HubSpot CRM

We use the Marketing and Sales HubSpot professional hub to help us manage our data inflow and our marketing activities.
HubSpot currently helps us in creating a systematic process in managing records and getting a report out of it. With HubSpot we have also integrated a lot of applications through their marketplace to have all activities happening in one place. We are able to better analyse our activities and track performance.

We definitely have had a major improvement and coordination in our marketing & sales teams with HubSpot. We are able to understand which contacts to Market to with the use of Marketing Contacts now.

We recently switched over to HubSpot CRM due to our previous legal software not providing the data or analytics reporting our executive team was looking for. Hubspot is able to track leads in our firm and report on statistics so we can make intelligent decisions based on data. Our team reports on weekly Key Performance Indicators to keep all departments on track with the progress and status of the firm, and being able to access this information at the click of a button has made life so much easier. It's a lengthy, tolling process migrating over to HubSpot CRM, but I would recommend it for any business contemplating the decision, 110%.

At the moment, our Marketing team is working hand-in-hand with Intake (Sales) to teach them how to better follow up on leads, nurture potential clients, and guide them through the pipeline. Hubspot preaches about the "Flywheel"- focusing on making the buyer stage less of a funnel, more of an ongoing cycle. By working together in the system, we have been able to determine where time can be saved as far as automation and where we could improve processes.

Love HubSpot! It's a great one-stop-shop for managing information and connections. It's very beneficial to connect notes to companies, contacts, calendars, etc. It's great for organizing and maintaining information. I like the task features as well as the ability to sort and manage information based on the different search criteria.

Great to see other transactions with contacts and companies from other users.

HubSpot CRM has allowed us to manage the customer success both; both for the benefit of the customer at the start of the lead generation and through to the successful activation of the partnership. As well as the business success, being able to easily track the journey which a new lead takes prior to it being activated and the timeframe for which that takes. HubSpot CRM is a daily software used within the business and we rely on the tools within Hubspot to increase the % of lead generation.

Currently, we don't have a significant link between sales and marketing in a tracking or metric sense - 3rd party software is being used primarily. However, we have seen a shift towards lead tracking and revenue generation in using HubSpot's features more effectively. With a view to centralising the management of customer data.

I utilize HubSpot for my daily activities, i.e. calls, emails, and any outreach to prospects or customers. Additionally, I use HubSpot for my sales forecasting, quotes, and tracking. I can start with a prospect and follow that prospect from first outreach to close of business and beyond.

The marketing campaigns are set up in HubSpot, and we in sales can track those that participated in the marketing event and follow up accordingly. When you can rely on one application to help coordinate the efforts of both marketing and sales you have a business solution that is well worth its cost.

I use HubSpot to track and call accounts that are connected to our TMS. This has been very helpful to keep track of my calls and the information that is happening within each of my clients accounts. I think the system helps with many aspects of my sales process and I don't think I would be as successful without it.

It keeps us in line with marketing so we know what they are doing and what our clients are also seeing.

I use HubSpot to keep track of my daily tasks, log all conversations with prospects and clients through calls and emails and it builds a repository of data as to my progress and performance. It helps me keep track of my sales and next steps with prospects and clients.

So much faster and more efficient than Salesforce which I've used at my previous role.

We are able to reach more contacts more efficiently through marketing efforts and sales efforts.

Currently we are managing inbound and outbound leads, targeting customers and potential leads with sequences.

Helps me see what they have already sent, or what the clients are clicking on. Makes it a bit easier to pick a topic of engagement.

HubSpot is a great asset to our company. It makes our lives so much easier and it has helped us land so many deals. Everything is organized and it is so flexible to keep everything on hand. We use it from marketing to sales, it's a great software. from logging calls to setting tasks, it's great all around.

HubSpot made it easier to import leads and have everything organized per sales rep.

I use HubSpot CRM as a tool to track leads and sales. In Retail, tracking the progress of deals and the activities related to those deals can be overwhelming once you have 50+ of those deals going at the same time. Then there's the outreach that you do for leads to generate new deals. There are a lot of tasks and activities that happen going into a sale and HubSpot has been very useful for managing all that information.

Coordinating is very easy because you can just tag teammates in posts or you can send them information from inside a post. I love how sharing information is streamlined and simplified by HubSpot. Teammates can even send me whispers or bits of information while I'm on a call and need assistance

I use HubSpot daily in my organization. HubSpot helps with the internal collection of data & the visibility between team members. HubSpot lets us send email/record that. Basically a super communication tool.

We have not really used this one/feature. As part of the sales team, we are able to use what the marketing team places in HubSpot to be sent to clients. We are also able to track if the marketing team had sent a recent email/resources.

