HubSpot Review from a Rookie CRM User
June 30, 2022

HubSpot Review from a Rookie CRM User

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

Overall Satisfaction with HubSpot CRM

We upload all potential clients within the system, monitor and track correspondence, and finalize all deals within the system. We have also linked performance dashboards to track progress throughout the sales cycle for individuals as well as the entire sales team. Some of the issues we have run into with our experience thus far include the ability to split deals between more than 5 people and the ability to change the main contact on a deal.
  • Content organization
  • Customizable reports
  • Drag and drop pipeline
  • Unlinking HubSpot email tracking from work gmail and personal gmail
  • Ability to split deals between more than 5 people
  • Ability to change who main point of contact is on a deal
  • Quicker sales turnarounds
  • Realistic forecasting for individuals and teams
  • Ability to hone in on specific verticals
N/A - this is the first CRM I have utilized
It has allowed sales and marketing teams to recognize and target specific industries that are yielding the best return on investment. With this ability, each team is able to individually and collectively hone their efforts of outreach, allocation of funds, and overall approach for growing in the right direction.

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

Not sure

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 for HubSpot CRM: sales-focused companies need to keep things organized, avoid repeated outreach, and streamline their processes between different departments and workers within the company. Less appropriate usage of HubSpot CRM: small companies with limited need for complex reporting or integrations, or those who don't have a specialist able to manually override mistakes, etc.

HubSpot CRM Feature Ratings

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