The Marketing POV 4 Years In
October 20, 2021

The Marketing POV 4 Years In

Jenna Tucker | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with HubSpot CRM

[HubSpot CRM is being used as a] sales CRM tool for inside and outside of the sales team.
  • User-friendly.
  • Helpful tools.
  • Easier to use for bids/RFPs, or large accounts with multiple contacts.
  • The ability for administration to start a sequence on behalf of a sales person/user.
  • Cuts down on manual reporting.
  • Extreme visibility into sales performance.
This is my first CRM experience.
We still use Mailchimp for our email/marketing efforts but as the marketing manager, I now have total visibility into how the sales team works, their individual processes for closing deals, and what verbiage they use. [HubSpot CRM helps me] align my Mailchimp emails with what the sales team says or promises. I can see what verbiage or emails are being opened/clicked on.
We looked into SalesForce, but since it was too expensive we went with HubSpot CRM, which was very similar in features.

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?

No

Would you buy HubSpot CRM again?

Yes

[HubSpot CRM is] great for loading tons of leads and simultaneously working leads to drive sales. It is not great for large bids or RFPs.

HubSpot CRM Feature Ratings

Customer data management / contact management
10
Workflow management
6
Opportunity management
4
Integration with email client (e.g., Outlook or Gmail)
5
Quote & order management
Not Rated
Interaction tracking
10
Case management
Not Rated
Call center management
Not Rated
Help desk management
9
Lead management
Not Rated
Email marketing
Not Rated
Task management
9
Billing and invoicing management
Not Rated
Reporting
9
Forecasting
10
Pipeline visualization
10
Customizable reports
8
Custom fields
6
Custom objects
Not Rated
API for custom integration
8
Role-based user permissions
8
Single sign-on capability
4
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated