01
Calls that nobody writes down
Before a rep talks to a client for twenty minutes and forgets to log it, and the next colleague calls the same person with the same questions.
After the call is on the HubSpot contact with its duration and recording link as soon as it ends.
02
A missed call nobody returns
Before yesterday's lead calls back while the rep is busy, the missed call sits in the phone's history, and the lead buys elsewhere.
After the missed call is a task for the contact owner with a due date, visible in their HubSpot task list.
03
A first-time caller is lost
Before a new client calls from an advert, the rep promises to send details, and the number is never entered anywhere.
After the unknown number becomes a HubSpot contact with the call attached, and the agreed owner picks it up.
04
The manager cannot see who called whom
Before call statistics live in RingCentral and deals in HubSpot, and the weekly review is two screens and guesswork.
After every call sits on the contact and the deal with the rep's name, so HubSpot reports show calls per rep and per deal.