Convergence CRM Boosts Client Engagement by 70% with Sendspark

Company Overview

Convergence CRM is a small, dynamic company specializing in creating marketing and customer relationship management (CRM) software tailored for economic development groups. Based in Chattanooga, Tennessee, Convergence CRM serves clients primarily in North America and Canada. The company focuses on the public sector, particularly on teams working to attract companies to their cities and assisting local businesses to grow and thrive. Their innovative solutions help these groups improve their communities and drive economic development.

Challenge/Problem

Convergence CRM faced significant challenges in effectively communicating with their global client base. Traditional communication methods, such as lengthy emails and text-based manuals, were inefficient and often failed to convey complex ideas clearly. "The time it would take to type up a complex idea or thought was extensive, and people would often skim through the text without fully understanding it," said Tom Wengler, a key figure at Convergence CRM.

Additionally, previous video tools they tried, like Vidyard, lacked specific functionalities and were difficult to learn and use consistently. "We tried several tools, but they didn’t meet our needs. When we found Sendspark, it stood out with features that other systems just didn't offer," Wengler explained.

Solution

The introduction of Sendspark revolutionized Convergence CRM's communication strategy. Sendspark's user-friendly platform enabled the creation of personalized video content tailored to various client needs. Key features that made a significant impact included:

Customizable Templates: "One of the things I really like about Sendspark is the ability to create different templates based on the type of video. This saves us a lot of time and ensures consistency," said Wengler.

Embedded Call-to-Action Links: These made follow-ups seamless and more interactive, enhancing client engagement.

In-App Help and Training Videos: Integrated directly within the CRM software, these videos ensured continuous client support. "Our clients can't escape our videos; they're everywhere, even inside the software," Wengler noted.

Results/Outcome

The implementation of Sendspark led to significant improvements across multiple facets of Convergence CRM's operations:

Efficiency: Creating a video took a fraction of the time compared to writing detailed emails. "A two-minute video often replaces what would take 20 or 30 minutes to write out," Wengler highlighted. This allowed the team to focus on other critical tasks.

Client Engagement: Clients appreciated the personalized touch of video communication, leading to increased engagement and quicker responses. "We often hear from clients who say they've been watching our videos for years and finally decided to reach out," Wengler shared.

Sales Impact: Video content used in proposals and pre-meeting preparations led to more productive meetings and faster decision-making processes. "We use videos in our proposals so clients can easily understand complex features without reading long blocks of text," Wengler explained.

Training and Support: In-app video help reduced the need for extensive written manuals and provided clients with instant, easy-to-understand guidance. "Our training team relies heavily on Sendspark for all our training needs," said Wengler.

Plans for the Future

Looking ahead, Convergence CRM plans to expand its use of Sendspark internally to further enhance efficiency and client engagement. "We've only scratched the surface of what Sendspark can do," Wengler remarked. The team is particularly interested in exploring Sendspark's dynamic video capabilities and automation features.

Convergence CRM aims to implement dynamic video content for personalized client interactions at scale. "The idea of automating personalized videos for client outreach is exciting and could save us even more time," Wengler noted. Additionally, there are plans to create more comprehensive training modules using Sendspark, making it easier for clients to onboard and learn the CRM software. "We want to make sure our clients have all the resources they need at their fingertips," Wengler added.

Conclusion

Convergence CRM's story is a testament to how integrating video communication can transform client interactions, drive efficiency, and enhance overall business operations. By leveraging Sendspark's capabilities, Convergence CRM not only improved their current processes but also set a solid foundation for future growth and innovation. "Sendspark has been a game-changer for us, and we're excited about the possibilities it brings for our future," Wengler concluded.

If you are looking for similar results to Covergence CRM, book time with our team to learn more about the platform,