TrustRadius
Sidekick is a sales intelligence solution. Some key features include: Email Profiles and Email Tracking.https://media.trustradius.com/product-logos/KQ/0B/OK79XNTN8KBS.gifEasy-to-Manage Tool to Stay in Touch with CustomersWe use Hubspot Sales templates to interact with our customers and we also use the document tool where the system will give us notifications when someone opens our files. That way we can track and better target the right leads. We also use sales reports and deals to assign leads to the sales team and track who is making efforts to reach out to customers and what actions are missing.,Reports are easy and clear. Templates are easy to share and edit. Love the document sharing tool - easy to track interactions.,Some of the existing reports are not that useful for us; you have to know how to build the reports that will be meaningful for your organization.,8,The platform has helped us generate more leads. It helps us stay connected with our customers.,,We do our own customized reports, like how many touches each salesperson has done and did they follow up with customers who qualify as a hot lead, etc. I would say the customized ones are more useful for us and meet our needs.Easy to use, perfect for our teamHubSpot Sales is being used by the entire organization. The Sales team uses it to track and monitor deal flow and contacts, as well as task management to ensure things don't fall through the cracks. Executive Management uses HubSpot Sales to monitor deal progress and track sales estimates and expected close timing.,Integration into GSuite/Gmail. The setup is super simple, and eliminates the need for duel entry as contacts and email streams flow freely from Gmail into HubSpot. Task Management. Tasks are easy to setup by deal, company or individual. The reminders help keep users on task. Funnel Management. It is easy to see where deals are in the funnel, and to manage deals if they stall.,Visualization of the funnel. There is a kanban-type board for deal flow, but it could be presented better visually to make it easy to manage. Reporting. The reporting is ok, but leaves a lot of room for improvement. Notes Editor. You can add notes to each deal, company, or contact, but there aren't any basic editing tools in the text box. For example, a simple bullet button, italics, bold, etc. would go a long way in making the taking of notes within HubSpot much easier.,10,HubSpot is cost effective. The monthly outlay is quite low compared to the value of the deals running through it. 100% of our deal flow is tracked using HubSpot, so the business never loses site of opportunities. Executive Management is able to monitor projected close values and time them against needed cashflow.,PipelineDeals CRM, Zoho CRM and Salesforce Mobile (formerly Salesforce1 Mobile App),The only real reporting we generate out of HubSpot Sales are the online lists of deals, tasks, contacts, etc. The current use is fine, but a more robust reporting option would be a huge help. It would also be helpful to be able to automate reports-to-pdf-to-email. All of that said, we don't have a huge need to generate reports beyond what we do today, so it isn't a deal breaker for us.,Nudge.ai, ApolloGreat tool to simplify salesIt is being used by the marketing department. Hubspot has helped us simplify several marketing activities and make these consistent. It has allowed us to be much more intentional and in a timely manner.,Tracking our pipeline/funnel to see where people are and how the team is doing. Helps us track prospects closely to see how they are engaging. Implement live chat resources.,Ability to sync with more programs. It is expensive.,6,We’ve grown prospects into customers much faster than before. Better team dynamics and tracking. Offered services hard to find other places.,,The deal for AST is very helpful for the leadership team and sales team in knowing where we are with goals. We never had a way of tracking productivity before—it was based on trust—now we have reports that show if people are doing their job.,Salesforce for Nonprofits, MapAnything, WealthEngineA work-smarter approach to inside sales and marketing. You'll be say smarketing before you know it.Our sales and marketing teams use HubSpot. In addition, to being a great tool for both teams, it's helpful for our sales/marketing relationship, process, and analytics.,Integrations - PandaDoc, Chrome, Intercom, and more amplify HubSpot's impact on the team Automation - One of our core values is #work-smarter, and HubSpot enables that for our sales team,Analytics - I know they're working on these now, and they' helpful, but somehow we're still running into things we can't do on their dashboard. We're still frequently exporting our data to manipulate in excel. Also, the analytics dashboards are complex enough that it's taken AEs awhile to engage with HubSpot analytics and get actionable insights.,10,HubSpot is central to our sales and marketing.,,We use the HubSpot dashboard features for some analytics. They work well for quite a few things like average days to close, closed lost reasons, and more. We still export the data for some of our questions, for example, close rates over time, tailored pipeline analysis (HubSpot only handles one close rate per pipeline, but we know that pipeline close rates will vary by deal size, ae, and more), and AE ramp time.Great sales productivity toolHubSpot Sales is used in a bundle with other HubSpot products - HubSpot CRM and HubSpot Marketing. HubSpot sales is used in the Sales Department to improve their productivity. It helps with activity tracking, meeting/appointment scheduling, phone call/email tracking, email templates, etc. It also has a Gmail plugin that helps connect Gmail to HubSpot.,Tracking email activity: email is opened, the attachment is viewed Templates: quickly create emails and replies Template and webpage to schedule meetings without going back and forth,Nothing specifically for our business needs,9,Increase the sales rep's productivity and efficiency Helps sales representatives track activities,Activities reports, meeting reports.Powerful sales tool to drive SMB effectivenessOur sales team uses HubSpot Sales as a support tool for prospecting as well as an organization tool for the sales cycle and our tracking of it. Overall, it helps our team be more effective and efficient with their selling time while giving our management team greater visibility into sales activity and numbers.,Makes our sales team's lives easier through simple technology. Gives greater visibility to management when it comes to sales metrics.,Some of the data accuracy pieces are still getting nailed down by HubSpot, so super technical or complex items sometimes aren't best done in this tool. This isn't an enterprise tool YET. It's getting there but was mainly built for SMB's.,8,Increased visibility into sales effectiveness. Increased visibility into closed loop reporting from marketing sources to sales closes.,Salesforce.com,Sales activity reports, revenue tracking, projections. They mainly meet our needs but data quality and accuracy has been an issue in the past (could be human error though)More than one person on your sales team? Try Hubspot to save hundreds of hours.We use Hubspot Sales to run all of our deal sourcing and business development. Our team is divided into a Sales team (finding clients and partners) and a Strategy team (professional services with clients and partners). Hubspot Sales is used mostly by our Sales team. The pipeline features align our team. Hubspot Sales has been most valuable as the single source of truth for our client and partner sales pipeline. Our teams can instantly see what deals are in the pipeline, how much revenue we expect in the next month(s), and where the bottlenecks in our sales process are. We get huge efficiency gains from communication features. Every part of our sales process is templatized, using the Hubspot Sale Templates and Sequences features. This allows us to send around 10x the number of emails and communication to clients and partners in our pipeline, and rapidly move them through the pipeline to closed deals.,Automatic tracking and logging of email threads so the whole team can see the conversation with a lead and easily collaborate on closing a deal. Enables our team to share best practices through testing and measuring the performance of templates, then refining and sharing email templates