For Unique, we built a custom application that integrates Unique and HubSpot together, published on the HubSpot App Marketplace.
COMPANY DESCRIPTION
Unique is the leading company in Generative AI in Switzerland with successful business focusing on banking and insurance.
AVAILABLE ON HUBSPOT APP MARKETPLACE
Unlock the power of data with Unique! The platform was created in close collaboration with salespeople to serve reps and sales leaders. That’s why Unique’s primary focus is on sales performance and ways to improve it.
With Unique’s integration into HubSpot, your CRM gets updated automatically. The integration guarantees that HubSpot is always up-to-date with your latest customer interactions.
Unique collaborated with ClickRay to bring HubSpotters a possibility to seamlessly integrate HubSpot CRM with with their platform.
ClickRay built and listed the app on the HubSpot App Marketplace that allows for HubSpot CRM to get automatically updated with all customer interactions done in the Unique platform such as calls, email conversations, and meetings. After each call, a summary is created and uploaded into HubSpot with the most essential information of the conversation. The integration guarantees a seamless connection between the two platforms when it comes to prospect and customer data.
PROJECT GOALS
Build a two-way sync between Unique and HubSpot data in order to allow for an automated data sync, without the need for manual effort.
Leverage HubSpot's tools to share customer interaction data between the CRM and Unique.
PROJECT RESULTS
Created a solution that after each call, a summary is created and uploaded into HubSpot with the most essential information of the conversation. All the information is safely transferred to and stored in HubSpot CRM.
Designed and developed a "deal card" that observes the sync status to leverage existing HubSpot functionality.
We provide custom solutions for growth-driven businesses.
MARKETING AUTOMATION
We design a marketing strategy proven to increase organic traffic and generate leads.
HubSpot - A More Integrated Solution than Salesforce
HubSpot provides more consistent data than Salesforce with a 360-degree view on the customer because it has an all-in-one CRM platform that integrates marketing, sales, and customer service tools into a single system.
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