Banking on HubSpot
Updated December 14, 2016

Banking on HubSpot

Patricia Hartley | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Modules Used

  • 1

Overall Satisfaction with HubSpot

We began using HubSpot for customer emails, landing pages, campaign management, personas, and more a year ago, and we will begin using it for social media management and marketing when our current tool (HootSuite) contract expires. Our department represents two separate business entities, so although we manage HubSpot, it benefits multiple departments. As features are added, HubSpot is becoming more and more of a one-stop shop for our marketing and customer communication needs. UPDATE 2016: Although we have long since stopped using HootSuite for social media management, I'm not totally sold on HubSpot's...especially the publishing aspects. I continue to publish directly to the platform. However, we've begun using many more of HubSpot's features, so I tend to overlook this one little flaw... :)
  • The email module is so user-friendly, especially compared to some other cumbersome mass-email tools we've used. Like the entire platform, it is easy to understand yet still robust.
  • The integration of campaign components is awesome--tagging the campaign associated with each action and the campaign "checklist" page helps to ensure that you've utilized all channels when conducting a campaign.
  • Landing pages/CTAs--these are super simple to create with drag-and-drop interfaces, easy form builders and "smart" forms that get to know the submitter as they complete the form.
  • Navigation around the site can be cumbersome and not intuitive. I have a particularly hard time finding the Tracking URL list. However, I know they're constantly making improvements, so this will probably be addressed. UPDATE 2016: This is no longer a problem. The site is more easily navigable now than ever!
  • I think we have been able to provide a better customer experience with our HubSpot emails, plus create much easier ways for folks to contact us through landing pages and CTAs--it's convenient for them, and helps us to know they want to hear from us. UPDATE 2016: We can now attribute many, many B2C sales within our subsidiary company to our HubSpot tools!
Most folks wouldn't think that a bank would use a tool like HubSpot, but communicating with our customers is extremely important to us, and HubSpot allows us to do that effectively in many ways. We found that the HubSpot teams were extremely willing to answer questions about the product and tell you how you can adapt it to your business. Although we don't use every single feature, the ones we use make it worthwhile. UPDATE 2016: We have been able to add HubSpot's CRM to the list of HubSpot modules that we use every day. Our rep has helped us to fully customize the solution to meet our very specific needs, and we couldn't be happier.

HubSpot Marketing Hub Feature Ratings

WYSIWYG email editor
10
Dynamic content
10
Ability to test dynamic content
10
Landing pages
10
A/B testing
10
Mobile optimization
10
Email deliverability reporting
10
List management
10
Triggered drip sequences
10
Lead nurturing automation
10
Lead scoring and grading
10
Data quality management
10
Automated sales alerts and tasks
10
Calendaring
10
Event/webinar marketing
Not Rated
Social sharing and campaigns
10
Social profile integration
10
Dashboards
10
Standard reports
10
Custom reports
10
API
Not Rated
Role-based workflow & approvals
10
Customizability
10
Integration with Salesforce.com
Not Rated
Integration with Microsoft Dynamics CRM
Not Rated
Integration with SugarCRM
Not Rated