that work well across the whole team. We get most of our business from referrals. Hubspot makes it easy to run reports to see which of our referring partners are the highest-value, so we can take action to nurture those referring partners.,The workflow features seem cool but are actually fairly clunky and hard to implement. I really wish there were easier ways to automate communication tied to the deal stage in our sales pipeline. E.g., if I move a deal forward to a new deal stage, I wish Hubspot could automatically send an email template to the contact associated with the deal. The landing pages look like crap and are somewhat hard to deploy. I use Unbounce instead.,8,We are able to consistently hit our outreach goals every week of 160 emails per SDR and BD. Sending 160 emails used to take us about 20 hours / SDR / week, and now it takes about 5-7 hours / SDR / week, based on the Sales tools. We've gotten to within 75% accuracy on our sales forecasts by analyzing our Hubspot reports, and better understanding the predictability of our revenue. We have saved hundreds of hours in sales training by onboarding new SDRs and BDs using Hubspot's templates and sequences.,Streak,Sales velocity. We automated a report to tell us how quickly our sales team is moving leads through the pipeline, and have exposed and been able to solve several bottlenecks in our pipeline. Referrals and channels. We automated a report that captures which referring partner our best leads are coming from. This is delivered to us automatically every week and helps us make week-to-week decisions about which channels to invest more of our time and resources in.,Zapier, QuickBooks Online, PandaDoc, Google Drive, DropboxFor small to mid-size companies - don't think Salesforce is necessarily a more powerful productWe use Hubspot Sales for a wide range of things that before were using a combination of disparate systems, e.g. email templates & sequences, CRM, meeting links, dialer and call recording, forecasting & reporting, marketing collateral management, tasks & reminders, etc. We use Hubspot Sales for our sales team and have been also utilizing their marketing product within that same time frame, however, we've recently also added their client success suite on as well, which has eliminated even more isolated systems that weren't 'talking' with each other.,Overall usability and UX/UI is LIGHT-YEARS easier than Salesforce as a CRM. We invested a ton of money moving from Hubspot CRM to Salesforce thinking we needed some more robust capabilities only to move back to Hubspot Sales after realizing incremental reporting improvements were vastly outweighed by the frustration and inefficiency of no longer having Hubspot. I now dread the day we ever have to move to something more robust and hope that Hubspot continues the robustness of their product so that we never have to! One of the best things about Hubspot is having so many tools consolidated under one platform. It eliminates the need for a separate sales engagement platform (Outreach, Salesloft, etc), dialer, meeting booking tool (e.g. Calendly, Chili Piper) and ties into Hubspot's Marketing suite (they are stronger in this area than their Sales product currently, since it's always been their bread and butter) as well as new Client Success tools. The support is pretty decent as well. Sometimes I've received email answers that weren't helpful, however, I will say that it's very easy to submit a ticket or live chat around questions.,The main thing Hubspot can improve on in their Sales product is the 'depth' of how to configure things. For instance, it's much easier in Salesforce to associate things like buyers & re-sellers or more complex sales than a simple SaaS sale. Many of my gripes about the product have actually been addressed in the last 6 months alone -- I'm really hoping they continue this pace of innovation.,9,There has definitely been a positive ROI on the time it used to take us to do sales/marketing in Salesforce/Pardot.,Salesforce Lightning, Salesforce Lightning Dialer and Outreach,The main reports we generate are around activity (calls, emails, etc) and revenue generated. I think reporting is definitely an area Hubspot still has some work to catch up to Salesforce when it comes to the level of specificity, but I'm sure they'll get there.Great tool for sales automationWe use Hubspot Sales to organize our sales process better and to automate it as much as we can. Hubspot Sales gives us all the tools for that, starting with email templates and followups. As well as tracking email opens, and automatically logging prospect data and email conversations to Hubspot CRM. So far, we are very happy with the tool.,It's great at tracking email opens, clicks and providing information about it. I love how Hubspot Sales allows us to create email templates and use them during the sales process. It helps to automate but still keeps the ability to personalize the emails. It's great how Hubspot Sales integrates with HubSpot CRM so all the conversation and prospect info is synced and logged in to the CRM.,Sometimes I get randomly logged out from Hubspot Sales Chrome extension on my Gmail and I can't understand why. But overall, the experience is pretty great!,10,Thanks to Hubspot Sales we have a more automated sales process which helps us save a lot of time,Pipedrive,We usually track how many emails are sent during the period, as well as how many deals we have on each stage of our sales pipeline. As we are only 2-3 people on the team, we didn't implement any complicated reporting system, so don't have much info to share here.,Google Drive, BitlyHubSpot Sales - A powerful tool that can be a CRM and moreHubSpot Sales is being used by both our Sales and Customer support team as a CRM. Clients register on our website-- which integrates with HubSpot-- to register their contact info for our teams. Using the information, our Sales team is able to get in touch with the client. Additionally, we use HubSpot's Gmail plugin to track emails, conversations and whether an email has been opened or not. Our support team uses this information to track customer relationships and support our clients.,Track email correspondence Provides background info on clients (Linkedin / Existing Hubspot customers) Integrates with various different services (Segment, Mailchimp, Zapier),Migrating information from other CRMs isn't straightforward The HubSpot gmail integration constantly needs you to log in when you restart your browser Dashboards are rather minimalistic,9,Ease of creating and tracking deals for the sales team. Great functionality with the Gmail integration. Allows you to track email opens & conversations instantly. Con of the gmail integration involves it requiring a Chrome extension which can get extremely annoying to log into each time you open your browser. There is no easy way to migrate your information from past CRMs as the information needs to be restructured. However that isn't Hubspot's fault but could be a good addition to their service. Requires a 12 month lock-in which can be daunting for small-medium sized businesses.,Capsule CRM, SalesforceIQ CRM and Pipedrive,The primary reports we generated included the number of contacts (leads) created daily and weekly, the number of deals created, number of deals closed, returning contacts, revenue as well as email opens. We were also able to create custom reports where we could track the different milestones before a deal was finally closed (example: first meeting, decision maker brought in, deal sent, renegotiated, closed etc.),Algolia, Google Ads (formerly AdWords), Asana, JIRA Software, Trello, draw.io, NotionPretty good, I like it! You will too.The tool is being used by SDRs and AEs to make calls, send emails, and use sequences. It helps with touching many prospects at once while removing repetitive tasks. It also tracks email opens, clicks, and stores that info our in our CRM.,Email tracking is very good and quick. I get fast notifications when someone opens an email which is nice. Sequences, this helps me keep in touch with a lot of prospects and keeps my message looking one on one. Snippets - this is super handy, as I can store quick objection lines or other content easily and access it fast.,Sequences - needs to be more than 5 emails. Better calling tools, local dialing, voice mail drop, and text should be a part of the stack.,8,It has allowed me to contact more