Two of the most essential skills for today's sales professionals are the ability to sell on the go, and the ability to make and manage calls — and by integrating automated calling and texting technology provider Kixie with HubSpot, B2B enterprises can achieve both.
On July 27, 2023, Doug Wendt, Chief Growth Officer of Wendt Partners, had the opportunity to go in-depth on these key skill sets with a stellar panel of HubSpot and Kixie experts. Read on to learn how these platforms work together to provide a winning solution for mobile selling!
“HubSpot, completely at no additional charge, provides a supercharged mobile application that is available on both iOS and Android,” shares Wendt. “It works on the tablet as well as the phone, and it's going to give you a chance to see just how powerful HubSpot is, even when it's just in the palm of your hand… whether you're doing windshield time, and you're driving from account to account, or whether you're more like me and you're doing subway time!”
Noah Lassiter, HubSpot Training Specialist at Wendt Partners, provides a live demonstration of the easy-to-use calling features made possible by the HubSpot mobile app:
On its own, HubSpot allows users to take the chaos of communication and bring each thread together into the structure of a well-organized CRM. Add-ons from the HubSpot ecosystem only amplify those existing capabilities with the best in technology developments for your team.
HubSpot’s embedded calling function is a powerful tool to get sales personnel “in flow” as they reach out to multiple contacts a day. This feature supports both inbound and outbound calls, automatically records conversations for future use in U.S. states where it’s legal to do so, keeps an updated call history for users, and includes intelligent call analytics to keep track of important points — keywords, conversational intent, balance between who is talking and who is listening, cadence, and overall call results. The Playbooks tool allows your sales team to create data-driven step-by-step guides to certain types of calls, and then funnel data from each call directly into HubSpot fields into properties.
“Our competition makes you buy extra products and add-ons for one hundred percent of what I'm showing you here as native HubSpot functionality,” Wendt affirms.
“Let's say that you wanted to call every solar installer in the Southern California area who has more than ten employees. Now you have a massive number of potential customers that you need to try and get a hold of,” says David Gable, Head of Sales at Kixie. “It's situations like these where being able to automate your calling and texting and take advantage of a bunch of complex advanced feature sets really comes into play.”
Gable works with Kixie’s Director of Solution Engineering, Aldo Barbagiovanni, to take a deep dive into the functionality of their integrated calling and texting automation platform:
Wendt Partners is proud to offer a full suite of growth services and implementation packages for B2B enterprises around the world. From spearheading successful Salesforce to HubSpot migrations to empowering your team members with in-depth HubSpot portal training (including our HubSpot Portal Success training extension to supercharge your sales activity using HubSpot mobile apps), we have the tools you need to reach your full potential — both in sales and throughout your entire organization.
Contact us today to begin your journey with an Elite HubSpot Solutions Partner!