Most Improved CRM
February 16, 2017

Most Improved CRM

Nisha Wendelken, CAPM | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

Our company utilizes Hubspot CRM to intake and manage leads in the sales lifecycle. As an inbound marketing advocate, we publish a lot of material that drives potential customers down the sales funnel. The CRM integrates with our Hubspot marketing account and our sales team is able to easily track marketing qualified leads as they become sales qualified leads.
  • Integration with Hubspot marketing contacts - prevents duplicates between sales and marketing systems
  • Automatic sales lead nurturing - takes out the manual work of charting where a lead is in the sales funnel
  • Activity tracking - keeps the entire team up-to-date in case a lead calls into the office and the sales rep isn't around
  • Unable to CC and BCC on emails to notify others
  • Needs more integrations with outside tools - not just partner tools that don't have much price-point variance
  • Sidekick creates duplicate contacts instead of creating a single thread
  • Increase efficiency of our sales team
  • Lessened number of "dropped" leads
  • Lessened tensions and communications between sales and marketing
Less functionalities yet comparable to the number of usable functionalities (functionalities that ACTUALLY get used on a day to day basis by most companies). Much easier to use and more user-friendly (especially when bringing on an older, more traditional generation).
Great when you have marketing activities nurturing leads and bringing in a large amount of new leads. Less crucial if you don't have any email systems or automation that need the support the CRM has to offer.

HubSpot CRM Feature Ratings

Customer data management / contact management
9
Workflow management
10
Territory management
10
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
5
Interaction tracking
8
Channel / partner relationship management
10
Email marketing
7
Reporting
7
Forecasting
6
Pipeline visualization
10
Customizable reports
8
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Marketing automation
10
Mobile access
10