HubSpot Sales Hub

orders contacts

tasks and notes

different stages of pipeline

upgrading customer subscriptions is difficult

email contacts should link to all related deals automatically

too many default fields to fill in on deals

Email Sequences

Task Management

Integrating with other software

The help/learning section could be a little overwhelming since it's just so huge.

Deal Creation

Tracking Sequences and success/conversion rates

Keeping everything all in one platform to reduce the number of clicks when logging a task

Giving more options to auto remove contacts from sequences - like when a call is connected or a meeting is scheduled

It facilitates the organization, communication, and tracking of leads for sales reps.

It has sales user activity sorting, playbooks, meeting links, and roll-up businesses.

It's adaptable, keeps track of finances, and works with various programs.

It's significant but too expensive for large teams.

In some cases, automation can improve usability.

It should offer live chat to free users.

Task Lists

Activity feed so I can reach out to people who engage with my emails

Call logs so that all touches are automatically collected on the person/company record.

I wonder how accurate the recommended times to send emails are....

It seems that template emails render a bit differently in a person's mailbox after I send them...I want the template to look exactly like the message that gets sent.

Account Organization

Import/Export of Contact/Company Data

Integrations with other tools

Disjointed integration among calls, company info and contacts

Call history is extremely hard to read compared to Salesforce

No auto-save feature and sometimes information gets lost

Tracking Engagement

Developing workflows

Tracking current status on leads

Sequences can be improved a bit from being a bit rigid

Orginization

Notifications

User friendly

Customizable

I feel that sequences can be a little more robust

Clean up contact data, duplicates, etc.

Easily find contacts by company, and custom fields (we use a customer type field)

Assigning tasks

Sequences are limited

Pay per contact

App has limited functionality

call metrics

organizing lists

sorting metrics alphabetically

customer service

Help

Organization

server issues

contact duplication

some automations

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.

I would love to see things a little more simplified or have the capability to hide everything except what is important to me in my role.

Stores detailed lead information

Syncs with apps like sales navigator and gmail

Allows for organized outreach workflow through email sequences

Not enough criteria to divide tasks by, or urgency

Task clutter means its can be difficult to identify follow ups

No inbuilt dialer

Scheduling

List new leads

Keep track of deals

A little slow

A few glitches from time to time

The in browser calling is almost okay

Reports

Ticket management

Task organization

Sometimes HubSpot Sales Hub has some speed problems

Contact merging could be easier

Ticket view filter UI is a bit unintuitive - specifically, the ticket properties aren't alphabetized but laid out in somewhat random order, and there doesn't seem to be an option to change that

Using templates for marketing emails

Setting up daily tasks

Work flows

We need automated emails (workflows) for clients who do not have deals, this is a big issue

Customize it they way your business needs

Collabrate with team work

Dashboards, you can see the outcome of every week or month

I think it cliche at communicate at 3rd party apps

Deals and task creation

Managing the pipeline

Email templates and tracking

Managing the product library

Outlook for Mac integrations

Email templates

Organization

Fluidity

Intuitiveness

Automation

Set a task with a complete date

Contain all prior calls/notes in one spot

I can record all important conversations, so I don't have to remember what was said at a later time

Match all parent companies with their children

Filtering and reports

Automated communications

Workflows

Cross-object reporting (contacts with open tasks by sales rep, for example)

Pagination on the activity feed to speed reviewing sales conversations

Ability to review a filtered list of contacts with a "next/back" button - similar to their task management capability

Automated email sequences

Batching tasks with queues

Connecting customers to other customers, companies, and tasks

Assigning tasks in a sequence to the proper person, not just the person who activates the sequence

Inability to text customers and track with same functionality as email is a big missing

Provides insight and metrics on prospect engagement

Contact, deal and task management is all integrated and customizable

Email integration means everything is automatically captured in HubSpot Sales Hub, without manual intervention

Being able to schedule emails and easily send batch emails is a huge bonus

Dashboards can be difficult to build / understand where data is pulled from

Email Sequencing

Meeting Booking

Task Management

Better Sales Nav integration

Gong integration

note taking

The sales funnel makes it easy to predict and track how sales development is going.

It enables us to run all our businesses as a single unified solution using a single system from the ground up.

It's the catalyst for our digital transformation and works well with HubSpot and other marketing systems.

Overall, navigation is lacking, and activity logs can be overwhelming.

More robust conversion reporting is required to support larger enterprise teams.