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HubSpot Sales Hub

HubSpot Sales Hub

Overview

What is HubSpot Sales Hub?

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.

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Recent Reviews

Easy to use

9 out of 10
December 02, 2022
Incentivized
I use HubSpot everyday from beginning of my shift to the end of it. It allows me to easily manage all my tasks for the day as well as …
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What is HubSpot Sales Hub?

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.

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  • No setup fee

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  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is HubSpot Sales Hub?

HubSpot Sales Hub Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

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.

Reviewers rate Usability highest, with a score of 8.8.

The most common users of HubSpot Sales Hub are from Small Businesses (1-50 employees).
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Reviews and Ratings

(509)

Attribute Ratings

Reviews

(26-50 of 122)
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Score 8 out of 10
Vetted Review
Verified User
I mainly use this software for its central use, which is to track and close sales. I use this software to keep track of information, implement data, streamline outreach and keep track of history on many accounts. The biggest business problem it addresses is the lack of organization for individual sales representatives. My scope of use case is to make more sales!
  • Integration of other outreach software
  • Easy and user friendly landing page and functionality design
  • Customer service and training
  • Glitchy aspects where some things aren’t saved the first time around
  • Some integrations can not work the best
  • I would like to see more base cases of other users that are using the platform to its fullest capability
This software is well suited if you’re looking for an all-in, easy-to-use, and streamlined sales database for your team. Someone can pick up where someone else left off and not skip a beat. One of the best things about the software is how easy it is to use and get people up to speed.
Jeff Lozares | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
HubSpot Sales Hub is very user-friendly. It allows you to keep track of KPIs, and set goals, and reporting is easy to access and read. The template portion allows you to move quickly through your day without having to type out personalized emails with every client. The suggestion templates are amazing as they allowed me to think of different ways to interact with clients via email and get a better response back from clients. The meetings link worked wonders by providing a way for clients to schedule an appointment with you on their time so you don't miss out on opportunities. Utilizing these tools, gave me a better connection with clients. I would definitely recommend using HubSpot as it has made quite a difference with client interaction as well as an organization!! Excited to utilize HubSpot Sales Hub's other tools as there is just so much it has to offer!
  • Set and keeps track of set goals
  • Tasks keeps you organized and easy to use
  • Very easy to navigate to keep things moving
  • Filtering can be better
  • reporting when emails have been read can be more accurate as when I open the email I sent, it counts as if the client has opened the email.
  • Interface can look a bit better
Well suited to keep you organized and on track to follow up with clients. Keeps track of certain KPIs that can help throughout the month to hold employees accountable.
Nick Bracy | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use HubSpot Sales Hub to qualify and get in touch with leads and prospects. It is a good tracking tool for our small sales team. I especially like the visibility into the Actions that a prospect is doing once the email is sent to them. I use HubSpot Sales Hub all day every day
  • Sequencing Emails.
  • Filtering contacts.
  • CRM management.
  • Being able to Merge Companies while connected to Sales force would help us.
  • Some way to confirm Email and or Phone # information.
  • Visibility into some of the marketing properties if you are in HubSpot Sales Hub.
When we have specific Personas that we are going after. It is important for us to be able to filter our ICP through multiple filters on the company and contacts page. The de-dupe process is long and tedious. I would like to see that process be more efficient in the tool.
April 04, 2022

