Add
SAP, Aircall, PandaDoc, Involve.me, AWS, Insycle
to your tech-stack.
Aircall
Aircall is a cloud-based phone system and contact center software company founded in 2014, with headquarters in Paris, France, and New York City, USA. The company provides modern voice solutions designed for businesses, enabling seamless communication and collaboration across teams.
Aircall specializes in integrating its phone system with popular customer relationship management (CRM) tools, help desk and productivity platforms, making it an ideal choice for sales and support teams. Key features include call routing, analytics, call recording, and real-time collaboration tools like shared call inboxes.
The platform is renowned for its ease of use, quick setup, and scalability, making it suitable for small to medium-sized businesses and growing enterprises. Aircall is committed to helping companies deliver exceptional customer experiences through reliable and innovative voice communication solutions.
At Periti, we use Air Call to automate and measure outbound sales activities. Several call-related KPIs can be used for scoring and prioritization, and the transcript functions save significant time for BDRs. In an inbound service-related scenario, the built-in interactive voice response engine helps to classify, route, and automate incoming calls.
AWS
Amazon Web Services (AWS) is a subsidiary of Amazon that provides on-demand cloud computing platforms and APIs to individuals, companies, and governments. Launched in 2006, AWS is headquartered in Seattle, Washington, and is a pioneer in the cloud computing industry.
AWS offers a vast portfolio of services, including computing power, storage, databases, machine learning, analytics, IoT, and security, enabling organizations to build and scale applications efficiently. Its most popular services include Amazon EC2 (Elastic Compute Cloud), Amazon S3 (Simple Storage Service), and AWS Lambda, among others.
Known for its reliability, scalability, and cost-effectiveness, AWS serves a wide range of industries, from startups to enterprises, in over 190 countries. As the market leader in cloud computing, AWS powers many of the world’s largest websites and applications while continually innovating to support digital transformation and business growth.
At Periti, we mainly use AWS Lambda to build custom integrations with ERP Systems, fleet management solutions, e-commerce stores, warehouses, event management systems, and other solutions that require custom integrations or highly-specific trigger events for mission critical business processes.
For sales teams, HubSpot becomes the center of truth for commissions, leads and everything needed to manage sales performance. For instance, if a salesperson assigned to a lead is not working that lead, HubSpot can automate the process of moving it to someone else.
If you’re looking to upskill your sales strategy and leverage the robust sales enablement capabilities in HubSpot, schedule a call with one of our Sales Hub experts.
Insycle
Insycle is your powerful, user-friendly platform that helps teams clean, manage, and organize CRM data effortlessly - to drive growth and deliver results.
It delivers Data cleansing, data quality, data import, bulk operations, data dedup, data analysis, data exploration, data standardization, and data collaboration.
The most common alternative is to export data to CSV, use spreadsheets and VLOOKUP or INDEX MATCH to manipulate data, and then import it back, a time consuming and error-prone process. Insycle gives your team superpowers to manipulate data at scale.
No more spending hours with painful Excel Kung-Fu.
Involve.me
Involve.me is a SaaS company specializing in creating interactive and personalized customer experiences through tools like forms, surveys, quizzes, and landing pages. Designed to enhance user engagement and conversion rates, their platform supports various use cases, including lead generation, customer onboarding, and e-commerce personalization. Features include drag-and-drop editing, customizable templates, AI-powered analytics, and integrations with popular platforms like HubSpot. Over 3,000 businesses, such as Universal Pictures and Bloomberg, use involve.me to create interactive funnels that improve customer interactions and streamline sales processes.
At Periti we use involve me for engaging quizzes or calculators to create high-quality leads in HubSpot CRM.
SAP
SAP SE is a leading multinational software corporation headquartered in Walldorf, Germany. Founded in 1972 by five former IBM employees, SAP stands for Systems, Applications, and Products in Data Processing. The company specializes in enterprise application software, enabling organizations to manage business operations and customer relationships effectively.
SAP’s flagship product is SAP ERP, an integrated suite of applications designed to streamline processes across various business functions like finance, human resources, supply chain, and manufacturing. Over the years, SAP has evolved its offerings with cutting-edge technologies, including cloud computing, machine learning, and advanced analytics, most notably through platforms like SAP S/4HANA and SAP Business Technology Platform (BTP).
SAP serves businesses of all sizes across diverse industries and operates in over 180 countries. It is renowned for its innovative solutions and commitment to sustainability, helping enterprises achieve digital transformation and operational efficiency.
At Periti we partner with SAP to integrate HubSpot Marketing automation with SAP’s CRM solutions such as C4C (SalesCloud & Service Cloud) or HubSpot Sales Hubs with one of SAP’s ERP systems such as Business by Design, Business One or S/4 Hana.
PandaDoc
PandaDoc is a software-as-a-service (SaaS) company that provides a platform for creating, managing, and e-signing digital documents. Founded in 2013 and headquartered in San Francisco, California, PandaDoc focuses on streamlining document workflows for businesses, enabling users to create proposals, contracts, quotes, and other business documents efficiently.
The platform offers robust features such as document automation, electronic signatures, real-time collaboration, and analytics to track document performance. It integrates seamlessly with HubSpot CRM, as well as with payment, and productivity tools, making it a versatile solution for sales teams, HR departments, and other professionals.
PandaDoc is widely used by small to medium-sized businesses as well as enterprises to reduce administrative overhead, improve closing rates, and enhance the overall document management experience. The company is recognized for its user-friendly interface and commitment to simplifying business processes.
At Periti, we use PandaDoc for more complex quote generation and automation. In combination with HubSpot, PandaDoc allows automatic bidirectional communication between the two systems, resulting in a significant reduction of repetitive manual tasks. Compliance functions such as redlining and approvals enable transparent collaboration between multiple teams on larger agreements.
