Align marketing and sales and enhance nurture
March 23, 2017

Align marketing and sales and enhance nurture

Lucy Jones | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We're a full-service B2B marketing and sales agency and as well as using HubSpot, recommend it to our clients.

Simply, HubSpot CRM is an invaluable link aligning our marketing and sales team; providing a full overview of lead data through the funnel, informing marketing of what's working, and enabling sales with the insight and marketing intelligence to have more productive conversations. Great for B2B business.

Pros

  • Lead management throughout the funnel
  • Action tracking - emails, calls, notes, actions - and assigning followup/other actions to other team members
  • Salesforce
  • Integration with salesforce

Cons

  • More integration with other CRMs
  • Improvement of sales sequences
  • Improvement in nurture activity
  • Increased sales follow up
  • Smooth alignment
  • Smooth alignment of marketing and sales
Our inbound sales team uses HubSpot CRM in combination with Hubspot's marketing and other sales features. They use it to track and prioritise leads and customers throughout the funnel. With an aligned marketing/sales view on what constitutes a quality lead/opportunity, it's easy to see which leads should be handed from marketing to sales, and to see that the right leads are being followed up. Equally, with sales' CRM data, marketing can see what content opportunities exist - to help nurture leads even more.

HubSpot CRM Feature Ratings

7.8
Customer data management / contact management
8
Workflow management
8
Territory management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
7
Quote & order management
7
Interaction tracking
8
Channel / partner relationship management
9
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
9.0
Lead management
9
Email marketing
9
8.7
Task management
9
Billing and invoicing management
8
Reporting
9
8.3
Forecasting
8
Pipeline visualization
8
Customizable reports
9
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
Not Rated
8.0
Social data
8
Social engagement
8
8.0
Marketing automation
8
Compensation management
8
8.0
Mobile access
8

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