people on scale so I can hit my quota. It makes storing info to my CRM much easier. this is important as the c suit at firm needs this intel to make decisions.,InsideSales.com Predictive PowerDialer, SalesLoft and Yesware,Calls, activities, email opens, email clicks, reply rate, document views - things that. It helps me be more productive and follow up with the right prospects at the right point of the sale.,ZoomInfo, Zoom, SlackHubspot Sales from a CFO perspectiveIt is being used by the Sales and Service team (to track deals from initiation to delivery) as well as by Accounting & Finance (to forecast cash flows and manage accounts receivable).,Allows the customization of the workflow of sales, production and delivery process. Manages communication with customers Has robust search functionality,Integration with Gmail and/or Outlook needs to allow for linking emails to specific deals, not just to contacts or companies Open API,7,Greatly reduces the number of internal emails regarding specific deals. Helps Sales and Service people to stay on top of lots of small deals at once,Salesforce.com,Opportunity management mostly. Yes the reporting is excellent.,QuickBooks Online, Shopify, PayPal PaymentsWithout being super savvy, it's easy to track email activityI use HubSpot to track my email activity, see when recipients have opened the messages and where they have opened them from.,Tracks emails without me having to do anything once the extension is installed. Real-time updates when the email is reopened, where, and with what device.,Sometimes I know the location is off based on who the email was sent to. It would be nice to see the tracking on forwarded emails,9,I don't know that this has helped any other than knowing when a contact is actually opening the emails.,,I have not generated any reports. I am not sure how to do this.,1,1,Tracking email. Seeing who opened a message and what device they are using. Seeing where messages are opened.,Was able to find out an account was compromised by the messages being opened.,I will have to learn more about the features.,8Not so great for entry level employees, but worth a shot.Great training tool for new employees with a sales background. However, as a person who is just starting their career in Sales... I found the online curriculum to be very high level. Very difficult to learn. I got more out of real-world experience versus what was learned in the online modules.,Streamlines course Offers certification for passing coursework Provides high level training,Provide more introductory courses,5,Was not helpful in training entry level employeesHubSpot - Outstanding CRM for single operators and small businessesI am a sales operations consultant and needed a CRM system to manage my contacts and business activity. HubSpot sales does everything I had as a bare minimum requirement and quite a bit more and would recommend it as an excellent CRM to anyone working as an individual or managing a small sales force.,Excellent e-mail and calendar integration with Gmail. I believe it also does it with Outlook. Templates are excellent for emails. I use a standard template to reach out to people that have downloaded collateral or signed up to my mailing list which I then customise based on my research. It really saves time by having a standard format with some verbiage I've written. Super easy to customise fields and add items to picklists, etc. I really like the ability to know who has viewed my documents and track that. It tells me prospects in terms of which domains are on my website.,With a growing organisation there is a limit to the size and complexity of business that would use HubSpot. Once you want to look at things integrated company and contact data, incentive automation, sales enablement content platforms, CPQ, etc you will really be looking to move to Salesforce. That being said, Why buy a Ferrari when you just need a bicycle? Hubspot is an excellent solution to provide small, immature sales businesses a way to track activity and deals. Support for free licenses isn't great (which is fair) but finding training material isn't as intuitive as it should be. Can't think of any others!,9,Better efficiency to track customer conversations (always look in HubSpot not Gmail) as I can also see who has opened - saving loads of time Reminders setup mean I never forget to dos as well as following up on early stage deals to never forget anything,ProsperWorks CRM, Zoho CRM, SalesforceIQ CRM and Salesforce.com,The reporting functionality is pretty sparse (especially compared to other solutions or visualisation solutions that plug into other data sources). This works fine for me as I'm a single individual consultant. There is more reporting functionality with the paid version however still rather canned reports with limited analysis. Its great you have the ability to send dashboards on a regular basis.,MailChimp, Buffer, Sniply, Google Analytics, Google Forms, Yoast Wordpress SEO Plugins, WordPressHubSpot Sales user for 2 years - loving it since day 1!Hubspot Sales is used across the organization here at Appcues. It is a really great tool because not only does it serve our sales team with opportunity and contact tracking, but it also provides a tightly knit back-end for our marketing activities, landing pages etc. I've now used the tool for over 2 years at two different companies and it just keeps getting better. Unlike Salesforce, Hubspot has built a lot of third party tools right into the CRM itself, like a calendar tool, sequencing for emailing outbound, and many more features. They are constantly improving the product and I'm really excited to see where it goes!,Contact management Deal organization Emails (it is HubSpot at the end of the day!) "Meetings" which is just a feature like Calendly that provides a calendar link to your clients to book times,I would like to see more statistics (if possible) on my emails. More deal analytics. Right now it tracks well along my process but where are my deals spending the longest time in stages? How can I better tell which deals are going to close? More consistent link tracking, sometimes it does not register that a user clicked the link in my email.,10,Email sequences save time reaching out to prospects and automate my follow-up. Saving time, and keeping the consistency of communication to customers. We don't have to pay for multiple third party tools because HubSpot has built so many into one platform. It gives us tons of analytics on how to improve our website conversion rates.,salesforce and Microsoft Dynamics CRM,Google Drive, Zoom, Hull,Deal reports, pipeline activity, contact activity, lead flow. Lots of reports! There is a ton of integrations and ways to report effectively from HubSpot and we do a ton of reports these are just the one's I'm familiar with. They have a dashboard for the Sales team that outlines progress to quota as well as pipeline statistics that are hugely valuable.HubSpot Sales is for Sales Superstars!HubSpot Sales is a key ingredient in the company's success by helping to create a streamlined process. Whether it is giving the team the tools they need to be able to close new business or the resources to continually upsell to current clients HubSpot Sales is an integral part of my company's full growth stack.,Customizable Templates Detailed and fully customizable reporting Streamlined funnel flows,Further customization of the sales funnels with ease to tie everything back to a persona Contact views can get complicated, a way to segment the view by user would be nice A way to create "suggested views" by an admin to help new users get setup would reduce some initial friction,10,Faster time to close new business Ease of converting new deals for current clients Streamlined processes for larger sales teams,Zendesk,HubSpot, HubSpot CRM, Basecamp,Depending on the need we have several reports generated through HubSpot Sales. From monthly reports to weekly or even daily for highly-tracked metrics are easily added, moved and removed from the dashboard. Not to mention customizable dashboards for different purposes. It is a truly unique experience for each user, but with the ability to help each individual contribute in the best way for their role. Reporting helps ensure everyone is on the same page for sure.Excellent CRM Tool, Particularly for Smaller TeamsHubSpot Sales is used by our sales and marketing staff as well as our director to keep