[Shampa Bagchi]

7 Habits Series - Expert Tips.PNG
7 Habits.PNG
At ConvergeHub, we live and breathe CRM. We’ve analyzed hundreds of successful CRM implementations and noticed some very clear patterns emerge. No matter the industry or size of company, there are a few key practices that always deliver results. These are the 7 habits of highly successful CRM Users..

1. Get Active
2. Map your Workflow
3. Involve all Stakeholders
4. Keep all Customer information in one place
5. Contact Leads and Customers frequently
6. Automate Repetitive Tasks
7. Keep Learning and improving

If you adopt these habits, you will get results from your CRM. If it sounds like a lot, don’t stress – over the next few days, I’ll be sharing some tips to help you focus on each of these areas. I'll also explain why each habit matters and how to accomplish it.

In the meantime, feel free to reach out to us to discuss all your Sales, Marketing and Customer Support questions. http://www.convergehub.com/campaign/...your-live-demo

ConvergeHub’s MCA Edition is built specially for Alternative Lending industry and covers the entire business process starting from running marketing campaigns, managing leads, following up with Merchants, communicating with Lenders to funding Deals and processing Renewals.

Schedule your live demo here http://www.convergehub.com/campaign/...your-live-demo

Learn more here http://www.convergehub.com/mca

[FUNDERS DASHBOARD]

No offense to converge hub as we're sure they have a terrific system which many people use and like, but our platform is years ahead of any CRM solution out there. Developed by a some of the industry's largest ISO's in the tristate, a project which has been in the works for over a year having consisted of our developer team spending countless hours working hands on with the agents/sales reps, bank managers marketing and accounting squads, administrative positions at various shops. Having been on the floor seeing exactly what was needed to a create a system so simple yet so complex to streamline the entire funding process starting from sending out an application to garnering approvals all the way until the funding and renewal stages. See why dozens of brokers like you have been making the switch to Funders Dashboard since we launched last week.
Connect with us
New Users: (718) 475-9454
Tech Support: (718) 478-2709
Or email CRM@fundersdashboard.com

[Sean Cash]

I think convergehub is good

[Shampa Bagchi]

Thanks Sean.. glad you like ConvergeHub