Review from a User Perspective (Sales)
May 03, 2021

Review from a User Perspective (Sales)

Katie Gilarde | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

It is being used to keep track of engagements between us and current clients or prospects.
  • Logs emails across inboxes
  • Keeps engagement activity dates
  • Great integration features
  • System downtimes.
  • Lag in uploading imported contacts.
  • Calendar integrations with Zoom only sometimes work.
  • Increased points of contact with prospects.
  • Increased demos of product.
  • Increased email activity and ROI.
This is one of the only CRMS I have used but the reputation of Hubspot has always been positive. There is a lot you can do with it if you take the time to learn and read the blog posts. It is not as intuitive as I would like it to be.
This is definitely helped my team because we can now see each other's activity and who owns which organizations. It also makes collaboration efforts easier through templates and sequences. I am only on the sales team, so I can only speak to it in a sales sense. I think it is a great tool for teams of all sizes.
I am just a team member so I did not make the decision to purchase HubSpot. I think HubSpot can do a lot that Salesforce cannot (or Salesforce requires a larger fee for). I think Salesforce has a better customer service response, however, HubSpot to me has fewer technical issues.

Do you think HubSpot CRM delivers good value for the price?

Yes

Are you happy with HubSpot CRM's feature set?

Yes

Did HubSpot CRM live up to sales and marketing promises?

No

Did implementation of HubSpot CRM go as expected?

Yes

Would you buy HubSpot CRM again?

Yes

It is great for sales because you can keep track of prospects and engagement with them. It may not be the best for current clients since they may require more personalized touches. I am not within any other realms of business so I really only know how it is used for sales.

HubSpot CRM Feature Ratings

Customer data management / contact management
8
Workflow management
5
Territory management
2
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
6
Contract management
3
Quote & order management
3
Interaction tracking
9
Channel / partner relationship management
7
Case management
4
Call center management
9
Help desk management
5
Lead management
9
Email marketing
8
Task management
10
Billing and invoicing management
4
Reporting
4
Forecasting
2
Pipeline visualization
9
Customizable reports
4
Custom fields
4
Custom objects
3
Scripting environment
7
API for custom integration
7
Role-based user permissions
8
Single sign-on capability
5
Social data
4
Social engagement
8
Marketing automation
9
Compensation management
4
Mobile access
7