track of sales opportunities and contacts. It helps us to keep everyone aligned on the same page, with the same objectives and understanding of what tasks are being carried out to push deals through the sales pipeline.,The email tracking tool is my favourite feature of HubSpot Sales. It gives us good insight into who is reading our emails, when they are reading them, and whether they are visiting our website as a result. The Sales Pipeline gives us a good overview of deals that are being worked on, by whom, and when they are expected to conclude. The Tasks tool is useful for scheduling calls, emails, and other CRM activities to nurture leads or address customer needs.,Nothing immediately comes to mind. So far, HubSpot Sales performs excellently.,10,We have seen reduced time spent on back and forth communication between Sales and Marketing to check whether leads are being followed up on, and what activities have been scheduled. The Sales Pipeline tool also gives us a good idea of how close a prospect is to conversion. The Sales Pipeline and other dashboard widgets give us a good idea of sales performance for the period.,The Tracked Emails report gives a general idea of how many emails are opened and clicked on. It would be more helpful if it provided additional details, but that can be found in the Activity Stream.Great, but reporting could be betterWe all use HubSpot Sales and that is our only CRM and sales enablement system. It is very easy to use and because of that, it's easier for everyone to keep it updated and use it properly. We also use it to forecast the pipeline and future business, plus follow up leads and turn them into customers.,Easy to use Lots of tracking tools,Deals pipeline is not very strong,8,Keeping together all the sales information Keeping the CRM updated,SharpSpring and Infusionsoft,Not really. We would like some better reporting for the sales side of HubSpot.HubSpot Sales for Sales GrowthHubSpot Sales is being used across Sales and Marketing to align our two departments on the contacts and deals we are going after. The software helps our management and department managers have more visibility into how the business is performing. We use the entire suite of HubSpot Sales to enable our sales reps and make their lives just a little bit easier.,HubSpot Sales tracks emails really easily. It makes logging those emails even easier with auto logging and the option to forward your thread to the tracker as well (in case you forgot to track it the first time). HubSpot Sales also allows users to easily schedule meetings with contacts. Their meetings functionality rivals it's competition and looks stunning. HubSpot Sales document tracking is also awesome, though we need to use it more often.,I think the meetings links need to be more customizable than they are... they should allow us to change the domain to match our own domain if possible. This would create a fully branded experience for the company.,10,We've seen ROI in the form of streamlining communication. Now all of our records and reps can be on the same page with auto logged CRM details via tracked emails in HubSpot Sales.,Yesware,HubSpot CRM, HubSpot,We aren't leveraging the reports in HubSpot sales very much at the moment. Though in my past life at Mavenlink the marketing and sales teams have lived on the reports to help motivate team members to try new subject lines and increase their email performance relative to their fellow team members. We were also capable of seeing the performance of various templates across the organization so we knew when to stop using one and start using another... or just make improvements.Easy to use - from a Project Manager point of viewIt is used across the business but in particular with the new business teams. Hubspot sales offers the business clear goals, management, and administrations of the sales process and provides transparency and ease of sharing and involvement for the whole team. Hubspot is used across the business and Hubspot integrates with all the other services that Hubspot offers simply.,Ease of use Ease of setup Easy to manage and maintain,Repetitive naming Internal navigation can be confusing as lots of pages are available to get to from multiple areas,8,Faster lead conversion Better customer service More transparency in the sales process,HubSpot CRM, Smartsheet, BasecampIt will speed up your sales processI manage HubSpot Sales for one of our clients, and it's working extremely well for them. The whole organisation uses it, but especially the sales and marketing people. They had a problem of keeping track on the activity of their salespeople, especially those in the field. They didn't have time to report their activity, and therefore the head office had difficulty in understanding the pipeline. HubSpot sales, because it's so easy and quick to use, was the perfect solution to this problem.,Make calls directly from the CRM Sequences Templates,Increase the minutes for the calls,10,Sped up the sales process with the use of templates and sequences. Can now manage double the amount of leads with the same number of salespeople Management can now track the activity that the salespeople are doing and understand the progress of the opportunities,Pipeline reports are the ones we use the most, to understand how the system is performing and what is coming up to plan resources and budgets. It also influences our marketing activity. We also use the "deals closed VS goals" report to make sure we are on track. They do meet our needs, although it's for a relatively small SME, with only 20 employees, so they would be a bit basic for a bigger organisation.The Ideal Sales Management Platform for Growing CompaniesHubSpot Sales is being used by our small sales and marketing team of 3 - including me. Our business development manager and I keep track of our open opportunities from the Deals option. Our marketing executive tracks the progress made to ensure that our inbound marketing and sales tactics are aligned to meet our business objectives. I review our progress on a daily basis from the Sales Dashboard. It provides me with high level analytics, options to vary the analytical parameters and the ability to drill down to review the underlying details.,HubSpot Sales is well designed to support inbound sales tactics. It is an excellent integrated platform for sales & marketing to contribute details to work towards the company's goals. It establishes best practices for efficient sales processes. The companion mobile app allows our team to keep things updated on the go & to receive timely reminders,Additional analytical tools in the form of dashboards will be welcome.,10,Our sales team's efficiency has increased tremendously with the in-built functions to plan, execute and track all sales related activiites. Notifications in Sales Tools give us alerts when it may be a good time to approach a lead to help them on their buying journey. All in, the HubSpot Sales platform provides us with the necessary tools to improve lead conversion in a simple package.,Zoho CRM and SAP Business One,SAP Business One, HubSpot CRM, HubSpot,We are happily using the default, out of the box Sales Dashboard to review and manage our sales pipeline and activities. We have not had the need to build our own reports to-date. The other features, like Deals, are intuitively designed to allow for analytics without needing to develop reports in the traditional sense of pre-formatted documents with data in rows and columns.HubSpot Sales works AMAZING For Our Company!Everyone in our organization uses HubSpot Sales in some form. My department (Creative Solutions) uses HubSpot Sales, and Marketing, Our Development Department uses HubSpot Sales, our Support Department uses HubSpot Sales, and our Administration Department uses HubSpot Sales and Marketing. HubSpot is an amazing tool - as it allows our company to communicate with each other and make updates across the board, but also is very customizable for our organization as a whole. It keeps us organized, accountable, and efficient... which are three HUGE attributes every company would like to have.,The Sales CRM is extremely customizable so that we are able to customize every piece of it for our company/lingo/needs/wants/etc. It saves us time, and money because of it's automation capabilities. It is extremely user-friendly which allows our entire staff to learn how to use it quickly without frustration.,I