01
Calls never reach the CRM
Before after a call the manager should write a note in HubSpot, and in a busy hour half of the calls are not written down, so the deal history has gaps.
After every call is logged on the contact by itself with the recording and duration, and the manager only adds the conclusion.
02
Missed calls are forgotten
Before a lead calls at lunch, nobody picks up, and the missed call stays in the phone list until someone remembers.
After the missed call becomes a HubSpot task for the contact owner with a due time, and it shows in their daily list.
03
Agent picks up blind
Before the phone rings, the agent sees only a number and asks the customer to repeat who they are and what they wanted.
After the agent sees the name, company and deal stage from HubSpot before answering.
04
Reports without call data
Before the head of sales counts calls in Aircall and deals in HubSpot and cannot tell how many calls a won deal takes.
After calls and outcomes live on the deal in HubSpot, so the report shows calls per stage and per manager.