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Is HubSpot the Right Choice for Your Team?

 

 

 

Get your Team Together and Talk.

  • Identify the software that you have today and the cost. You might be able to save some money and get a unified system at the same time.

  • Be clear about what's missing - identify the gaps.

  • Discuss what each person and teams wants and why.

  • Define what success looks like.

  • Discuss desired reports.

  • Understand efficiency cost.
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  • Explore how much time is wasted creating reports from multiple systems.
Business man pointing the text Checklist

Stop paying for...

  • Wordpress
  • Wix
  • Mail Chimp
  • Constant Contact
  • Survey Monkey
  • Campaign Monitor

Set the Vision

  • Use a whiteboard and visualize the perfect system. 

  • Use our form below to gather your new "requirements". 

  • We will send you an unscored vendor comparison checklist.

  • Discuss budget and timeline with your team. When do you want the software to be "live" and running.
Thinking woman in glasses looking up with light idea bulb above head isolated on gray wall background

Explore Options

  • Get a short list of potential vendors. Have an initial conversation and or a "screening demo" before introducing a vendor to the entire team.

  • Use the Evaluation form as demonstrations are given. You score the software and vendors then choose the Best System for you.

  • Be sure to ask for a pilot or trial of the software. 
Pretty young woman making a decision with arrows and question mark above her head
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Initial Research

Check LinkedIn - who's engaging with new ideas.   
Read customer reviews
Look for a youtube channel showing videos of the software0
Does the software understand our business?
Does the functionality seem to match our vision?
Will the software work with our existing tech that we intend to keep?

Why Convergence? 

Founder, Tom Wengler has helped all types and sizes of economic development organizations adopt CRM software since 2010. He started as a Microsoft Partner and founded Cloud Nine Solutions which was later sold to an Italian company, PA Group.

In 2018, Tom partnered with HubSpot.  (Ticker HUBS) and built the Economic Development Version of HubSpot. He then added, the following products which can be added to each client's HubSpot account based on their needs.

  • Membership - Chamber - Investors
  • Workforce
  • Tourism
  • Talent Attraction - Student Recruitment
  • Events & Sponsorships
  • Sites and Buildings
  • Community Development
  • Property Development
  • Member Director (In development)
  • Job Board (In development)
  • Grow Local (In development)

Convergence is HubSpot's go to partner for clients in the Economic Development space. 

As a result, Tom and his team of specialists deeply understand the various economic development models and how to further modify HubSpot to your operations.

2019 headshot

Convergence, LLC is a highly rated HubSpot Certified Implementation Partner - we help onboard clients with software configuration and training.

90% of our clients are in the Business of Economic Development.

 

Why HubSpot? 

Intuitive - easy to learn. 

Fewer moving parts - less complex.

Flexible.

No software developers needed.

Hundreds of interfaces to other systems.

Works with Office 365 and G-Suite.  Outlook and G-Mail.

Mobile Application.

Fast implementation includes data import.

Reports "build themselves" as HubSpot goes to work for you.

Easy to modify the software as needs change.

Award winning software - a leading in CRM for small to mid-size businesses.

The Convergence versions of HubSpot understand all aspects of economic development.

Marketing modules are included - for lead generation and communications.

A unified system vs. another "system" with isolated data.

Affordable for organizations of all types, sizes and scope.

 

Some of Our Reviews

 

Our YouTube Channel

 

Follow Convergence on LinkedIn

 

Connect with Tom Wengler, Founder on LinkedIn