Fast and reliable

Carlos Begazo | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I use HubSpot Sales Hub for organizing my sales strategies and managing all my leads. HubSpot offers great tools that can turn my leads into customers of our business and working in a tourist area, we must have the right tools to provide useful emails and advertising that potential customers will be interested in, as well as knowing how to get our current customers interested on the products and travel packages that we put out. It’s great for organizing projects and measuring recurring revenue as well as much more analytics. HubSpot also creates a way for us to send our newsletters and track their progress and know how well they will do with the HubSpot forecast tool, which is amazing for me and my team as the accuracy rate is very high and we are able to predict failure or success and make use of the tracking tools to know how well each project is doing in terms of sales.
  • Automatically collecting clients’ data makes it easy to communicate and solve customer issues that are marketing-related in between projects.
  • Ability to segment our contact directory to send relevant advertising depending on the type of information they like to know about.
  • Customer support is very responsive and makes it easy to navigate through the tools with their help and the guides they provide.
  • 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.
HubSpot is easy to use and will offer you essential tools that will improve your market productivity in your industry you will see results and improvement quickly once your company is set up in HubSpot, as well as providing the right tools to measure win rates, annual revenue, and profit.
Joey Harman | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Hubspot Sales Hub is the primary tool of our Sales Team and also marries nicely to our Marketing Team which is using the Marketing Hub. Hubspot Sales Hub gives us the tools to manage our entire Lead database, leverage our communications with them, track their progress through the sales process, and build detailed reports we use to make big decisions on the direction of the company. In terms of problems it addresses, we would be incapable of doing what we do now without Hubspot. The communication tools, workflow automation, email tracking, templates/snippets/sequences, etc. All of that stuff makes us able to compete in this challenging industry with less worry or stress.
  • Communications - Chat, Emails, Tracking, Snippets, Templates, etc. These tools keep our team connected to the clients and make our team more connected to each other at the same time.
  • Automation - Sequences, Workflows, Meetings, etc. TIME SAVINGS! Data entry and follow-up tasks BEFORE our transition to Hubspot were abysmal compared to what we have now.
  • Customizations - Deals, Contacts, Reports, etc. Being able to Co-Create these helps tremendously!
  • DAYS OF THE WEEK/TIME:
  • Few things in Hubspot can be categorized by the DAY OF THE WEEK. It's always just the numbered date. In terms of automating a Sales team where someone gets leads on a specific DAY of the week, "Monday", this could improve. Does that make sense?
  • TICKETS:
  • Maybe it's just me... but after 2 years of using Hubspot, I still don't understand this Ticket structure versus just using TASKS.
  • Again, maybe it's me. We do not use Tickets EVER and I don't see how things would be different if we did.
  • ACTIVITY FEED:
  • This seems to be glitchy and often gives notification of, "Someone Click, Opened" blank... I understand this often happens because more than one person is on that email thread... Could this be fixed that if we do not know who "Someone" is, that instead it at least would list the EMAIL ADDRESS if not the name?
  • CONTACTS PAGE:
  • I love this page, but this has nothing compared to using LISTS. Using the Lists feature is likely the best way to really find a detailed list of clients. I wish the Contacts page was able to have some more Filtering Functionality across other properties such as Deals or Activities as the LISTS feature can do.
In my humble opinion, everything that Buildertrend and Salesforce can do is inferior compared to HUBSPOT. Sales, Service, Marketing, etc. are all better in Hubspot. Hubspot is not cheap though. That is the kicker. I suppose Hubspot is more well suited to larger businesses with larger budgets and the smaller businesses could be more willing to pay for something else...
Mitchell "Moshe" Ross | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
HubSpot Sales is heavily in use by our Sales organization, by our Marketing Team, and to some extent by Customer Success and others. It solves the problem of having all our company on the same page. HubSpot makes our business data accessible. Because of the accessibility of the data, we can make informed business decisions. Imagine that! Informed. Whether right or wrong, at least it's informed.
  • Customizing of user view on a per-user basis is easy and extensive
  • Ease of reporting including built-in reports and endless possibilities for custom reports, dashboards and
  • Ease of scheduling, ease of calendar integration with 3rd party resources
  • Extensive integration potential with myriad 3rd party resources, especially LinkedIn Navigator
  • Some of the hard-coded features such as property names and options should be soft-er
  • Round-robin lead rotation is designed for help desk, not sales. 3rd party add-on required.
  • Tighter LinkedIn Navigator integration would be most welcome. Right now only Salesforce and MS/Dynamics will fully integrate.
HubSpot is more of a contact management solution vs an account management solution. When working with contacts it's often hard to see the full picture of what is going on in the account. This makes it better for smaller, less complex deals. HubSpot is also easy to manage internally. There's very little if any outside support needed to customize the solution vs Salesforce, for example.

HubSpot Customer and Tech Support is awesome!

