Improved efficiency enables reps to reach more prospects and customers. Boosting effectiveness, however, requires more than just increasing volume.
With HubSpot calling and Aircall, your agents can line up the day’s calls based on engagement and contact property data. The power dialer increases your hourly call abilities to reach more contacts in one session.
How to Use the Hubspot Dialer
Hubspot dialer built-in calling features are a good starting point for teams that need to conduct calls directly inside the CRM. However, sales teams and contact centers that rely heavily on outbound calling to connect with prospects often need more functionality and support to ensure success. That is where phone integrations come in.
Many apps include a click-to-dial feature, which lets users make calls directly from the CRM and automatically log them to the contact or company record in HubSpot. It can help enhance team efficiency and ensure accurate call data tracking.
Other integrated phone apps can also enable other vital features that improve productivity and effectiveness, including muting or using speakerphone during calls, opening a grid number pad, and taking notes on a call. Some apps also provide the option to record calls, which is an excellent tool for sales managers looking to coach and train their reps.
One popular choice for a robust dialer is the HubSpot integration with Aircall, which allows users to upload a CSV and use a power dialer to increase a team’s hourly call abilities by hundreds of calls per minute. It can significantly boost outbound sales team performance by helping them close more deals faster and meet their goals.
Using the Dialer to Schedule Calls
Traditionally, sales teams had to log calls in their CRM system manually. It was a time-consuming process that required diligence from sales reps to ensure all call data was adequately logged. If this was not completed, the call would not appear on a contact’s timeline screen, and it may not be available for listening to later.
With HubSpot’s calling and dialer solution, calls are automatically logged and timed in the contact record. It is a much more efficient way to work and allows sales managers to coach their teams more efficiently. Calls can also be analyzed for lead scoring efforts, nurturing campaigns, and measuring performance.
When using the dialer to make calls, you can choose the best time to reach your contacts by specifying a working hours setting. It allows you to set specific times when you’re available for calls, and if you are not available, inbound calls will be routed to voicemail or another team member.
Select the checkbox next to “Record calls” to enable call recording. To clarify, this particular feature impacts all users utilizing calling services and can be enabled or deactivated by an individual who possesses Account access permissions. It’s crucial to familiarize yourself with your area’s call recording regulations before recording a call.
Using the Dialer to Record Calls
Traditionally, sales conversations with prospects must be manually logged in HubSpot. Not only is this cumbersome, but it also requires that your team members diligently log their activity. They may need to remember to log all of their interactions or miss important details, which can affect the effectiveness of your campaigns.
With the dialer, all calls are automatically logged and timed in HubSpot, so all your conversations with prospects will be available in your sales pipeline. Your sales team can access call recordings, notes, and transcripts from the dialer, which will help them make more informed decisions during each customer conversation.
To use the dialer, click the Calling button in the left sidebar of the HubSpot app. It opens the dialer, which lists active contacts in your contact database. To select a contact, click on their name or the phone icon next to it.
The dialer allows you to mute calls, use a speaker phone, open the number pad, and record your calls. The Dialer’s Conversation Intelligence feature transcribes calls for effective team coaching and customer insights.
You can set your working hours in the Dialer to only be contacted during business hours. You can also create a custom voicemail message that will play during and outside your working hours.
Using the Dialer to Send Emails
To use the dialer, you must have a business phone number registered in HubSpot. This number will be your caller ID when contacting people or sending them an SMS (Short Messaging Service) message. You can manage the registration and the outbound call settings by clicking calling settings in your user profile.
You can add one if you need a phone number in your calling settings. You can also select a name displayed on the outgoing caller ID and a working hours setting that allows you to set the times and dates when you’re available to take calls. Inbound calls received outside your working hours will be automatically routed to voicemail or another team member.
Once you’ve added a phone number and entered your working hours, you can access the dialer by clicking the dropdown menu in the toolbar and selecting the contact lists option. You can also choose a contact record to associate the call with, and if you’ve recorded the call, you can select the action to save the recording.
You can create an automated calling sequence using the dialer and send a group text to a HubSpot list of leads or customers. For example, you could set up a sequence that sends a message to each new lead who still needs to open an email from your team.
