HubSpot CRM serves as the anchor of our sales/marketing efforts.
October 08, 2021

HubSpot CRM serves as the anchor of our sales/marketing efforts.

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

Overall Satisfaction with HubSpot CRM

Within the sales function of HubSpot CRM, we effectively use it to monitor and track important documents within our sales process including collateral, methodology documentation, and/or proposals. By having individual-level visibility into who's opening, clicking, and reading our material, we have better intelligence on who we can follow up with, when we do it, and what we say. This type of data-rich informed follow-up has allowed us to accelerate our deal flow pipeline, decrease the average sales cycle, and improve the overall experience for both internal and external teams.
  • Tracking of documents.
  • Reporting on individual responsiveness.
  • Visibility into what items create more questions and/or feedback.
  • Would be great to use a single link for one document versus having to create unique ones for every new prospect.
  • Would be great to see how we can get visibility for tracking links such as YouTube videos, etc., not just file tracking.
  • Increase in sales velocity.
  • Decrease in average sales cycle.
  • Increase in customer satisfaction.
Based on my experience with using other CRM software tools, I'd rank HubSpot CRM as the most versatile and sophisticated of the tools. Because we're able to leverage the solution for a variety of functions, we're able to maximize the value we get. Also, the level of support and cross-functional compatibility with other tools ensures we are getting the most from it as a good partner should.

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

I think we get the most value out of Hubspot CRM today from its marketing automation, helping with distribution information across our customer base and prospective customers. Automating inbound lead flow and connections to other used tools such as Salesforce, 6Sense, Zoom, etc.

HubSpot CRM Feature Ratings

Customer data management / contact management
7
Workflow management
7
Opportunity management
5
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
6
Interaction tracking
8
Case management
7
Call center management
7
Help desk management
7
Lead management
9
Email marketing
8
Task management
7
Billing and invoicing management
6
Reporting
5
Forecasting
5
Pipeline visualization
6
Customizable reports
6
Custom fields
5
Custom objects
5
API for custom integration
5
Role-based user permissions
6
Single sign-on capability
8
Social data
6
Social engagement
7
Marketing automation
9
Compensation management
5
Mobile access
8