The platform offers salespeople responsive contact information
Even with new technology and apps for our cell phones, after meeting someone, we’re still stuck with the tedious task of manually gathering all their contact information. You might end up with a Jane Nordstrom and a Jane Realtor to keep your business and personal contacts straight, or a pocket full of business cards that end up in the wash. Cleveland-based Convey hopes to make the information exchange less of a hassle with a more responsive platform — digital business cards that communicate back.
“Today, there are 10 billion business cards printed each year, and they’re being used less than 12 percent of the time,” said CEO Sam Gerace. “Convey lets a serviceperson or salesperson electronically communicate their extended contact information. This means you’re not just getting phone number and email, but everything you’d else expect to come with, like your LinkedIn handle or company website. We know there’s a better way to manage these relationships than these outdated methods.”
For Convey, their relationship-building platform isn’t just about replacing a well-worn business card — they’re interested in disrupting the silence that often begins after exchanging contact information. Instead of sending a text to all your contacts or clients about any professional changes, Convey automatically alerts your network. With a click-and-save format that integrates with CRM systems like Salesforce, G-Suite, Office 365 and more, the startup also hopes to bring a sense of continuity and responsiveness back to relationships.
“With Convey, you can create multiple personas. For example, we know that salespeople rep different territories or lines of products,” said Gerace. “If your info ever changes, if you get promoted, go to a different company or add a social handle, those changes are instantly communicated. Sales and service professionals can have real-time tools to establish connections and unlock the value of those relationships.”
For both B2C and B2B companies, these alerts provide an important opportunity for salespeople to engage in “clienteling.” This act of long-term relationship management allows the seller to reach out to customers outside of store visits to impart expertise or let them know about a new product or offering.
“So in B2C situations where you want to actually engage with a salesperson because they have some expertise, like Nordstrom, you might not be able to connect outside of the store,” said Gerace. “Now a salesperson can say: ‘Hey, you bought the red Jimmy Choos, the green ones are out for spring,’ and Convey allows for that relationship to grow and respond to information already within the business’ systems.”
As Convey looks to the future of their app, including the addition of a machine learning roll-out that sends reminders to improve the way relationships are maintained, Gerace noted the importance of the initial support they received from the North Coast Angel Fund, a partner of Ohio Third Frontier in Cleveland.
“The North Coast Angel Fund has supported our company with investments, but support from their members has been even more integral to our business,” said Gerace. “Because their network includes a wide variety of subject matter experts, we’ve been able to benefit from the knowledge of people who have a deep experience in sales and service software. With their help, we could easily find technologists and talent to build our company.”