Converge product overview - CRM

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Pr oductOv er v i ew

si mpl e. power f ul . uni fied

Conver geEnt er pr i se

Power f ul y etSi mpl e Cl oudcomput i ngCRM pl at f or m uni f y i ngSal es, Mar k et i ng, Ser v i ceand Col l abor at i on, t hatenabl es busi nessest oengagepr ospect s, conv er tl eadsandr et ai ncust omer s. Uni f i edPl at f or m Conver ge Ent er pr i se pr ovi desone cent r alpl at f or mf orSal es,Mar ket i ng,Ser vi ce and Col l abor at i on t o gi ve you compl et evi si bi l i t yi nt oyourbusi ness.Mar ket i ng,Sal esandCust omerSer vi cet eamscanwor kt oget herononeuni f i ed pl at f or mt ogr owl eads,i dent i f yoppor t uni t i es,cl osedeal sandsuppor tcust omer s. I ti snowmor ei mpor t antt hanevert oal i gnyourcompany’ sSal es,Mar ket i ngandSer vi ceef f or t st ogr owyourbaseof happysuccessf ulcust omer s.

Si mpl eandI nt ui t i v e Easyt ousescr eensmakedat aent r yasnap.Thei nt ui t i venavi gat i onhel psyougetof ft hegr oundqui ckl yasyoudon’ t need t o si tt hr ough l ongwi nded t r ai ni ng sessi ons orpl ough t hr ough compl i cat ed document at i on.St ar tusi ng Conver geEnt er pr i seandgr owi nt oi tasi tadapt st oyourski l ll evel . I fyoudoneedahel pi nghand,wehavePageTour sandonl i neHel p,andourPr oductSpeci al i st sar eal wayshappyt o answeryourquest i onsanyt i me.

Power f ul Aut omat i on Lever age t he power f ulAut omat i on Engi ne ofConver ge Ent er pr i se t o aut omat e yourbusi ness pr ocesses and coor di nat eal ldayt odayoper at i ons. Cust omi zeConver geEnt er pr i seatt hecl i ckofamouset oadaptt oyourownbusi ness.I mpor tyourexi st i ngLeadsand Cont act s.Expor tyourdat awheneveryouwant .Cr eat eyourownTempl at es.Bui l dyourownRepor t s.Runyourown show. Bui l di ng r el at i onshi pswi t h pr ospect sand cust omer st akest eam wor k.Use enhanced Col l abor at i on f eat ur esof Conver geEnt er pr i set owor kt oget herandshar ei nf or mat i ont oboostpr oduct i vi t y .

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Ev er ypr ospecti sdi f f er ent . Ev er ysal ei sdi f f er ent . Conv er geEnt er pr i seal l owsy out oengagepr ospect st hr ough cust om sal espr ocessesacr ossmul t i pl echannel st obui l d l ongt er mr el at i onshi psandconv er tt hem i nt ocust omer s. I nt ui t i v eCRM t hati seas y t ous e I nt egr at ess al es ,mar k et i ng ands uppor ti nt oa c ompl et ebus i nes sv i ew Si mpl et oc onf i gur e, c us t omi z e,ex t end Power f ul bus i nes spr oc es s aut omat i on Mul t i c hannel Campai gns

I nt ui t i v eI nt er f ac e

Power f ul Aut omat i on

Si mpl enavi gat i onandf r i endl y i nt er f aceensur esuseradopt i on andhel psyougetof ft hegr ound qui ckl y

Aut omat eyourbusi nesspr ocesses andr epet i t i veact i vi t i es sot hatyoucanspendmor et i mei n f r ontofcust omer s

Enhanceduserexper i ence Adapt st oyourski l ll evel Lear nsyourpr ef er ences Per f or mt askswi t hmi ni mum mousecl i cks

Uni f i edPl at f or m Onecent r alpl at f or mi nt egr at i ng Sal es,Mar ket i ngandCust omer Ser vi cegi ves360degr eevi ewof yourbusi ness Empowersal eswi t hf ul l behavi or alandact i vi t yhi st or y ofpr ospect s Cr eat e,execut eandt r ack mar ket i ngcampai gnsacr oss mul t i pl echannel s Soci alMedi ai nt egr at i on Bui l ddynami cl i st sand segment s Gat herl eadsf r om websi t eand l andi ngpagesusi ng webt ol eadf or ms Handl esuppor tcasesand shar eknowl edge

