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Great CRM to improve Sales and Marketing Alignment
March 17, 2017

Great CRM to improve Sales and Marketing Alignment

Gerry Dapergolas | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

HubSpot CRM is being used by our sales team in order to keep track of marketing qualified leads, sales qualified leads, opportunities, and customers. Marketing will pass them onto sales and although the marketing team mainly uses HubSpotMarketingg, they are heavily involved in the sales side of HubSpot. This is in order to ensure leads are being followed up properly.
  • Lead management
  • Leaving notes, actions etc.
  • Salesforce integration
  • Can be tricky to link opportunities with other CRM software
  • Could improve sales sequences
  • Increased sales follow ups
  • Lead nurturing improvement
  • Sales and marketing alignment
Salesforce
[Well suited for] lead follow-up and linking sales teams and marketers. It's great for companies that want to bring their teams together as it helps with sales enablement. Sales teams have quick access to marketing intelligence and marketers have access to sales intelligence. Especially good for B2B businesses. Sales teams can also use it to track emails, calls, etc.

HubSpot CRM Feature Ratings

5.8
Customer data management / contact management
8
Workflow management
6
Territory management
6
Opportunity management
5
Integration with email client (e.g., Outlook or Gmail)
6
Contract management
6
Quote & order management
Not Rated
Interaction tracking
4
Channel / partner relationship management
5
5.7
Case management
5
Call center management
6
Help desk management
6
5.5
Lead management
6
Email marketing
5
5.3
Task management
6
Billing and invoicing management
4
Reporting
6
5.3
Forecasting
5
Pipeline visualization
5
Customizable reports
6
5.3
Custom fields
5
Custom objects
5
Scripting environment
6
API for custom integration
5
6.5
Role-based user permissions
5
Single sign-on capability
8
6.5
Social data
7
Social engagement
6
7.0
Marketing automation
8
Compensation management
6
7.0
Mobile access
7