The Calling feature is one of the many cool things in Sales Hub that help with time-saving and being more organised. With HubSpot Calling you can make and receive calls, make notes in real-time and log and track (and record if you need that too) all in your HubSpot CRM.
How good would it be to have 2 phone numbers on one device?
It's so easy with HubSpot
Sales Hub users (Starter, Professional or Enterprise) have access to a FREE HubSpot provided phone number -
this allows you to make outbound calls and receive incoming calls forwarded to your personal device using your existing mobile carrier.
This new feature can be really useful, especially if you don't want to manage multiple devices you can now choose to have two phone numbers on one device.
(If you're a user with super admin permissions, you can acquire a HubSpot provided phone number then assign it to a team member.)
Calling prospects from inside HubSpot makes it easy to record and auto-log the conversation on the contact record for future reference.
- Spend less time calling, more time connecting
- Automatically make and log calls directly on CRM records
- Allow your whole team to listen to customer conversations
Create a better calling experience
Make direct calls to your customers and prospects using HubSpot's customer platform. You won't have any concerns about the call quality - its superb and you can take advantage of advanced features such as call logging and analytics.
This user-friendly feature has been specifically designed to seamlessly handle all your recorded calls, ensuring that they are effortlessly logged on the contact records within HubSpot's Smart CRM system, ensuring your team has the necessary context to deliver the best possible customer experience.
As well as recording the call, a mentioned above, you can take notes during the call, and save the call to the contact's record. If you're in the middle of a conversation with a contact in the conversations inbox, you can also conveniently access the calling tool directly from the reply editor. Efficiency and productivity gains are always welcome!
Integrate with a third-party system
Additionally, you have the opportunity to integrate with a VoIP system. While Twilio is the preferred partner recommended by HubSpot, there are also various third-party integrations available for connecting with your VoIP.
HUBSPOT APP
Make customer calls on the go with the HubSpot mobile app using your mobile phone carrier and capture all the details of your conversation with your customer in their contact record.
MORE
For more detail on calling features and a full list of countries where calling is available visit this link to HubSpot's Knowledge Base
Johanne
Adam: Nov 19, 2023 10:57:56 AM
Johanne: Oct 31, 2023 2:42:46 PM