Smaller organizations can grow with HubSpot, adding modules and complexity as warranted.
Douglas Hoenig | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Ripple Street started working with HubSpot Sales Hub within the last year to manage our sales outreach, opportunity pipeline and client communication. We switched over from Pipedrive which was awful. HubSpot is great in many ways. It's much more intuitive. It leverages AI in inputting content and contacts. It's connected to our marketing and website and tracks that activity back to our sales outreach. It has so many features that we're just starting to leverage and I'm very excited.
  • Client communication and prospecting management
  • Contact and organization input using AI and open data
  • Pipeline managent
  • Plug-in with Outlook is a bit buggy
HubSpot is very well suited for helping a sales organization manage their pipeline and client and prospect outreach. Their tasks to help remind you and keep you on top of outreach is on point. They leverage AI in client communication and inputting contacts and organizations when you do your initial outreach which helps reduce time in inputting data. It connects with the MarketingHub to track any website activity from our clients and prospects and pulls in that data to our CRM.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
HubSpot Sales Hub is used by the Sales, Account Management, Operations, and Customer Service teams within the Commercial Division of our organization, with a few stakeholders from elsewhere in the company. It addresses the business problem of needing a Sales CRM tool that easily combines contact, company, and deals data within one CRM, in a way that is easy to access and update.
  • User Interface
  • Integration of contact and company data
  • Easy import/export of data
  • The pipeline view could use a bit more flexibility
  • The view of contact/company/deal records could allow for more customization on the left-side table
HubSpot Sales Hub is well suited for any company that wishes to track communication with customers, deals, and connect it all seamlessly to contact and company records in a CRM. It would not be well suited, perhaps, to a smaller company or sole proprietor that has very unique or complicated deal structures.
Matthew Gardner | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
HubSpot Sales Hub is used across our marketing, sales, and customer success departments as our core company CRM. Marketing uses many of the Marketing Hub features but Sales and CS live inside Sales Hub. Keeping a central store of companies and contacts as well as deals and deal pipeline is something that is necessary in a company our size and HubSpot is how we do that and keep our data unified across departments. It is our "one true source" of knowledge and records. If it's not in HubSpot, it doesn't exist.
  • Data storage
  • Support
  • CRM tools
  • Outbound emails
  • Calls
  • Record keeping
  • Activity logs
  • Workflow logic
  • Filter Conditions
  • Currency Variance
  • Report limits
  • User admin
It's a solid CRM and does a great job at core features like storing our CRM data, doing outreach, etc. But as we grow larger the deficiencies become more apparent. Lots of gaps in filtering and workflowing logic, specifically things like not having the ability to run time filters vs "TODAY" is a huge gap compared to Salesforce. As well, pricing is very annoying as there isn't simple self serve options to add specific features and prices have huge jumps. Base pricing is good but once you add what you need you'll be paying as much as Salesforce, which has more of the functions that we are missing anyway.
Ana Dawson | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
HubSpot is used by our sales and marketing department. It allows us to keep track of our contacts, new leads, send our newsletter, and any relevant info to all our clients. We also keep track of new deals and action items that have to be done. At the end of the quarter we analyze data in the reports.
  • Organizes deals in different stages.
  • Matches emails with each deal for tracking of all information.
  • Has all information about a deal in one place so anyone can easily access it.
  • It allows you to make a calendar link to book meetings.
  • They have many features but any time you want to do something additional it turns out you have to upgrade or pay more for that feature. Other CRMs offer a lot of these functionalities at a lower cost.
  • I've tried other CRMS and one thing I loved that HubSpot does not have is that a deal will change color if an action needs to be taken or if next steps are due. In HubSpot you literally have to go into a deal and see what needs to be done.
  • Tasks are shown on a list on the top right hand corner, but if a task passes its due date it doesn't remind you to do it later on.
If you have a large sales team the HubSpot professional suite at $800 dollars a month is well suited, it comes with a lot of functionalities that lets you automatize tasks and keep control of your leads and progression of each deal. For a small sales team, it is a lot harder because the cost for 3-4 people goes up. They should have an overall cost but it would be good if they had an individual cost for smaller companies that includes all features.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Our Sales Department uses it to organize our valuable customers, manage daily tasks and follow-ups including calls, texts, emails, and meetings. They can communicate with the team by tagging them in HubSpot Sales Hub. They can track all the calls and minutes of calls as well as connected time. It helps streamline the workflow and create and modify the templates and send it out to our leads all at once.
  • Simple and easy to use.
  • Email automation&Sequencing feature is convenient.
  • Easy to keep track of record of every leads contact info email open and clicks.
  • Takes some getting used to.
If you want to have a powerful and intuitive CRM tool that includes sales engagement functionality and sales analytics for ever-growing teams. The platform enables our sales team to get richer insights and warmer leads, and always on top of communications with customers and our own team. It significantly increased efficiency and effectiveness.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Our entire organization is using [HubSpot Sales Hub]. We use it for sales, marketing, and customer service. It's important we have the entire team using it so there is one single source for all of our client and prospect information. We highly recommend HubSpot Sales Hub for small, mid, and large organizations.
  • Ease of Use
  • Ease of Implementation
  • Can Be Used Across Departments
  • Customization
  • Basic Functions Require Pro or Enterprise License
HubSpot Sales Hub is great for many organizations. We find that companies tend to adopt it if they have not used a CRM before, or had a CRM in the past that was too complicated so it lacked adoption across the organization. [HubSpot] Sales Hub is great for teams with even just one sales person, and we've found teams of 50+ sales people can use it. The only time we have seen it not be as well suited is for enterprise organizations who require a more complex CRM with more customization options.
Christina Kay | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
HubSpot Sales Hub is so great! We use it to organize meeting links, trackable documents, and so much more. It helps us see who checks out documents that sales send and helps get meetings booked. When meeting links are used, meeting activities are increased by over 50%. Currently, it is used in our marketing, sales, support, and customer success teams. It helps organize and track activities to see what works and how many activities happen before a demo or sale.
  • Meetings link! Way better than other software we have used!
  • Forecasting and pipelines! They work well and the HubSpot team listens to feedback and changes or updates things consistently to make it easier and better for the user.
  • Tasking within workflows! It gives marketers and managers peace of mind that we can use automated internal emails with tasks and things based on deal stages.
  • More reporting features-- they have great ones but more chart options would be great
  • Ability to have the sales team be an owner of a meetings link vs one person but still doing a round robin.
If you are an SMB, startup, or sick of clunky CRMs. HubSpot's Sales Hub makes connecting another tech easy and empowering the sales teams to focus on selling vs manual work. The Hub works amazingly for personalization, reporting, getting meetings set, and so much more! If your team is huge, you can split them up by whatever you need and use playbooks to help train new team members.
Ed Romaine | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use HubSpot throughout our organization. From pre-sales to sales through to service. This provides a valuable 360 degree visibility to our sales team on their accounts. This provides opportunities to enhance our customer's experience with our company and many times it can solve problems before they become an issue. Likewise, the pre-sales (marketing) and sales integration help assure that all created opportunities are followed up and perued.
  • Document and track communications
  • Establishes clean lines of responsibility
  • Parsing opportunities and making them visible for action
  • Search feature is horrible. When you have a prospect on the phone and you type in their name or company it isn't always visible. You have to use emails, otherwise all other searches are suspect and have to double and triple checked.... tough to do when talking to a prospect.
  • Deal cards need to be MORE customizable (last update aside). There needs to be control (more) on what is presented on the card. Also, the order in which the cards are visible should be customizable. Allow the organization to sequence.
  • The ability to create "online reports" dynamically. Simply allow me to create a report on needed criteria and then publish the report in a custom URL that I can share with non-HubSpot users. This can be used to share with my vendors, dealers, partners who I would never allow in my system but I want to provide visibility
Overall HubSpot is my favorite. I've used Salesforce and Zoho in recent years, but I clearly prefer HubSpot. It provides the power needed to get the job done but doesn't leave you bogged down in millions of features and "things" one percent of the user base will ever implement. Might be a good idea of having a Light version that allows you to use all the Hubs but only selected (most used) functionality.... but that is easy for me to say. ;-) I may be biased, but I feel HubSpot is best used by organizations doing heavy/active marketing and long sales cycles.
Arcoma L. Lambert | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
The HubSpot Sales [Hub] FREE version is available to all the realtors and is highly encouraged by our Board Association. The paid version is a significant upgrade in services, which I wouldn't be able to live without for my business. My pipeline is diverse, both my own acquisitions, for my own investment, plus my retail deals that I list for clients.
  • CRM is very well integrated
  • Dashboard is simple and helpful
  • Knowing page views, contacts, etc is integral
  • Email templates are not as robust as competitor, kvCORE
Absolutely recommend [HubSpot Sales Hub]. The email integration, the call tracking, all of it are key to a realtor who is busy and is not detail-oriented. Those of us who are People People...as most salespeople are...we don't do details so much. This software keeps everything under one dashboard and you can get everything done in an integrated way.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
HubSpot Sales Hub is currently being used by our sales and marketing departments. There is some discussion at this time of potentially moving customer service onto the platform as well. The platform has allowed for us to automate aspects of the prospecting process and free up time to focus on opportunities further down the funnel. Some of these aspects are email automation, workflows, sequences, templates, and snippets.
  • Automation of processes
  • Great suite of integrations to make sure you have the necessary tools to succeed
  • Record tracking (emails, calls, notes, deals, etc.)
  • Review of integrations - would be great to have HubSpot preferred options
  • Depending on the need of the business, the cost of the platform can get up there
Well Suited
- Looking to automate your sales outreach program
- Moving all your activity to one database and being able to effectively manage it
- Keeping track of your funnel and automating reminders on past due items
- Looking to scale your business and teams

