ConvergeHub Features
What are the features of ConvergeHub?
Sales Force Automation
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Customer Contract Management
Marketing Automation
- Email Marketing
- Campaign Management
- Lead Management
Reporting & Analytics
- Reporting
- Dashboards
- Basic Reporting
Email Marketing
- Building and Personalizing Emails
- Manage Email Deliverability
Lead Management
- Marketing Lead Database
- Segmentation
- Lead Nurturing
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Technology Glossary Features
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ConvergeHub Categories on G2
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Platform
Customization | As reported in 13 ConvergeHub reviews. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | 85% (Based on 13 reviews) | |
Workflow Capability | As reported in 12 ConvergeHub reviews. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | 88% (Based on 12 reviews) | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 12 reviewers of ConvergeHub have provided feedback on this feature. | 93% (Based on 12 reviews) | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. | Not enough data | |
Sandbox / Test Environments | Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | Not enough data | |
Document & Content Mgmt. | Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. | Not enough data | |
Performance and Reliability | As reported in 13 ConvergeHub reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 91% (Based on 13 reviews) | |
Output Document Generation | As reported in 12 ConvergeHub reviews. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | 92% (Based on 12 reviews) | |
Customization | System provides sufficient customization to meet business requirements 12 reviewers of ConvergeHub have provided feedback on this feature. | 92% (Based on 12 reviews) | |
Workflow Capability | Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. This feature was mentioned in 12 ConvergeHub reviews. | 93% (Based on 12 reviews) | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 12 reviewers of ConvergeHub have provided feedback on this feature. | 94% (Based on 12 reviews) | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. | Not enough data | |
Sandbox / Test Environments | Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | Not enough data | |
Performance and Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. 12 reviewers of ConvergeHub have provided feedback on this feature. | 94% (Based on 12 reviews) | |
Output Document Generation | Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | Not enough data | |
Mobile User Support | Allows software to be easily used on multiple mobile devices include phone and tablet devices. | Not enough data | |
Customization | Allows users to customize chat colors, text, logos, and branding. | Not enough data | |
User, Role, and Access Management | Based on 10 ConvergeHub reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 95% (Based on 10 reviews) | |
Integration | Integrates with other customer service software to improve support and enhance functionality This feature was mentioned in 10 ConvergeHub reviews. | 95% (Based on 10 reviews) | |
Reporting | Provides analytics tools that reveal important business metrics and track progress | Not enough data | |
Dashboards | Displays important metrics relating to performance | Not enough data |
Sales Force Automation
Contact & Account Management | Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. This feature was mentioned in 19 ConvergeHub reviews. | 90% (Based on 19 reviews) | |
Partner Relationship Mgmt. (PRM) | Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information This feature was mentioned in 11 ConvergeHub reviews. | 89% (Based on 11 reviews) | |
Opportunity & Pipeline Mgmt. | Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. This feature was mentioned in 19 ConvergeHub reviews. | 88% (Based on 19 reviews) | |
Task / Activity Management | Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. 20 reviewers of ConvergeHub have provided feedback on this feature. | 90% (Based on 20 reviews) | |
Territory & Quota Management | Based on 13 ConvergeHub reviews. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | 87% (Based on 13 reviews) | |
Product & Price List Management | As reported in 13 ConvergeHub reviews. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. | 90% (Based on 13 reviews) | |
Quote & Order Management | Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. 13 reviewers of ConvergeHub have provided feedback on this feature. | 91% (Based on 13 reviews) | |
Customer Contract Management | As reported in 18 ConvergeHub reviews. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. | 89% (Based on 18 reviews) |
Marketing Automation
Email Marketing | Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. 19 reviewers of ConvergeHub have provided feedback on this feature. | 89% (Based on 19 reviews) | |
Campaign Management | Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. 20 reviewers of ConvergeHub have provided feedback on this feature. | 90% (Based on 20 reviews) | |
Lead Management | Based on 20 ConvergeHub reviews. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | 93% (Based on 20 reviews) | |
Marketing ROI Analytics | As reported in 14 ConvergeHub reviews. Enables analysis of effectiveness of an organizations various marketing activities | 89% (Based on 14 reviews) |
Customer Support
Case Management | See feature definition | Tracks issues/help requests reported by customers through the resolution process. This feature was mentioned in 13 ConvergeHub reviews. | 96% (Based on 13 reviews) |
Customer Support Portal | Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. 13 reviewers of ConvergeHub have provided feedback on this feature. | 94% (Based on 13 reviews) | |
Knowledge Base | As reported in 12 ConvergeHub reviews. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. | 94% (Based on 12 reviews) | |
Call Center Features | Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. | Not enough data | |
Support Analytics | Enables analysis of customer support activities to optimize customer support professionals, processes and tools. 12 reviewers of ConvergeHub have provided feedback on this feature. | 89% (Based on 12 reviews) |
Integration
Data Import & Export Tools | Ability to input, modify and extract data from the application in bulk through a structured file. 13 reviewers of ConvergeHub have provided feedback on this feature. | 94% (Based on 13 reviews) | |
Integration APIs | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | Not enough data | |
Breadth of Partner Applications | Based on 10 ConvergeHub reviews. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | 85% (Based on 10 reviews) | |
Data Import & Export Tools | Based on 11 ConvergeHub reviews. Ability to input, modify and extract data from the application in bulk through a structured file. | 94% (Based on 11 reviews) | |
Integration APIs | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | Not enough data | |
