The CRM your sales team will actually use.
Updated April 18, 2016
The CRM your sales team will actually use.
Score 8 out of 10
Vetted Review
Software Version
CRM and Marketing Enterprise + Sites
Overall Satisfaction with HubSpot CRM
We have one business development rep, a marketer and a CEO using the CRM currently. Our project managers also have access and sometimes use the CRM. For us, the CRM is a way to communicate deal status and track interactions with qualified leads. The HubSpot CRM has views that make so much sense. They make it simple to get a high level overview, keep up to date on follow up tasks, and move prospects through lifecycle stages.
Update 4/18/16: we hired a sales rep and he's already commented many times on how easy it is to use! I love hearing this - as a marketer, it's so nice to know the data I work hard to gather can help my sales rep build context for his outreach and make his interactions with our prospects more personalized!
Update 4/18/16: we hired a sales rep and he's already commented many times on how easy it is to use! I love hearing this - as a marketer, it's so nice to know the data I work hard to gather can help my sales rep build context for his outreach and make his interactions with our prospects more personalized!
- Views that make sense to salespeople
- Easy to get a high level overview of how many people are in each stage of the sales process
- Makes follow up tasks easy
- It lacks very advanced reporting - though they just created a reporting add on. (Note: 4/18/16 the reports add on is great and powerful but should be included not an additional cost!)
- I'd like to be able to link to a contact record in the HubSpot CRM in internal notification emails using a personalization token like you can for contacts in the marketing side of things.
- The contacts layout is clean but still could be a little simpler. (Update - this has been modified a little since posting this originally and is slightly better)
- Increased employee efficiency
- Increased employee use of CRM
- Increased integration between sales and marketing
As I mentioned before - HubSpot CRM is a CRM meant for a salesperson. Unlike Salesforce.com which is cumbersome and does not have clear reporting or high-level views, the HubSpot CRM is easy to use and easy to understand.
Update 4/18/16: Our new sales rep is loving using the CRM and I can see his responses in real time to know how quickly he follows up on high-priority leads. We work so much more closely since using the HubSpot CRM! I care about what he's doing and he cares about what marketing is doing and we want to help and support each other. With the HubSpot CRM we can!
Update 4/18/16: Our new sales rep is loving using the CRM and I can see his responses in real time to know how quickly he follows up on high-priority leads. We work so much more closely since using the HubSpot CRM! I care about what he's doing and he cares about what marketing is doing and we want to help and support each other. With the HubSpot CRM we can!