Easy to use, great task management
October 08, 2021
Easy to use, great task management
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with HubSpot CRM
HubSpot CRM is being used for early lead management and deal qualification. Initially, it was onboarded to help the Business Development Team with lead generation, however, it is now being used by the sales organization to cultivate and manage their deals. Utilizing the task management features, communication templates, and import features is easy and straightforward. It allows visibility to deal status and great integration with Gmail and Google Calendar.
- Task management and followup.
- Import of company/account data.
- Connection between deals, contacts, companies, and tasks.
- Haven't quite figured out the right reports to include on dashboards.
- 10k limit on entities (contacts, tasks, etc) within a company is low for large orgs.
We're using an old version of Microsoft CRM (on Prem). It is difficult to use, has no graphical interface, regularly crashes or boots users out, even when actively entering data. Dashboards in our implementation are nonexistent. System changes are impossible. There is no workflow for tasks. Adoption is poor at my company. In a prior life, I used Salesforce.com. My company had a fairly well-done implementation of Salesforce, and it was maintained by an expert administrator. Dashboarding was still difficult, and without an onsite expert (who started a year after I began using Salesforce) the product was very difficult to use and adoption was poor.
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