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.
Happy HubSpot Clients In
Solar Panel Installation -Retail and Commercial (www.solarcrmpros.com)
Technology Services Sales, Software and SaaS Companies
Cannabis Manufacturing / R&D
Manufacturing
Transportation and Logistics (freight brokers)
Professional Services: CPA, Corporate Training Sales, Ad Tech, Consulting
We also have a background in Fashion, Apparel, Textile Manufacturing, Additives, etc.
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