We are using HubSpot as CRM and AirCall to call. Right now there seem to be two ways, one to use the direct integration within HubSpot and one where you use the AirCall Chrome Extension to make Numbers clickable for dialing in the seperate AirCall Workspace App.
What is the better way of the two and why?
Not exaggerating. Take a look at this shit. This is the new pipeline that has been announced, "to better track when and why we have an SQL but no Deal was created":
- "Qualified (first meeting planned)"
- "Qualified (no show so far)"
- "First meeting successful (potential-check)"
- "First meeting successful (project start)"
- "Project Work"
- "Closing Process"
- "Said he will buy"
- "Closed Won"
- "Closed Recycling"
- "Closed Lost"
- "Closed Lost (first meeting has not taken place)"
- "Closed (AE Disqualified)"
No, I am not kidding, this is the exact translation, including the brackets and everything. Thats what the stages are called, verbatum. Why track lost reasons by selecting a reason like a normal person, when you can create a deal stage for every reason??
Mind you, we are a totally normal B2B SaaS company targeting SMBs, nothing special. There are literally books about this shit, but the people building our CRM have never worked with HubSpot nor do they have any clue how CRMs work.