Hey Siri! Hey Alexa! Hey Google!

We’ve all had a chat with one of these AI assistants at some point, right? We’ve asked them to play our favorite song, check tomorrow’s weather, remind us when it’s time to hit the gym, or maybe even settle the classic debate over whether deep-dish or thin-crust pizza is better. And while Siri, Alexa, and Google Assistant are our go-to helpers at home, their tech-savvy siblings are busy taking the business world by storm.

In fact, the conversational AI market hit a staggering $9.9 billion in 2023, and it’s not stopping there—it’s expected to skyrocket by 21.5% CAGR through 2032.

Conversation intelligence is a powerful ally for sales managers who aim to surpass their targets. It automates tasks, analyzes customer interactions, and provides the insights needed to close more deals.

Aligning sales managers and account executives is crucial yet challenging, and it directly affects deal success. Sales managers are responsible for steering business operations and mentoring new talent, while account executives must manage these deals, stay updated on product developments, and meet sales targets.

Yet, even minor missteps or communication lapses can send potential customers into the arms of your competitors. This is where HubSpot’s Conversation Intelligence proves to be invaluable. Powered by AI, it automates tasks, analyzes customer interactions, and makes real-time decisions. These advanced systems continually learn and adapt, helping teams enhance customer experience and strengthen their sales pipeline.

In this blog, you’ll discover how HubSpot’s Conversation Intelligence becomes a real-time coach for your sales team.

What is HubSpot’s Conversation Intelligence?

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At its core, the Conversation Intelligence tool captures, transcribes, and analyzes voice data from sales and support calls. It’s fully integrated with HubSpot’s Smart CRM, providing direct access to conversation data within each customer record. This integration enables teams to track performance efficiently, recognize common objections, and automate next steps based on specific keywords or outcomes.

When a sales rep addresses pricing objections, the system can automatically trigger a follow-up email with detailed pricing information. This minimizes manual follow-up tasks while ensuring timely and consistent communication with customers.

Why Should You Choose HubSpot’s Conversation Intelligence?

Modern sales teams handle hundreds of calls weekly, and thus, it is impossible to assess every interaction manually. Without structured insights, missed opportunities, inefficiencies among sales reps, and inconsistent training become common challenges. But here is where HubSpot’s Conversation Intelligence steps in. It assists sales reps by automating the data collection and analysis of these calls.

If you’re serious about boosting your sales outcomes, choosing HubSpot’s Conversational Intelligence is a game-changer for your business. What sets it apart from the rest? Let me give you the inside scoop on its unique features:

1. It Syncs Smoothly With HubSpot’s CRM

HubSpot’s Conversation Intelligence syncs directly with its CRM and ensures that every sales conversation—a lead, prospect, or client—is automatically linked to the right customer record. This keeps your sales activities organized and aligned with your sales pipeline and takes the guesswork out of follow-ups.

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2. It Delivers AI-Driven Insights

Yes, you don’t have to manually sift through hours of sales calls anymore because the conversation intelligence tool does that for you. It analyzes rep performance in real-time, spots patterns, and highlights areas for improvement, allowing managers to focus on mentoring rather than reviewing hours of recordings. With AI-powered insights, you can quickly identify what works in sales calls and replicate those successful strategies across the team.

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3. It Automates Workflows

HubSpot’s CI eliminates the need for manual follow-ups by automatically triggering workflows based on call content—be it pricing discussions or product details. As a result, emails, task assignments, or notifications happen smoothly, allowing your reps to focus on selling instead of managing tasks.

4. It Records and Transcribes Every Call

HubSpot’s CI tool transcribes and stores every call in the CRM, so finding a crucial competitor mention or product detail is a breeze. Just search, see, and you’re good to go—making life easier for managers and reps.

5. It Tracks Important Deal Keywords

Certain words can make or break a deal, and the conversation intelligence tool tracks them all. The tool tracks critical terms in your sales process, like competitor mentions or pricing discussions, so you never miss details. This helps sales managers surface the most essential parts of any call, ensuring nothing important slips through the cracks.

6. It Tracks Sales Reps Communication Styles

How much do your reps talk versus listen? Who’s turning calls into monologues instead of meaningful conversations? And what’s their average speaking speed? HubSpot’s Conversation Intelligence (CI) tracks these communication metrics and more. It gives reps real, actionable insights into how their communication style affects customer engagement—so they can tweak, improve, and ultimately close more deals.

7. It Creates Custom Coaching Playlists For Training

Don’t just teach sales techniques—demonstrate them. The CI tool helps you build custom coaching playlists from actual calls, giving new reps first-hand exposure to proven strategies that work. It functions like a sales coach available 24/7, offering real-world insights to help your team grow quickly.

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Benefits of Teams Using Conversation Intelligence vs Teams Without It

Teams Equipped With CI Tool	Teams Without CI Tool
Accurate data on sales performance for every rep	Managers rely on rough estimates and anecdotal feedback
AI-generated transcriptions and insights	Manually listening to calls is time-consuming and ineffective
Real-time feedback to reps based on call data	Delayed coaching, often weeks after the call occurred
Insights into customer objections, keywords, and trends	Hard to quantify competitive mentions and recurring issues
Enhanced productivity with automated workflows	No automated actions triggered by conversation data

What Are the Best Practices for Using Conversation Intelligence?

