A unified sales and marketing experience
December 18, 2021

A unified sales and marketing experience

Jon Walka | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

HubSpot is our main tool for account management, lead and prospect management, all new deals, and marketing automation. With this we were able to get rid of the 4-5 systems we were previously using and bring [them] into 1 unified system making processes more efficient, workflows easier, and data more accurate. We have a team of about 15-20 in HubSpot so it's really important for us to not be in multiple software confusing team members and potentially harming the sales process from the start.

Pros

  • Lead management
  • Email and calls
  • Automation
  • Workflows
  • Quotes
  • Record keeping
  • Reporting

Cons

  • Notifications on accounts with no follow up
  • Predictive data and recommendation for next steps
  • Revenue increase
  • Time saving
  • Reduced software
  • Better deal.management
I've used Salesforce before. HubSpot is just easier to navigate, create, and manage. You don't have to be an expert to do it. They even overtraining and certification to make you that though. Salesforce I can't say the same thing about. It felt like we always needed to hire outside help when working with it.
It got us into 1 unified platform that everyone is able to see clearly what is going on. It's much better than having multiple systems because they don't always have an accurate view of the whole picture and it can skew data be hard to manage. With HubSpot, we don't have that problem.
In the end, HubSpot was a better system, that saved us time, and unified our sales and marketing. This was something that was previously lacking in our organization. Now, we have one software that everyone can see and understand the big picture with ease. To add and sweeten the deal Hubspot also saved us cost wise but that wasn't the main driver to use them. It wound up being a cherry on top.

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

It's been a great tool to help manage both inbound and outbound lead processes, deal stages, and the post-sales process of adding on more features. It gives great insight into the customer journey and where they are at in their journey. Email communication recommendations are a great feature to make sure prospects are getting them at the right time. The only thing I'm not a fan of is when we get spam/unqualified accounts in our view. There are no current proactive steps to identify. That'd be a great feature.

HubSpot CRM Feature Ratings

9.7
Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
8
Interaction tracking
10
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
9.5
Lead management
10
Email marketing
9
10.0
Task management
10
Billing and invoicing management
Not Rated
Reporting
10
10.0
Forecasting
Not Rated
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
API for custom integration
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
10.0
Mobile access
10

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