A guided marketing and sales solution
March 02, 2019

A guided marketing and sales solution

Tanner Holt | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

HubSpot ties sales and marketing together to make all of our flows run easily. It is great for managing our workflows. It has been great not only for marketing but for sales to be able to schedule meetings and track where we are at in the sales process with each client.

Pros

  • Easy to use workflows
  • Easy to read dashboards and reports for pipline
  • Great for scheduling meetings and creating phone ques for sales team

Cons

  • ROI for smaller clients
  • If using light version some creative workarounds need to be put in place
  • Can seem more expensive than other alternatives
  • Increased efficiency of sales reps by 2 times
  • Increased top of funnel leads through tracking
  • Easy to use interface for training new users
Although they are more expensive I went with HubSpot because of the company. HubSpot has had great customer service and has a wealth of information on running projects in and out of their system.

Their interface and being able to be one solution replacing other systems is also very cost effective compared to buying each system separately and trying to get them to work together.
I highly recommend HubSpot. They have a great system and a great wealth of resources for any sales or marketing challenge. The only thing I don't like is the cost, at times it seems more expensive especially for smaller clients, but once used and you start building out the system it is worth the value.

HubSpot CRM Feature Ratings

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

Comments

More Reviews of HubSpot CRM