Hubspot helps Toddle setup and streamline sales processes
Updated June 04, 2022

Hubspot helps Toddle setup and streamline sales processes

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

Overall Satisfaction with HubSpot CRM

We use HubSpot CRM to manage all of our sales operations - across the sales funnel. From creating calendar links to setting up meetings with prospects, tracking their website behavior, mapping to buyer personas, nurturing them through automated, targeted communications based on the persona and the funnel stage, to seeing pipeline status, tracking key metrics sales person-wise - it's really an end to end solution for organizing your sales processes. We started 3 years back as a startup with little to no B2B sales experience, HubSpot CRM has helped us build those processes pretty much from scratch.

Pros

  • Workflow automations
  • Personalised sequences of emails
  • Pipelines views to keep track of progress against goals
  • Tracking of lead behavior on website
  • Integration with other platforms

Cons

  • It is really expensive
  • Calendar functionalities are limited
  • Email design capabilities are limited
  • More structured processes
  • Better understanding of sales
  • More accurate projections and forecasting
The setup does require a lot of effort - and you need to develop processes and training around the usage. Adoption also takes persistence and patience as sales reps need to wrap their heads around the vastness of the product. But once these processes are set up, things become smoother.
We do not currently use the Marketing Hub of Hubspot.
N.A.

Do you think HubSpot CRM delivers good value for the price?

No

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

Most appropriate: You have a sales function currently running on excels/ google sheets or other less powerful platforms and you are looking to streamline sales operations You are trying to create a holistic view across sales, marketing and service Not well suited: Small company with limited execution bandwidth. You almost need someone dedicated to setup and constant improvements. You do not have budget headroom

HubSpot CRM Feature Ratings

8.3
Customer data management / contact management
8
Workflow management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
6
Interaction tracking
8
8.0
Case management
8
10.0
Lead management
10
Email marketing
10
8.3
Task management
8
Billing and invoicing management
7
Reporting
10
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
8.0
Social data
8
Social engagement
8
10.0
Marketing automation
10
6.0
Mobile access
6

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