HubSpot CRM is Great for Marketing-Driven Sales Teams
October 13, 2015

HubSpot CRM is Great for Marketing-Driven Sales Teams

Jen Spencer | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use HubSpot CRM to manage our sales process in conjunction with a professional license of HubSpot's marketing platform. HubSpot CRM is used by our sales and marketing staff. When a lead enters the sales pipeline, all communication is tracked in the CRM. Sales reps use HubSpot CRM's features to place calls, record calls (when appropriate), send tracked emails, and log notes. HubSpot CRM streamlines our sales communications so it's easy to access information we need about a contact, a company or a deal.
  • Being able to email prospects directly from HubSpot CRM ensures the emails are traced via Sidekick, and as a manager I can review my reps' communications.
  • The ability to register a phone number and place calls directly from HubSpot CRM eliminates the burden of having sales reps log their calls and add copious notes. When using the recording function, I can go back and review my reps' conversations so I can better coach them.
  • A nearly seamless integration between the marketing and CRM software ensures we are communicating the right message at the right time to our prospects.
  • I've made great use of the training materials produced by HubSpot for using their marketing software, and I'd like to see similar educational materials made available for their CRM platform.
  • Increased employee efficiency
Compared to NetSuite and Salesforce, HubSpot CRM is much more user-friendly. It's intuitive. The interface is easy to navigate. For now, it's less powerful than a NeSuite or Salesforce, but if your sales process isn't very complicated, it's a great option -- especially since it's free. If HubSpot charged for their CRM, they would need to flesh out some further functionality.
If you are already using HubSpot for marketing software, using the CRM is a no-brainer. While I previously used HubSpot with Salesforce, and I had a tight integration, the experience of having both sales and marketing tools within HubSpot has saved me many hours each week. HubSpot CRM would also be good for a young or emerging organization with limited funds who wants to use a sophisticated cloud-based CRM.

HubSpot CRM Feature Ratings

Customer data management / contact management
8
Workflow management
7
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
6
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
Not Rated
Channel / partner relationship management
Not Rated
Lead management
10
Email marketing
10
Task management
10
Billing and invoicing management
Not Rated
Reporting
7
Forecasting
8
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
10
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
10
Single sign-on capability
Not Rated
Social data
10
Social engagement
10
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated