September 5, 2022
MeetRecord enables revenue teams in your organisation to capture insights from their meetings and calls. Insights from real-world calls help to coach your teams better and ramp up onboarding.
When you combine your HubSpot CRM data with MeetRecord, you get an unmatched visibility into how your reps are interacting with your customers and what's going on in your accounts.
With MeetRecord, you can
Get complete visibility into your customer conversations. MeetRecord helps you close deals faster, and hear the voice of your customers. Find what is helping you close high value deals and what’s not.
Identify who is performing well and scale the best practices across your revenue teams. MeetRecord captures every customer call, web conference, and email. You can see how deals are progressing and what you could be doing better.
MeetRecord pushes call data to HubSpot, so customers can view call activities and highlights directly from HubSpot to save time.
Call highlights, URL to recording, and participants info will appear under a new meeting in HubSpot CRM linked to Deal / Company / Contact.
Many sales reps prefer creating just the contact first, and deal/company later when there is positive next step from prospective customer/opportunity.
In this case, the recording data will be added as a ‘note’ activity under the identified contact.
If the meeting participant is found associated with a deal, and/or company. The recording data will be added as a ‘note’ activity to the deal and company as well.
To integrate your Hubspot account with MeetRecord
1. Go to integrations page on MeetRecord Settings
2. Click on the 'Connect' button below Hubspot Icon
3. Choose account and Authorize the MeetRecord app on Hubspot.
4. Go to the accounts sections to see the synced in deals and company details
Streamline your workflows and give complete access to call insights to your revenue teams with MeetRecord's Hubspot integration. If you something specific in mind, connect with us on firstname.lastname@example.org
Manager-led sales coaching
Pipeline and deal management
Voice of customer & market intelligence
Sales process improvement
Rep self-coaching & peer learning
Onboarding new hires faster