would like to see a drag and drop menu included in the contacts like it is in creating the newsletters.,10,A faster lead conversion Increased employee efficiency Long-term saved time and money Organization-wide accountability,,Hootsuite Pro, Joomla!, Google Drive,I use reports most often for generating analytics and numbers for upper management. Mainly, the analytics reports for emails, blogs, and the marketing side of things. I am not sure what types of reports are generated by our sales team, but this tool is really helpful for our organization regardless.,25,2,Contact Management Communication Internally and Externally Organization Marketing Blog,We can create workflows that automate information funneling for us We can customize the forms and easily input them into our website We can track our leads anywhere,For tracking landing pages not created in HubSpot For generating emails/newsletters and sending them out in a scheduled manner To refer back to info and reports we used in the past and compare it to now,10HubSpot Sales: Give Your Sales Team The Tools To Sell The Inbound WayOur organisation uses HubSpot sales for lead management, follow-up, nurture and sales automation - for every part of inbound sales. As Hubspot is always releasing new features to streamline the sales process there are always new features we're trialing to streamline our funnel and develop our high-quality MQLs; for example, at the moment we're trying out the sales sequences to automate some of our processes.,Lead management and nurture Help with automating and streamlining the sales process Alignment with marketing for best lead intelligence Helping the whole business understand lead stage and priorities,More training/best practice recommendations may help Simpler interface would help More third party sales tool integrations would be useful,8,More closed opportunities More clarity on conversion throughout the funnel Enhanced sales and marketing alignment,Conversion rates, email open rates, lead follow-ups etc.,No,Product Features Product Usability Product Reputation Vendor Reputation Existing Relationship with the Vendor Third-party Reviews
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HubSpot Sales
195 Ratings
Score 8.4 out of 101
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HubSpot Sales Reviews

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HubSpot Sales
195 Ratings
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Score 8.4 out of 101

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Score 8 out of 10
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We use Hubspot Sales templates to interact with our customers and we also use the document tool where the system will give us notifications when someone opens our files. That way we can track and better target the right leads. We also use sales reports and deals to assign leads to the sales team and track who is making efforts to reach out to customers and what actions are missing.
  • Reports are easy and clear.
  • Templates are easy to share and edit.
  • Love the document sharing tool - easy to track interactions.
  • Some of the existing reports are not that useful for us; you have to know how to build the reports that will be meaningful for your organization.
It's a great tool for tracking customer interactions and sales team activities. If you know how to build your own customized report, it is very useful and easy to manage!
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Score 10 out of 10
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HubSpot Sales is being used by the entire organization. The Sales team uses it to track and monitor deal flow and contacts, as well as task management to ensure things don't fall through the cracks.

Executive Management uses HubSpot Sales to monitor deal progress and track sales estimates and expected close timing.
  • Integration into GSuite/Gmail. The setup is super simple, and eliminates the need for duel entry as contacts and email streams flow freely from Gmail into HubSpot.
  • Task Management. Tasks are easy to setup by deal, company or individual. The reminders help keep users on task.
  • Funnel Management. It is easy to see where deals are in the funnel, and to manage deals if they stall.
  • Visualization of the funnel. There is a kanban-type board for deal flow, but it could be presented better visually to make it easy to manage.
  • Reporting. The reporting is ok, but leaves a lot of room for improvement.
  • Notes Editor. You can add notes to each deal, company, or contact, but there aren't any basic editing tools in the text box. For example, a simple bullet button, italics, bold, etc. would go a long way in making the taking of notes within HubSpot much easier.
HubSpot Sales is well suited for sales teams that want to really use a CRM. As with any tool like this, it is only as effective as the willingness of the team to use it. Adoption is easy and the overhead of keeping it updated is not real heavy. It seems to be most ideally suited for smaller teams, but I could see it being quite effective for larger teams, as well.
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Edward Phillips profile photo
Score 6 out of 10
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It is being used by the marketing department. Hubspot has helped us simplify several marketing activities and make these consistent. It has allowed us to be much more intentional and in a timely manner.
  • Tracking our pipeline/funnel to see where people are and how the team is doing.
  • Helps us track prospects closely to see how they are engaging.
  • Implement live chat resources.
  • Ability to sync with more programs.
  • It is expensive.
Their marketing knowledge is unmatched compared to others.
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Emily Ciavolino profile photo
Score 10 out of 10
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Our sales and marketing teams use HubSpot. In addition, to being a great tool for both teams, it's helpful for our sales/marketing relationship, process, and analytics.
  • Integrations - PandaDoc, Chrome, Intercom, and more amplify HubSpot's impact on the team
  • Automation - One of our core values is #work-smarter, and HubSpot enables that for our sales team
  • Analytics - I know they're working on these now, and they' helpful, but somehow we're still running into things we can't do on their dashboard. We're still frequently exporting our data to manipulate in excel. Also, the analytics dashboards are complex enough that it's taken AEs awhile to engage with HubSpot analytics and get actionable insights.
HubSpot is great for marketing and inbound sales. You'll need additional tooling for outbound sales.
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Toby Mei profile photo
Score 9 out of 10
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HubSpot Sales is used in a bundle with other HubSpot products - HubSpot CRM and HubSpot Marketing. HubSpot sales is used in the Sales Department to improve their productivity. It helps with activity tracking, meeting/appointment scheduling, phone call/email tracking, email templates, etc. It also has a Gmail plugin that helps connect Gmail to HubSpot.
  • Tracking email activity: email is opened, the attachment is viewed
  • Templates: quickly create emails and replies
  • Template and webpage to schedule meetings without going back and forth
  • Nothing specifically for our business needs
If you already are using HubSpot Marketing and CRM, HubSpot Sales is a very nice add-on to increase the productivity
Read Toby Mei's full review
Marc Herschberger profile photo
Score 8 out of 10
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Our sales team uses HubSpot Sales as a support tool for prospecting as well as an organization tool for the sales cycle and our tracking of it. Overall, it helps our team be more effective and efficient with their selling time while giving our management team greater visibility into sales activity and numbers.
  • Makes our sales team's lives easier through simple technology.
  • Gives greater visibility to management when it comes to sales metrics.
  • Some of the data accuracy pieces are still getting nailed down by HubSpot, so super technical or complex items sometimes aren't best done in this tool.
  • This isn't an enterprise tool YET. It's getting there but was mainly built for SMB's.
