sales with full behavioral and activity history of prospects Create, execute and track Create, execute and track marketing campaigns across multiple channels Social Media integration Build dynamic lists and segments Gather leads from website and landing pages using landing pages using web-to-lead forms Handle support cases and share knowledge

Automate your business processes and repetitive activities so that you can spend more time in front of customers

Automation Engine to set business rules Customize for your business Create custom sales Create custom sales processes Build your own Templates

Powerful Automation

Use enhanced Collaborations tools to work together and drive revenue.

Create Teams and Role based permissions Group view Leads, Contacts, Deals and Accounts Track team activities through Shared calendar Manage documents and share files Track Activities and History Send email, SMS, fax messages Hold online meetings Hold online meetings

Internal and External Collaboration

www.convergeenterprise.comw

Intuitive CRM that is easy to use

Integrates sales, marketingand support into a complete business view

Simple to configure, customize, extend

Powerful business processautomation

Multi-channel Campaigns

855.411.CRM9 | 510.924.1683rm [email protected]

Generate more leads

Page 3: Converge product overview - CRM

Get your free trial of Converge Enterprise at https://www.convergeenterprise.com/signup.html Or Call Converge Enterprise at 510.924.1683

Dynamic real-time reports, dashboards and summaries puts important data at your fingertips

Pre-packaged standard reports Build custom reports Schedule automatic email reports reports Campaign analytics Dynamic dashboards Real time summaries Regular Feeds on important Leads and Accounts Advanced filters and saved searches searches

Reports and Analytics

Easy integrations and data interchange with legacy or third party applications

Import Tool Open APIs Pre-built integrations with popular applications such as Go GoToMeeting, Docusign, Google Apps and many more Export anytime Outlook and iCal integration

Open Architecture

Your success is our success. Our Product Specialists are available to answer questions

Professional Services team Define strategy Quick Implementation Expert Advice

Support

www.convergeenterprise.comw855.411.CRM9 | 510.924.1683rm [email protected]

Converge Architecture

Page 4: Converge product overview - CRM

Get your free trial of Converge Enterprise at https://www.convergeenterprise.com/signup.html Or Call Converge Enterprise at 510.924.1683

Boost efficiency of your mobile sales teams through real-time access from any smart phone or tablet

Access Leads, Contacts, Deals and Customer data View Calendar Create Tasks and Meetings Update Notes

Mobile access

Hosted in the cloud at professionally equipped world-class data centers

High-end servers SSL encryption Regular scheduled backups Strict data access control policies policies Updates performed with minimal downtime

Security

www.convergeenterprise.comw

Effective Collaboration Tools

Advanced Reporting and Analytics

Open APIs to integrate with your existing applications

I can recommend Converge Enterprise to any business looking for a powerful and flexible CRM solution.

Salvatore CarrabbaCEO, Salamander Designs

855.411.CRM9 | 510.924.1683rm [email protected]

Page 5: Converge product overview - CRM

Converge EnterpriseCloud based Customer Relationship Management (CRM) software for small and medium businesses.

Integrates Sales, Marketing and Customer Service into one powerful, unified, easy-to-use platform.

simple. powerful. unified

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linkedin.com/company/converge-enterprise

Copyright © 2013 Converge Enterprise, Inc.

All rights reserved. Converge Enterprise and the Converge Enterprise

logo are registered trademarks of Converge Enterprise, Inc.

in the United States, the European Union and other

countries. All other trademarks are the properties of

their respective companies.

www.convergeenterprise.comw855.411.CRM9 | 510.924.1683r

Learn more at www.convergeenterprise.comOr email us at [email protected]

m [email protected]