What To Know
- This guide will walk you through everything you need to know about how to call through HubSpot, from setting up your account to using advanced features.
- If you don’t already have a HubSpot account, you can sign up for a free trial or choose a paid plan that suits your needs.
- A pop-up window will appear with options to make a voice call or a video call.
Making calls is an essential part of any successful sales and marketing strategy. But in today’s fast-paced world, it can be challenging to manage calls effectively. That’s where HubSpot comes in. HubSpot offers a powerful suite of tools that can streamline your calling process and help you connect with your prospects more efficiently. This guide will walk you through everything you need to know about how to call through HubSpot, from setting up your account to using advanced features.
Getting Started with HubSpot Calling
Before you can start making calls through HubSpot, you need to set up your account. Here’s a step-by-step guide:
1. Sign up for a HubSpot account: If you don’t already have a HubSpot account, you can sign up for a free trial or choose a paid plan that suits your needs.
2. Install the HubSpot Sales Hub: The HubSpot Sales Hub is where you’ll find the calling features. You can install it from your HubSpot account settings.
3. Connect your phone number: You can connect your existing phone number to HubSpot or purchase a new number through the platform.
4. Configure your calling settings: Once your phone number is connected, you can customize your calling settings, such as your voicemail greeting and call forwarding options.
Making Calls Through HubSpot: The Basics
Now that your account is set up, you can start making calls. Here are the essential steps:
1. Navigate to the calling tab: From your HubSpot dashboard, click on the “Calls” tab.
2. Select a contact: Choose the contact you want to call from your list of contacts.
3. Click the “Call” button: A pop-up window will appear with options to make a voice call or a video call.
4. Place the call: Click the “Call” button to start the call.
Leveraging HubSpot’s Advanced Calling Features
HubSpot offers a range of advanced calling features that can enhance your calling experience and improve your sales efficiency. Here are some key features:
Call Recording: Capture your calls for training, coaching, or quality assurance purposes.
Call Transcription: Get written transcripts of your calls for easy review and analysis.
Call Queues: Distribute incoming calls to different team members or departments.
Call Routing: Set up rules to automatically route calls based on factors like time of day or contact information.
Call Analytics: Track your call metrics, such as call duration, call disposition, and missed calls, to identify areas for improvement.
Integrating HubSpot Calling with Other Tools
HubSpot integrates seamlessly with other popular tools, such as Gmail, Outlook, and Salesforce. This allows you to manage your calls and other communication channels from a single platform.
Integrating with Gmail and Outlook: You can make calls directly from your email inbox by installing the HubSpot Chrome extension.
Integrating with Salesforce: You can sync your contacts and call logs between HubSpot and Salesforce to maintain consistent data across your systems.
Tips for Effective Calling Through HubSpot
Here are some tips to maximize your success when using HubSpot calling:
Prepare for your calls: Research your prospects and their needs before you call. Have a clear agenda and talking points to guide your conversation.
Be professional and courteous: Greet your prospects politely, introduce yourself, and state the purpose of your call.
Listen actively: Pay attention to what your prospects are saying and ask clarifying questions.
Use a clear and engaging tone of voice: Speak clearly and enthusiastically to keep your prospects engaged.
Take notes during your calls: Record key information from your conversations to ensure you don’t miss any important details.
Follow up after your calls: Send a thank-you email or a follow-up message to reinforce your conversation and stay top of mind.
Mastering the Art of Calling Through HubSpot: Beyond the Basics
While the basic features of HubSpot calling are easy to use, mastering the platform requires a deeper understanding of its capabilities. Here are some advanced techniques to consider:
Using HubSpot’s Call Scripting Feature: Create pre-written scripts to guide your calls and ensure consistency in your messaging.
Leveraging HubSpot’s Dialer: Automate your calling process with HubSpot’s dialer, which automatically dials numbers and connects you to prospects.
Optimizing Your Call Flows: Design and implement call flows to guide your interactions with prospects and streamline your sales process.
Final Thoughts: Unlocking Your Calling Potential with HubSpot
By leveraging the power of HubSpot calling, you can significantly improve your sales and marketing efforts. From basic calling features to advanced automation and analytics, HubSpot offers a comprehensive solution that can help you connect with your prospects more effectively and drive better results.
What You Need to Learn
Q: Can I use my personal cell phone number with HubSpot calling?
A: Yes, you can connect your personal cell phone number to HubSpot. However, it’s important to note that you may need to upgrade to a paid plan to access this feature.
Q: How do I record calls in HubSpot?
A: To record calls, you need to enable the call recording feature in your HubSpot account settings. Once enabled, you can start recording calls by clicking the “Record” button during your call.
Q: Can I use HubSpot calling to make international calls?
A: Yes, you can make international calls through HubSpot. However, you may incur additional charges for international calls.
Q: What are some of the benefits of using HubSpot calling?
A: Some of the benefits of using HubSpot calling include:
- Improved call efficiency and productivity
- Increased call volume and reach
- Enhanced call quality and customer experience
- Better call tracking and analytics
Q: How can I get help with HubSpot calling?
A: You can access HubSpot‘s extensive online help resources, including articles, videos, and tutorials. You can also contact HubSpot support for assistance.
