HubSpot is an efficient tool to streamline sales processes
May 04, 2021

HubSpot is an efficient tool to streamline sales processes

Alyssa Disalvo | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

HubSpot CRM is being used for every aspect of our sales process and customer relations. All departments are using and every employee does too. It solves the problem of streamlining processes and communication with our clients and is an organized tool to track sales.
  • Importing contacts/leads
  • Streamlines communication with templates and workflow
  • Easily stores client information customized for our needs
  • Not super intuitive in all aspects and user friendly
  • tracks emails sometimes when I click into them vs the client
  • a checklist would be handy for clients
  • Revenue growth thanks to more efficiency
  • Shorter deal cycles
  • Easier and faster communication
There was definitely a learning curve at first for me, but now I am getting the hang of it and using it well. I think there is still a lot I can learn though!
My agency chose HubSpot versus any other provider...but from what I can tell, this is better than Salesforce. I only minimally used Salesforce at a previous position, and I was not in sales there.

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?

Yes

Did implementation of HubSpot CRM go as expected?

Yes

Would you buy HubSpot CRM again?

Yes

I would recommend HubSpot CRM to every one of our users, particularly for handling leads and client referrals.

HubSpot CRM Feature Ratings

Customer data management / contact management
9
Workflow management
7
Territory management
Not Rated
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
7
Interaction tracking
9
Channel / partner relationship management
7
Case management
8
Call center management
8
Help desk management
8
Lead management
8
Email marketing
9
Task management
7
Billing and invoicing management
Not Rated
Reporting
8
Customizable reports
8
Custom fields
8
Custom objects
8
Role-based user permissions
7
Single sign-on capability
8
Mobile access
8