HubSpot - Everything You Need at Your Fingertips
June 30, 2022

HubSpot - Everything You Need at Your Fingertips

Mindy Kleinman | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

I use HubSpot on a daily basis at work. It is my resource for all information on every prospect and customer with whom I work. I keep very detailed notes in HubSpot and it is a one-stop resource to go back and look up account information. If a prospect or customer calls and has questions on something we previously discussed or needs me to send the information again, I can easily look up the account in HubSpot and see all previous interactions (calls, emails, texts, etc.) and get the information I need quickly. Also, if there is a discrepancy in something that was said or relayed to another co-worker, I can review the account in full and discuss the status of the account correctly. HubSpot has proven to be an invaluable tool for me when working with my customers and prospects.
  • Easy to look up account information.
  • Allows tracking for multiple forms of communication (ex. email, calls, texts, etc.).
  • Can be customized for specific needs.
  • Allows ample space to include detailed/lengthy notes on interactions with customers and prospects.
  • Shows detailed summaries of work (ex. number of calls made, number of deals closed-won).
  • Organizes tasks easily and clearly.
  • Easy to update and add account information.
  • There should be more control over who can change "Contact Owner" and "Original Contact Owner" (right now anyone has permission/access to make these changes).
  • HubSpot should allow more than one contact to have the same email address (for purposes of adding a 2nd contact to a company with a general email address).
  • There should be some additional categories with logging a call (ex. "Call Outcome" - line is busy, disconnected, out of service, etc.).
  • I can easily track my deals for the month to see where I stand in terms of commissions.
  • I can track my number of calls to see if I am hitting my goals.
  • It saves me time by having one solid resource to refer to for all customer and prospect interactions and data.
I have used some other CRM programs in the past and I have found HubSpot to be very intuitive. It was relatively easy to learn how to use it and adding data takes no time at all. It is very easy to access and I like that it can be customized with the data that is specific to my job and my goals.
HubSpot has been a very effective tool for both sales and marketing. We have multiple marketing campaigns going on simultaneously and HubSpot allows for tracking all of them. I especially like the feature of using sequences for emails and calls. This adds an extra level of efficiency as I do not need to spend time sending emails to contacts. The system does it for me. It allows me to focus on other work. Our marketing campaigns are a very important part of what we do in sales and tracking the campaigns in HubSpot provides our marketing team with valuable data as to how the campaigns are performing so they know where to spend our marketing dollars.

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

HubSpot has proven to be an invaluable tool in my daily role in sales. It is an easy-to-use, comprehensive system where all of my activity and account information is stored and easy to access. When a customer or prospect calls me with a question or is looking for specific information, I can quickly pull up the account and review all of the details of my communication with them.

I especially love using the "Task" feature. This is extremely helpful when I have to make a follow-up call (at a specific time) or if I need a reminder to send information or send an email. The task feature helps to keep me very organized since I am working with multiple contacts and multiple accounts daily. I find HubSpot to be a great tool for me to stay organized and efficient in my sales position.

HubSpot CRM Feature Ratings

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