Optima Solutions is a one-stop business automation and software development agency for sales and marketing teams. They help SMBs improve operational efficiency by adopting the right CRM or optimizing current usage, and they champion Aloware as the premier phone system integration to all clients.
“We’re a HubSpot diamond partner, but we also work with other CRMs like Salesforce,” says COO Kirk Jude. “A lot of our clients needed their phone system to do more, like sending automated messages after missed calls or running SMS campaigns, and Aloware was the perfect solution.”
Aloware’s comprehensive integration with HubSpot, Salesforce, and other major CRMs made it a seamless fit for any client tech stack—and as a former Aloware employee and user himself, Jude felt confident in the extent of its capabilities. After setting up his first client with Aloware and helping their 20+ employees call, text, and automate sales workflows in their CRM, he’s since replicated that success with many others.
“We introduced what Aloware could do to all our clients, and it was like a domino effect—they kept adding more lines and more users because it’s been really beneficial for them,” he explains. “Their old phone systems may have had similar features, but the process was very manual instead of automatic.”
Business insights and analytics for the win
According to Optima Solutions, Aloware’s ability to track rep activity and package it into convenient business insights has further boosted client adoption. They say managers appreciate having a real-time overview of contact center analytics and individual rep progress, along with AI-powered voice analytics that summarize calls and break them down into actionable insights.
“Instead of asking their team, ‘how many calls did you do today,’ managers can check the dashboard and get that visibility,” says member success manager Joanne Rivera. “It helps with sales team accountability and productivity tracking—they don’t have to wonder whether or not they’ve met goals.”
Rivera says this type of reporting is a huge time saver for their SMB clients, where business owners are often pulled in too many directions to constantly monitor reps. She says managers praise the value of Aloware’s call transcripts, conversation highlights, dashboard reporting, and other productivity insights at a glance.
“In SMBs, it’s usually the CEO who’s interpreting reports, so [Aloware’s] reporting helps them focus on other things instead of constantly having to check on people,” she says with a laugh. “That can be irritating.”
Streamlining sales and support with CRM integration power
While Aloware integrates seamlessly with all major CRMs, Optima Solutions says the scope and depth of its HubSpot integration make it a must-have for any clients seeking to accomplish more within the platform. They recommend Aloware early in the sales process to HubSpot users and quickly demonstrate its robust workflow support.
“In our discovery process, we always ask about phones,” says CRO Evan Mills. “It’s my second or third question because it’s one of those core functions that a company like ours needs to know in order to help businesses.”
Once new clients are onboarded, the Optima Solutions team continues to support them in getting the most out of Aloware, like calling and texting directly within their CRM, launching SMS broadcast campaigns, and managing dialing lists without switching platforms.
“It’s so easy to set up workflows, sequences and drip campaigns, and they don’t have to worry whether they already messaged someone,” Rivera says. “It’s usually effort that keeps people from working productively, so the more we can help them automate processes, the more successful they’ll be.”
