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HubSpot: the main hub for you to multiply productivity
August 10, 2021

HubSpot: the main hub for you to multiply productivity

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

Overall Satisfaction with HubSpot CRM

HubSpot is being used by the Business Development, Product, and Finance teams mainly for acquisition (new vendors), account management (optimization, selling of programs/campaigns to partners), internal admin/support tasks (i.e. content, pricing updates), and finance ops related tasks.
  • The team is able to keep a close track of the entire acquisition process on HubSpot under "Deals". It definitely helps boost lead tracking, productivity, and conversions.
  • Deals are also being used for account management for existing partners. HubSpot allows team members to always cross-check by searching specific code or ID, this helps us to avoid double work or contacting the same partners twice.
  • The tickets feature is very useful as well. The business development team is using this feature to submit internal requests to the admin/support team on content/pricing updates, contact lists, bulk deals upload, etc.
  • Perhaps can have another layer before Pipelines, for example, Teams/Departments to separate the pipelines and deals of different teams or departments. It is being used by many teams of my company and it gets a little cluttered.
  • The loading speed can be improved. Clicking into a deal takes about 10 seconds to load.
  • Easier access to email template editing, formatting and custom fonts.
  • It makes administrative or operational tasks efficient. Improved by 25%.
  • Much better pipeline visibility.
  • HubSpot allows the team to be reminded to follow up with prospects which helps increase the chances of them converting more leads.

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

DBeaver, Microsoft 365 (formerly Office 365), Atlassian Confluence
In my case, HubSpot is generally very good for managing the tasks for acquisition and account management. The team can keep up with their own progress from lead generation to closing the deal, unlike using a shared Excel file to track the progress which can be very tedious and prone to unnoticed human errors.

HubSpot CRM Feature Ratings

8.8
Customer data management / contact management
9
Workflow management
10
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
Not Rated
Channel / partner relationship management
8
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
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
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated