Expanding Sales Operation
January 24, 2022

Expanding Sales Operation

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

Overall Satisfaction with HubSpot CRM

We've integrated HubSpot with our primary technology offering to identify ideal customers based on a set of defined criteria. Storing large numbers of companies in HubSpot has allowed this integration to identify hundreds of ideal customers week over week. The ability to integrate has reduced our Sales Development resources substantially and has created a more efficient team.
  • Integrate with our technology offering
  • HubSpot's Support team is top-notch and always available over chat to solve real-time problems
  • The Deal functionality could use more fields that are reportable
  • Being able to track Deals by Age, such as how many days each Deal has been active, would aid in reporting
  • If you update the notes on a Meeting associated with a Deal, it messages all attendees of that meeting, including prospects. This feature could lead to inexperienced reps accidentally sending prospects notes when they just want to log meeting notes at the Deal level. Not sure why this functionality exists
  • We've been able to expand sales development
  • We have not been able to report on Deal age and easily display it, and the same goes for reporting the number of days a Deal sits in each stage
Compared to Salesforce, I find HubSpot more difficult to use when displaying Deal information. Salesforce classic displayed all data on a single page that was easy to view and manage on sales calls. Deals in HubSpot store data in Notes, and other fields all over the Deal page that are not in a single, viewable section.
We are not there yet. We are still building our marketing function

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?

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

So far from what I've seen, HubSpot has been beneficial for startups scaling their sales operation, while I've seen competing for crm like salesforce better suited for building out sales teams tracking far more data and building out more complex sales/service organizations. I'm still gathering evidence over time as to how HubSpot compares to other crms.

HubSpot CRM Feature Ratings

Customer data management / contact management
9
Workflow management
9
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
9
Quote & order management
5
Interaction tracking
8
Case management
9
Call center management
Not Rated
Help desk management
8
Lead management
Not Rated
Email marketing
5
Task management
7
Billing and invoicing management
Not Rated
Reporting
5
Forecasting
7
Pipeline visualization
6
Customizable reports
5
Custom fields
9
Custom objects
7
API for custom integration
9
Role-based user permissions
5
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated