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HubSpot [CRM] for Scaling!
November 24, 2021

HubSpot [CRM] for Scaling!

Mathew Hrappstead | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller
Review Source

Overall Satisfaction with HubSpot CRM

We use Hubspot CRM to protect the "Golden Hours" for our sales team. By providing our team with an automated deal flow and pipeline system, we eliminate redundant tasks and keep data hygiene at the forefront of our use case. By creating a single source of truth for our sales team, we're constantly able to gather insight and create target buyer personas based on successful clients and previous engagements. Since implementation, our representatives have a combined additional 40 hours per week and user adoption is up to 100% versus 50% with our previous software.
  • Task queue.
  • Reporting.
  • Automation.
  • Seamless Gmail integration.
  • Additional SaaS Integration.
  • More defined onboarding for partner program (or decreased cost for current services provided).
  • Some of the features that exist in certain professional platforms and not others is tedious.
  • Increased team adoption.
  • Saved 40 hours per week in representatives' time.
  • Now have forecasting and reporting that matches our ideal KPIs.
HubSpot CRM use is very intuitive, it's designed using best practices to make things simple and straightforward. I had HubSpot CRM implemented and was making headway with very minimal training. Comparatively, I had been using Agile CRM for 3 months and was still just lost trying to automate and create accurate reports.
We now have insights into both sides of the equation versus one side sharing what needed to be shared versus what should be shared. Our marketing team now has insight into what the sales team's challenges are and what the customers are asking for. This helps us create fractional content specific to our ideal clients' buyer profiles.
Intuitive design and built to scale with options for every step in the business-building process. Microsoft Dynamics [365] is time-consuming and a terrible user experience. Jobber is great for service-based businesses, SharpSpring [from Constant Contact] and Agile [CRM] just didn't have the tools to ease the workload we were looking for. The Academy for learning and developing your skills is also top-notch.

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

If the client has a convoluted sales process and poor data management, we highly recommended using HubSpot CRM to start getting on top of your client information. The truth of the matter is that it's not a one size fits all type program; there are certain companies that maybe don't merit the complexity of a tool like HubSpot CRM but each use case is different. If organization and actionable insight are important factors, it naturally makes sense to have a discussion.

HubSpot CRM Feature Ratings

7.2
Customer data management / contact management
5
Workflow management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
6
Interaction tracking
4
6.3
Case management
7
Call center management
7
Help desk management
5
9.0
Lead management
10
Email marketing
8
9.7
Task management
10
Billing and invoicing management
9
Reporting
10
9.3
Forecasting
8
Pipeline visualization
10
Customizable reports
10
8.7
Custom fields
10
Custom objects
6
API for custom integration
10
9.5
Role-based user permissions
10
Single sign-on capability
9
7.5
Social data
7
Social engagement
8
8.5
Marketing automation
10
Compensation management
7
5.0
Mobile access
5