HubSpot CRM from a client success perspective
November 06, 2021
HubSpot CRM from a client success perspective
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with HubSpot CRM
HubSpot CRM is being used by our entire organization but is mainly used by our marketing, sales, and client success teams. We use it for client data, reports, automated emails, and more.
- Lots of different options for fields.
- Automation.
- Integration with other tools.
- The tutorials seemed more geared for sales and seemed to talk more about sales tactics than different ideas for using the software.
- Duplication seems to happen frequently and can be time consuming to fix.
- Can’t update an individual deal through a report (have to go into the actual deal, whereas other CRMs we were able to update from an aggregated list).
- Customized reports have helped us stay on top of sending timely reporting to customers.
- Sales has used scheduled emailing to reach out to more prospects.
- Automated emails in response to new prospects signing up have significantly reduced the number of employee touchpoints and time it takes to get a new customer up and running.
We decided to switch primarily to HubSpot as a one-stop shop. We have maintained our SF account as there are certain integrations (particularly delighted surveys) that we have not been able to switch over.
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