Businesses worldwide often grapple with challenges like inefficient communication, scattered customer data, and lost sales opportunities. Integrating cloud telephony services with HubSpot CRM offers a practical solution to address these hurdles and drive business growth.
- Click-to-call Functionality- Agents can make one-click calls directly from CRM using this feature. It reduces any form of dialing errors and saves time by avoiding the manual entry of phone numbers. Eventually, this streamlines the calling process, allowing the agents to focus primarily on customer interactions.
- Call Logging—Any calls made or received through an integrated system are automatically logged within HubSpot CRM. The logging process captures all the call details, duration, date, time, and agent notes, giving a comprehensive view of customer interactions and helping in better tracking or analysis.
- Call recording and playback—Call recordings are safely stored in Hubspot CRM, which can be accessed for various purposes, including compliance issues, training, and QA. Businesses can review and analyse calls to ensure agents adhere to best practices and regulatory standards with this functionality.
- Real-time notifications & alerts—This functionality allows agents to receive instant real-time notifications and alerts for incoming or missed calls. With quicker responses and notifications, this feature ensures that every call is answered and improves customer satisfaction and responsiveness.
- Detailed Analytics—This feature in Hubspot CRM includes key metrics like call outcomes, duration, and volumes. With reporting and analytics on-call activities, businesses can gain insights into their sales and support strategies, analyze trends, and make data-driven decisions to improve performance.
- Agent Mapping—Calls are routed to specific agents based on criteria such as skills, geographic location, and customer segment. This ensures that the most suitable agent handles each call, improving efficiency and customer engagement. With Agent mapping, calls are distributed effectively, reducing wait times and delivering personalized service.
- Call Disposition—The call disposition functionality makes post-call tasks easier for sales and support by allowing call notes and lead status updates. After each call, agents can categorize it based on outcomes like ‘Interested,’ ‘Not Available,’ and ‘Follow-Up Required.’ This feature streamlines follow-up activities and customer tracking by providing clear visibility into each interaction status.
Step 1: Get Started with TeleCMI & HubSpot
- Sign up with TeleCMI—Create an account with TeleCMI, a cloud-powered telephony system for efficient business communication.
- Access HubSpot Marketplace- Go to HubSpot App Marketplace and find the TeleCMI integration to initiate the connection.
Step 2: Integrate TeleCMI with HubSpot CRM
- Install the Integration- Click ‘Install App’ within the HubSpot Marketplace to add TeleCMI to your HubSpot account.
- Authorize Integration- Give TeleCMI access to relevant HubSpot data, such as contacts and call records, ensuring data security.
Step 3: Configure & Customize
- Enable Click-to-call- After integrating TeleCMI, agents can make calls directly from HubSpot by clicking contact numbers.
- Auto-call logging- TeleCMI automatically logs all call details, including call duration, timestamps, and notes within HubSpot.
- Access Call Recordings- Call recordings are stored in HubSpot, enabling your team to review previous conversations for quality and compliance.
Step 4: Improve Sales & Customer Support
- Use Call Analytics—TeleCMI’s integration provides insights into call activities like response times and call frequency, assisting teams in tracking productivity.
- Centralized Customer Data—HubSpot stores comprehensive customer histories, such as calls, emails, and notes, in a single location, allowing personalized service.
Creative Designer | Packaging & Prepress Designer | Team Leader | Quality Controller
3 个月Very informative