HubSpot helps our team organize and keep track of all incoming leads and customers. We schedule calls, email, text, call, and record meetings in the CRM. It provides seamless communication between our team (sales) and others in our company. We keep detailed notes and records of deals and interactions with leads and customers. HubSpot also allows us to forecast and track our yearly, quarterly, and monthly sales goals. Detailed reports are easily auto-generated. It helps us automate certain tasks that would otherwise take hours to execute. We're able to save email templates, create sequences, set tasks, and employ a rigorous follow-up strategy based on a lead's activity. HubSpot easily integrates with other tools, so our GoogleWorkspace is always updated with activities completed in the CRM.

We currently do not use Marketing Hub, but so far it has tremendously helped our sales team follow up with all marketing leads.

HubSpot's CRM helps me manage our current customer experience. Through the CRM, I can track platform usage, account age, key milestones, etc. It's super easy to find pertinent customer information and make decisions accordingly. We also leverage the calendar scheduler, which is attached to my email signature; I especially like being able to set my available hours through this scheduler.

HubSpot's CRM is super helpful in providing alignment between sales and marketing efforts. Our marketing team has been able to set up workflows which direct inbound sign ups and leads to different persons and areas within the company. This ensures that each sales rep is receiving a highly curated lead.

We use HubSpot as our single source of truth for all sales-related data and processes. The marketing team uses HubSpot extensively as well because of the amazing flexibility to integrate it with numerous other products.

As both the departments need to align together on a lot of aspects to drive growth, HubSpot makes it smooth and easy to cooperate as all the data is available on the same system and in the same format.

I use HubSpot CRM to manage sales pipeline. I also use it to review/create reporting and dashboards. HubSpot allows us to track our leads and prospects and figure out next steps.

I use HubSpot to enter new customer information, send quotes, market via social media and obtain new skills via the HubSpot Academy. HubSpot is an additional avenue for potential new customers to contact us. It is where cold calling and marketing meet. Not only does it allow us to maintain as well as update our customer information. It provides a multitude of metrics and reports which provide additional insight into how we interact with our customers.

The ability to market, and communicate with customers all within HubSpot has been awesome. HubSpot provides metrics that show customer engagement, what devices were used to engage, how much time was spent, and overall how a marketing campaign was received.

I use HubSpot for outbound prospecting and deal tracking. It has helped me organize, simplify and automate my outbound process giving me time to use elsewhere. My outbounds are extremely customized and at a volume that I need.

The process is now seamless.

HubSpot keeps me organized, on track and accountable to my daily goals. The HubSpot interface is easy to use and the dashboards always let me know up-to-minute details to stay on course.

HubSpot allows different teams to attack the same opportunity without stepping on each other’s toes.

We host a lot of information on the HubSpot and generate leads through here which we help establish as clients along the way. The information is easy to access and our business has been streamlined and since working with HubSpot our efficiency has increased by 42%.

We are able to see each other's notes and information places on to a lead that's being handled.

All contacts in sales and scheduling appointments for new sales! User-friendly and Customer Service help was always there to help.

HubSpot helps me manage incoming leads (potential students) interested in Touro College, and the software makes keeping track of 100s of people and scheduling appointments for them with various counselors very easy and straightforward.

Since we are a college, we're using it somewhat differently, but HubSpot has certainly streamlined our workflow within Admissions and thus helps us communicate more easily and quickly with potential students and get them started on the application and/or enrollment processes.

HubSpot CRM does a great Job streamline the lead generation process. They offer Automated outreach that gives you insight into how different campaigns perform so you can adjust your messaging accordingly. Apart from other features, overall, it helps organize the whole sales process.

It provides means to have meaningful conversations between sales and marketing by providing the data to see what performs well.

I know different departments of my company use HubSpot differently, but I find it most helpful for its email templates, workflows, and improved efficiencies when scheduling prospects and getting in touch with them. The email templates and tracking in particular I find to be the most useful. I can quickly create templates from emails I already sent and easily customize them to my contacts.

It has given me better access to resources from the marketing side to use for my prospects.

I use HubSpot similar to other Account Executives I would imagine. We get a large influx of inbound leads that can be complicated to track and keep updated. HubSpot makes it very simple to organize and track all of our inbound sales prospects. Additionally, we have several deals populated weekly. HubSpot makes it very simple to keep track of each prospective client and deal. Overall the templating for outbound emails is great, customer support is very responsive and the Knowledge base is vast. I would say having worked with several CRM I highly recommend HubSpot over others that I have used. The UX is much cleaner and more user-friendly. There is a reason they are taking up more of the market share for this space.

I work pretty closely with my marketing team and I feel our communication is very good with HubSpot. I think the ability to get updates on drip campaigns and missing field values really adds value to the communication from sales to the marketing team.