HubSpot CRM is essential for us
August 10, 2021

HubSpot CRM is essential for us

Max Scholle | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We're using HubSpot CRM for our marketing initiatives. All of the leads that we generate are stored within the CRM and then we run campaigns based on different criteria. Once leads either raise their hand and become MQLs or hit a lead score threshold and are elevated to an MQL, they are included in an Inclusion list that syncs them to Salesforce where our sales team works out.
  • Great filters - you can easily drill down into your data
  • User interface - easy to navigate and find what you need
  • Easy to organize - we have a lot going on, so we need to stay organized
  • Some of the tracking can be frustrating because it'll just default to "Offline Sources"
  • Syncing from HubSpot to Salesforce can be slow which affects our speed to lead i.e. time to contact by our sales reps
  • Searching for contacts on the search bar could be easier
  • Increased lead visibility
  • Increased MQL generation through workflows and lead scoring
  • Improved analytical abilities because of workflows/native tracking
Extremely easy to use and they have great training to get you started. It's very intuitive and it has 99% of the things it needs.
It helps us with the lead handoff from marketing and sales. Once a lead becomes an MQL, it is pushed over to Salesforce via an inclusion list. Our reps work out of SFDC and not HubSpot. The integration can take a few more minutes to sync over each contact than I'd like, but the process works very well for us.
It's a bit more expensive than others I've used (besides Salesforce), but not by much. And with that extra cost comes miles more of functionality and customization.

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

Good for an organization that is growing but isn't yet super complex. Its ease of use lets you stand up some pretty powerful workflows and allows you to easily comb through the data, but with that simplicity can come some hurdles if you want to get really complex. I can see it being somewhat tough to use for a very large organization.

HubSpot CRM Feature Ratings

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