Less Appropriate
- Robust project management tool
Meredith Mackay | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Hubspot is being used within my company by the Sales department and the Marketing department. Sometimes it is used by other sales-driven departments but mainly by the Sales and Marketing teams. It helps track all sales, activities on accounts (like email, phone calls, LinkedIn messages, tasks, meetings, and more). It also helps the Marketing team by allowing them to track email opens, email clicks, active accounts, campaign emails, and more.
  • Keeping track of accounts
  • Tracking email opens and clicks
  • Campaign emails
  • Customization of fields
  • Linkedin messages
HubSpot Sales Hub is great for Sales teams and Marketing teams looking to streamline a lot of their processes and reach more prospects. I haven't seen it being used for account management once the sale has closed but up until the sale has closed, it does a great job of tracking and alerting staff of new activity on the account.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
This is used by our sales team and senior managers to report and manage our sales pipeline across different areas of our business, tailored to different sectors. We have advanced features and use multiple pipelines for different sales teams.
  • Linked with Marketing and our website, it helps us identify hot leads.
  • We can easily customize the pipelines of work to collect the information we are interested in.
  • The reporting dashboards are a really neat feature to see the current state of play.
  • When our finance teams want some detailed reporting, HubSpot can lack the functionality. We, therefore, export the data to alternate reporting platforms.
  • The flexibility is not there (as it is an online tool), to easily output into our preferred format for our management board pack.
  • It is sometimes difficult to see all the prospects in a pipeline when we have many based upon the standard formatting of the web pages.
Hubspot delivers really good functionality for the price. Although it cannot do everything, it does the basics really well and helps out team manage prospective clients. When linked to the marketing tools, it becomes a very powerful sales resource to help us identify hot prospects from our website and website campaigns.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Hubspot Sales across the whole company. It has proven to be invaluable to our team over the last few years allowing us to easily and efficiently address several key issues, including email sequencing, various integrations. We have also been able to improve customer service using tickets, templates, and canned snippets. One of our biggest problems was always scheduling/reaching leads but we have been able to make big improvements once we started utilizing the meeting scheduler tool.
  • Deal Pipeline: Easily allows us to track big picture.
  • Email templates/integration with Gmail: Saves countless hours for customer service reps.
  • Meeting scheduling: Increased our ability to set up calls with leads.
  • Sales starter only allows for 2 deal pipelines per account.
  • Reports could be broader/have more options.
  • Mobile app lacks functionality.
It is a great tool for customer Service/Sales teams to be able to work efficiently. Sequencing/automation is really helpful when you have lots of leads that need to be followed up with. When combined with the meeting scheduler and email template tool, you have a great foundation for success. If you have a very complicated sales process, then you may want more features than are available in setting up a pipeline.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
HubSpot Sales Hub has been a great addition to our tech stack across our organization. For the sales team specifically, we use this solution at a high frequency in regard to creating and sending automated email campaigns to prospects, tracking prospect engagement which provides the sales team with a score rating, and booking meetings with new prospects.

