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HubSpot for For-Profit Companies.

Most HubSpot Partners are Marketing Agencies.

At Convergence, we're Extra Strong with CRM.

We know complex, business to business sales because we've lived it.

We've been in the field, generating our own leads and closing deals.

Medical Software,  ERP Software, Technology Services Sales

Industrial Drive Systems, Corporate Training Sales, Ad Tech, Equity Investments in Start Up's, and more.

We also have a background in Fashion, Apparel, Textile Manufacturing, Additives, etc.

(sounds easy but we understand the inverse Bill of Materials Concept - where a few raw materials can produce thousands of finished goods).

Easy CRM

Companies, Contacts and Projects and more. This is the easiest CRM system to learn.

Marketing and Leads

A full marketing suite for community communications and lead generation. Our tools make it easy to generate and nurture leads on the buyers journey.

Events

Integrated with Event Brite or use our marketing tools and CRM system together to promote events, accept payment and take reservations.

Invoice - Accounting

Connects to accounting systems like QuickBooks Online and many more. Accept payments online.

Customer Service

Track all support tickets and services provided. Build a searchable, online knowledge base for internal or client use. Deploy custom surveys and keep your fingers on the pulse.

We've worked with... 

  • Software / Technology Companies, SaaS.
  • Professional Services Organizations - consultants, CPA's, engineering firms, field services, marketing and PR agencies, training providers, schools.
  • Manufacturing - we have a background in ERP, WMS software for manufacturing  / distribution companies. Extra expertise for apparel and textile companies, rolled goods, and fashion. 
  • Education - Raisers Edge + HubSpot.

 HubSpot Optimize

  • Take HubSpot to the Next Level with Sales, Marketing,  Lead Generation.
  • Quick Start programs for Start Up Businesses that are working with our Incubator / Accelerator clients.
  • HubSpot training and configuration.
  • HubSpot Portal Replication - using our in-house tool (MergeSpot).
  • Custom Object Creation

Manufacturing - Distribution 

"We are in growth mode and use QuickBooks for accounting. We've got Fishbowl to manage inventory and not much of a CRM. We sell to dealers. We manufacture, design and distribute. We have warranties and a service department." 

"We're on a mission to boost sales, improve customer service (Our CEO is obsessed with Customer Service), and we need to out market our competition".

How Can HubSpot Help?

  • CRM to Track and manage Direct Sales - New Dealers. 
  • Full Marketing Suite to generate leads and communicate with customers / dealers / prospects / partners.
  • Knowledge base - searchable by the public, by customers with password, by employees. Store service bulletins, recalls, product updates, service manuals, etc.
  • Tickets - for customer support, returns, bench, etc.
  • Real time reports for the board and owners.
  • Forecasting helps the factory, buyers, etc. plan ahead for production.
  • Custom surveys, Dealer applications, and more.
  • Email marketing - upsell, service updates, etc.
  • Referral Program.
  • Field reps - dictate notes into the mobile CRM app.
  • HubSpot Sales Hub
  • HubSpot Marketing Hub
  • HubSpot Service Hub

Software - Services Tech Companies

"We are in growth mode and use QuickBooks for accounting. We've built amazing tech and now we need to see more growth and provide support to our customers." 

How Can HubSpot Help?

  • CRM to Track and manage the sales and pre-sales teams.
  • CRM to track outbound prospecting.
  • Marketing and CRM to coordinate on inbound leads.
  • Full Marketing Suite to generate leads and communicate with customers / dealers / prospects / partners.
  • Knowledge base - searchable by the public, by customers with password, by employees.  Tech updates, upgrades, and more.
  • Tickets - for customer support - even a customer portal can be used to share ticket process with clients.
  • Real time reports for the board and owners.
  • Use projects and pipelines to handle customer onboarding.
  • Sync with Asana, slack and more.
  • Custom surveys.
  • Email marketing
  • Referral Program
  • HubSpot Sales Hub
  • HubSpot Marketing Hub
  • HubSpot Service Hub
  • HubSpot Reporting

HubSpot Video