The CRM of the Future
December 08, 2015

The CRM of the Future

D'Ana Guiloff | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

The HubSpot CRM has really gotten the sales side of the house more on board with making the most use of HubSpot as a Sales tool. They can easily log meetings, calls, notes, emails and demos. We can see at a glance who is working what and at what stage they are in and their potential business value. Pretty cool.
  • Integration with the Marketing Automation Platform side of the house.
  • Easy to setup.
  • Continuing to grow and develop into a more robust system.
  • Still new, but they continue to add functionality frequently.
  • Reporting is still a bit lacking, but you can get creative with views and such, so it really hasn't stopped us much.
  • More templates would be nice, but understandable that is a paid feature.
  • We, sales and marketing, are much more aware of each stage of the pipeline and what is coming up next. It allows us to plan for peaks & valleys in terms of resources.
  • The integration to the marketing system has allowed a greater level of nurturing of leads through the different levels of conversion. This helps turn visitors into paying customers.
  • Our lead conversion process is much more structured in a way that helps leads get to the point in the process they want to much quicker, wether that is doing business with us or not.
Honestly we have used a ton of CRMs include many homegrown options. The benefits of the HubSpot CRM being so tightly/natively integrated with our marketing automation platform gives it such a huge advantage that so many others cannot even touch. Since the builders of the system are taking a look at the sales process from an inbound methodology perspective, it will continue to evolve as a system that meets the way that visitors are shopping now, and not just how they have shopped in the past.
Super large companies used to something like Salesforce that is a bit more mature might not see the value of the ease integration, but you can tell each feature is being carefully thought out instead of just cramming a bunch of useless features in a system just to say it has them. I much prefer that over a system that is totally overwhelming to most users.

HubSpot CRM Feature Ratings

Customer data management / contact management
9
Workflow management
8
Territory management
Not Rated
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
9
Quote & order management
8
Interaction tracking
10
Channel / partner relationship management
8
Call center management
5
Lead management
9
Email marketing
10
Task management
8
Reporting
6
Forecasting
7
Pipeline visualization
8
Customizable reports
6
Custom fields
10
API for custom integration
Not Rated
Role-based user permissions
6
Single sign-on capability
10
Social data
9
Social engagement
8
Marketing automation
10
Compensation management
Not Rated
Not Rated