The business problems it solves for our organization are vast, specifically around prospect and customer engagement to cold sales outreach.
  • Provides a streamlined system for creating, sending, and tracking automated email campaigns to current customers as well as cold prospects. This is a huge benefit for my sales team in that we can have a one-stop-shop for prospect engagement management.
  • Playbooks in HubSpot Sales Hub has been a lifesaver by giving my sales team the step-by-step tools in order to present the best prospect discovery calls and demos. It's a simple process to follow but super effective!
  • One of the areas that Hubspot does incredibly well is they provide score rating for each and every prospect within our CRM. The score rating is based upon prospect engagement to email outreach allowing my sales team to prioritize cold/hot leads and to focus on the higher engaged prospects.
  • Another big benefit we've experienced is that HubSpot Sales Hub integrates with our CRM allowing a streamlined tech stack. This saves my sales team a lot of time managing both the CRM and HubSpot Sales Hub.
  • One area I'd like to see improvement in is the data analysis provided on prospect engagement with our automated email campaigns. This will give my sales team more effective background data when going after this prospect.
I'd highly recommend HubSpot Sales Hub to other companies that are searching for a well-integrated, streamlined solution for their sales teams. Sales is highly based on cold outreach and automated targeted email campaigns. Saying this, my sales team has succeeded with HubSpot Sales Hub in tracking prospect engagement, prioritizing which accounts to spend our time on, and accessing the Playbook for effective discovery calls and demos.
Score 5 out of 10
Vetted Review
Verified User
Incentivized
It is our main CRM. It houses all of the companies sales activities. The Sales team is currently made up of 4 members.
  • Sequences are easy to assemble.
  • Contact activity is easy to follow.
  • Integrates with ZoomInfo
  • No queue to see tasks upcoming, but have not yet been created.
Hard for me to say having only used it with a small company. I do not know how well it would scale with larger organizations, but I think it serves really well for what we are doing.
February 20, 2021