HubSpot Sales is well suited for small to medium sized sales teams who are looking to technology for the first or second time to drive efficiency and effectiveness. It's less appropriate at the moment for larger sales teams that have complex systems and reporting needs, although it can still get the job done.
Read Marc Herschberger's full review
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Score 8 out of 10
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We use Hubspot Sales to run all of our deal sourcing and business development. Our team is divided into a Sales team (finding clients and partners) and a Strategy team (professional services with clients and partners). Hubspot Sales is used mostly by our Sales team.

The pipeline features align our team. Hubspot Sales has been most valuable as the single source of truth for our client and partner sales pipeline. Our teams can instantly see what deals are in the pipeline, how much revenue we expect in the next month(s), and where the bottlenecks in our sales process are.

We get huge efficiency gains from communication features. Every part of our sales process is templatized, using the Hubspot Sale Templates and Sequences features. This allows us to send around 10x the number of emails and communication to clients and partners in our pipeline, and rapidly move them through the pipeline to closed deals.
  • Automatic tracking and logging of email threads so the whole team can see the conversation with a lead and easily collaborate on closing a deal.
  • Enables our team to share best practices through testing and measuring the performance of templates, then refining and sharing email templates that work well across the whole team.
  • We get most of our business from referrals. Hubspot makes it easy to run reports to see which of our referring partners are the highest-value, so we can take action to nurture those referring partners.
  • The workflow features seem cool but are actually fairly clunky and hard to implement.
  • I really wish there were easier ways to automate communication tied to the deal stage in our sales pipeline. E.g., if I move a deal forward to a new deal stage, I wish Hubspot could automatically send an email template to the contact associated with the deal.
  • The landing pages look like crap and are somewhat hard to deploy. I use Unbounce instead.
Great use case: If you have multiple salespeople, Hubspot makes it really easy to share and hand off email threads so the whole team can see the conversation with a lead and easily collaborate on closing a deal. Bad use case: We tried to use Hubspot as a tool to track our fundraising round. I don't recommend it, it ended up being too much work to manage.
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Score 9 out of 10
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We use Hubspot Sales for a wide range of things that before were using a combination of disparate systems, e.g. email templates & sequences, CRM, meeting links, dialer and call recording, forecasting & reporting, marketing collateral management, tasks & reminders, etc. We use Hubspot Sales for our sales team and have been also utilizing their marketing product within that same time frame, however, we've recently also added their client success suite on as well, which has eliminated even more isolated systems that weren't 'talking' with each other.
  • Overall usability and UX/UI is LIGHT-YEARS easier than Salesforce as a CRM. We invested a ton of money moving from Hubspot CRM to Salesforce thinking we needed some more robust capabilities only to move back to Hubspot Sales after realizing incremental reporting improvements were vastly outweighed by the frustration and inefficiency of no longer having Hubspot. I now dread the day we ever have to move to something more robust and hope that Hubspot continues the robustness of their product so that we never have to!
  • One of the best things about Hubspot is having so many tools consolidated under one platform. It eliminates the need for a separate sales engagement platform (Outreach, Salesloft, etc), dialer, meeting booking tool (e.g. Calendly, Chili Piper) and ties into Hubspot's Marketing suite (they are stronger in this area than their Sales product currently, since it's always been their bread and butter) as well as new Client Success tools.
  • The support is pretty decent as well. Sometimes I've received email answers that weren't helpful, however, I will say that it's very easy to submit a ticket or live chat around questions.
  • The main thing Hubspot can improve on in their Sales product is the 'depth' of how to configure things. For instance, it's much easier in Salesforce to associate things like buyers & re-sellers or more complex sales than a simple SaaS sale.
  • Many of my gripes about the product have actually been addressed in the last 6 months alone -- I'm really hoping they continue this pace of innovation.
I would 100% recommend Hubspot Sales to any small to mid-size company to orchestrate all sales & marketing workflows and data. The only instance where it may not be well suited are for larger enterprise companies that have more complex needs that can only be addressed by a behemoth product like Salesforce (which is not a pleasant experience but a necessary evil in some instances).
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Score 10 out of 10
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We use Hubspot Sales to organize our sales process better and to automate it as much as we can. Hubspot Sales gives us all the tools for that, starting with email templates and followups. As well as tracking email opens, and automatically logging prospect data and email conversations to Hubspot CRM. So far, we are very happy with the tool.
  • It's great at tracking email opens, clicks and providing information about it.
  • I love how Hubspot Sales allows us to create email templates and use them during the sales process. It helps to automate but still keeps the ability to personalize the emails.
  • It's great how Hubspot Sales integrates with HubSpot CRM so all the conversation and prospect info is synced and logged in to the CRM.
  • Sometimes I get randomly logged out from Hubspot Sales Chrome extension on my Gmail and I can't understand why. But overall, the experience is pretty great!
Hubspot Sales can be used by very different customer profiles. You can be an individual, a freelancer, an agency, a startup, or even a big corporation and Hubspot Sales will be able to solve your needs in any of these cases.
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Score 9 out of 10
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HubSpot Sales is being used by both our Sales and Customer support team as a CRM. Clients register on our website-- which integrates with HubSpot-- to register their contact info for our teams. Using the information, our Sales team is able to get in touch with the client. Additionally, we use HubSpot's Gmail plugin to track emails, conversations and whether an email has been opened or not. Our support team uses this information to track customer relationships and support our clients.
  • Track email correspondence
  • Provides background info on clients (Linkedin / Existing Hubspot customers)
  • Integrates with various different services (Segment, Mailchimp, Zapier)
  • Migrating information from other CRMs isn't straightforward
  • The HubSpot gmail integration constantly needs you to log in when you restart your browser
  • Dashboards are rather minimalistic
HubSpot Sales is well suited if you have a small to medium sized sales and customer support team. The larger your team, the more users you will need on your account. This can get very costly. HubSpot Sales has a powerful framework with a lot of bells and whistles but ensuring that you can afford it is key. Otherwise, you may just be able to use HubSpot CRM or a cheaper alternative to achieve what you're looking for.
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Score 8 out of 10
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The tool is being used by SDRs and AEs to make calls, send emails, and use sequences. It helps with touching many prospects at once while removing repetitive tasks. It also tracks email opens, clicks, and stores that info our in our CRM.
  • Email tracking is very good and quick. I get fast notifications when someone opens an email which is nice.
  • Sequences, this helps me keep in touch with a lot of prospects and keeps my message looking one on one.
  • Snippets - this is super handy, as I can store quick objection lines or other content easily and access it fast.
  • Sequences - needs to be more than 5 emails.
