Using a sales dialer can increase the number of qualified leads you make. This helps you meet sales goals and increase revenue.
Without a phone integration, conversations with prospects must be manually logged into your HubSpot contacts. This can be time-consuming and difficult for salespeople to do consistently.
Automated Dialing
A power dialer eliminates the time delay when agents finish a call and manually scour their data for the following number to call. The seconds, minutes, and even hours this type of manual process adds up to can significantly impact sales productivity.
With a power dialer, you can set up automation to assign leads to agents based on various criteria, such as contact properties, location, date/time, or agent performance. This will enable you to ensure an agent is always available to connect with a customer or prospect.
A 1:1 ratio of agents to calls is essential for a high-quality customer experience and businesses that depend on the interpersonal connections made over the phone. Using a dialer to call customers and prospects automatically can increase agent connection rates while eliminating wasted time when a live call is unanswered or disconnected.
Once you have a dialer, your team must get on board quickly. This is why it’s a good idea to establish regular training sessions that will help them get up and running. You may also consider implementing a rewards program for those who quickly pick up on the new tools and start using them.
Recorded Calls
Getting all the correct information in front of your agents at the right time is critical to improving call outcomes. A telephony integration with HubSpot can automatically log your call and meeting activities in CRM, eliminating manual work. This also stops juggling multiple applications during calls and meetings, reducing agent distraction and improving overall productivity.
Our integration with HubSpot automatically logs inbound and outbound calls on the contact timeline. Recordings and transcripts can be viewed directly in the call history index, available to any user with the correct access permissions for contacts.
All outbound calls are automatically recorded in HubSpot, subject to one-party consent where required. The call recording will be visible in the Calls section of your profile and will also appear in any meetings or webinars created by the caller (if enabled in those settings). For more information about how to help with calling and meeting recording in HubSpot, see Setting up calling and meetings in HubSpot.
A popular cloud-based phone system that focuses on simplicity to strip away the focus on mundane tasks and allow sales teams to focus on their customers and leads. This means that when a team member connects with a prospect through the click-to-dial and power dialer features, the contact details and call outcome are automatically synced in calls made via Hubspot, making it easy to find essential customer data.
Reporting
Getting sales and marketing aligned is one of the most important things you can do to increase sales productivity. When your team is aligned, you can efficiently hand off leads from marketing to sales and give them the tools they need to close deals faster.
This is where HubSpot comes in. It’s an all-in-one CRM and marketing platform that gives your team the power of marketing and sales in one place.
With the ability to track everything from website visitors to lead capturing, HubSpot has all the tools you need to manage your buyer’s journey and deliver better results.
The reporting features within HubSpot are streamlined and easy to use, with the ability to create multiple dashboards to track performance. This allows you to easily share information with your team and monitor key metrics to identify opportunities to improve your processes and performance.
For example, using reports like average days to close a deal can help you determine if there is a problem with your sales process or if the leads need more time to be ready to talk to your team. You can also use ROI reports to see how effective your campaigns are.
Another way to track your progress is by monitoring new customer reports. This will let you know how many leads are becoming customers and help you plan future marketing efforts to reach your growth goals.
Integrations
HubSpot integrations provide a range of benefits for businesses beyond simply connecting their software platforms. Many of these integrations are ideal for helping teams streamline their sales and marketing processes. They make managing lead capture, tracking, reporting, and more accessible from any device.
Hubspot has robust integrations available for users, including email, instant messaging, live chat, meeting scheduling, and recording. However, these integrations only scratch the surface of the scalability possible with Hubspot. Numerous other integrations available for use provide additional functionality that may be necessary for a growing business.
For example, an integration is a simple-to-use tool that helps you connect your HubSpot CRM with more than 1,000 other apps without requiring developer resources. It allows you to visually create automated workflows in hours instead of weeks or months. It will automatically begin sending data from your apps into your HubSpot portal.
Another functional HubSpot integration is the app, which integrates with sales and customer support systems. It automatically tags call recordings and logs them into the contact record, allowing you to review them quickly. It also enables you to trigger workflow actions using these tagged calls and even create tickets for your team to manage the details of the ring.
