Efficiently managing outbound calls can be a game-changer for any sales team, and integrating Aloware's Power Dialer with HubSpot takes this to the next level.
It provides automated dialing to save time and effort by automatically dialing contacts.
Integrated call management allows seamless management of calls within HubSpot, keeping all data centralized.
Real-time analytics offer detailed insights into call performance, while task automation streamlines the creation and management of tasks.
Customizable settings enable users to tailor dialing options and call dispositions to fit their specific sales processes.
Prerequisite
A successful integration of Aloware and HubSpot accounts.
Here’s how you can automate your outbound calls and streamline your sales process.
Step 1: Create a Task List
To get started, you’ll need to create a task list for your outbound calls. Here’s a quick guide:
(Optional) You can check your list of owned contacts in the My Contacts Tab.
Navigate to the Contacts tab if you have the assigned contacts.
To create a task, follow these steps:
Navigate to Sales > Tasks.
Click the Create Task from the Tasks Board.
Set the properties:
Title - Give your task a clear and easily understandable name.
Type - Set it as "Call".
Priority - Select either Medium or High.
Associated with Records - Search for contacts or properties to assign.
Assigned to - Select the user or agent responsible for handling the task.
Queue - None
Due Date - Set the duration for completing the task.
Click Create to save the task.
Step 2: Start Tasks with Aloware Power Dialer
Initiate Tasks
Click the Start Task button.
The contact details will appear on the screen. Click Call. Make sure that your Calling Provider is set to Aloware.
Make calls
Choose the Line and click Call. Set the Call and Contact Dispositions after the call is complete.
Click the Next button to proceed to the next contact.
Integrating Aloware Power Dialer with HubSpot transforms your outbound call process, making it more efficient, productive, and data-driven.