  • Better calling tools, local dialing, voice mail drop, and text should be a part of the stack.
It is a good tool, if you are looking for something more robust there are other options out there. However, if you are looking to run inbound methodology, HubSpot sales was built around inbound. It works well; the UI is easy to learn and it makes sense.
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Score 7 out of 10
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It is being used by the Sales and Service team (to track deals from initiation to delivery) as well as by Accounting & Finance (to forecast cash flows and manage accounts receivable).
  • Allows the customization of the workflow of sales, production and delivery process.
  • Manages communication with customers
  • Has robust search functionality
  • Integration with Gmail and/or Outlook needs to allow for linking emails to specific deals, not just to contacts or companies
  • Open API
Fantastic for web-based sales, especially retail. Not as well suited for firms which need to handle both sales and manufacturing.
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Score 9 out of 10
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I use HubSpot to track my email activity, see when recipients have opened the messages and where they have opened them from.
  • Tracks emails without me having to do anything once the extension is installed.
  • Real-time updates when the email is reopened, where, and with what device.
  • Sometimes I know the location is off based on who the email was sent to.
  • It would be nice to see the tracking on forwarded emails
It's good for tracking email activity but it would be nice if it would show when an email was forwarded. Email templates are easy to use, edit, and customize for each email blast. I'm sure there is a lot I have not explored and there are a lot of features I do not know how to use.
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Score 5 out of 10
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Great training tool for new employees with a sales background. However, as a person who is just starting their career in Sales... I found the online curriculum to be very high level. Very difficult to learn. I got more out of real-world experience versus what was learned in the online modules.
  • Streamlines course
  • Offers certification for passing coursework
  • Provides high level training
  • Provide more introductory courses
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Score 9 out of 10
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I am a sales operations consultant and needed a CRM system to manage my contacts and business activity. HubSpot sales does everything I had as a bare minimum requirement and quite a bit more and would recommend it as an excellent CRM to anyone working as an individual or managing a small sales force.
  • Excellent e-mail and calendar integration with Gmail. I believe it also does it with Outlook.
  • Templates are excellent for emails. I use a standard template to reach out to people that have downloaded collateral or signed up to my mailing list which I then customise based on my research. It really saves time by having a standard format with some verbiage I've written.
  • Super easy to customise fields and add items to picklists, etc.
  • I really like the ability to know who has viewed my documents and track that.
  • It tells me prospects in terms of which domains are on my website.
  • With a growing organisation there is a limit to the size and complexity of business that would use HubSpot. Once you want to look at things integrated company and contact data, incentive automation, sales enablement content platforms, CPQ, etc you will really be looking to move to Salesforce. That being said, Why buy a Ferrari when you just need a bicycle? Hubspot is an excellent solution to provide small, immature sales businesses a way to track activity and deals.
  • Support for free licenses isn't great (which is fair) but finding training material isn't as intuitive as it should be.
  • Can't think of any others!
Considering HubSpot there really is a good customer use case and a bad use case. I'd say its a 9.5/10 recommendation for some and a 1/10 for others.

Well-suited
- Individual consultants (I heard a story that some have use cases such as tracking dates) - its really ideal for single operators, especially the free version
- Small to medium businesses with small sales teams and simple processes
- No need to integrate to other systems
- Simple reporting needs

Poorly suited
- Established businesses looking to cost cut with CRM
- High volume businesses
- Complex sales processes
- Businesses looking to connect to more complex reporting or visualisation tools or do complex analysis
Read Marissa White's full review
Ted Bennett profile photo
Score 10 out of 10
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Hubspot Sales is used across the organization here at Appcues. It is a really great tool because not only does it serve our sales team with opportunity and contact tracking, but it also provides a tightly knit back-end for our marketing activities, landing pages etc. I've now used the tool for over 2 years at two different companies and it just keeps getting better. Unlike Salesforce, Hubspot has built a lot of third party tools right into the CRM itself, like a calendar tool, sequencing for emailing outbound, and many more features. They are constantly improving the product and I'm really excited to see where it goes!
  • Contact management
  • Deal organization
  • Emails (it is HubSpot at the end of the day!)
  • "Meetings" which is just a feature like Calendly that provides a calendar link to your clients to book times
  • I would like to see more statistics (if possible) on my emails.
  • More deal analytics. Right now it tracks well along my process but where are my deals spending the longest time in stages? How can I better tell which deals are going to close?
  • More consistent link tracking, sometimes it does not register that a user clicked the link in my email.
  • Well suited for teams looking to better organize their growth and better align marketing and sales.
  • Less appropriate for teams looking to keep marketing and sales separate, although you could do it with Hubspot.
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D'Ana Guiloff profile photo
Score 10 out of 10
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HubSpot Sales is a key ingredient in the company's success by helping to create a streamlined process. Whether it is giving the team the tools they need to be able to close new business or the resources to continually upsell to current clients HubSpot Sales is an integral part of my company's full growth stack.
  • Customizable Templates
  • Detailed and fully customizable reporting
  • Streamlined funnel flows
  • Further customization of the sales funnels with ease to tie everything back to a persona
  • Contact views can get complicated, a way to segment the view by user would be nice
  • A way to create "suggested views" by an admin to help new users get setup would reduce some initial friction
Small and mMedium-sized business that are doing many functions manually or with a free version of other software will find quite a few features that will help take their sales functions to the next level. Even larger companies with several employees will find the ability to define user functions and segment business opportunities extremely helpful.
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Grace Tan profile photo
Score 10 out of 10
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HubSpot Sales is used by our sales and marketing staff as well as our director to keep track of sales opportunities and contacts. It helps us to keep everyone aligned on the same page, with the same objectives and understanding of what tasks are being carried out to push deals through the sales pipeline.
  • The email tracking tool is my favourite feature of HubSpot Sales. It gives us good insight into who is reading our emails, when they are reading them, and whether they are visiting our website as a result.
  • The Sales Pipeline gives us a good overview of deals that are being worked on, by whom, and when they are expected to conclude.
  • The Tasks tool is useful for scheduling calls, emails, and other CRM activities to nurture leads or address customer needs.
  • Nothing immediately comes to mind. So far, HubSpot Sales performs excellently.
HubSpot Sales is best suited for SMEs but should be scaleable for even larger businesses. The Sales Pro subscription provides additional functionality (e.g. Meetings) that are extremely useful for a small team in which each member has many leads and customers to juggle. HubSpot Sales works particularly well if you are also a user of HubSpot Marketing.
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Marco Dusi profile photo
Score 8 out of 10
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We all use HubSpot Sales and that is our only CRM and sales enablement system. It is very easy to use and because of that, it's easier for everyone to keep it updated and use it properly. We also use it to forecast the pipeline and future business, plus follow up leads and turn them into customers.
