Great platform to help you better understand your clients.
October 08, 2021

Great platform to help you better understand your clients.

Ryan Speers | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

We use HubSpot CRM to track incoming leads and targeted prospects. The platform is primarily used by our sales and marketing teams, which has been fantastic in helping us better understand and analyze data to optimize campaigns and sales rep performance.

Pros

  • PPC tracking.
  • Customer persona development (understanding exactly who we're selling to).
  • Performance optimization (tying together marketing and sales data).

Cons

  • No comments here - you simply need to upgrade your plan for additional features.
  • Stronger targeting for higher value accounts.
  • Directly connecting marketing efforts with sales opportunities (and understanding what converts).
  • Easy to view conversation and activity history with clients to help better serve their needs.
We were using a handful of simple Chrome extensions prior to HubSpot CRM. The difference is night and day.
The HubSpot CRM has most certainly provided a positive impact on our Sales and Marketing team's cooperation. Understanding how each opportunity connects to a different marketing campaign while being able to measure the success rates (and conversation cadence when diving more deeply into qualitative analysis), has provided the insight we need to make informed decisions about where we need to allocate our ad spend.

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

HubSpot CRM is fantastic for companies/organizations with a high-touch sales approach. Understanding the specific requirements of clients, categorizing them based on the dynamic properties we were able to create, and tracking the history of all conversations and brand activity has provided the insight needed to systemize and elevate our overall approach to sales.

HubSpot CRM Feature Ratings

Workflow management
Not Rated
Lead management
10
Email marketing
7
Reporting
8
Forecasting
7
Pipeline visualization
9
Customizable reports
7
Custom fields
8
Custom objects
8
API for custom integration
8
Role-based user permissions
7
Social data
7
Mobile access
4

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