Sales persons CRM that is getting better and better
April 14, 2016

Sales persons CRM that is getting better and better

Will Curran | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with HubSpot CRM

HubSpot CRM is being used by the whole company. It gives us a database of our leads for sales people to contact and a central location for us to track all of our communication. It also allows us to review the records of those contacts in conjunction with the marketing software to see what they have done on our site previously to sell better.
  • Call recording and logging activities
  • Integration into the HubSpot marketing software
  • Deal management
  • Forecasting
  • Small bugs here and there
  • Searching the contact record
  • Improved employee efficiency
  • Faster lead follow-up
  • Better sales conversations because we know what content they viewed
No integration with the HubSpot database we didn't want to have two databases. However, Nutshell offers an amazing ability for sales people to follow a specific sales process and has great metrics you can measure through their reports and HubSpot lacks that but I am sure they are working on that next.
Awesome for small businesses who need a simple CRM or people who need a pretty complex CRM. It's not suited for people who need a huge complex ability to forecast or open API to customize their CRM.

HubSpot CRM Feature Ratings

Customer data management / contact management
10
Workflow management
8
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
10
Call center management
10
Lead management
10
Email marketing
8
Task management
7
Reporting
7
Forecasting
5
Pipeline visualization
3
Customizable reports
6
Custom fields
10
Custom objects
9
API for custom integration
7
Role-based user permissions
10
Single sign-on capability
10
Social data
10
Social engagement
10
Marketing automation
10
Mobile access
1