HubSpot CRM system - thoughts and feedback!
May 23, 2022

HubSpot CRM system - thoughts and feedback!

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

Overall Satisfaction with HubSpot CRM

We use it to store customer data, set reminders to get in touch with customers, input deals, and amend when needed. Anything at all to do with the sales cycle of our product. As well as storing company marketing info and presentation materials

Pros

  • Easily accessible information - easy to figure out where things might be
  • Really easy to use in regards to setting tasks for oneself and also colleagues
  • being able to send links to stored information/materials straight through email

Cons

  • INTEGRATION WITH EMAIL NEEDS TO BE IMPROVED
  • Make it so that you don't have to manually check if an email will be logged even if it's being sent through outlook
  • The automatic location of where a lead if from is often very very off
  • Unfortunately, this isn't the information I have access to. But I know as someone who works in sales that the management of tasks and reminders has allowed me to stay on top of deals massively. So not losing track of where I am with multiple deals definitely brings a lot of money to this business
It is very organic in my opinion. Even if you hadn't used the platform before I feel like you could work your way around it easily enough
Our sales and marketing work hand in hand. So allowing both departments to see the same dashboards and metrics in real-life timing is massively important. It also means we see the same info at the same time so react quickly to problems together
The name escapes me but having worked at BMW previously, HubSpot as a CRM system is LEAGUES above what I worked with previously

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

Well suited as a central housing for all company data from deals to lead info that everyone can access easily. But the biggest floor is the fact that you can also send emails and then they're not automatically logged in to the lead's HubSpot profile which means that your colleagues aren't always up to date when reading through a said profile without talking to you.

HubSpot CRM Feature Ratings

6.0
Customer data management / contact management
9
Workflow management
7
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
4
Quote & order management
5
Interaction tracking
4
7.0
Case management
7
Help desk management
7
7.0
Lead management
7
Email marketing
7
CRM Project Management ()
Not Rated
8.3
Forecasting
7
Pipeline visualization
9
Customizable reports
9
Customization ()
Not Rated
Security ()
Not Rated
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
8.0
Mobile access
8

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