Ready to build better conversations?
Simple to set up. Easy to use. Powerful integrations.
Get startedReady to build better conversations?
Simple to set up. Easy to use. Powerful integrations.
Get startedAfter working together for more than 10 years, and with over 10,000 joint customers, the success of Aircall and HubSpot’s partnership is undeniable. In technological terms, combining these two products sets any sales team up for a more efficient and effective performance. Having helped several companies to grow and thrive through HubSpot and Aircall, I’ve seen that sales performance is at its peak, and competition is at its most fierce, in financial services.
Check out this 2024 Financial Industry Study - State of Sales
HubSpot and Aircall offer a suite of AI-powered tools designed specifically to meet the needs of modern sales teams. In fact, in our State of Sales report, 80% of survey respondents use AI moderately or even more to support the sales process. Let’s take a closer look at how these tools can transform sales efforts and boost performance.
The essentials: efficiency and automation
Call Summaries
Spending hours listening in to sales calls is firmly in the past. Aircall AI’s Call Summaries feature shares a high-level overview of the conversation, and automatically displays the major takeaways. Team leaders can get all the information they need, and reduce their call review time by almost half.
Call Transcription
Aircall AI transcribes calls and voicemails so that sales leaders can better ramp-up reps. This technology allows users to easily go through call recordings and identify key moments, competitor mentions, and stand-out topics. Plus it’s all logged to HubSpot (or your chosen CRM or help desk) so there’s no need for double data entry and less room for error.
Email Drafting
Email communication is a crucial but time-consuming component of sales. HubSpot’s AI content assistant offers a solution by helping sales teams draft professional emails quickly and accurately. The AI assistant can generate email drafts based on prompts you provide, and it even aligns with your tone and brand - saving you time and ensuring consistency in communication.
24/7 Chatbot
HubSpot's AI chatbot enables financial services sales teams to streamline customer engagement and improve lead generation. With 24/7 automated assistance, it handles common inquiries, booking meetings, and qualifying leads before passing them to human sales representatives. Plus, it integrates seamlessly with HubSpot’s CRM, automatically logging interactions and updating customer profiles, ultimately reducing admin for sales teams and keeping the sales funnel moving along.
Sales training
Real-Time Coaching
Aircall’s real-time coaching feature is a game-changer for sales teams looking to improve their performance. The Call Whisper feature allows managers to listen in on live calls and provide instant feedback, helping sales reps refine their approach and close deals more effectively.
Call Scoring
A new addition to Aircall AI, Call Scoring helps save time on team coaching; a hugely important responsibility, but also a time-consuming one. Managers can create custom scorecards with a mix of AI-evaluated and manager-evaluated criteria. A global score will be calculated based on the weight assigned to each criteria, and managers can leave open-ended feedback to help their teams level-up their skills. So it saves time, and centralises the entire core coaching process!
60% of our survey respondents find AI very or extremely important to sales success.
-2024 State of Sales in Financial Services
Actionable insights
Predictive analytics
Both HubSpot and Aircall offer AI-powered insights that help sales teams make data-driven decisions. HubSpot’s predictive analytics can forecast sales outcomes, helping teams prioritise leads and allocate resources more effectively.
Key Topics
Spotting themes and trends that emerge during customer and prospect conversations is key to a sales team’s success. With Aircall’s Key Topics feature, admins can immediately see major recurring topics that are discussed during recorded conversations. Over time, these insights can really drive team coaching and performance, inform product development, and ultimately improve the sales experience.
Talk-to-Listen Ratios
Talk-to-Listen Ratios help sales teams to make those all-important tweaks to their call scripts. This feature enables users to easily view the percentage breakdown of a call and see how much each speaker was talking. So, team leaders can identify coaching opportunities, see their team’s overall performance, and see where their scripts need tightening up.
Improving sales performance across financial services
As you can see, there’s a whole host of great solutions on offer for financial services businesses looking to enhance their sales performance. AI-powered tools like HubSpot and Aircall provide a significant competitive advantage in a rapidly evolving industry. These features remove a lot of the laborious, repetitive tasks and give sales teams the best-possible opportunity to improve their performance. In essence, these tools take care of the ‘robotic’ jobs, so salespeople can focus on the people at the other end of the phone.
“We believe in a product that's people-first. We see AI as a way to let you do less through automation, and to focus on doing the most critical things even better than before.”
- Scott Chancellor, Chief Executive Officer, Aircall
Ready to level up?
Check out this AI Sales Guide for Financial Services.
Request a demo of these features and more to see how Aircall and Instrumental’s AI-powered communications platforms can help your business grow.
Published on November 14, 2024.
