How efficient is your document workflow? Find out how PandaDoc and HubSpot integration can help your sales team.
At IV-Lead we’ve been working with HubSpot for the past six years, implementing and integrating HubSpot for many clients, and there is no doubt that using PandaDoc in the HubSpot platform took us to a new highest.
Since time is money in sales and marketing, it is essential to find the right tool to accelerate your process. For fast-growing teams, PandaDoc automates the process of document creation, management, and signing, including proposals, quotes, and contracts.
Here are the top 3 reasons why we think you should integrate PandaDoc with HubSpot:
Save time and increase your productivity
Getting things done by creating beautiful proposals in minutes and sharing them internally with other stakeholders can be a game-changer.
This integration has several primary advantages, including how much time it can save for organizations that are heavily reliant on creating, sharing, editing, and signing electronic documents. PandaDoc's benefits can be immediately felt by teams that send out proposals on a daily basis.
PandaDoc features a content library that enables users to create and reuse content blocks. In a daily proposals process, it can be really easy to customize blocks of content by dragging them and dropping them on the page, as well as automate the system by utilizing HubSpot data and creating a more personalized process.
Enhancing customer experience by automating manual business processes
The majority of businesses send client-facing documents in Word to their clients. Maybe they upload the document to another platform, but there is no data, so they have to upload it again, right? And Reps has no idea how clients were interacting with their proposals and contracts.
By using PandaDoc, you collect all your data from your HubSpot CRM and use the PandaDoc document analytics feature to provide tracking after live document status updates, allowing you to see who has viewed your doc, and how long they spent looking at it, and what pages they spent time on.
Now you know where you stand, and if the right people saw your offer
Creating a new sales process with PandaDoc allows your team to log in to the dashboard and understand precisely what documents have been sent out, which are waiting to be signed, and which ones are completed. This visibility is empowering, allowing the team insights into outstanding items and statuses that didn’t exist previously.
When your team is more productive and all internal and external stakeholders are aligned, it's easier to keep track of your value proposition.
Aircall's HubSpot Integration enables agents, sales reps, and marketers to streamline their call workflows, increase productivity, and track customers through the whole customer journey from marketing, to sales, and success.
HubSpot’s all-in-one software offers apps, services, and a full ecosystem that has everything you need to put your customers at the center of your business.
Aircall's HubSpot Integration enables support agents, sales teams, and marketers to streamline their call workflows, increase productivity, and track your customers through the whole customer journey.
Benefits of Integrating Aircall with HubSpot
With Aircall, all phone conversations are logged and tracked in your Contact, Company, Deal, and Ticket records with information such as call duration, phone number, a link to complete call recordings, agent comments, and outcomes. All your call data becomes available within HubSpot for native reporting and workflow triggers.
Customer History at your Fingertips
Dive deeper into customer history within the Aircall phone. Aircall's Call-Pop automatically delivers vital information to your sales reps and support agents before they answer incoming calls. All your customer history from HubSpot is a click away, providing the full context of your call, and giving your team maximum context to enhance the customer experience and have better conversations.
Don't compromise call quality, or risk data loss by working remotely on the field. Our iPhone and Android mobile app can be used to keep your HubSpot data up to date, no matter where you are. Make remote work easy and log important information in real-time, even when business takes your team out of the office.
Maximize productivity with added features
When it comes to delivering great customer service or closing sales deals, we know that time is precious. The Aircall + HubSpot integration has lots of time-saving tools for teams including:
* Tag syncing
* Automatic ticket creation
* New custom properties
* Insight cards
* Omni-Channel capabilities
* Interactive voice response
Before Launching a new advertisement channel there are a couple of things a lot of advertisers seem to neglect. At IV-Lead we make sure to set performance goals ahead of launching a new campaign and ensure that it follows established performance expectations.
When IV-Lead launches a new ad channel, we create a meticulous plan that outlines how it will be assessed and the timeline necessary for the most accurate evaluation. We do this within the agreements we’ve reached with our clients.
In order to optimize your ad campaign, IV-Lead segments and evaluates your target audience.
We set expectations linked to certain audiences' performances. In doing so we can accurately project which audience will guarantee a fruitful conversion rate, thus making our ad campaign as successful a possible.
A view-through conversion is another metric that we at IV-Lead track closely.
We understand that a lot of users see the ad, but decide not to click it yet still interact with the brand they’ve been exposed to.
That is why we track both click-through and view-through conversions
We also understand the importance of passing campaign metrics into your CRM system. This helps us set achievable expectations through prior sales lifecycles and allows the sales team to reach out to leads while they’re still hot!
IV-Lead recommends LinkedIn as an ad platform and metric measurement system.
LinkedIn ads use a more precise approach when it comes to measuring ad performance, unlike most analytics platforms, which will only attribute value to the consumers' most recent click and can only track activity from a user's single device.
This could result in faulty data because a lot of users don’t always click on an ad, some visit the website directly or visits the company’s LinkedIn page using different devices before converting.
All of IV-Lead’s clients have benefited from our well planned, precision-targeted ad campaigns and have now gained a strong, well-established ad channel.