The holidays have come early. 🎉
Caller ID is now available on iOS AND we have improved the Caller ID experience on Android making it fast and seamless.Caller ID shows you key CRM information when you receive a call, so that you are always prepared for your customer.
Why does it matter?
Sales reps manage a big book of business on their phone and in the era of frictionless selling, they are at the beck and call of their customers.
Caller ID equips the sales person with key CRM information before they answer - enabling you to focus on building relationships as opposed to recalling information.
How does it work?
Depending on what device you have, Caller ID will function slightly differently due to platform limitations.
iOS
On iOS, once you update to the latest version of the App, you will see the option to enable Caller ID in the Settings screen (within the More tab). You can find more details on how to enable Caller ID on iOS here.
Once enabled, any call you receive that matches a phone number in your HubSpot CRM, the dialer will show the First Name, Last Name and Company Name (see screenshot). No more saving contacts to your address book!
Additionally, you will also see this information in your iPhone Call Log.
Android
On Android, once you update to the latest version of the App, the existing Caller ID feature will be upgraded as well. You can find more details on how to enable Caller ID on Android here. Make sure you go into your settings and enable the feature.
We have updated Caller ID with some new exciting features:
- Any call you receive that matches a phone number in your HubSpot CRM, the dialer will show the First Name, Last Name, Company Name, Deal Name and Amount associated with it.
- HubSpot Caller ID now appears instantaneously when you receive an incoming call, leveraging the HubSpot Apps latest caching technology.
- If you miss a call, the Mobile App will generate a notification from which you can view the contact or call them back.
- After receiving a call, the Mobile App will show the Call Outcome screen so you can quickly log notes, create follow-up Tasks and set outcome.
This update is now available to all HubSpot users.