A must have for sales teams!
July 01, 2022

A must have for sales teams!

Mary Kate Brown | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with HubSpot CRM

HubSpot helps our team organize and keep track of all incoming leads and customers. We schedule calls, email, text, call, and record meetings in the CRM. It provides seamless communication between our team (sales) and others in our company. We keep detailed notes and records of deals and interactions with leads and customers. HubSpot also allows us to forecast and track our yearly, quarterly, and monthly sales goals. Detailed reports are easily auto-generated. It helps us automate certain tasks that would otherwise take hours to execute. We're able to save email templates, create sequences, set tasks, and employ a rigorous follow-up strategy based on a lead's activity. HubSpot easily integrates with other tools, so our GoogleWorkspace is always updated with activities completed in the CRM.

Pros

  • Keep detailed data on contact records.
  • Deal forecasting
  • Report generation
  • Call recording
  • Text message integration

Cons

  • Expand features of the meeting calendar (Calendly has the best options and flexibility. Webinars, group meetings, custom availability, etc. )
  • The new goal setting is still in beta and has been confusing to navigate
  • Learning how to use and create workflows can be VERY confusing. It takes a lot of reading and sometimes calls with support.
  • Detailed reports
  • Increase in contact
HubSpot is the only CRM we've used. It's not always intuitive, but customer support is top-notch.
We currently do not use Marketing Hub, but so far it has tremendously helped our sales team follow up with all marketing leads.

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

A must-have for sales teams + lead and customer management! Building and maintaining relationships with customers is streamlined with the tools HubSpot provides, and it allows sales teams to forecast and keep detailed reports on revenue goals.

HubSpot CRM Feature Ratings

Customer data management / contact management
10
Workflow management
10
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
Not Rated
Help desk management
10
Lead management
10
Task management
10
Billing and invoicing management
Not Rated
Reporting
10
Forecasting
10
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
10
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
8

HubSpot CRM Support

I love that I can request a phone call, and I get a phone call within 5 minutes.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
I was having trouble with figuring out how to get a workflow to work the way I needed it to, and the support team member spent a lot of time on the phone with me. When we didn't reach a solution over the phone, she emailed me that same afternoon with a solution.

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