Hubspot collaboration win!
May 05, 2021

Hubspot collaboration win!

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

Overall Satisfaction with HubSpot CRM

We use HubSpot CRM for sales, marketing, and customer success. HubSpot CRM helps us collaborate between teams and ensure consistent messaging throughout. It helps us with lead scoring, managing sales pipelines, and tracking customer engagement. Since starting to use HubSpot CRM, our overall efficiency has increased exponentially. I am better able to recall information by using the call recording feature!
  • Call recording
  • Sales pipeline and forecasting
  • Followup reminders
  • Lacking ability to pause call recording in order to take card info and then continue recording
  • Lots of drop-downs/expand all--better customization would be nice
  • Increased efficiency
  • Increased close/win rate
  • Better overall collaboration
There is a slight learning curve when getting started, but like most tools, once you get comfortable, it is very user friendly. Easy layout to navigate and I love the ability to see everything for a contact on one screen.
HubSpot CRM has increased our effectiveness throughout! Having sales being able to see when a marketing email is being sent and what it says has been a huge value to the team. Being able to align messaging and time sales outreach so as not to overwhelm clients has helped with our close rate as well.

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?

I wasn't involved with the selection/purchase process

Did implementation of HubSpot CRM go as expected?

I wasn't involved with the implementation phase

Would you buy HubSpot CRM again?

Yes

HubSpot CRM is great for organizations with multiple reps in multiple departments. It helps collaborate and be able to see messages between departments. Service-based and non-service-based companies would work well with HubSpot CRM. Great for email tracking, sales forecasting, call review, and lead scoring.

HubSpot CRM Feature Ratings

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