DocSend is a secure file and document sharing solution that gives users analytics and control on sent documents to see who opens documents, who they forward them to, and how long they look at each page. Users can turn off access, password protect, or set an expiration at any time. DocSend integrates with SalesForce as well as Box, Dropbox, Google Drive, and OneDrive. Use cases include investor relations, board management, and similar transactions where secure sharing is required. Additionally,…
$10
per user/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.
DocSend works really great if you want to send out a doc to a prospect and want to track when they open it and what content they view. The reporting on this works really well and I've been happy with this functionality. Where it falls short is when you're trying to use it for a live demo utilizing the join.me integration. There are a lot of issues when you try to switch your screen and it only works 2/3s the time. I'd prefer an all-in-one solution instead of this Frankenstein model.
Sales hub is an excellent tool for a sales professional, probably even the best tool available in the industry without a doubt. However it could be much less convenient for outside sales reps that need to consistently meet people in person, it has some features to cater to these reps but they aren't as robust as the ones designed for inside sales reps.
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.
DocSend has a newer feature called Spaces, it lets you place multiple files into a single "deal room". Unfortunately for us, we need it to support nested file structures for larger content sets. Their support team says this is on the way.
I'd like to be able to change the icons for links add to Space, currently, they're a default icon.
Navigating the UI is just a bit laborious, it feels like it should be easier to get to link creation since that is what you're doing 90% of the time you go to the site.
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.
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.
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!"
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
DocSend is more convenient than DocuSign if you are already using Dropbox, otherwise a lot of these solutions come down to pricing and preference on user interface. For us, DocSend was great until our needs changed to needing a more sophisticated contract management tool. With further integrations and API accesses in the future, I think it will be easier to have all systems communicating and working together .
HubSpot Sales Hub helps our team keep track of all of our partners and customers in one place so we can market effectively and personally. Their blogs and "HubSpot academy" make it easy to learn/onboard. People care most about the service, which is the biggest reason why—such a fan of the pre-made templates, flexibility, and ease of use. The user interface and integration with other platforms are excellent for our business. In comparison to its rivals, it would rank at the top so far.
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.
