- Learn two practical approaches to adding communication tools for CRM users
- See how PressOne’s solution works as a dialer within the CRM—ideal for agents who operate directly inside HubSpot, Zoho, and similar platforms
- Explore how Helios integrates with CRMs independently—perfect for teams working from within Helios or businesses that don’t use a dedicated CRM
- Use PortaOne Workflows to build tailored automations and sync data across systems
This session is designed for service providers who want to quickly add high-demand CRM capabilities for their B2B clients.
What to expect:
This webinar will show you how to offer high-value CRM communication services, with tools that fit different customer environments:
- A live demo of PressOne dialers embedded directly into CRMs
- An overview of Helios as an omnichannel CX platform that integrates with or works alongside CRMs
- How to apply PortaOne Workflows to create tailored automation flows and ensure data sync between systems
- Open Q&A with PortaOne, PressOne, and Helios (by P2P)
