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Why integrate HubSpot with your virtual switchboard?

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would you like to have all the data you need at the exact moment you need it, quickly, easily and efficiently? Well, now you can if you have the right tools.

The CRM or web content management system is an essential tool for any company, as it facilitates customer management and automates the daily work of departments. The integration of HubSpot CRM with a virtual switchboard has become the perfect option that combines the effectiveness of one of the best CRMs on the market with IP telephony.

want to improve customer service and boost your company's bottom line?

You're in the right place, so read on!

what is HubSpot integration with your virtual PBX?

Integrating Hubspot with a virtual data centre is a wise decision for a number of reasons:

  • You synchronise your virtual switchboard data with the CRM. HubSpot Operations Hubservice allows you to synchronise all the information available about your contacts in HubSpot and in your virtual switchboard in a bidirectional way. This way, you will not only be able to provide a better service but also save hours of tedious manual work. You will be able to concentrate your efforts on the really important tasks and improve the quality of your service, increasing the satisfaction of your customers and multiplying your sales.
  • You willimprove not only interactions between customers and companies, but also interactions between employees, departments and even offices in an efficient and cost-effective way.
  • You offer omni-channel support to your customers. In this era of communication, integration with Hubspot will allow you to offer omni-channel support to your customers, which is now essential, allowing you to manage user interactions regardless of whether they use one channel or another.

Benefits of integrating Hubspot with your virtual switchboard

Integrating a CRM with your virtual switchboard will not bring you the same benefits as if you integrate it with HubSpot. This platform has a series of functionalities that, if well executed, can completely improve the results of your business efforts.

Among the main advantages of this integration we highlight the following:

  • Immediate access to customer information

One of the main advantages of integrating Hubspot with a virtual data centre is that when we receive calls from any phone number that we have registered in our database, a pop-up window will appear with the sender's information.

This will give us access to all the information about a customer or supplier, including purchase and sales histories, data collected from previous interactions and notes added by any of our agents.

As a result, not only will we be able to convey a sense of personalisation and individualised treatment to users who have already transacted with us, but we will also be able to attract potential customers and offer them an exceptional shopping experience.

  • Call automation

This integration allows calls to be made directly from the system, eliminating the need for manual call entry, which is very useful in contact centres where a large number of interactions take place on a daily basis.

In addition, call automation will allow agents to save time by distinguishing between busy and unanswered calls, so that they can pass them on to operators when they are operational and the recipient answers.

  • Call recording

Recording telephone calls is beneficial to both the company and customers, as it allows them to have a record of what was agreed.

In addition, by keeping a record of previous conversations, agents can have a better environment to close the sale.

On the other hand, if a customer has doubts about the treatment they are receiving, it is possible to verify what really happened during the call recording and discover the quality of the telemarketers' work.

  • Integration of third-party applications with HubSpot

Another of the most attractive features offered by HubSpot is the possibility of integrating third-party applications. This feature will allow us to develop an omnichannel call centre strategy, allowing our customers to communicate with us through any medium, and we can respond to them in a timely, effective and simple way.

HubSpot can integrate with the main social media platforms such as Facebook, Twitter, LinkedIn or Instagram. As a result, every interaction a user has with one of the company's profiles can be monitored, reviewed and responded to directly from the application.

  • Complete view of business results

The integrations discussed above are especially relevant for the virtual switchboard website. HubSpot offers a complete view of the performance and metrics of a company's website.

As with social networks, we will be able to analyse the visits not only to our website and each of its pages, but also, and in a more personalised way, it will allow us to monitor the reactions to each landing page we create for promotional campaigns.

  • Scalability allows us to adapt the product

Last but not least, the high scalability of the product will allow us to modify it as the characteristics and needs of our business change, so we can add or remove integrations, functionalities and other options as needed.

As a result, we will have a product that is simple to use and, more importantly, in which the user will be able to take full advantage of all the options without having to question the usefulness or convenience of using some that are not really useful at that moment.

Integrate HubSpot with your virtual switchboard

After knowing all the advantages of integration between HubSpot and virtual switchboards, making this integration a reality is no longer an option but a necessity.

But where do we start? What is the first step we need to take?

Spoiler alert: we need a little extra help, and in this case it comes in the form of the Occam method.

At Occam, we specialise in inbound marketing, software development, mobile apps and much more.

Integrations are also our area of expertise, so if you want to integrate with HubSpot and don't know where to start, contacting us is thekey step - we'll help you with everything you need!

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