HubSpot CRM is Great but Just Needs Small Tweaks to Make it Perfect
December 17, 2021

HubSpot CRM is Great but Just Needs Small Tweaks to Make it Perfect

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

Overall Satisfaction with HubSpot CRM

I use HubSpot CRM for contact data and dashboards.

Pros

  • Dashboard data
  • Contact services like email and phone options
  • Organization is great. Its all right there for the user.

Cons

  • I have to restart it alot
  • Sequences should be allowed even when you dont have an email address
  • connectivity to other apps and functions
  • Organization
  • Deal flow through pipeline
  • Managing employee output
HubSpot CRM is great. It just needs a few tweaks on the sequences and flow between [the] screens. When working on a deal I want to be able to adjust the contact without having to go to a new screen and so on.
Greatly. Now [the] sales executives, sales managers, sales development reps and all [the] other departments can see the same information in real-time. HubSpot CRM makes collaboration so much easier.
Salesloft has better cadence use and allows more detail in conversations with its capabilities. I think HubSpot CRM has more overall capabilities with pipeline health and things of that nature. HubSpot CRM does need help with contacts, deals, and adding customers/clients to a sequence without having an email address. Then it will be comparable with Salesloft [in my opinion].

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

HubSpot CRM [helps with] cold calling and storing information about contacts, deals or other needs of work. This helps keep things organized for my future calls or for someone to easily know what has been accomplished or needs to be done on a single or multiple contact(s) or deal(s). HubSpot CRM is very user-friendly.

HubSpot CRM Feature Ratings

8.0
Customer data management / contact management
8
Workflow management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
8
Interaction tracking
8
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
8.0
Lead management
8
Email marketing
8
7.5
Task management
8
Billing and invoicing management
Not Rated
Reporting
7
7.7
Forecasting
7
Pipeline visualization
8
Customizable reports
8
8.0
Custom fields
8
Custom objects
8
API for custom integration
8
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
7.0
Social data
7
Social engagement
7
5.0
Marketing automation
5
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

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