Aut omat i onEngi net oset busi nessr ul es Cust omi zef oryourbusi ness Cr eat ecust om sal es pr ocesses Bui l dyourownTempl at es

I nt er nal andEx t er nal Col l abor at i on UseenhancedCol l abor at i onst ool s t owor kt oget heranddr i ve r evenue. Cr eat eTeamsandRol ebased per mi ssi ons Gr oupvi ewLeads,Cont act s, Deal sandAccount s Tr ackt eam act i vi t i est hr ough Shar edcal endar Managedocument sandshar e f i l es Tr ackAct i vi t i esandHi st or y Sendemai l ,SMS,f ax messages Hol donl i nemeet i ngs

Gener at emor el eads

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Conver geAr chi t ect ur e

Repor t sandAnal y t i c s

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Suppor t

Dynami cr eal t i mer epor t s, dashboar dsandsummar i esput s i mpor t antdat aatyourf i nger t i ps

Easyi nt egr at i onsanddat a i nt er changewi t hl egacyort hi r d par t yappl i cat i ons

Yoursuccessi soursuccess.Our Pr oductSpeci al i st sar eavai l abl et o answerquest i ons

Pr epackagedst andar d r epor t s Bui l dcust om r epor t s Schedul eaut omat i cemai l r epor t s Campai gnanal yt i cs Dynami cdashboar ds Realt i mesummar i es Regul arFeedsoni mpor t ant LeadsandAccount s Advancedf i l t er sandsaved sear ches

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I mpor tTool OpenAPI s Pr ebui l ti nt egr at i onswi t h popul arappl i cat i onssuchas GoToMeet i ng,Docusi gn, Googl eAppsandmanymor e Expor tanyt i me Out l ookandi Cali nt egr at i on

Pr of essi onalSer vi cest eam Def i nest r at egy Qui ckI mpl ement at i on Exper tAdvi ce

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Icanr ecommend Conv er geEnt er pr i se t oanybusi ness l ook i ngf ora power f ul andf l ex i bl e CRM sol ut i on.

Sal v at or eCar r abba CEO, Sal amanderDesi gns

Mobi l eac c es s

Sec ur i t y

Boostef f i ci encyofyourmobi l e sal est eamst hr oughr eal t i me accessf r om anysmar tphoneor t abl et

Host edi nt hecl oudat pr of essi onal l yequi pped wor l dcl assdat acent er s

AccessLeads,Cont act s, Deal s andCust omerdat a Vi ewCal endar Cr eat eTasksandMeet i ngs Updat eNot es

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Hi ghendser ver s SSLencr ypt i on Regul arschedul edbackups St r i ctdat aaccesscont r ol pol i ci es Updat esper f or medwi t h mi ni maldownt i me

Ef f ec t i v eCol l abor at i on T ool s Adv anc edRepor t i ngand Anal y t i c s OpenAPI st oi nt egr at e wi t hy ourex i s t i ng appl i c at i ons

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Conver geEnt er pr i se Cl oudbasedCust omerRel at i onshi pManagement( CRM) sof t war ef orsmal l andmedi um busi nesses. I nt egr at esSal es, Mar k et i ngandCust omerSer v i cei nt oone power f ul , uni fied, easy t ousepl at f or m. Lear nmor eatwww. c onv er geent er pr i s e. c om Oremai l usati nf o@c onv er geent er pr i s e. c om t wi t t er . com/ conver ge_cr m f acebook. com/ conver geent er pr i se l i nkedi n. com/ company/ conver geent er pr i se

Copyr i ght© 2013Conver geEnt er pr i se, I nc. Al lr i ght sr eser ved.Conver geEnt er pr i seandt heConver geEnt er pr i se l ogoar er egi st er edt r ademar ksofConver geEnt er pr i se, I nc. i nt heUni t edSt at es, t heEur opeanUni onandot her count r i es.Al lot hert r ademar ksar et hepr oper t i esof t hei rr espect i vecompani es.

si mpl e. power f ul . uni fied

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