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AI Calling Assistant – HubSpot Automation System

The Calling Assistant Agent transforms how businesses capture customer information, qualify leads, and update CRM records.<br>Instead of relying on manual calls, note-taking, or typing data into HubSpot, this agent automatically calls customers, collects key details, extracts structured information, and syncs everything into HubSpot Deals and Contacts u2014 with zero human effort.

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AI Calling Assistant – HubSpot Automation System

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  1. Case Study Case Study Case Study Transforming Project Management with Microsoft 365 AI Calling Assistant–HubSpotAutomation System Case Study Copilot Overview Overview About the Client About the Client Challenge Challenge Primary Purpose: Leverage Microsoft 365 Name: Calling Assistant Agent – Autonomous AI Calling & HubSpot Automation System. Copilot to automate repetitive office tasks, The client is a coalition aiming to enhance The client is an AI-driven digital transformation Organizations struggle with inefficiencies The client encountered significant bottlenecks: including data extraction, form filling, and file Purpose:Auto-call customers, collect efficiency and reduce manual tasks. They face company focused on building intelligent automation from repetitive tasks like data extraction and manual calls resulted in inconsistent follow-ups, sales management.  structured info via AI conversation, and sync all challenges with repetitive work and data agents for sales, operations, and marketing form filling, causing errors and wasted time. reps wasted time entering notes into the CRM, and integration, and seek to use AI tools to streamline workflows. They handle large volumes of inbound Automating these processes is essential high lead volumes led to delays with incomplete data. Target Audience: Associations and extracted details directly into HubSpot Deals & Contacts — removing manual calling, note- processes and boost productivity. leads and  required a hands-free calling solution that To scale outreach, they needed an autonomous agent for improving efficiency. organisations  taking, and CRM entry. to quickly call customers, gather and analyze could instantly engage prospects, collect data, and information, update HubSpot, qualify leads, and update their CRM in real time - without needing Technology Used: Microsoft 365 Copilot for Target Audience:Sales teams handling operate efficiently without additional staff. human callers. AI-driven automation  numerous leads, qualification workflows, The Results Solution Microsoft Power Automate for seamless marketing campaigns, and using HubSpot for workflow integration  CRM. Ariedge transformed the Office Solution Eff iciency: Copilot automation The Results Power BI for advanced data visualization  improved operations by 60%. Assistant with Microsoft 365Copilot for Technology Used: Hubspot, Vapi and N8N enhanced automation. The Calling Assistant Agent is a voice AI that Operational Impact  Insights: Enhanced decision automates calls, engages in conversations, and Copilot 100% automated calling & follow-up  making accuracy by 50%. AI Automation:Copilot simplifies tasks like transcribes speech. After each call, it extracts key summarising emails and drafting responses. details like name, email, phone, intent, budget, and No human effort required for calling or data Productivity: We cranked up productivity entry   by 55%! How awesome is that? Performance Improvements  Efficiency:Works with Power Automate notes, automatically creating enriched HubSpot Whats Next to cut down on repetitive tasks. deals and updating CRM records. This structured Precision: Reduced data errors by 40%. 80–90% reduction in manual workload  Whats Next T Adding sentiment analysis for deeper conversation data enables quick lead qualification and scoring Insights:Leverages Power BI for real-time visuals. for seamless outreach. Instant HubSpot updates after each call  Collaboration: Improved teamwork by 35%. Faster lead qualification, boosting Collaboration:Enhances communication in Teams insights  The next phase for the Office Assistant with Copilot will Multi-language calling support  and Office 365 with Copilot support. conversions  focus on integrating predictive AI features for Customizable conversation templates per campaign  anticipating user needs and automating more complex Automated lead scoring inside HubSpot  workflows.  Integration with WhatsApp, Messenger & SMS agents  +91 7291043169 +91 7291043169 info@Ariedgedigital.com info@Ariedgedigital.com www.Ariedgedigital.com www.Ariedge.ai

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