Make your sales dreams come true
January 24, 2022

Make your sales dreams come true

Jennifer Orgado | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I use HubSpot to generate new sales opportunities for the sales team. The problem I have with Hubspot is being an end user friendly. A lot of my coworkers do not have the proper training to build dashboards or generate the reports they need to maximize their use of the program. I have done certifications within the platform so I am a little more user-friendly to the capabilities and functionality of the software.

Pros

  • Collects Data
  • Reports
  • Dashboards

Cons

  • More end user training after implementation
  • A build a list tab
  • Easier reporting
  • Shorter deal cycles
  • increased productivity
  • Integrates well with other applications
I will forever love Salesforce but if I had to be on anything else (which I am) it would be HubSpot. I enjoy the ease of use in sequencing and the ability to run multiple sequences. This makes my job a lot easier. I also appreciate the way it integrates with other applications so it also saves me time in not having to repeat and type information over again.
Yes. We are able to work together better and target from an account and prospect level. We are able to easily book meetings, set tasks, and share information on an account and prospect using HubSpot. I enjoy being able to have clear visibility and the capability to share real-time information in a clear and precise manner with my sales team.

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

HubSpot is well suited for sales development but less suited for a full sales cycle. I recommend an Account/Prospect view and a place to see all things relative to the company in one place. I believe that by not having this capability it is more likely to double dial on an account or call when opportunities are already engaged.

HubSpot CRM Feature Ratings

8.5
Customer data management / contact management
9
Workflow management
5
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
Not Rated
Interaction tracking
10
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
8.5
Lead management
7
Email marketing
10
9.0
Task management
10
Billing and invoicing management
Not Rated
Reporting
8
8.0
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
8
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
8.0
Social data
Not Rated
Social engagement
8
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
8.0
Mobile access
8

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