A CRM Created and Constantly Improving for Modern Sales and Marketing Teams
January 09, 2017
A CRM Created and Constantly Improving for Modern Sales and Marketing Teams
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with HubSpot CRM
We use the HubSpot CRM to align our sales and marketing team to manage our leads and monitor how they are nurtured and when they enter the sales process. From there the CRM allows us to manage personal notes about the prospects as well as any email communication that happens between us.
- Integration with the HubSpot marketing platform. This gives you the ability to analyze the lifestyle and activity status of contacts.
- Tasks allow you to be reminded when you need to follow up with people or other next steps that need to be done to continue moving prospects through the pipeline.
- Super intuitive, the UX of the product as well as any tutorial videos makes it very easy to learn and remember.
- Analytics will occasionally go down/stop working and there won't be any warning as to when it happens.
- No ability to merge contacts/companies. This would be useful for duplicate instances of contacts due to email variations.
- Better tools for help in forecasting deals.
- Prevents us from having to buy other software that lets sales manage their contacts, emails sent to them, and the deals they are organizing. If the software lacked these features, the software we would need to acquire this information would be expensive.
- Workflows help with list segmentation so we know we are reaching the right audience and not wasting time searching through contacts manually.