HubSpot Conversational Intelligence: Unlock Sales

Every day, salespeople have conversations with leads, clients, partner organizations, and various other parties. Every communication is an opportunity to learn more about the person on the other end of the queue and the organization they represent.

Historically, most salesmen depended on standard recordings and notetaking to obtain intelligence from these talks. These processes work, but they’re time-consuming—according to HubSpot, salespeople already spend approximately one-third of their day talking to prospects, 21% sending emails, and 17% entering data.

Due to time-consuming processes, it is easy to overlook opportunities to gather intelligence from sales talks. It can also be tough to recall and document every detail.

As an answer to this rising issue, HubSpot has introduced conversational intelligence (CI) as an addition to its platform. These intelligence solutions are still quite new but are quickly gaining traction.

What is Conversational Intelligence?

Conversation intelligence software employs artificial intelligence (AI) to perform the following tasks automatically:

  • Calls should be recorded.
  • Calls should be transcribed.
  • Looking for keywords in recorded calls and transcripts.
  • Connect recorded calls and transcripts to the chronology of a contact.
  • Transcripts will be delivered to your team via an auto-generated link.

The best part is that you can use this technology to find opportunities in particular areas of a transcript.

The HubSpot interface is designed specifically to be super intuitive, so no need to worry if you’re not that tech-savvy, because HubSpot Conversational Intelligence has got your back. Most salespeople who use it, report it to be super easy to use.

The platform can very easily and efficiently identify speakers so they’re simple for users to uncover previously unknown keywords in transcripts. The user is identifying the brand name of the platform that their lead is currently using in this instance. Instead of relying on recollection and notes, the salesperson can enter this information straight into the contact’s HubSpot profile.

All you need to do is navigate to a specific contact and select “Calls.” Once there, you can use a title search to find a specific call. This grants you access to the call recording as well as all of the insightful tools associated with HubSpot conversational intelligence.

Conversation Intelligence from HubSpot Benefits

You can understand how valuable this technology can be if you’ve ever had to record, transcribe, or analyze a phone call. Call volumes are only likely to rise, especially as more businesses engage in remote work and remote sales. By expediting the analytical process, conversational intelligence could save your sales team a substantial amount of time and resources.

Cost Savings

Every year, businesses spend thousands of dollars on different technologies that provide identical capabilities. You may now have access to the same features using an existing HubSpot subscription—if you’re a Sales Hub Enterprise User, you’ll receive a $15,000 value for free.

Resourcefulness

This technique can also be applied in a variety of other situations. Marketers, for example, who want to locate the most essential points said during a digital presentation or webinar might utilise conversational intelligence to identify keywords and extract meaningful statements from speakers. This data can then be included in other marketing assets such as blog pieces, white papers, testimonial pages, and so on.

Similarly, conversational intelligence makes coaching new salespeople in sales discussions simple.

Managers have limited time to spend shadowing their sales teams’ calls. They can use conversational intelligence to record calls and zero in on the most essential coaching times.

Instead of shadowing a discussion and providing general guidance to the new salesman, the coach can listen to a recording and instruct the new salesperson to specific points in the interaction while also providing insights into how they might improve.

Sales managers will appreciate mentoring their representatives now that the forecasting tool, sales analytics, and CI are available.

HubSpot’s Keyword Functionality

Finally, you can combine the conversational intelligence tool with the rest of the HubSpot platform. It can be used to identify keywords and track their performance in digital marketing initiatives. HubSpot includes keyword reporting, so you can begin to discover which terms and sorts of meetings advance an opportunity the most successfully.

You should eventually be able to incorporate these terms and call patterns into your attribution reports. You’ll be able to include sales discussions in your marketing effort attribution.

How HubSpot Partners Help Your Business

HubSpot partners like our seasoned experts at Techloyce can help you navigate these new tools and systems and train your entire employee base to be on board with changes in your strategy. This is an important step that most companies miss out on, and end up paying for features that they don’t need or utilize.

What good is a platform that your team can’t use, right? Therefore, it is crucial to sign up with trusted consultants who can teach you all the tips and tricks to use conversational intelligence from HubSpot to its full potential.

Final Word

Thus, HubSpot Conversational Intelligence can help you greatly in tracking your sales lead in a more efficient manner if used correctly. It will also help your company save precious time and resources for more strategy-based and creative tasks so your workflows are more efficient. You’ll rank higher, make more money, and spend less time on tedious tasks.

To effectively introduce this platform to your marketing and sales teams, get in touch with our experts at Techloyce so you can fully benefit from this amazing investment.

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