  • Easy to use
  • Lots of tracking tools
  • Deals pipeline is not very strong
Well suited: a small company with only a few sales reps.
Not well suited: if you have a very big database, many sales reps or complex system, you might need a bigger system. The reporting of the sales activity is not great either, so if that is important for you, then it might not be a good solution.
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Score 10 out of 10
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HubSpot Sales is being used across Sales and Marketing to align our two departments on the contacts and deals we are going after. The software helps our management and department managers have more visibility into how the business is performing. We use the entire suite of HubSpot Sales to enable our sales reps and make their lives just a little bit easier.
  • HubSpot Sales tracks emails really easily. It makes logging those emails even easier with auto logging and the option to forward your thread to the tracker as well (in case you forgot to track it the first time).
  • HubSpot Sales also allows users to easily schedule meetings with contacts. Their meetings functionality rivals it's competition and looks stunning.
  • HubSpot Sales document tracking is also awesome, though we need to use it more often.
  • I think the meetings links need to be more customizable than they are... they should allow us to change the domain to match our own domain if possible. This would create a fully branded experience for the company.
HubSpot sales is useful for both small and mid size companies up to enterprise. This means you can be a 1 man/woman shop or have tons of reps. The pricing is affordable and the value at scale is unsurpassed in the industry. If you need to track emails sent via your inbox and schedule meetings you're already in need of HubSpot Sales.
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Elizabeth Bottomley profile photo
Score 8 out of 10
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It is used across the business but in particular with the new business teams. HubSpot sales offers the business clear goals, management, and administrations of the sales process and provides transparency and ease of sharing and involvement for the whole team. HubSpot is used across the business and HubSpot integrates with all the other services that HubSpot offers simply.
  • Ease of use
  • Ease of setup
  • Easy to manage and maintain
  • Repetitive naming
  • Internal navigation can be confusing as lots of pages are available to get to from multiple areas
  • Appropriate for medium sized businesses with lots of prospects and a need to have clear procedures in the sales pipeline in order for the business to understand what it going on and when.
  • Not ideal for a company that requires a lot of other systems to be integrated with it as HubSpot are still developing their integration APIs.
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Score 10 out of 10
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I manage HubSpot Sales for one of our clients, and it's working extremely well for them. The whole organisation uses it, but especially the sales and marketing people. They had a problem of keeping track on the activity of their salespeople, especially those in the field. They didn't have time to report their activity, and therefore the head office had difficulty in understanding the pipeline. HubSpot sales, because it's so easy and quick to use, was the perfect solution to this problem.
  • Make calls directly from the CRM
  • Sequences
  • Templates
  • Increase the minutes for the calls
[It's] very well suited for a small, busy organisation with a few salespeople, that needs to track the leads that come in; make sure they are followed up and improve/speed up their sales processes. it's also incredibly easy to use and learn.

If you are looking for a solid project management and pipeline management tool though, this is not it. Also, if you are a big organization, with hundreds of salespeople, then it might not be the best.
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Arun C Devan profile photo
Score 10 out of 10
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HubSpot Sales is being used by our small sales and marketing team of 3 - including me. Our business development manager and I keep track of our open opportunities from the Deals option. Our marketing executive tracks the progress made to ensure that our inbound marketing and sales tactics are aligned to meet our business objectives. I review our progress on a daily basis from the Sales Dashboard. It provides me with high level analytics, options to vary the analytical parameters and the ability to drill down to review the underlying details.
  • HubSpot Sales is well designed to support inbound sales tactics.
  • It is an excellent integrated platform for sales & marketing to contribute details to work towards the company's goals.
  • It establishes best practices for efficient sales processes.
  • The companion mobile app allows our team to keep things updated on the go & to receive timely reminders
  • Additional analytical tools in the form of dashboards will be welcome.
HubSpot Sales is excellent for growing companies of all sizes to manage their inbound sales efforts for their sales team on a single platform. The recently updated companion HubSpot mobile app allows you to keep sales activities updated on the move with a simple well-designed user interface. Regular reminders inform you when deals need updates and about tasks that require completion. Larger enterprises may not be suitable users of HubSpot Sales. They may require additional customisation features, functions, audit trails, authorisation profiles, etc. For small and medium-sized businesses, it is an excellent sales team management tool.
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Danielle A. Pingitore profile photo
Score 10 out of 10
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Everyone in our organization uses HubSpot Sales in some form. My department (Creative Solutions) uses HubSpot Sales, and Marketing, Our Development Department uses HubSpot Sales, our Support Department uses HubSpot Sales, and our Administration Department uses HubSpot Sales and Marketing.
HubSpot is an amazing tool - as it allows our company to communicate with each other and make updates across the board, but also is very customizable for our organization as a whole. It keeps us organized, accountable, and efficient... which are three HUGE attributes every company would like to have.
  • The Sales CRM is extremely customizable so that we are able to customize every piece of it for our company/lingo/needs/wants/etc.
  • It saves us time, and money because of it's automation capabilities.
  • It is extremely user-friendly which allows our entire staff to learn how to use it quickly without frustration.
  • I would like to see a drag and drop menu included in the contacts like it is in creating the newsletters.
HubSpot Sales would be great to use in any organization with a sales and/or marketing team. Because it is so customizable, it allows companies in any industry to take advantage of its platform; whether they are a small, mid-sized, or large corporate company. I don't see a situation in which it would be inappropriate for any business.
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Lucy Jones profile photo
Score 8 out of 10
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Our organisation uses HubSpot sales for lead management, follow-up, nurture and sales automation - for every part of inbound sales.

As Hubspot is always releasing new features to streamline the sales process there are always new features we're trialing to streamline our funnel and develop our high-quality MQLs; for example, at the moment we're trying out the sales sequences to automate some of our processes.
  • Lead management and nurture
  • Help with automating and streamlining the sales process
  • Alignment with marketing for best lead intelligence
  • Helping the whole business understand lead stage and priorities
  • More training/best practice recommendations may help
  • Simpler interface would help
  • More third party sales tool integrations would be useful
Hubspot sales is great for a range of B2B businesses - small to large - in order to better manage and automate inbound sales processes, and help sales act appropriately upon the insight gathered by marketing. If your organisation is new to inbound sales practices, it can help establish best processes to use - though of course a sales team should also be trained on how inbound sales works.
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About HubSpot Sales

Sidekick is a sales intelligence solution. Some key features include: Email Profiles and Email Tracking.

HubSpot Sales Technical Details

Operating Systems: Unspecified
Mobile Application:No