Breadth of Partner Applications | To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | Not enough data | |
Accounting | Provide integration with accounting and financial management software | Not enough data | |
Payments | Integrates with other payments software | Not enough data | |
ERP | Deliver integrations with accounting modules of ERP systems | Not enough data |
Mobile & Social
Social Collaboration Features | Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone | Not enough data | |
Mobile User Support | As reported in 12 ConvergeHub reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices. | 86% (Based on 12 reviews) |
Reporting & Analytics
Reporting | Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. This feature was mentioned in 18 ConvergeHub reviews. | 90% (Based on 18 reviews) | |
Dashboards | Based on 19 ConvergeHub reviews. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | 89% (Based on 19 reviews) | |
Basic Reporting | As reported in 15 ConvergeHub reviews. Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives. | 96% (Based on 15 reviews) | |
Web Analytics | Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity. | Not enough data | |
ROI Analytics | Based on 10 ConvergeHub reviews. Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward. | 93% (Based on 10 reviews) | |
Revenue Analytics | Based on 10 ConvergeHub reviews. Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline. | 93% (Based on 10 reviews) |
Email Marketing
Building and Personalizing Emails | Based on 17 ConvergeHub reviews. Create and design emails with an editor; manage templates; personalize dynamically | 90% (Based on 17 reviews) | |
Sending Outbound Emails | Create targeted lists, schedule and manage bulk email sending. 14 reviewers of ConvergeHub have provided feedback on this feature. | 92% (Based on 14 reviews) | |
Manage Email Deliverability | Based on 15 ConvergeHub reviews. Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring. | 92% (Based on 15 reviews) | |
Automated Email Responses | As reported in 12 ConvergeHub reviews. Set up automated nurturing emails based on events, online activities, and lead scores | 92% (Based on 12 reviews) |
Online Marketing
Landing Pages and Forms | Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information. | Not enough data | |
Dynamic Content | Based on 11 ConvergeHub reviews. Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects. | 94% (Based on 11 reviews) | |
Mobile Optimized | Based on 11 ConvergeHub reviews. Support mobile-optimized emails, online forms, and landing pages. | 89% (Based on 11 reviews) |
Lead Management
Marketing Lead Database | A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history. 17 reviewers of ConvergeHub have provided feedback on this feature. | 93% (Based on 17 reviews) | |
Data Quality Management | As reported in 13 ConvergeHub reviews. Data quality consists of deduplication, cleansing, and appending your marketing database. | 92% (Based on 13 reviews) | |
Segmentation | Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information. This feature was mentioned in 14 ConvergeHub reviews. | 93% (Based on 14 reviews) | |
Lead Scoring and Grading | Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization. 13 reviewers of ConvergeHub have provided feedback on this feature. | 92% (Based on 13 reviews) | |
Lead Nurturing | As reported in 15 ConvergeHub reviews. Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps. | 96% (Based on 15 reviews) | |
Online Behavior Tracking | Based on 11 ConvergeHub reviews. Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks. | 89% (Based on 11 reviews) | |
Automated Alerts and Tasks | Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device. This feature was mentioned in 12 ConvergeHub reviews. | 89% (Based on 12 reviews) | |
CRM Lead Integration | Sync lead, contact, account, and opportunity information with your CRM system. 14 reviewers of ConvergeHub have provided feedback on this feature. | 94% (Based on 14 reviews) |
Campaign Management
Program Management | See feature definition | Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI. 11 reviewers of ConvergeHub have provided feedback on this feature. | 92% (Based on 11 reviews) |
Event / Webinar Marketing | Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar. | Not enough data | |
Calendaring | Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR. This feature was mentioned in 10 ConvergeHub reviews. | 93% (Based on 10 reviews) | |
Budgeting | Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices. 10 reviewers of ConvergeHub have provided feedback on this feature. | 92% (Based on 10 reviews) |
Social
Social Listening | Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores. | Not enough data | |
Social Sharing | Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions. | Not enough data | |
Social Campaigns | Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets. | Not enough data | |
Social Media Engagement | Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails. | Not enough data | |
Social Media Advertising | Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time | Not enough data |
Ticket and Case Management
Ticket Creation User Experience | User Experience of creating and submitting a ticket | Not enough data | |
Ticket Response User Experience | User Experience of responding and receiving a response | Not enough data | |
Workflow | Route tickets based on values of fields, changes to ticket status and time based conditions | Not enough data | |
Automated Response | Respond to common requests with standard reply | Not enough data | |
Attachments/Screencasts | Documents and files can be attached to the ticket to communicate with customer issues/resolutions | Not enough data | |
Ticket Collaboration | Share and collaborate on tickets with multiple customer service representatives | Not enough data | |
Customer/Contact Database | Central repository for account and contact information | Not enough data |
Communication Channels
Customer Portal | Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents | Not enough data | |
Email to Case | Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket | Not enough data | |
Social Media Integration | Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks | Not enough data | |
Voice | Make and receive calls directly in the application. Track and record calls for analysis. | Not enough data |
Bill Generation
Templates | Provide standard invoice templates that can be customized by users | Not enough data | |
Digital Billing | Ability to convert invoices to digital formats such as PDF | Not enough data | |
Recurring Billing | Automatically generates invoices at pre-defined time intervals | Not enough data |
Bill Processing
Consolidation | Allow users to consolidate multiple invoices into one | Not enough data | |
Batch Invoicing | Ability to create multiple types of invoices | Not enough data | |
Management | Manage invoicing for different types of products or services | Not enough data |
