We’re excited to share about our All-In-One CRM, a powerful CRM software built for small and medium businesses by Converbiz Technologies We believe All-In-One CRM will help grow your business quickly and manage your day to day business operations with ease and efficiency. Managing every aspect of your business on your own is daunting task. All-In-One CRM will address all aspects of Sales, Marketing, Supply Chain, Procurement, Invoicing, Payment and Collection automation. As your business grows and you take on more employees, this CRM will grow with you, yet remains efficient and powerful.

1. ConverBiz
A Business Convergence Company
ConverBiz
Bringing Data Closer......
All-In-One
CRM

2. Copyright © 2018, ConverBiz and/or its affiliates. All rights reserved.Converbiz
Lead-to-Cash Transformation Marketing, Sales & Supply Chain
Account Mgmt.
Product Mgmt.
Supplier Mgmt.
Inventory
Lead
Opportunity
Order Mgmt.
Configure, Price, Quote
Billing & Collection
Activity
Document Management
Dispatch
All-In-One
CRM

3. Copyright © 2018, ConverBiz and/or its affiliates. All rights reserved.Converbiz
Campaign Management
3
Campaign –
• Interactive digital content
with video, banners and
product images can be
Designed using our campaign
tool.
• This content can be sent to
existing customers or new
prospects.
• Campaign can be launched in
by
• Mobile
• Email
• Social media
• Campaign response for
prospects will be captured in
Campaign Dashboard.

4. Copyright © 2018, ConverBiz and/or its affiliates. All rights reserved.Converbiz
Campaign Dashboard
4
Campaign Dashboard captures
various insights that will reflect
effectiveness of a campaign as
mentioned below.
i. Campaign engagement : # of
messages sent, # of messages
delivered, # of messages
viewed, # of multiple views.
ii. Content engagement : # of
videos viewed, # of videos not
viewed, total view time.
iii. Banner engagement : # of
banner views for each banner.
iv. Call for action : # of call for
action with details.
v. Appointment : # of
appointments with details.
vi. Interested : # of interested
with details.
vii. Leads : # of Lead with details.

5. Copyright © 2018, ConverBiz and/or its affiliates. All rights reserved.Converbiz
Lead Management
5
Leads –
This refers to prospective
customer who has
expressed interests in the
products/services. This
deals with the steps for
Converting prospects into
Leads and then
Opportunities.
You can convert prospects
who have are expressed
interest to leads.

6. Copyright © 2018, ConverBiz and/or its affiliates. All rights reserved.Converbiz
Opportunities
6
Opportunities –
This refers to steps for
converting Opportunities
into acceptance from
customers. This involves
multiple interaction with
prospective customer to
generate proposal with
technical, commercial
details and terms and
conditions.

7. Copyright © 2018, ConverBiz and/or its affiliates. All rights reserved.Converbiz
Configure, Price and Quote
7
Configure, Price,
Quote –
This refers to steps
for Configure,
Pricing and Quote.
User can get
pricing based on
standard or non
standard parts.
Standard products
refers to existing
products with
standard features
and predefined
price.
Non standard
products refers to
customized
products based on
customers specific
needs.
Technical
parameters
Commercial
terms
Payment Terms
and Conditions

8. Copyright © 2018, ConverBiz and/or its affiliates. All rights reserved.Converbiz
Sales Orders
8
Sales Orders–
This refers to steps for
creating Sales order. Sales
orders can be created from
proposal or recreated from
existing Sales orders.
Converbiz Technologies Pvt ltd
Converbiz

9. Copyright © 2018, ConverBiz and/or its affiliates. All rights reserved.Converbiz
Production Orders
9
Production Orders –
This refers to steps for
converting sales order into
Production Orders.

10. Copyright © 2018, ConverBiz and/or its affiliates. All rights reserved.Converbiz
Invoice and Payment
10
• Invoice – Refers to
steps for generating
Invoice for finished
products to be
delivered to
Customer.
Converbiz Technologies Pvt ltd Converbiz

11. Copyright © 2018, ConverBiz and/or its affiliates. All rights reserved.Converbiz
Dispatch (Delivery Note)
11
Dispatch –
This refers to steps for
generating Delivery Note
for Dispatch.
Converbiz Technologies Pvt ltd
Converbiz

12. CRM Dashboard
Ability to Drill down at different dimensions such as
locations, product category, Sales Executive, Customer so on
Lead conversion Conversion Effectiveness
Opportunity Win Effectiveness

13. CRM Dashboard
Drill down to Details
behind each numbers.

14. CRM Dashboard
Lead Trend
Opportunity Trend
Yearly Sales Trend

15. ConverBiz
www.ConverBiz.com
15