Rad CRM System
December 14, 2015

Rad CRM System

Natasha Tieman | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Basic

Overall Satisfaction with HubSpot

Current we use HubSpot for both marketing and sales. In my first position as a sales representative I used the CRM system to keep track of all my interactions with current and potential customers. It made it easy to update contacts, send e-mails, and check on the progress of deals. Since we started using HubSpot we haven't encountered any issues about lost information about a potential prospect. Everything is documented from our calls to our meetings.

Pros

  • HubSpot gives our company the ability to design and create our own landing pages and forms. The tools to create these are extremely user-friendly.
  • HubSpot support has never let me down. Whenever I've run into an issue they've always been responsive and kind (even when the mistake was on my end).
  • HubSpot continues to develop improvements that capture more information from all phases of the sales processes. This information can then be used for marketing as well as sales.

Cons

  • HubSpot was down for one day earlier this month, which impacted our entire organization. I would've liked to have recieved an e-mail from HubSpot explaining the issues instead of having to reach out to them.
  • HubSpot accidentally restricts me from e-mailing certain contacts. Their system tells me that an e-mail has been bouncing, however; once I wait the message will disappear. It happens some of the time and can get frustrating.
  • Increased employee happiness. HubSpot is user-friendly and their support has never failed us.
  • Improved employee productivity. My supervisor loves that he can track our e-mails and productivity daily/weekly/monthly. The dashboard breaks down calls, e-mails, and meetings.
  • Decreased lost opportunities. HubSpot has made it difficult to lose a warm lead with tools such as "tasks".
I have used Sidekick with HubSpot as it gives me more information about my leads. Being able to see a leads activity live helps determine which leads to reach out to. It makes it easier for me to know what contacts I should spend more time on, which allows me to use my time wisely.
HubSpot proved its worth within the first month. As I created new contacts, which were leads, I was able to send them through a workflow. Monitoring the contact's interactions with the workflow gave me a good indication if the lead was warm or not. After reaching out I could easily move these leads into the demo phase and pass them along to one of our directors. This simplified our sales process by a landslide.

HubSpot Marketing Hub Feature Ratings

WYSIWYG email editor
Not Rated
Dynamic content
10
Ability to test dynamic content
10
Landing pages
10
A/B testing
10
Mobile optimization
10
Email deliverability reporting
8
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
Not Rated
Event/webinar marketing
10
Social sharing and campaigns
10
Social profile integration
10
Dashboards
10
Standard reports
10
Custom reports
10
API
10
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

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