HubSpot hits...for the most part.
May 06, 2021

HubSpot hits...for the most part.

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

HubSpot CRM is being used exclusively by the sales team to build and leverage our database of leads. The team uses this for outbound emails and the accompanying analytics, reminders for follow-ups, and notes for call prep and records. In what I imagine is a common response, this platform keeps us organized and structured, saves us time, and inspires us to try different methods to our processes and strategies.

Pros

  • Efficient tracking of client data and conversations
  • Structure for organized communication to a mass audience
  • Data analytics for sales outreach

Cons

  • Invalid email data tracking, such as open rate and clickthrough
  • With more efficient methods of outreach, Hubspot has saved us money both in terms of time spent and increased outreach leading to a higher total number of deals.
  • When issues arise, we have spent a lot of time troubleshooting with support/flipping through community forums rather than doing our jobs.
  • We have been able to cleanly manage a much higher list of companies and individuals than if we were tracking with our own tools.
Our business is so small that alignment and cooperation between such departments has not been a notable issue in the past. That said, we have much to explore further and test out, such as the newly launched Operations Hub, which we are very excited to try. In general, however, the main benefit of our use has been on the efficiency and scale side rather than internal department cooperation.
We selected HubSpot CRM because of features we were not happy with at a previous company. HubSpot CRM won out because of customer reviews, the team, and the features offered.

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

Not sure

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

For us as a small business, the platform is working overall well. However, when we have run into issues, such as with invalid email opens tracked within the system, it's easy to see that the customer service team is not always in a position to resolve the issue. We've found ourselves frustrated at times when the answer is, in kinder words, "this is the way it is and not on us." In the end, the platform's tracking of email opens--the easiest example I have to point to--is performing a service the recipient may not be aware of and certainly hasn't opted into, so I, to some extent, understand when snags occur.

HubSpot CRM Feature Ratings

Customer data management / contact management
10
Workflow management
Not Rated
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
5
Channel / partner relationship management
8
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
8
Email marketing
7
Task management
10
Billing and invoicing management
Not Rated
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
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
Not Rated
Mobile access
Not Rated

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