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HubSpot CRM Review: "HubSpot Services"
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Patricia Mataga profile photo
February 08, 2018

HubSpot CRM Review: "HubSpot Services"

Score 10 out of 101
Vetted Review
Verified User
Review Source

Overall Satisfaction with HubSpot CRM

It is used by everyone in the organization and it addresses problems such as task management, helps design and customize templates, and helps build relationship with our customers. Its easy for customers to book meetings with us. It has also helped us with sales and marketing. We now get to track leads and learn and improve everyday.
  • Task Management
  • Sales Leads
  • Booking Meetings
  • Building a Relationship with Customers
  • Easy Communication within an Organization
  • I still think we need to find a way to send Newsletters
  • Cant send Bulk emails
  • Most people in africa dont understand or know Hubspot
  • Improved ROI
  • Easy to track objectives
  • Still learning more
HubSpot beat them 10-0. We used it before we knew about Hubspot. I dont mean to trash Capsule but it was no use to me. It might help other people out there, but it wasn't adding any value to our organization. I recommend Hubspot even in my dreams.
When it comes to developing a relationship with a customer its just awesome, but, unfortunately, if you need to communicate to all the customers at once it is hard. It would solve time if it allowed us to send bulk emails or send newsletter to the clients easily without having to look for another tool.

HubSpot CRM Feature Ratings

Customer data management / contact management
8
Workflow management
10
Territory management
8
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
8
Quote & order management
Not Rated
Interaction tracking
7
Channel / partner relationship management
9
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
10
Email marketing
2
Task management
10
Reporting
7
Forecasting
8
Pipeline visualization
8
Customizable reports
6
Custom fields
8
Custom objects
8
API for custom integration
8
Role-based user permissions
9
Single sign-on capability
8
Social data
6
Social engagement
5
Marketing automation
8
Compensation management
8
Mobile access
8

Using HubSpot CRM

Users and Roles

10 - Administration- all the duties involved with administration
Sales and Marketing - make sure we get leads and know who to target, try get new clients as we retain the ones we have.
Customer Service- Building a strong relationship with leads who are not ready to become customer yet and helping them
Website development
Email Marketing
Financial services

Support Headcount Required

2 - You should be enthusiastic and ready to help the customers and help answer the many questions they have. As long as you are eager to learn and ready to help with designing, sales, building leads and marketing in general, you can figure out HubSpot.

Business Processes Supported

  • Time management
  • Relationship building
  • Sales

Innovative Uses

  • Lead flows in website
  • Time management
  • Booking of meetings

Future Planned Uses

  • Time Management
  • Sales
  • Content Marketing

Likelihood to Renew

10
It has helped us a great deal and there is no other CRM tool that has all the features Hubspot has. It is easy to learn and doesn't take a lot of time to understand. You can use it with your team and it doesn't matter how many people are in the organization.