Cirrus Insight integrates Salesforce with Gmail, Google Calendar, and Google Contacts. Instantly View Contextual Salesforce Information in Your Inbox. Save Emails & Attachments to Salesforce with a Click. Sync Your Google & Salesforce Calendars. Create & Edit Salesforce Records on the Fly. Customize Your Salesforce Workflow in Gmail. Add Google Contacts to Salesforce. Salesforce Tasks Integration. Salesforce Templates Integrated with Gmail.
$15
per month
HubSpot Sales Hub
Score 8.7 out of 10
N/A
HubSpot Sales Hub is designed to eliminate friction by bringing tools and data together on one platform. The solution boasts email tracking and templates, and call tracking & recording.
We actually use or have used pieces of Engagio (still using for ABM), ClearSlide and Intercom but we ended up migrating all of our team members to HubSpot sales because it covered all of our needs (email tracking, document tracking, etc.) and more - like scheduling meetings …
For someone who uses both Gmail and Salesforce as part of their main role, this software is an invaluable connector for them both. Some of the features are also not Salesforce specific - such as the Meeting Scheduler, which has proved invaluable to me, and I would recommend to any Gmail user who frequently set up meetings (either internally or externally).
HubSpot Sales HUB is well suited for teams who want to run a sales team, grow their business, and continue to do so efficiently. The amazing elements of HubSpot Sales HUB is how the UI facilitates the work to begin with. Beyond the features and capabilities, the UI helps make what you and your team want to accomplish easy. The sales teams who have 2-5 people, teams of 20-50, or 500+, the HubSpot Sales HUB will adapt to how you and your organization are structured.
Log email to Salesforce. You click one button and it logs for you. This is easier than adding the BCC email address that Salesforce provides as a way to log email.
Track views and engagement on these emails. It's nice to know if the email was opened and if links were clicked.
Update quick fields in Salesforce directly from their inbox using Cirrus. This prevented reps from needing to click into Salesforce, wait for it to load, then update fields like the phone number or name.
If the rep did need to open Salesforce, Cirrus provides a quick button to navigate to the Lead/Contact/Opportunity page quickly.
The task feature of HubSpot has been super helpful for me to organize what activities I am focusing on throughout the day. Instead of having a generalized list of the activities that need to take place today, I can organize that list by calls, emails, to-do's, linked-in, etc. That way I can take an hour of my time and focus on only doing phone calls, only doing emails, etc. It has helped me increase my productivity by making 20 phone calls a day to 100 phone calls throughout the day.
Hubspot Sequences are also super helpful in order to plug and play contacts that need similar solutions. The automatic email feature allows me to not have to spend time sending a simple email template. Instead, it automatically sends that email out at the time that THEY would most likely respond.
This gives me more time to focus on the tasks that I can't automate, allowing me to be way more productive. I can also customize my sequences to automate when I am reaching out, and what activity I am doing.
Sequences give me the ability to create a highly customized approach, with the scalability of a plug and play format.
Outlook for Mac could use some work as an add-on because it's hard to read sometimes on my laptop. It's not a sidebar, like the Windows functionality, so it's harder to read.
Doesn't always find an opportunity, even though I know it's in our Salesforce system.
Randomly shuts down and doesn't log in properly at times. I've had to remove and re-download more than once.
I find the interface to be a bit unorganized and sometimes the information added about projects looks clogged which sometimes makes it difficult to access specific information.
Sometimes we have to deal with different currencies because we have clients all over the world but the exchange rate tool is not always accurate, causing us to slow down our work.
It is the best google to salesforce integration on the market. support is incredibly responsive and very helpful. They are constantly adding new features, and the current feature set is well beyond anything else that is currently offered in the market
Ease of use, ease of customizability, and ease of 3rd-party integration, especially to LinkedIn Navigator, all play a vital role in our increasing reliance of HubSpot Sales for our growing sales team. Also taking into account the great training and support for HubSpot Sales available from HubSpot, including HubSpot Academy.
Very easy to use. Everything opens in a familiar interface right inside the google apps sidebar. It brings in salesforce records, so as long as you know google apps / gmail and salesforce you'll be all set. It's point and click.
Since we launched HubSpot Sales Hub into our organisation's tech stack, we've experienced a smooth transition and implementation process for those using this solution. The ease of use and the interface experience is amazing and that was a main priority for us in the purchasing phase. So far, we've been nothing but very happy with the support, implementation, and ongoing development of our sales team adapting to the solution. Highly recommend it for usability and functionality!
Oh my goodness HubSpot Support is just amazing. I submitted a question/issue to them yesterday and by this morning I had this response:
"Hi Stephanie, I hope this finds you well and thanks so much for your patience while I was working to update the extension with my team. We were actually able to push through an update yesterday afternoon which set the default lifecycle stage to lead in the sidebar. If you take a look now, that should be in place. If it has not updated yet, I would recommend uninstalling and re-installing the sales extension so an updated version and be pushed through. Again, I want to say that I sincerely appreciate that you took the time to reach out to us and help us iron this out. HubSpot really values constructive feedback with real use-case backing to help push it along. So, thank you!"
The plugin is installed inside your internet browser as an extension/add-on. It can be found in most add on stores and is easy to install. Usually just a few clicks. It handles authorization for you once you sign in, and then takes care of all the rest. It couldn't be easier to get working right out of the box. You're up in running in less than 5 minutes.
It was not only SUPER easy to implement, we had some amazing support from HubSpot. They scheduled a call to go over each individual tool with our team and provided guidance and best practices plus answered any questions are new users had. It was wonderful and really helped them get started confidently
Yesware regularly sent me alerts that my emails had been opened by someone who I hadn't sent them to, from locations they couldn't possibly have been. I also don't recall its Salesforce activity logging working as smoothly, though I last used Yesware more than 12 months ago so my memory isn't as fresh as it could be
To be honest, there are great features in all of these competitors but they aren't quite as user-friendly or robust compared to Hubspot. Hubspot's Sales hub was able to add more features to it's platform while remaining very user-friendly and easy to use. I found myself getting lost navigating platforms like Zendesk or Salesforce, there is also a much nicer onboarding experience with Hubspot.
Prior to Hubspot, this was maybe 24 hours as an average. Now it is MINUTES. We immediately get back to clients and if we aren't able to then we will connect using email automation and sequences without lifting a finger. It's great!
Company Growth in difficult times:
Despite COVID causing issues on Residential Construction in Washington, we have continued to grow as a business, and part of that is thanks to our amazing Sales team, and part of that credit goings to Hubspot directly. If we didn't have Hubspot we would have shrunk or stayed the same as a company. Hubspot made sure we grew.
ROI [return on investment]
It's a hard thing to measure but our company has increased its revenue by more than 20% compared to last year. And that is saying a lot for our industry especially with COVID's impact on Residential Construction. I
can't measure it precisely but I know beyond any shadow of a doubt that HUBSPOT helped make this possible because our Sales and Marketing Teams are sharper and more capable than they have ever been thanks to this wonderful CRM.
