HubSpot takes the heavy lifting out my day
August 10, 2021

HubSpot takes the heavy lifting out my day

Jireh Gibson, MBA | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use most of the aspects of HubSpot CRM, for things like website analytics, marketing campaigns via sequencing, and it is our main database for sales reporting, and keeping track of deals and each potential client moves through the funnel. The main problem it solves is keeping everyone on the same page and it helps with transparency and communication.
  • Integration with other tools such as Sales Intel, the resource library also makes completing tasks such as creating templates or snippets make using it every day a breeze
  • I like having access to my CRM via my mobile device. I can get notifications when someone answers or opens an email. Which allows me to quickly respond or take action on the next steps.
  • The ability to create detailed reports has allowed us to get very specific for tracking various elements of our prospecting efforts.
  • In terms of reporting, we were trying to decide how many times a prospect had been reached out to by a particular person, however, it was not clear how to do that or if it was possible. Finding out what drives people to agree to a demo and via which channel would also be helpful.
  • There have been times like today, it seems like HubSpot CRM was also in need of a 'weekend break. At times becomes very glitchy and slow. Not really a major issue in the grand scheme of things, except it always happens at the worst time of day.
  • It'd be great if HubSpot CRM did a better job of catching duplicate contacts. Variations in spelling would have helped me avoid adding a company that was already listed in our database. The company name is 3 words, however, it's in our system as one word.
  • HubSpot CRM does a great job of keeping track of analytics that help us uncover trends that are crucial as we cannot rely on stats and numbers from 2020 since Covid skewed so many variables.
  • Since we can file and keep all of our marketing collateral, utilize the CMS, and maintain our website all in one spot, costs are reduced because time spent in multiple platforms is eliminated.
  • The ability to get results of a/b testing in real-time gives us the flexibility to make proper changes so that we stay on track for reaching pertinent KPIs.
It's been several years since I've used other CRM's, however, I have yet to see anything that also offers a huge library of learning tools and videos. HubSpot CRM is second to none in its ability to relate to the end-users. Not to mention, the passion of those who spend so much time telling the HubSpot CRM story and helping people overcome their fears or anxieties.
To be honest, it has been several years since I've used anything besides HubSpot CRM. However, the most recent CRM I've used is Outreach. Although Outreach works well in many instances, it was a bit cumbersome when it comes to agencies that rely on integrating with various clients. Sometimes the data lag made it difficult to remain productive, and at times uploading and appending data felt like a lot of heavy lifting.
In my opinion, HubSpot CRM makes it much easier to catch duplicate contact information, and it simplifies creating lists to keep your database clean and up to date.

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

It is not well suited for adding contacts to avoid duplicates. Spelling variations and suggestions would help with that. I believe HubSpot CRM is a great tool for also holding different aspects of your team accountable. As in sales, it's very easy to see the number of calls made or emails sent to a particular prospect or group of potential clients. Also great for coaching sessions and ways to improve performance.

HubSpot CRM Feature Ratings

Customer data management / contact management
9
Workflow management
9
Territory management
8
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
9
Quote & order management
9
Interaction tracking
6
Channel / partner relationship management
8
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
9
Email marketing
10
Task management
10
Billing and invoicing management
6
Reporting
8
Forecasting
9
Pipeline visualization
Not Rated
Customizable reports
5
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
8
API for custom integration
Not Rated
Role-based user permissions
6
Single sign-on capability
Not Rated
Social data
7
Social engagement
5
Marketing automation
9
Compensation management
8
Mobile access
10