AE review of HB
January 25, 2022
AE review of HB
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with HubSpot CRM
For deal management and outbound prospecting. All our customer and potential customer data are stored here and managed from here.
- Makes sure all data points are linked.
- Auto fills many fields.
- The notes section is too basic. You can't really create a template for all deals to enter useful info such as their needs, requirements, timeline, etc. It is just a simple text bloc. It would be nice to have a template across all deals to fill in sales info like why they came to us, why they need our tool, the context of their situation, etc.
- Saves time doing this in Excel
We don't really have a marketing team but would be nice to see it be used for that.
- Salesforce Lightning Platform (formerly Salesforce App Cloud)
I did before. HB is lighter and modern. Everyone can use it and doesn't really require a sales ops person.
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