1. Set the Stage with Targeted KPIs

To get the most out of HubSpot’s Conversation Intelligence, start by defining the Key Performance Indicators (KPIs) that matter most for your team, such as call lengths, closing ratios, or sentiment analysis. Choose measurable goals that align with your business objectives to track the impact of your conversation intelligence efforts accurately. Customize these KPIs to fit your specific goals from the start.

2. Appoint a Dedicated Manager or Team

Every successful initiative needs a leader. Assign a dedicated manager from sales, revenue, or customer support to take charge of your conversation intelligence strategy. This person, or even a small team, will lead the way in training, implementation, and ongoing improvements.

3. Track the Keywords That Matter

Set up your Conversation Intelligence tool to monitor the most important keywords—those that signal buyer interest, objections, or positive feedback. This will help you focus on valuable insights and skip the unnecessary chatter.

4. Prioritize High-Impact Call Segments

You don’t need to scrutinize every moment of a call. Focus on the high-impact sections, such as the pitch or objection-handling. HubSpot’s tools let you zoom in on these crucial parts, making your analysis more efficient and effective.

5. Measure Progress Regularly

KPIs are only helpful if you’re actively tracking them. Make it a habit to review performance regularly—at least monthly—and fine-tune your sales strategies as needed. Continuous measurement and adjustment will keep you on track to hit your targets faster and improve over time.

Steps to Getting Started With HubSpot’s Conversation Intelligence Tool

Here’s a guide to help you set up, integrate, and get the most out of HubSpot’s Conversation Intelligence tool:

1. Confirm Your HubSpot Subscription

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Ensure you have access to the Sales Hub Professional, Enterprise, or Service Hub Professional and Enterprise versions, as these are required to use HubSpot’s conversation intelligence features.

2. Enable Call Recording and Transcription

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Navigate to Settings in your HubSpot account. Under the Calling section, activate the Call Recording and AI Transcription options to capture and transcribe calls automatically.

3. Integrate with Your Calling Tools

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HubSpot’s CI works with HubSpot’s built-in calling feature and third-party tools like Zoom, JustCall, and Kixie. Go to Settings, find the Calling section, and follow the instructions to integrate your preferred calling tool, ensuring smooth data flow.

4. Set Up Tracked Keywords and Terms

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Configure tracked keywords in the Conversation Intelligence section under Sales Hub settings to capture critical insights. Identify essential terms such as pricing or competitor mentions, allowing the system to track and flag key moments during calls.

5. Review Transcripts and Call Insights

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After each call, check the Contact Record for the Call Transcript and performance insights, including talk-time ratios, longest customer monologue, and other vital metrics. Use this data to monitor performance and make informed coaching decisions.

6. Create Coaching Playlists

Select significant calls that showcase strong performance or areas for improvement. Compile these calls into Coaching Playlists to provide continuous learning resources for your sales team.

7. Automate Follow-Up Actions

Streamline follow-ups by using automation workflows. Set triggers based on specific keywords or call outcomes that automatically send emails, assign tasks, or move deals through your sales pipeline, saving time and ensuring timely follow-up.

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8. Optimize and Refine

Review call performance and analytics regularly. Adjust tracked terms as needed and refine your sales strategies based on the insights HubSpot’s CI provides, ensuring continuous improvement in sales outcomes.

Are You Extracting Maximum Value from Every Sales Conversation?

The implementation of HubSpot’s Conversation Intelligence profoundly impacts sales team performance. It’s not just about recording calls; it’s about using AI-driven insights to help your team close deals faster. While managers get data-backed coaching opportunities, sales reps learn how to refine their approach and win more business.

HubSpot’s Conversation Intelligence seamlessly integrates with HubSpot CRM, aligning call insights with your broader business objectives. Each conversation becomes a valuable data point that strengthens your sales strategy.

Can HubSpot’s Conversation Intelligence transform your sales team? Absolutely. This tool enhances productivity, redefines coaching, and enables data-driven decision-making. It equips your team with the insights they need to excel, turning every conversation into an opportunity for growth and success!

Maximize Your HubSpot Potential with INSIDEA’s Specialized Services

As a HubSpot Diamond Solutions Partner, we take pride in assisting you in streamlining your HubSpot efforts. With our best-in-class marketing, sales, and service solutions, we help you scale exponentially. INSIDEA’s HubSpot Specialists have the required in-depth knowledge and can provide expert guidance on how to use the platform to meet your business needs.

Explore the range of services we offer:

HubSpot Onboarding: Seamless onboarding process to get your team up to speed and fully integrated with all HubSpot features.
HubSpot Management: Ongoing management ensures your HubSpot environment runs at peak efficiency.
HubSpot Migration: Smooth and secure migration services that protect your data and enhance your CRM capabilities.
HubSpot White-Label Solutions: Exclusive white-label services tailored to your brand, allowing you to offer branded HubSpot solutions.

At INSIDEA, we understand the importance of valuable HubSpot strategies that understand your target audience and drive conversions. Book a meeting with our HubSpot experts to explore how we can help you with your upcoming projects.

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