Prospecting Tool

Score 7 out of 10
Vetted Review
Verified User
Incentivized
At our organization we currently use HubSpot as a CRM tool within our sales team. It does allow us to manage email/call tasks and look at past communications with a client.
  • Allows you to set up a cadence that is easily tracked and managed.
  • It does track bounces and invalid emails.
  • It does really well tracking all sorts of metrics.
  • It can be slow at times.
  • There are sometimes issues when making a call through the platform.
  • There are bugs and one time all of the tasks disappeared for no reason.
When sending out emails to a large audience it allows you to set up call and email cadences which shows a lot of metrics that are important.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
HubSpot is being used by our organization to track customers and contact information. It helps address tasks and follow up with leads and sales calls daily.
  • Organizes contacts and customers well
  • Sets up reminders for tasks easily.
  • Integration with Outlook and other tools.
  • Cleaning duplicates sometimes or finding duplicates sometimes is difficult to find and/or sort.
HubSpot Sales Hub is well suited for our operation tasks because it helps organize all our sales and contact leads/tasks and we are also able to safely maintain who can see/access/download contact information, etc.
February 27, 2020

HubSpot Sales Review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
The organization uses HubSpot Sales across departments. The Program department uses the solution most frequently for tracking and managing sales from events and at our community store. It addresses many business problems such as understanding which patrons purchase certain items and when. It also gives insight into quarterly and annual sales projections and a host of other sales related insights.
  • Defining sales strategies.
  • Sales reporting.
  • List management.
  • Subscription pricing.
The scenario that HubSpot shines is the top of the sales funnel when prospective sales are being nurtured through the qualification process. HubSpot allows the user the ability to manage this stage and management easy insight into sales across the organization. I have found HubSpot is not the best option in the single-member, small businesses or for independent contractor roles. The monthly subscription cost seems a bit high to justify in these scenarios.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We used HubSpot across our sales and marketing teams. I work on the sales side so I can primarily comment on that.

SDRs mostly made use of it for email campaigns. This includes making templates, sending automated sequences, viewing reports on how certain emails and subject lines perform and receiving alerts as to whether an email has been opened or a link clicked.

We also used it for our contact request forms.
  • Email sequences - quick and easy to make and use. One drawback is that if the email bounces to the sender, you lose all the updates you made in the sequence.
  • Reports - super easy-to-read data that gives you quick insights into how successful your emails are.
  • As mentioned - there is a small frustration with the sequence functionality when an email bounces. If this happens you lose all your edits. I have seen other tools that store all of your edits to ensure you can quickly try another email address if that one bounces.
  • Some enhanced reporting onto the great system they have would be nice. e.g. from your historical data, what is the best time to send emails to prospect in country X, etc.
HubSpot is really well suited to automating email campaigns and then evaluating them to determine how effective certain messaging was. It further helps you to determine the level of interest from a prospect depending on how often they interact with your email. If you have sent multiple pieces of content it also allows you to understand what the prospect might be most interested in.

HubSpot is specifically set up for inbound sales teams, and it appears to not be as effective for outbound sales teams for this reason. The whole user interface could be a bit faster to use and go through in order to complete more tasks, for example.
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